Staff Client Help v7.1
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPub.fm" /><title>Change Labels Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Change_Labels_Dialog_Box.htm">Open topic with navigation</a>
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<h1><a name="kanchor5247"></a><a name="IX_described_267"></a>Change <span style="font-size: 11.0pt;"><a name="CSH_334"></a></span>Labels Dialog Box</h1>
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<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select one of the following:<br /><b>Profiles, PowerPAC</b>, <b>Title Display: Configure<br />Profiles, Mobile PAC</b>, <b>Title Display: Configure<br />Profiles, Community</b>, <b>Community Information Display (Mobile PAC): Configure<br />Profiles, Community</b>, <b>Community Information Display (PowerPAC): Configure<br /></b>Then right-click the entity in the <b>Available entities</b> or the <b>Display these entities</b> list, and select <b>Labels</b> from the context menu, select <b>Edit Labels</b> from the Entity Properties dialog box, or click the Change Labels icon at the top of the <b>Available entities</b> or <b>Display these entities</b> list.</p>
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<p>Use this dialog box to edit the default English label for an entity, and to enter or change the labels for other languages. See the following topics for more information:</p>
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<ul type="disc">
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<li>
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<p class="FM_Bullet"> <a href="../../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a></p>
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</li>
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<li>
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<p class="FM_Bullet"><a href="../../Public_Access_Admin/PDOMobilePAC/Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the">Configuring the Mobile PAC Title Display</a>
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</p>
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</li>
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<li>
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<p class="FM_Bullet"><a href="../../Community Profiles/CommProfPAC/Configuring_the_PAC_Community_Results_Display.htm#XREF_71986_Configuring_the">Configuring the PAC Community Results Display</a>
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</p>
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</li>
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<li>
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<p class="FM_Task"><span class="FM_BulletHead">Select a language</span> - In the <b>Language</b> list, click the language you want to edit.</p>
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</li>
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<li>
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<p class="FM_Task"><span class="FM_BulletHead">Customize the label</span> - With the language selected, click the <b>Customize</b> option and then enter your text.</p>
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</li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>To enter diacritics or non-Latin characters, press and hold <b>ALT</b> while typing the code on the numeric keypad.</p>
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<p class="FM_Task"><span class="FM_BulletHead">Save or cancel your work</span>:</p>
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<li>
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<p class="FM_Bullet">To permanently save your changes and keep the dialog box open, click <b>Apply</b>.</p>
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<p class="FM_Bullet">To permanently save your changes and close the dialog box, click <b>OK</b>.</p>
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</li>
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<li>
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<p class="FM_Bullet">To remove any changes that have not been applied and close the dialog box, click <b>Cancel</b>.</p>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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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/PRadminPub.fm" /><title>Children’s PAC Category Configuration Dialog Box</title>
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<h1><a name="kanchor3549"></a><a name="IX_described_231"></a>Children’s <span style="font-size: 11.0pt;"><a name="CSH_294"></a></span>PAC Category Configuration Dialog Box</h1>
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<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles</b>, <b>Children’s PAC</b>, <b>Category construction.</b></p>
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<p>Polaris PowerPAC Children’s Edition offers search targets (predefined searches or Web links), organized in categories and subcategories. Use the Children’s PAC Category Configuration dialog box to define and organize the search targets. In this dialog box, folder icons <img alt="ChildCatFolder.gif" style="width: 15.250pt;height: 11.594pt;margin-bottom: 0.000pt;" id="image1" src="ChildCatFolder.gif" /> represent categories. Database icons <img alt="ChildCatDB.gif" style="width: 13.776pt;height: 13.068pt;margin-bottom: 0.000pt;" id="image2" src="ChildCatDB.gif" /> represent bibliography (title) search targets, and Web Site icons  represent Web link targets. See <a href="../../Public_Access_Admin/PDOchild/Managing_Search_Categories.htm#XREF_22505_Constructing">Managing Search Categories</a> for details.</p>
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<ul type="disc">
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<li>
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<p class="FM_Task"><span class="FM_BulletHead">Add a category</span> - Select the folder to which you want to add a category, then click <b>Add Category</b>.</p>
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</li>
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<li>
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<p class="FM_Task"><span class="FM_BulletHead">Add a target</span> - Select the category folder to which you want to add a target, then click <b>Add Target</b>.</p>
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</li>
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</ul>
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<p class="FM_Heading3"><a name="TOC_Add_Category_Dialog_Box"></a>Add Category Dialog Box</p>
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<p><a name="CSH_295"></a>Use this dialog box to add a search target category to Children’s PAC. For detailed procedures, see <a href="../../Public_Access_Admin/PDOchild/Add_a_new_category.htm#XREF_13445_Add_a_new_category">Add a new category</a>.</p>
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<ul type="disc">
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<li>
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<p class="FM_Task"><b>Display Name</b> - Identifies the new category in the Category Configuration dialog box. If no category icon is defined, the Display Name is directly displayed as a link on the Children’s PAC home page. If an icon is defined for the category, the category is displayed as a link when the icon is selected.</p>
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</li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>To insert a diacritic character in the display name, click <b>Diacritics</b>. The Character Picker dialog box opens. For details on choosing diacritic characters, see <a href="../../Cataloging/PKcreate/Choose_characters_diacritics_from_a_chart.htm#XREF_84426_Insert_a_diacritic">Choose characters/diacritics from a chart</a>.</p>
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<ul type="disc">
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<li>
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<p class="FM_Task"><b>Display Message</b> (optional) - Type any text that should be displayed below the category display name and above the matrix of icons or list of targets.</p>
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</li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>You can insert diacritic characters in the message. Click <b>Diacritics</b>. The Character Picker dialog box opens. For details on choosing diacritic characters, see <a href="../../Cataloging/PKcreate/Choose_characters_diacritics_from_a_chart.htm#XREF_84426_Insert_a_diacritic">Choose characters/diacritics from a chart</a>.</p>
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<ul type="disc">
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<li>
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<p class="FM_Task"><b>Icon File Name - </b>Type only the file name for the category icon graphic. Polaris constructs the appropriate URL to the <b>categories</b> folder of the selected theme, or to the default theme if you do not allow theme selection. The category icon is displayed in the Children’s PAC interface as a link, which you can click to see subcategories or targets.</p>
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</li>
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</ul>
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<p class="NoteShade"><b>Important:<br /></b>Be sure to place the category icon graphic file in the <b>categories</b> folder for <span class="FM_Emphasis">each theme you offer</span>. For more information about themes, see <a href="../../Public_Access_Admin/PDOchild/Managing_Themes.htm#XREF_53821_Managing_Themes">Managing Themes</a>.</p>
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<ul type="disc">
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<li>
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<p class="FM_Task"><b>Tooltip Preview</b> - Check this box to display targets for this category when the cursor hovers over the category link in the Children’s PAC interface. To display tooltip previews, you must also specify an icon file name for the category.</p>
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</li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>Use the Children’s PAC profile <b>Number of tooltip entries displayed</b> to set the maximum number of tooltip entries to display. In the Add Children’s PAC Search Target dialog box, you must also check the <b>Preview Search Target</b> box for each target you want to display in the tooltip.</p>
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<h2><a name="TOC_Add_Children_s_PAC"></a>Add Children’s PAC Search Target Dialog Box</h2>
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<p><a name="CSH_296"></a>Use this dialog box to add a search target to Children’s PAC. For detailed procedures, see <a href="../../Public_Access_Admin/PDOchild/Add_a_new_search_target_to_a_category.htm#XREF_36705_Add_a_new_search">Add a new search target to a category</a>.</p>
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<p class="NoteShade"><b>Tip:<br /></b>You can view the structure of default targets to get ideas about how to set up targets. Select a default target and click <b>Modify</b> to view the target settings.</p>
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<ul type="disc">
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<li>
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<p class="FM_Task"><b>Display Name</b> - Identifies the new target in the Category Configuration dialog box and on the home page.</p>
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</li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>You can insert diacritic characters in the display name. Click <b>Diacritics</b>. The Character Picker dialog box opens. For details on choosing diacritic characters, see <a href="../../Cataloging/PKcreate/Choose_characters_diacritics_from_a_chart.htm#XREF_84426_Insert_a_diacritic">Choose characters/diacritics from a chart</a>.</p>
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<ul type="disc">
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<li>
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<p class="FM_Task"><b>Icon File Name - </b>To make this target part of a matrix of search targets for the category, type the name of the target icon file here. Children can click the icon to launch the search for the target. If you do not specify an icon, the target is displayed as a simple text link in a list with any other text-link targets.</p>
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</li>
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<li>
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<p class="FM_Task"><b>Icon Display Name - </b>If you want to display text along with the target icon in the matrix, type the text in the <b>Icon Display Name</b> box. (If you specify an Icon Display Name, be sure you specified an Icon File Name.)</p>
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</li>
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</ul>
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<p class="NoteShade"><b>Important:<br /></b>Be sure to place the target icon graphic file in the <b>categories</b> folder for <span class="FM_Emphasis">each theme you offer</span>. For more information about themes, see <a href="../../Public_Access_Admin/PDOchild/Managing_Themes.htm#XREF_53821_Managing_Themes">Managing Themes</a>.</p>
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<ul type="disc">
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<li>
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<p class="FM_Task"><b>Target type</b> - Select one of the following target types:</p>
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</li>
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<li>
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<p class="FM_Bullet"><b>Search</b><span class="FM_BulletHead"> - </span>Launches a defined search in the Polaris database. Input the search command as a Common Query Language (CQL) command in the <b>Search</b> box.</p>
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</li>
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<li>
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<p class="FM_Bullet"><b>Bibliography</b> - Displays a search link that launches a search for specific titles. Click <b>Add</b> next to the <b>Bibliography</b> box, and use the Find Tool to locate and select the bibliographic record for the title you want to add.</p>
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</li>
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<li>
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<p class="FM_Bullet"><b>URL</b> - Displays a text link that connects to a Web site. Input the complete URL for the Web target in the <b>URL</b> box.</p>
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</li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>To allow Web target links, set the Children’s PAC profile <b>Web access: Enable</b> to <b>Yes</b>. Libraries where children’s Internet access is a concern should use lockdown software or set this profile to <b>No</b>. If this profile is set to <b>No</b>, the URL target appears as text only, and does not allow Web access.</p>
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<ul type="disc">
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<li>
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<p class="FM_Task"><b>Preview Search Target</b> - Check this box to include the target Display Name as a link under the category to which the target belongs. Preview search targets are indicated by a small flag <img alt="ChildCatDBPrev.gif" style="width: 14.485pt;height: 12.302pt;margin-bottom: 0.000pt;" id="image4" src="ChildCatDBPrev.gif" /> in the Category Configuration dialog box. If you want the same target link to be displayed once the category is selected, set it up again under the appropriate category, leaving <b>Preview Search Target</b> unchecked. To display preview search targets, you must also specify an icon file name for the <span class="FM_Emphasis">category</span>. See <a href="../../Public_Access_Admin/PDOchild/Add_a_new_category.htm#XREF_13445_Add_a_new_category">Add a new category</a>.</p>
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</li>
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<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Translate category and target names</span> - See <a href="../../Public_Access_Admin/PDOchild/Translate_a_category_or_target.htm#XREF_19894_Translate_a">Translate a category or target</a> and <a href="../../Public_Access_Admin/PDOchild/Translate_all_categories_and_targets.htm#XREF_22298_Translate_all">Translate all categories and targets</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>
|
||||
+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|Public Access 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/PRadminPub.fm" /><title>Children’s PAC Default Search Limits Dialog Box</title>
|
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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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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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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/PRadminPub/Childrens_PAC_Default_Search_Limits_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>
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|
||||
<h1><a name="kanchor3198"></a><a name="IX_described_232"></a>Children’s <span style="font-size: 11.0pt;"><a name="CSH_297"></a></span>PAC Default Search Limits Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles</b>, <b>Children’s PAC</b>, <b>Default search limits.</b></p>
|
||||
<p>Use this dialog box to filter and scope search results in Polaris PowerPAC Children’s Edition. For details, see <a href="../../Public_Access_Admin/PDOchild/Setting_Children_Search_Limits.htm#XREF_48097_Setting_Up">Setting Children’s Search Limits</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Set a free-text filter</span> - Type the Common Query Language (CQL) command in the <b>Default free text search limit</b> box, beginning with the Boolean operator <b>and</b>. The default filter is <b>AND TA=j</b>, which limits the results to titles with a juvenile target audience. For more information about CQL, see <a href="../../Public_Access_Admin/PDOccl/PAC_CQL_Commands_Access_Points.htm#XREF_16524_PAC_CCL_Commands">PAC CQL Commands & Access Points</a>.</li>
|
||||
<li><span class="FM_BulletHead">Limit search results to certain collections</span> - Select the collections in the <b>Collections</b> list.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you have collections set up for children’s periodicals, this is a good way to include the periodicals in Children’s PAC search results, since serials records do not include target audience information.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Combine free-text and collection filters</span> - Enter a free-text filter and select the collections intended for children.</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>
|
||||
+97
@@ -0,0 +1,97 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Public Access 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/PRadminPub.fm" /><title>Code Picker Dialog Box</title>
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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</script>
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/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>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Code_Picker_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>
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|
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<h1><a name="kanchor5026"></a><a name="IX_described_271"></a>Code <span style="font-size: 11.0pt;"><a name="CSH_338"></a></span>Picker Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select one of the following:<br /><b>Profiles, PowerPAC</b>, <b>Title Display: Configure<br />Profiles, Mobile PAC</b>, <b>Title Display: Configure<br />Profiles, Community</b>, <b>Community Information Display (Mobile PAC): Configure<br />Profiles, Community</b>, <b>Community Information Display (PowerPAC): Configure<br /></b>Then select a display element (entity), right-click, and select <b>Properties</b>. On the Properties dialog box, click <b>Define Entity, </b>and click the ellipsis button in the in the Ind1 or Ind2 column or Subfields column (system level only).</p>
|
||||
<p>Use this dialog box to edit indicators or subfields for a selected entity. See the following topics for more information:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"> <a href="../../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Public_Access_Admin/PDOMobilePAC/Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the">Configuring the Mobile PAC Title Display</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Community Profiles/CommProfPAC/Configuring_the_PAC_Community_Results_Display.htm#XREF_71986_Configuring_the">Configuring the PAC Community Results Display</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Select a single value - Click the value in the grid, and then click <b>Enable</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Select a contiguous range of values - Enter the beginning and ending values in the <b>Select range</b> box, and click the <b>+</b> button to highlight the values in the grid.  Then click <b>Enable</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Select a non-contiguous set of values - Press <b>CTRL+click</b> to select the values in the grid, and then click <b>Enable</b>.</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>
|
||||
+126
@@ -0,0 +1,126 @@
|
||||
<!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|Public Access 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" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPub.fm" /><title>Configure [DataBase] Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Configure_DataBase_Dialog_Box.htm">Open topic with navigation</a>
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<h1><a name="kanchor467"></a><a name="IX_Configure"></a>Configure <span style="font-size: 11.0pt;"><a name="CSH_351"></a></span>[DataBase] Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PowerPAC</b>,<b> Remote databases:</b> <b>Usage settings. </b>On the Remote databases Usage Settings dialog box, select a database and click <b>Configure database.</b></p>
|
||||
<p>Use this dialog box to set PowerPAC usage conditions for a specific remote database. See <a href="../../Public_Access_Admin/PDOz3950/Remote_Database_Usage_Settings_for_PowerPAC.htm#XREF_76881_Remote_Database">Remote Database Usage Settings for PowerPAC</a> for detailed information.</p>
|
||||
<p class="FM_Heading4n">Parameters Tab</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Display name</span> - Specify a PowerPAC display name for this database, if you want a name other than that shown.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Enable for follow-on searching</span> - Select (check) to designate this database for follow-on searching. This option is available only if follow-on searching has been enabled for remote databases on the Remote Databases Usage Settings dialog box. The database must also be added as a search target for this organization’s PAC. See <a href="../../Public_Access_Admin/PDOz3950/Organizing_Target_Databases_for_PowerPAC_Display.htm#XREF_37761_Organizing_Target">Organizing Target Databases for PowerPAC Display</a>. </p>
|
||||
</li>
|
||||
<li><b>Include by default</b> - Select (check) to include this database in PowerPAC searches by default. See <a href="../../Public_Access_Admin/PDOz3950/Remote_Database_Usage_Settings_for_PowerPAC.htm#Default_Remote_Databases">Default Remote Databases in PowerPAC Searches.</a></li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Include in quick-select drop down</span> - Select (check) to include the database in the Using drop-down list box in the PowerPAC search form. The database must be selected to appear in at least one place in the Remote Databases: Categorization of Target Databases dialog box for the organization. See <a href="../../Public_Access_Admin/PDOz3950/Organizing_Target_Databases_for_PowerPAC_Display.htm#XREF_37761_Organizing_Target">Organizing Target Databases for PowerPAC Display</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Maximum number of records to return</span> - Specify the retrieved records limit by selecting a number in the box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Maximum search time (seconds)</span> - Specify the search time limit in seconds by selecting a number in the box.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Heading4n">Authentication Tab</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Restrictions subtab</span> - These settings specify whether and how patrons access the database from in-house computers and from remote computers.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">In-house access</span> - <b>Disabled</b> prevents patrons from accessing the database from a library computer. <b>Login required</b> requires patrons to log in with their library account credentials to access the database from a library computer. <b>No login required</b> - Patrons can access the database from a library computer without logging in.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Remote access</span> - <b>Disabled </b>prevents patrons from accessing the database from a computer outside of the library. <b>Login required </b>requires patrons to log in with their library account credentials to access the database from a computer outside of the library. <b>No login required </b>- Patrons can access the database from a computer outside of the library without logging in.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Patron codes subtab</span> - select the patron codes to restrict. Patrons whose records have the selected patron code will be prevented from accessing the database.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you choose to restrict access by patron code, you must also require the patron to log in (Restrictions subtab). If you do not require log-in, your settings for restricted patron codes are ignored.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">IP Addresses subtab</span> - Sets access to the remote database by the IP address of the PAC search computer.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Type the IP address in the top boxes and click <b>Add</b>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To include an IP address range, select <b>Enter IP range</b>, type the beginning IP address in the top boxes and the last two digits of the ending IP address in the bottom boxes. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To remove an IP address, select it and click the <b>Remove</b> button.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Heading4n">UI Options Tab</p>
|
||||
<p>These settings define the search access points for each search type in this database. These settings also control the types of searches available in the PowerPAC <b>Other Searches</b> dashboard that is displayed with results when this database is searched.</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>
|
||||
+86
@@ -0,0 +1,86 @@
|
||||
<!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|Public Access 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" />
|
||||
<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/PRadminPub.fm" /><title>Copy Title Display Configure Dialog Box</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="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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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">
|
||||
</script>
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Copy_Title_Display_Configure_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>
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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="kanchor3182"></a><a name="IX_described_268"></a>Copy <span style="font-size: 11.0pt;"><a name="CSH_335"></a></span>Title Display Configure Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select one of the following:<br /><b>Profiles, PowerPAC</b>, <b>Title Display: Configure<br />Profiles, Mobile PAC</b>, <b>Title Display: Configure<br />Profiles, Community</b>, <b>Community Information Display (Mobile PAC): Configure<br />Profiles, Community</b>, <b>Community Information Display (PowerPAC): Configure<br /></b>On the Title Display Configure or Community Information Display Configure dialog box, click <b>Copy</b>. </p>
|
||||
<p>Use this dialog box to copy configurations to other organizations. See the following topics for more information:</p>
|
||||
<ul type="disc">
|
||||
<li> <a href="../../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a></li>
|
||||
<li><a href="../../Public_Access_Admin/PDOMobilePAC/Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the">Configuring the Mobile PAC Title Display</a>
|
||||
</li>
|
||||
<li><a href="../../Community Profiles/CommProfPAC/Configuring_the_PAC_Community_Results_Display.htm#XREF_71986_Configuring_the">Configuring the PAC Community Results Display</a>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Select the configuration views you want to copy, and select the organizations that should receive your settings. </p>
|
||||
<p>(Optional) To overwrite the destination organization’s labels with the source organization’s labels, select (check) <b>Overwrite labels</b>..</p>
|
||||
<p>Click <b>Copy</b>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The copy action takes place immediately. The action cannot be undone.</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>
|
||||
+96
@@ -0,0 +1,96 @@
|
||||
<!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|Public Access 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" />
|
||||
<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/PRadminPub.fm" /><title>Dashboards: Narrow search & Related searches - Modify Search Dashboard Element Dialog Box</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/jquery.min.js" type="text/javascript">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
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<script>/* <![CDATA[ */
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|
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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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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Dashboards_Narrow_search_Related_searches_-_Modify_Search.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="kanchor3324"></a><a name="IX_described_234"></a>Dashboards: <span style="font-size: 11.0pt;"><a name="CSH_299"></a></span>Narrow search & Related searches - Modify Search Dashboard Element Dialog Box</h1>
|
||||
<p>Use this dialog box to modify the display settings for an element selected on the Narrow or Related Searches tabs of the Dashboards: Narrow your search & Related searches dialog box (<b>PowerPAC</b> profile or <b>Community</b> profile). The dialog box appears when you click <b>Modify Dashboard Element</b>.</p>
|
||||
<p>For PowerPAC information, see <a href="../../Public_Access_Admin/PDOresults/Set_up_the_Narrow_your_search_Web_part1.htm#XREF_80650_Set_up_the_Narrow">Set up the Narrow your search Web part</a> and <a href="../../Public_Access_Admin/PDOresults/Set_up_the_Related_searches_Web_part1.htm#XREF_89512_Set_up_the_Related">Set up the Related searches Web part</a> (PowerPAC profiles). These settings apply to bibliographic search results.</p>
|
||||
<p>For Community information, see <a href="../../Community Profiles/CommProfPAC/Set_Up_the_Narrow_Your_Search_Web_Part.htm#XREF_75209_Set_Up_the_Narrow">Set Up the Narrow Your Search Web Part</a> and <a href="../../Community Profiles/CommProfPAC/Set_Up_the_Related_Searches_Web_Part.htm#XREF_25448_Set_Up_the_Related">Set Up the Related Searches Web Part</a> (Community profiles). These settings apply to community information search results.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Display the element - </b>To display the element in the Web part, select (check) this option.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Show initially expanded</b> - To display the element’s links when the search results page appears, select (check) this option.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To minimize the need to scroll the PAC search results page, you may want to consider displaying some or all elements as initially unexpanded. The patron can choose to expand any element that is unexpanded.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Minimum to show</b> and <b>Maximum to show - </b>To change the minimum and maximum number of links that can be displayed for the element, select or type the numbers in the boxes.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The maximum number of links that can be displayed for one element is 99. However, higher numbers of links can slow processing time and may not be particularly useful to patrons, since the list of links for an element may be quite long for certain searches.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Label - </b>If you want to change the default English label, type the text in the box.</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>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Dashboards_Narrow_your_search_Related_searches_Dialog_Box1.htm">Open topic with navigation</a>
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<h1><a name="kanchor3996"></a><a name="IX_described_233"></a>Dashboards: <span style="font-size: 11.0pt;"><a name="CSH_298"></a></span>Narrow your search & Related searches Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PowerPAC</b>, <b>Dashboards: Narrow your search & Related searches.</b></p>
|
||||
<p>Use this dialog box to set up the Narrow and Related Web parts that are displayed in the Polaris PowerPAC dashboard on the bibliographic search results page. You can offer the <b>Narrow</b> Web part, the <b>Related</b> Web part, or both; specify the elements available for each Web part and set the display order; set the initial display to expanded or collapsed; set the minimum and maximum number of links for each element; specify your own labels for the Web parts and elements and translate the labels if you have Polaris PowerPAC Multilingual Version. For details about the features these Web parts offer to users, see <a href="../../Public_Access_Admin/PDOresults/Setting_PowerPAC_Narrow_Related_Search_Options.htm#XREF_37562_Setting_Related">Setting PowerPAC Narrow/Related Search Options</a>. </p>
|
||||
<h2><a name="TOC_Narrow_Tab1"></a>Narrow Tab</h2>
|
||||
<p>Settings on this tab control whether the Narrow Web part is displayed in the dashboard for search results, and what search filter elements are listed for the Web part. For details about this Web part, see <a href="../../Public_Access_Admin/PDOresults/Setting_PowerPAC_Narrow_Related_Search_Options.htm#XREF_10408_Narrow_Web_Part">Narrow Search Web Part</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Modify the settings for an element</span> - Select the element and click <b>Modify Dashboard Element</b>. The Modify Dashboard Element (Narrow) dialog box appears. See <a href="../../Public_Access_Admin/PDOresults/Set_up_the_Narrow_your_search_Web_part1.htm#XREF_80650_Set_up_the_Narrow">Set up the Narrow your search Web part</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set the display order</span> - Select an element and click the up or down arrows. Elements toward the top of the list are displayed before elements lower in the list. (The label for the entire Web part is always displayed first and cannot be re-ordered.)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Translate a label</span> - Select the element and click <b>Translate Label</b>. Your choice of languages depends on the languages you purchased with Polaris PowerPAC Multilingual Version. See <a href="../../Public_Access_Admin/PDOresults/Translate_labels_for_Narrow_Related_Web_parts_Polaris_PowerPAC.htm#XREF_38758_Translate_labels">Translate labels for Narrow/Related Web parts (Polaris PowerPAC)</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Save settings</span> - Click the Save icon <img alt="SaveIconTitleDisp.gif" style="width: 19.531pt;height: 18.072pt;margin-bottom: 0.000pt;" id="image5" src="SaveIconTitleDisp.gif" />. Your changes on this tab are immediately saved to the Polaris database.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>A message alerts you if you have set <b>Dashboard</b> to be displayed but no elements. At least one element within the Web part must be set for display in order to display the Web part itself.</p>
|
||||
<h2><a name="TOC_Related_Searches_Tab1"></a>Related Searches Tab</h2>
|
||||
<p>Settings on this tab control whether the Related Web part is displayed in the dashboard for search results, and what related search elements are listed for the Web part. For details about this Web part, see <a href="../../Public_Access_Admin/PDOresults/Setting_PowerPAC_Narrow_Related_Search_Options.htm#XREF_42459_Related_Web_Part">Related Searches Web Part</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Modify the settings for an element</span> - Select the element and click <b>Modify Dashboard Element</b>. The Modify Dashboard Element (Related) dialog box appears. See <a href="../../Public_Access_Admin/PDOresults/Set_up_the_Related_searches_Web_part1.htm#XREF_89512_Set_up_the_Related">Set up the Related searches Web part</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set the display order</span> - Select an element and click the up or down arrows. Elements toward the top of the list are displayed before elements lower in the list. (The label for the entire Web part is always displayed first and cannot be re-ordered.)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Translate a label</span> - Select the element and click <b>Translate Label</b>. Your choice of languages depends on the languages you purchased with Polaris PowerPAC Multilingual Version. See <a href="../../Public_Access_Admin/PDOresults/Translate_labels_for_Narrow_Related_Web_parts_Polaris_PowerPAC.htm#XREF_38758_Translate_labels">Translate labels for Narrow/Related Web parts (Polaris PowerPAC)</a> and <a href="../../Community Profiles/CommProfPAC/Multilingual_Supp_for_Dashboard_Titles.htm">Multilingual Support for Dashboard Titles</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Save settings</span> - Click the Save icon <img alt="SaveIconTitleDisp00692.gif" style="width: 19.531pt;height: 18.072pt;margin-bottom: 0.000pt;" id="image6" src="SaveIconTitleDisp00692.gif" />. Your changes on this tab are immediately saved to the Polaris database.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>A message alerts you if you have set <b>Dashboard</b> to be displayed but no elements. At least one element within the Web part must be set for display in order to display the Web part itself.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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||||
<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Public Access 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" />
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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/PRadminPub.fm" /><title>E-Source Target Categorization Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/E-Source_Target_Categorization_Dialog_Box.htm">Open topic with navigation</a>
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</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="kanchor5333"></a><a name="IX_described_236"></a>E-Source <span style="font-size: 11.0pt;"><a name="CSH_301"></a></span>Target Categorization Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles</b>, <b>PowerPAC</b>, <b>Categorization of Esource targets.</b></p>
|
||||
<p>E-sources are subscription databases, presented as search links on an e-sources page in Polaris PowerPAC. Use this dialog box to set up e-source targets and organize them into categories. In this dialog box, folder icons <img alt="EsourceFolder.gif" style="margin-bottom: 0.000pt;width: 17;height: 16;" id="image7" src="EsourceFolder_17x16.gif" /> represent categories. Book icons <img alt="EsourceBook.gif" style="width: 15.279pt;height: 14.485pt;margin-bottom: 0.000pt;" id="image8" src="EsourceBook.gif" /> represent individual targets. See <a href="../../Public_Access_Admin/PDOeSources/Managing_E-Sources.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing E-Sources</span></a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set up an e-source target</span> - You need to obtain certain information from the provider prior to set-up. See <a href="../../Public_Access_Admin/PDOeSources/Setting_Up_E-Source_Targets.htm#XREF_31243_Setting_Up_E">Setting Up E-Source Targets</a>. Then select a category for the target, and click <b>Add Target</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Add a category</span> - Select the <b>Root </b>folder or an existing category folder. Then click <b>Add Category.</b> A new folder appears in the tree view. Type a category heading for the new folder, and press <b>ENTER</b>. See <a href="../../Public_Access_Admin/PDOeSources/Organizing_E-Source_Targets.htm#XREF_98377_Organizing_E">Organizing E-Source Targets</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Copy an existing target into a category</span> - Select the target, and click <b>Copy</b>. Then select the category where you want to place the copy of the target, and click <b>Paste</b>. This procedure creates targets that are linked. Any change to one target is applied to all the linked targets. See <a href="../../Public_Access_Admin/PDOeSources/Organizing_E-Source_Targets.htm#XREF_98377_Organizing_E">Organizing E-Source Targets</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set the display order in the PAC</span> - Select a category or target and click <b>Up</b> or <b>Down</b>. Repeat until the categories or targets are in the display order you want. In the PAC display, targets defined at the Root level are always displayed below any categories. See <a href="../../Public_Access_Admin/PDOeSources/Organizing_E-Source_Targets.htm#XREF_98377_Organizing_E">Organizing E-Source Targets</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Revert to system settings</span> - Click <b>Revert</b>.</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>
|
||||
+111
@@ -0,0 +1,111 @@
|
||||
<!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|Public Access 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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|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
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<h1><a name="kanchor2630"></a><a name="IX_described_237"></a>E-Sources <span style="font-size: 11.0pt;"><a name="CSH_302"></a></span>Add/Modify Target Dialog Box</h1>
|
||||
<p>Use this dialog box to set up a new e-source target for use in the PAC, or to modify the settings for an existing target. See <a href="../../Public_Access_Admin/PDOeSources/Setting_Up_E-Source_Targets.htm#XREF_31243_Setting_Up_E">Setting Up E-Source Targets</a>. The Add dialog box appears when you select a category and click <b>Add Target</b> on the E-Sources Categorization dialog box. The Modify dialog box appears when you select a target and click <b>Modify</b> on the E-Sources Categorization dialog box. You can change any existing settings for the target.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Name</b> - Type a name for the target to be displayed on the PAC E-Sources page.</li>
|
||||
<li><b>Description</b> (optional) - Type a brief description (890 characters maximum), if you want to display a description on the PAC E-Sources page.</li>
|
||||
<li><b>Message</b> (optional) - Use this field to inform patrons of any use restrictions for the target, or to highlight a new offering.</li>
|
||||
<li><b>URL</b> (obtain from provider) - Input the complete URL for the target’s log-in page.</li>
|
||||
<li><b>Transfer Type</b> (obtain from provider) - The protocol for passing authentication data from your library to the e-source target. Select <b>Get</b> or <b>Post</b>. </li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Add_Modify_Targets"></a>Add/Modify Targets - General Restrictions Tab</h2>
|
||||
<p>These settings control access to a target based on workstation location.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Inhouse access</b> - Sets usage restrictions for in-house PAC workstations. Typically if a workstation is registered in Polaris Administration, it is considered in-house. If a workstation is not registered in Polaris Administration, but the IP address is listed in the system-level In-House IP Addresses database table, it is considered to be in-house.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>By default, the system checks both the In-House IP Addresses table and registered workstations to determine if a computer is in-house. However, if you experience performance issues related to e-source restrictions, you can set the system to check only the In-House IP Addresses table. See <a href="../../Administration/PDresourc/Set_criteria_for_determining_in-house_location.htm#XREF_29900_Set_criteria_for">Set criteria for determining in-house location</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Disabled - </b>The e-source is unavailable to in-house users.</li>
|
||||
<li><b>Login required - </b>The e-source is available from in-house workstations only to registered patrons.</li>
|
||||
<li><b>No login required - </b>The e-source is available from in-house workstations to anyone.</li>
|
||||
<li><b>Remote access</b> - Sets usage restrictions for remote workstations (those not in-house).</li>
|
||||
<li><b>Disabled - </b>The e-source is unavailable to remote users.</li>
|
||||
<li><b>Login required - </b>The e-source is available from remote workstations only to registered patrons.</li>
|
||||
<li><b>No login required - </b>The e-source is available from remote workstations to anyone.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Add_Modify_Targets1"></a>Add/Modify Targets - Patron Codes Tab</h2>
|
||||
<p>These settings prevent certain patron codes from accessing the target. Select (check) the codes you want to prevent from accessing the target.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Your patron code settings are used only if you have required log-in for in-house or remote access.</p>
|
||||
<h2><a name="TOC_Add_Modify_Targets_IP"></a>Add/Modify Targets - IP Addresses Tab</h2>
|
||||
<p>These settings limit access to specific workstations.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Set this restriction if you want to allow access only from the specific IP addresses listed here. If at least one address is listed, the system blocks access from <span class="FM_Emphasis">any</span> workstations or IP addresses that are not listed here, regardless of any other access restrictions you may have set. You might use this setting to limit access to a very specialized (and costly) research site.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Define IP addresses one at a time</span> - Type each  address in the <b>IP Address </b>boxes and click <b>Add</b>. The addresses are displayed in the <b>Allowed IP Addresses</b> list.</li>
|
||||
<li><span class="FM_BulletHead">Define a range of IP addresses</span> - Select the <b>Enter IP Range</b> check box. Then enter the first address of the range in the <b>IP Address</b> boxes, and enter the last address of the range in the <b>End of IP Range</b> boxes. Click the radio button below the appropriate <b>End of IP Range</b> box to specify if the last number in the range is in that address segment. Click <b>Add</b> to add the range to the <b>Allowed IP Addresses</b> list.</li>
|
||||
<li><span class="FM_BulletHead">Remove addresses from the Allowed list</span> - Select the IP address and click <b>Remove</b>. Use <b>CTRL+</b>select or <b>SHIFT+</b>select to select multiple entries.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Add_Modify_Targets2"></a>Add/Modify Targets - Connection Data Tab</h2>
|
||||
<p>These settings are provided by the vendor. <b>Name</b> is the descriptive field name that the database provider uses to prompt for input. <b>Value</b> is the actual text string that the database provider assigns to your library when the subscription is established.</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>A vendor requires a user ID and a password to access a database, so you define two parameters (two sets of Name and Value data elements). For the first set, Name is <b>UserID</b>.  Value is <b>WESTSIDELIBRARY</b>. For the second set, Name is <b>Password</b> and Value is <b>read</b>.</p>
|
||||
<p>Type a name in the <b>Name</b> box, type a value in the <b>Value</b> box for the first parameter, and click <b>Add</b>. Repeat to add as many parameters as the e-source provider requires for connection authentication.</p>
|
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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="kanchor1201"></a><a name="IX_described_235"></a>Enriched <span style="font-size: 11.0pt;"><a name="CSH_300"></a></span>Data Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles</b>, <b>PAC</b>, <b>Enriched data.</b></p>
|
||||
<p>Enriched data is information about a title in PAC search results that is delivered by a third-party vendor. Depending on your contract with the vendor, the enriched data can consist of a simple book jacket image, or contents, excerpts, tags, ratings, reviews, and other information related to the title. If you subscribe to book jacket images, these are displayed automatically in the PAC search results. See <a href="../../Public_Access_Admin/PDOEnrich/Enabling_Enriched_Data.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enabling Enriched Data</span></a> for details. Use the Enriched Data dialog box to set up and enable enriched content from specific vendors. Each vendor’s settings are on a separate tab.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can enable and receive enriched data from more than one vendor, except cover images. These must be enabled for one vendor only.</p>
|
||||
<h2><a name="TOC_Baker_Taylor_Tab"></a>Baker & Taylor Tab</h2>
|
||||
<p>The <a href="../../Public_Access_Admin/PDOEnrich/Baker_Taylor_Enriched_Data.htm#XREF_18494_Baker_Taylor">Baker & Taylor</a> tabbed page contains the following subtabs:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Cover Images</span> - If you subscribe to cover images from Baker & Taylor, select (check) <b>Enable</b> and enter the URL prefix and suffix for your site. The prefix is the part of the URL that comes before the title’s ISBN when a search is launched at the Baker & Taylor site for the book jacket image. The suffix defines your specific account access information. Contact your vendor to obtain these settings.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you use Baker & Taylor cover images for rotating book jackets on the portal page, you must also supply Content Cafe settings. For more information about setting up rotating book jackets, see <a href="../../Public_Access_Admin/PDOpower/Set_up_rotating_book_jackets.htm">Set up rotating book jackets</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Content Cafe</span> - Select (check) <b>Enable</b> and enter the user ID and password for your site. Contact your vendor to obtain these settings.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Syndetics_Tab"></a>Syndetics Tab</h2>
|
||||
<p>The <a href="../../Public_Access_Admin/PDOEnrich/Syndetics_Enriched_Data.htm">Syndetics</a> tabbed page contains the following subtabs:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Cover Images</span> - If you subscribe to cover images from Syndetics, select (check) <b>Enable</b> and enter the URL prefix and suffix for your site. The prefix must begin with<br /><b>http://www.syndetics.com/<br /></b>The suffix must include your client code. Contact your vendor to obtain this setting.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you use Syndetics cover images for rotating book jackets on the PowerPAC portal page, you must also supply <b>Other Features</b> settings. For more information about setting up rotating book jackets, see <a href="../../Public_Access_Admin/PDOpower/Set_up_rotating_book_jackets.htm">Set up rotating book jackets</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Other Features</span> - These settings apply to Syndetics content other than cover images. Select (check) <b>Enable</b> and enter the URL prefix and suffix for your site. The prefix must begin with<br /><b>http://www.syndetics.com/<br /></b>The suffix must include your client code. Contact your vendor to obtain these settings. <p class="FM_Task"><b>Unbound</b> - If you subscribe to the Syndetics Unbound service, select (check) <b>Enable</b> and enter the service URL and account ID. </p></li>
|
||||
</ul>
|
||||
<h2><a name="TOC_NoveList_Tab"></a>NoveList Tab</h2>
|
||||
<p><span class="FM_BulletHead"><a href="../../Public_Access_Admin/PDOEnrich/EBSCO_NoveList_Enriched_Data.htm#EBSCOsNoveListSelect"><span class="FM_BulletHead">NoveList Select</span> </a></span>- <a href="../../Public_Access_Admin/PDOEnrich/EBSCO_NoveList_Enriched_Data.htm#EBSCOsNoveListSelect">EBSCO's NoveList Select</a> automatically provides the appropriate links for your NoveList contract. Select (check) <b>Enable</b>, and type your Profile ID and password in the appropriate boxes. Contact your vendor to obtain the unique first part of the Profile ID and your password. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Service URL is the same for all Polaris customers. You do not need to change it unless the NoveList Web service URL changes.</p>
|
||||
<h2><a name="TOC_ChiliFresh_Tab"></a>ChiliFresh Tab</h2>
|
||||
<p>On the <a href="../../Public_Access_Admin/PDOEnrich/ChiliFresh_Enriched_Data.htm">ChiliFresh</a> tab, select (check) <b>Enable</b> and type your account ID in the <b>Account ID</b> box. (Do not specify a different service URL). Contact your vendor to obtain your specific account ID.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Cover Images</span> - If you subscribe to cover images from ChiliFresh, select (check) <b>Enable</b> and enter the URL prefix and suffix for your site. </li>
|
||||
<li><span class="FM_BulletHead">Other Features</span> - These settings apply to ChiliFresh content other than cover images, such as patron ratings and reviews. Select (check) <b>Enable</b>. In the <b>Service URL</b> box, type your ChiliFresh service URL. In the <b>Account ID</b> box, type your account identification code. In the API Key box, type your API key. The key is unique for your account ID. Obtain your specific account ID and API key from ChiliFresh.</li>
|
||||
</ul>
|
||||
<p>See also: <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm#XREF_34237_Enabling_Enriched">Polaris Social with ChiliFresh Connections</a>.</p>
|
||||
<h2><a name="TOC_LibraryThing_Tab"></a>LibraryThing Tab</h2>
|
||||
<p>On the <a href="../../Public_Access_Admin/PDOEnrich/LibraryThing_Enriched_Data.htm#XREF_79896_LibraryThing">LibraryThing</a> tab, select (check) <b>Enable tags and related titles</b> to display tags and related title links in PAC search results. Select (check) <b>Enable user reviews</b> to display reader ratings and the link to reader reviews. You can select either or both of these features.</p>
|
||||
<p>Type your site code at the end of the default URL in the <b>Service URL</b> box. Type your account number in the <b>Account ID</b> box. Contact your vendor to obtain these settings.</p>
|
||||
<h2>OverDrive Tab</h2>
|
||||
<p>On the <a href="../../Public_Access_Admin/PDOEnrich/OverDrive_Enriched_Data.htm">OverDrive</a> tab, select (check) <b>Enable</b> to enable OverDrive enriched content. </p>
|
||||
</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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<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/PRadminPub.fm" /><title>Entity Definition Dialog Box</title>
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<h1><a name="kanchor2339"></a><a name="IX_described_269"></a>Entity <span style="font-size: 11.0pt;"><a name="CSH_336"></a></span>Definition Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select one of the following:<br /><b>Profiles, PowerPAC</b>, <b>Title Display: Configure<br />Profiles, Mobile PAC</b>, <b>Title Display: Configure<br />Profiles, Community</b>, <b>Community Information Display (Mobile PAC): Configure<br />Profiles, Community</b>, <b>Community Information Display (PowerPAC): Configure<br /></b>Then select a display element (entity), right-click, and select <b>Properties</b>. On the Properties dialog box, click <b>Define Entity</b> (system level only).</p>
|
||||
<p>Use this dialog box to edit system-defined or custom entities. See the following topics for more information:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"> <a href="../../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Public_Access_Admin/PDOMobilePAC/Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the">Configuring the Mobile PAC Title Display</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Community Profiles/CommProfPAC/Configuring_the_PAC_Community_Results_Display.htm#XREF_71986_Configuring_the">Configuring the PAC Community Results Display</a>
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Certain system-defined entities cannot be edited. For details, see <a href="../../Public_Access_Admin/PDOresults/Edit_a_bibliographic_entity_definition.htm#XREF_71639_Edit_a">Edit a bibliographic entity definition</a> and <a href="../../Community Profiles/CommProfPAC/Edit_a_community_information_entity_definition.htm#XREF_88136_Edit_a_community">Edit a community information entity definition</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Add a new tag to the entity</span> - Click the ellipsis button in the Tags column.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select indicator values</span> - Click the ellipsis button in the Ind1 or Ind2 column. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select subfields</span> - Click the ellipsis button in the Subfields column.</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%;">
|
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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>
|
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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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+103
@@ -0,0 +1,103 @@
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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|Public Access 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/PRadminPub.fm" /><title>Entity Properties Dialog Box - Advanced Tab</title>
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<h1><a name="kanchor1134"></a><a name="IX_described_266"></a>Entity <span style="font-size: 11.0pt;"><a name="CSH_333"></a></span>Properties Dialog Box - Advanced Tab</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select one of the following:<br /><b>Profiles, PowerPAC</b>, <b>Title Display: Configure<br />Profiles, Mobile PAC</b>, <b>Title Display: Configure<br />Profiles, Community</b>, <b>Community Information Display (Mobile PAC): Configure<br />Profiles, Community</b>, <b>Community Information Display (PowerPAC): Configure<br /></b>Then select a display element (entity), right-click, and select <b>Properties</b>.</p>
|
||||
<p>This dialog box tab displays advanced characteristics of the currently selected bibliographic or community information entity. See the following topics for more information:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"> <a href="../../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Public_Access_Admin/PDOMobilePAC/Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the">Configuring the Mobile PAC Title Display</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Community Profiles/CommProfPAC/Configuring_the_PAC_Community_Results_Display.htm#XREF_71986_Configuring_the">Configuring the PAC Community Results Display</a>
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Certain fields are editable at the system level only. Certain system-supplied entities cannot be edited at all. See <a href="../../Public_Access_Admin/PDOresults/Edit_a_bibliographic_entity_definition.htm#XREF_71639_Edit_a">Edit a bibliographic entity definition</a> and <a href="../../Community Profiles/CommProfPAC/Edit_a_community_information_entity_definition.htm#XREF_88136_Edit_a_community">Edit a community information entity definition</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">System description</span> - Description used by the system; not a PAC display label.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Entity path</span> - System-assigned identifier for this entity.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Index name</span> - Not editable. Identifies the browse index for this entity if applicable.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Repeatable</span> - Editable for certain entities.</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>
|
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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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+94
@@ -0,0 +1,94 @@
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<!DOCTYPE html>
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<h1><a name="kanchor4447"></a><a name="IX_described_265"></a>Entity <span style="font-size: 11.0pt;"><a name="CSH_332"></a></span>Properties Dialog Box - General Tab</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select one of the following:<br /><b>Profiles, PowerPAC</b>, <b>Title Display: Configure<br />Profiles, Mobile PAC</b>, <b>Title Display: Configure<br />Profiles, Community</b>, <b>Community Information Display (Mobile PAC): Configure<br />Profiles, Community</b>, <b>Community Information Display (PowerPAC): Configure<br /></b>Then select a display element (entity, right-click, and select <b>Properties</b>.</p>
|
||||
<p> This dialog box tab displays general characteristics of the currently selected bibliographic or community information entity. See the following topics for more information:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"> <a href="../../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Public_Access_Admin/PDOMobilePAC/Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the">Configuring the Mobile PAC Title Display</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Community Profiles/CommProfPAC/Configuring_the_PAC_Community_Results_Display.htm#XREF_71986_Configuring_the">Configuring the PAC Community Results Display</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Edit labels</span> - Click to edit the display label of the currently selected entity. See <a href="../../Public_Access_Admin/PDOresults/Select_bibliographic_entities_for_display_and_edit_labels.htm#XREF_31820_Select">Select bibliographic entities for display and edit labels</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Define entity</span> - System level only. Click to edit the definition and characteristics of a system-supplied or custom entity. Certain system-supplied entities cannot be edited. See <a href="../../Public_Access_Admin/PDOresults/Edit_a_bibliographic_entity_definition.htm#XREF_71639_Edit_a">Edit a bibliographic entity definition</a> and <a href="../../Community Profiles/CommProfPAC/Edit_a_community_information_entity_definition.htm#XREF_88136_Edit_a_community">Edit a community information entity definition</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>
|
||||
+115
@@ -0,0 +1,115 @@
|
||||
<!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|Public Access 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 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/PRadminPub.fm" /><title>Feature It Screen Display Options Dialog Box</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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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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<body>
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||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Feature_It_Screen_Display_Options_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>
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||||
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|
||||
<h1><a name="kanchor1808"></a><a name="IX_described_238"></a>Feature <span style="font-size: 11.0pt;"><a name="CSH_303"></a></span>It Screen Display Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PowerPAC</b>, <b>Feature It: Screen display options.</b></p>
|
||||
<p>Use this dialog box to specify display settings for Feature It promotions of library materials and web resources, and/or community and event records, in Polaris PowerPAC. See <a href="../../Public_Access_Admin/PDOresults/Feature_It_Promotions.htm#XREF_25621_Feature_It">Feature It Promotions</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Feature It and Community Profiles are available by separate licenses. For more information about Community Profiles, see <a href="../../Community Profiles/Community Profile Topics.htm">Polaris Community Profiles Overview</a>.</p>
|
||||
<p>For information about selecting resources to feature and specifying the conditions under which they are featured, see <a href="../../Public_Access_Admin/PDOresults/Set_up_the_Feature_It_display_for_PowerPAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Up the Feature It Display for PowerPAC</span></a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">Set up Feature It for library materials and web resources:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Select (check) <b>Enable Feature It for library materials and web pages</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_List">This setting enables promotion links for library materials and featured URLs when the user searches for either bibliographic records or community information.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Select the promotion placement on the search results screen. You can select <b>Dashboard area</b>, <b>Beginning of search results</b>, or <b>End of search results</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Set up Feature It for community information:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Select (check) <b>Enable Feature It for community profiles</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_List">This setting enables promotion links for community information when the user searches for either bibliographic records or community information.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Select the promotion placement on the search results screen. You can select <b>Dashboard area</b>, <b>Beginning of search results</b>, or <b>End of search results</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Display library materials and community profile information in one list:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Enable both options and choose the same display position for both. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"> Select (check) <b>Display library and community resources in a single merged list</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Maximum to show in unexpanded dashboard</span> - If you have selected <b>Dashboard area</b> as the placement for an enabled Feature It option, set the maximum number of promotion links to show in an unexpanded dashboard list. The maximum (and default) value is 8 promotion links. Since this list can occupy considerable dashboard space at the top of the dashboard, forcing the user to scroll to see search filters and related searches, you can set the value to a lower number. In this case, the dashboard list displays a <b>more</b> link when appropriate. The user can click <b>more</b> to expand the list (up to 8 links) and <b>less</b> to collapse it. If you set this value to 0, the list is completely collapsed and the user must click a plus sign to expand it.</p>
|
||||
</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>
|
||||
+91
@@ -0,0 +1,91 @@
|
||||
<!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|Public Access 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" />
|
||||
<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/PRadminPub.fm" /><title>Google Maps Dialog Box</title>
|
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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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||||
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||||
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||||
gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Google_Maps_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>
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|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor2925"></a><a name="IX_described_239"></a>Google <span style="font-size: 11.0pt;"><a name="CSH_304"></a></span>Maps Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PAC</b>, <b>Google Maps.</b></p>
|
||||
<p>Use this dialog box to enable the Map It! feature in Polaris PowerPAC and/or Mobile PAC. This feature provides a visual guide to the location of items linked to titles in the patron’s search results list. The Map It! feature includes the zoom, pan, satellite and map imagery available on Google’s hosted mapping site.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Enable in PowerPAC</b> - Select (check) <b>Enable</b> to display the Map It! button in Polaris PowerPAC when this organization is the connection organization.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Enable in Mobile PAC</b> - Select (check) <b>Enable</b> to display the Map It! link in Mobile PAC when this organization is the connection organization.</p>
|
||||
</li>
|
||||
<li><b>API key</b> - If you are implementing Map It for the first time after June 2016, enter your Google Maps API key in the box. For more information about obtaining the API key, go to https://developers.google.com/maps/faq#keysystem. If you implemented Map It before June 2016 and are simply changing your settings, the API key is not necessary.</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Geographic center of map position</b> - Enter the latitude and longitude that should be used to position the initial display of the map. You can enter up to 20 characters in each box. Valid characters include one minus sign (to indicate a negative number, must be the first character), one period (to indicate a decimal point) and numerals 0-9. The allowed range is -90 to 90 latitude, and -180 to 180 longitude. If you have entered geographic coordinates for the system organization in the system-level Geographic Coordinates database table, these are already entered as the default values. If no system coordinates have been entered, the default coordinates are those of the current organization. If these have not been entered in the Geographic Coordinates database table, the <b>Latitude</b> and <b>Longitude</b> fields are blank.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Zoom level of initial display</b> - This setting determines the zoom level of the initial map display. The default level is 10; valid values are 1-21. Higher numbers produce a view that is zoomed in closer.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>For more information, see <a href="../../Public_Access_Admin/PDOresults/Map_It_Google_Maps_in_PAC.htm#XREF_33615_Map_It_in_Polaris">Map It (Google Maps) in PAC</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>
|
||||
+78
@@ -0,0 +1,78 @@
|
||||
<!DOCTYPE html>
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<h1><a name="kanchor2251"></a><a name="IX_described_240"></a>In-House <span style="font-size: 11.0pt;"><a name="CSH_305"></a></span>Access Definitions Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PowerPAC</b>, <b>In-house access definitions: Setup.</b></p>
|
||||
<p>Use this dialog box to control how a workstation’s in-house status is determined for PowerPAC patron actions (patron inactivity timeout and Recently Viewed Titles) and e-source access. The system uses the setting of the Polaris PowerPAC connection organization. You can set separate criteria for the patron actions and access to e-source targets.</p>
|
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<p>If you select <b>In-House IP Addresses Table only</b>, a workstation’s IP address must be included in that table to be considered in-house. If you select <b>In-House IP Addresses Table AND registered workstations</b>, a workstation’s IP address can either be included in the In-House IP Addresses table or the workstation can be registered in Polaris to be considered in-house. This is the default setting for both patron actions and e-source target access.</p>
|
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<p class="NoteShade"><b>Note:<br /></b>Look-ups to determine whether a workstation is registered in Polaris can impact performance on slow or complicated networks. If you experience these problems, you can change the setting for patron actions, e-source access, or both, to <b>In-House IP Addresses Table only.</b> If you do not experience performance problems, the default settings are probably satisfactory.</p>
|
||||
<p>For more information, see <a href="../../Administration/PDresourc/Set_criteria_for_determining_in-house_location.htm#XREF_29900_Set_criteria_for">Set criteria for determining in-house location</a>.</p>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<h1><a name="kanchor2944"></a><a name="IX_described_246"></a>Language <span style="font-size: 11.0pt;"><a name="CSH_310"></a></span>Strings Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles</b>, <b>PAC</b>, <b>Multiple language strings </b>or <b>Profiles</b>, <b>PAC</b>, <b>Hours of operation message. </b>The dialog box also appears when you translate labels in the PAC profile <b>Title Display: Configure</b>, the PowerPAC profile <b>Dashboards: Narrow your search & related searches</b>, and the Community profile <b>Dashboards: Narrow your search & related searches.</b></p>
|
||||
<p>Use this dialog box to edit certain messages and labels that may appear in Polaris PowerPAC and/or Mobile PAC, to translate data labels for title information or facets (<b>Narrow your search</b> and <b>Related searches</b>) in PAC search results, and to specify a message for the Hours page in Polaris PowerPAC and Mobile PAC.</p>
|
||||
<h2><a name="TOC_Messages1"></a>Messages</h2>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also customize message text for Polaris PowerPAC and Mobile PAC using Polaris Language Editor (WebAdmin). See the <span class="FM_Emphasis">Polaris Language Editor Guide</span> for more information.</p>
|
||||
<p>You can edit certain messages that appear in Polaris PowerPAC, and if you have Polaris PowerPAC Multilingual Version, you can edit the messages for each supported language. For details, see <a href="../../Public_Access_Admin/PDOMessages/Editing_Messages_and_Labels.htm#XREF_12013_Setting_Public">Editing Messages and Labels</a>. For a list of the messages and where they appear in PAC, see <a href="../../Public_Access_Admin/PDOMessages/PAC_Messages_and_Labels_Reference.htm">PAC Messages and Labels Reference</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Choose a language</span> - If you have Polaris PowerPAC Multilingual Version, select the language you want to edit in the <b>Choose Language</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Edit a message</span> - In the <b>Display Text</b> column, highlight the message you want to change, then press <b>ENTER</b> or double-click the text. Type the text for the message or news heading in the text box. To insert a diacritic character, click <b>Diacritics</b>. For information about inserting diacritic characters, see <a href="../../Cataloging/PKcreate/Choose_characters_diacritics_from_a_chart.htm#XREF_84426_Insert_a_diacritic">Choose characters/diacritics from a chart</a>. When you have finished with the message, press <b>ENTER</b> or select another message.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Polaris PowerPAC can display approximately 150 characters and spaces in a single line for messages.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">You can format messages to have up to four lines of text, with up to 250 characters. Use the tag <b><br/></b> to designate the start of a new line in the message. The formatting tags count against the 255-character maximum.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Data_Element_Labels_in"></a>Data Element Labels in PAC Search Results</h2>
|
||||
<p>If you have Polaris PowerPAC Multilingual Version, you can translate the labels that identify the data elements you have selected to display for title information or community information in PAC search results. For more information about selecting the data elements for the search results display, see also:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"> <a href="../../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="../../Public_Access_Admin/PDOMobilePAC/Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the">Configuring the Mobile PAC Title Display</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="../../Community Profiles/CommProfPAC/Configuring_the_PAC_Community_Results_Display.htm#XREF_71986_Configuring_the">Configuring the PAC Community Results Display</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Choose a language</span> - Select the language you want to edit in the <b>Choose Language</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Translate the label</span> - Highlight the label text you want to change, then press <b>ENTER</b> or double-click the text. Type the translation in the text box. To insert a diacritic character, click <b>Diacritics</b>. For information about inserting diacritic characters, see <a href="../../Cataloging/PKcreate/Choose_characters_diacritics_from_a_chart.htm#XREF_84426_Insert_a_diacritic">Choose characters/diacritics from a chart</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Hours_of_Operation"></a>Hours of Operation Message in Polaris PowerPAC and Mobile PAC</h2>
|
||||
<p>The message you specify here is displayed on the Polaris PowerPAC Hours page and the Mobile PAC Hours & Contact Info page. For more information about the PowerPAC Hours page, see <a href="../../Public_Access_Admin/PDOpower/Set_Polaris_PowerPAC_features_on_the_menu_bar.htm#XREF_61605_Set_Polaris">Set Polaris PowerPAC features on the menu bar</a>. For more information about the Mobile PAC Hours & Contact Info page, see <a href="../../Public_Access_Admin/PDOMobilePAC/Setting_Up_Mobile_PAC_Library_Information.htm#XREF_66089_Setting_Up_Library">Setting Up Mobile PAC Library Information</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Choose a language</span> - If you have Polaris PowerPAC Multilingual Version, select the language you want to edit in the <b>Choose Language</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Type the message</span> - Double-click the message field in the <b>Display text</b> column and type the message (up to 500 characters). You can insert diacritic characters in your message. Click <b>Diacritics</b>. In the Character Picker dialog box, select a graphic character set. Then select the character, and click <b>Insert</b>. For more information about inserting diacritic characters, see <a href="../../Cataloging/PKcreate/Choose_characters_diacritics_from_a_chart.htm#XREF_84426_Insert_a_diacritic">Choose characters/diacritics from a chart</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Dashboard_Labels_for"></a>Dashboard Labels for Narrow Your Search & Related Searches Elements</h2>
|
||||
<p>The dialog box appears when you select an element and click <b>Translate Label</b> on the Narrow or Related Searches tabs of the Dashboards: Narrow your search & Related searches dialog box (<b>PowerPAC</b> profile or <b>Community</b> profile).</p>
|
||||
<p>For PowerPAC information, see <a href="../../Public_Access_Admin/PDOresults/Translate_labels_for_Narrow_Related_Web_parts_Polaris_PowerPAC.htm#XREF_38758_Translate_labels">Translate labels for Narrow/Related Web parts (Polaris PowerPAC)</a>. </p>
|
||||
<p>For Community information, see <a href="../../Community Profiles/CommProfPAC/Translate_Labels_for_Narrow_Related_Web_Parts.htm#XREF_90372_Translate_Labels">Translate Labels for Narrow/Related Web Parts (Community)</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Choose a language</span> - If you have Polaris PowerPAC Multilingual Version, select the language you want to edit in the <b>Choose Language</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Type the message</span> - Double-click the message field in the <b>Display text</b> column and type the message (up to 50 characters). You can insert diacritic characters in your message. Click <b>Diacritics</b>. In the Character Picker dialog box, select a graphic character set. Then select the character, and click <b>Insert</b>. For more information about inserting diacritic characters, see <a href="../../Cataloging/PKcreate/Choose_characters_diacritics_from_a_chart.htm#XREF_84426_Insert_a_diacritic">Choose characters/diacritics from a chart</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>
|
||||
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|
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|
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</table>
|
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<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
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|
||||
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|
||||
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</body>
|
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</html>
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|
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|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPub.fm" /><title>Language Strings Dialog Box (Children’s PAC)</title>
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<h1><a name="kanchor2860"></a><a name="IX_described_247"></a>Language <span style="font-size: 11.0pt;"><a name="CSH_311"></a></span>Strings Dialog Box (Children’s PAC)</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, Children’s PAC</b>, <b>Multiple language strings.</b></p>
|
||||
<p>Use this dialog box to edit or translate the names of search categories set up for Polaris PowerPAC Children’s Edition. See <a href="../../Public_Access_Admin/PDOchild/Managing_Search_Categories.htm#XREF_22505_Constructing">Managing Search Categories</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Translate a single category or target at the branch level</span> - The dialog box opens when you click <b>Translate</b> on the Edit Category or Edit Children’s PAC Search Target dialog box. Select a language from the <b>Choose Language</b> box, then click the box in the language column next to the target or category name, and type the translation in the box. To insert a diacritic character, click <b>Diacritics</b>. See <a href="../../Public_Access_Admin/PDOchild/Translate_a_category_or_target.htm#XREF_19894_Translate_a">Translate a category or target</a>. You can translate the category name and the category display message, and the target display name and the icon display name. For more information about the category display message, see <a href="../../Public_Access_Admin/PDOchild/Add_a_new_category.htm#XREF_13445_Add_a_new_category">Add a new category</a>. For more information about the icon display name, see <a href="../../Public_Access_Admin/PDOchild/Add_a_new_search_target_to_a_category.htm#XREF_36705_Add_a_new_search">Add a new search target to a category</a>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Translate all categories and targets (system level)</span> - The dialog box opens when you double-click the Children’s PAC profile <b>Multiple Language Strings</b>. Select a language from the <b>Choose Language</b> box, then click the box in the language column next to the name, and type the translation in the box. To insert a diacritic character, click <b>Diacritics</b>. See <a href="../../Public_Access_Admin/PDOchild/Translate_all_categories_and_targets.htm#XREF_22298_Translate_all">Translate all categories and targets</a>. You can also edit the English names. Click the English word you want to edit, and type a new word over the old one.</p>
|
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</li>
|
||||
</ul>
|
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|
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<tbody>
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<tr>
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||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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|
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<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>Most Popular Sort <a name="CSH_352"></a>Settings Dialog Box</h1>
|
||||
<p>To open the Most Popular Sort Settings dialog box, double-click the <b>Most popular sort settings</b> PAC profile at the System level.</p>
|
||||
<p>Use the Most Popular Sort Settings dialog box to adjust the relevance factor applied when <b>Most popular </b>sorting is selected for the PowerPAC or Mobile PAC.</p>
|
||||
<p>To adjust the default settings of 50/50 for <b>% Popularity</b> and <b>% Relevance</b>, click the up or down arrows, or click the slider and move it left or right. See <a href="../../Public_Access_Admin/PDOSearching/Specify_level_of_relevance_applied_to_popularity_sort.htm">Specify level of relevance applied to popularity sort</a>.</p>
|
||||
<p> </p>
|
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<tbody>
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<tr>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<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/PRadminPub.fm" /><title>New and Popular Titles Dialog Box</title>
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<h1><a name="kanchor1006"></a><a name="IX_described_241"></a>New <span style="font-size: 11.0pt;"><a name="CSH_306"></a></span>and Popular Titles Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles</b>, <b>Mobile PAC</b>, <b>New and Popular Titles.</b></p>
|
||||
<p>These settings control the options available when the user clicks the <b>New and Popular Titles</b> link on the Mobile PAC home page.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">New at the Library</span> - Select (check) the categories to include on the New and Popular page in Mobile PAC. When the patron clicks a <b>New at the Library</b> category, the search is launched for titles that have recently been added to your catalog. This feature uses the same processing as the New Titles Web part in Polaris PowerPAC. For details, see <a href="../../Public_Access_Admin/PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_29931_Defining_Targeted">Defining Web Parts for Dashboards</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When the Mobile PAC connection is to a branch, the patron sees only new titles for that branch. When the Mobile PAC connection is to the system, the patron sees new titles for the whole system.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Best Seller Lists</span> - Select (check) the categories to include on the New and Popular page in Mobile PAC. When a patron selects a title from one of these lists, a search for the title is launched in the Polaris database. The lists are updated automatically with content from IndieBound (formerly Book Sense), using the same process as Polaris PowerPAC. For details, see <a href="../../Public_Access_Admin/PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_29931_Defining_Targeted">Defining Web Parts for Dashboards</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Most Popular</span> - Select (check) the categories to include on the New and Popular page in Mobile PAC. These categories use the same processing as the Most Circulated Web part in Polaris PowerPAC; that is, the <b>Most Popular</b> links launch searches for popular titles, authors, or subjects in the Polaris database, based on circulation statistics for the past 31 days. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Show on-order items</span> - Select (check) this option to provide links that launch searches for titles in the Polaris database that have linked items with a status of On Order. This feature uses the same processing as the On-Order Items Web part in Polaris PowerPAC. For details, see <a href="../../Public_Access_Admin/PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_29931_Defining_Targeted">Defining Web Parts for Dashboards</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>For more information about setting up Mobile PAC, see <a href="../../Public_Access_Admin/PDOMobilePAC/Setting_Up_Mobile_PAC.htm#XREF_18315_Setting_a_Default">Setting Up Mobile PAC</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%;">
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<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<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 />
|
||||
<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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<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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<h1>PAC Limit By <a name="CSH_77"></a>Display</h1>
|
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<p>To add an entry, click <img alt="PRadminCat00429.gif" style="margin-bottom: -4.500pt;width: 28;height: 27;" id="image21" src="../PRadminCat/PRadminCat00429_28x27.gif" /></p>
|
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<p>To modify an entry, click <img alt="modbutton00430.gif" style="width: 21.203pt;height: 18.794pt;margin-bottom: -4.500pt;" id="image22" src="../PRadminCat/modbutton00430.gif" /></p>
|
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<p>For information about using tables, see <a href="../../Administration/PDattribut/Working_with_Tables.htm#XREF_52853_Working_with">Working with Tables</a>.</p>
|
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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%;" />
|
||||
<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>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<table style="width: 100%;">
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<col />
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||||
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|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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</html>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPub.fm" /><title>PAC Login Retries Dialog Box</title>
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<h1><a name="kanchor1664"></a><a name="IX_described_248"></a>PAC <a name="CSH_312"></a>Login Retries Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PAC</b>, <b>Login retries </b>(system level only).</p>
|
||||
<p>Use this dialog box to set a limit on the number of times a patron can attempt to log in to the PAC without success. At the first attempt, the system starts timing the attempts to log-in. When the limit has been reached or 5 minutes have passed from the first attempt with no successful log-in, a message appears and the patron must wait 5 minutes before trying to log in again. See <a href="../../Public_Access_Admin/PDOPatAcc/Controlling_Patron_Account_Login_Access.htm#XREF_24067_Patron_Log_On">Controlling Patron Account Login & Access</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Enable limits on login retries</b> - Select (check) this option to limit log-in retries.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Number of retries allowed</b> - Set the number of attempts allowed (5-99).</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>These settings applies to the following PAC applications:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Polaris PowerPAC</span> - Main log-in page, hold request page</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Polaris PowerPAC Children’s Edition</span> - Hold request page</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Mobile PAC</span> - Main log-in page</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>
|
||||
+89
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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|Public Access 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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|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPub.fm" /><title>Page Header Options Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Page_Header_Options_Dialog_Box.htm">Open topic with navigation</a>
|
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</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="kanchor4684"></a><a name="IX_described_242"></a>Page <span style="font-size: 11.0pt;"><a name="CSH_307"></a></span>Header Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles</b>, <b>PowerPAC</b>, <b>PowerPAC Analytics</b>, or <b>Profiles</b>, <b>Mobile PAC</b>, <b>Mobile PAC Analytics.</b></p>
|
||||
<p>Use this dialog box to customize the header for all PowerPAC pages. The profile is available at the system, library, and branch levels; the system uses the connection organization's settings.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Alternate logo (URL)</span> -  Medium (tablet) and wide (computer) screens only. Specifies the location of your custom banner logo, if any, for Polaris PowerPAC pages. The maximum image width is 1500 pixels. The system scales the image for the medium display. If none is specified, the default banner logo is used. </li>
|
||||
<li><span class="FM_BulletHead">Header logo and branch name alignment</span> -  Medium (tablet) and wide (computer) screens only. Select <b>Left</b>, <b>Center</b>, or <b>Right</b> to position the logo and branch name in the header. The default position is center.</li>
|
||||
<li><span class="FM_BulletHead">Exclude the branch name (logo only display - all widths)</span> - If your logo image already includes your branch name, check this option  to suppress the branch name text string from the header. Narrow width display: When this option is checked, the logo is displayed in the narrow width header, appropriately scaled. If you leave this option unchecked, only the branch name is displayed in the narrow width header.</li>
|
||||
<li><span class="FM_BulletHead">Return link URL for header logo</span> - Narrow (phone), medium, and wide screens. Specifies the URL for the page that is displayed when the user clicks the header logo or branch name. If none is specified, the destination is the portal page if the organization uses this page, or the keyword search page if the portal page is not used.</li>
|
||||
<li><span class="FM_BulletHead">Colors</span> - Narrow, medium, and wide screens. Select (check) <b>Customize background color</b>, <b>Customize branch name text color</b>, or both. Then select the drop-down arrow for the selected option to access the color picker.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can suppress the branch name text from the header, which you may want to do if your logo image includes the organization name. See below.</p>
|
||||
<ul type="disc">
|
||||
<li>Click a color, or click <b>Other</b> to open the color tool.</li>
|
||||
<li>To select a color on the Standard tab of the color tool, click <b>Select</b> and click the color or gray-scale value.</li>
|
||||
<li>Or click the Custom tab to select a color from a palette. Alternatively, you can type standard RGB values.</li>
|
||||
</ul>
|
||||
<p>See <a href="../../Public_Access_Admin/PDOpower/Customize_the_page_header.htm#XREF_92867_Customize_the_page">Customize the page header</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>
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<h1><a name="kanchor1371"></a><a name="IX_described_250"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_314"></a></span>Access Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>Open the Polaris Administration Explorer, select <b>Profiles</b> > <b>PAC</b> > <b>Patron Access options.</b></p>
|
||||
<p>Settings in the Patron Access Options dialog box control access to patron accounts and whether patrons can register and/or update their account information using Polaris PowerPAC and Mobile PAC. See <a href="../../Public_Access_Admin/PDOPatAcc/Setting_Patron_Account_Options.htm#XREF_68457_Setting_Patron">Setting Patron Account Options</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Set these options at the branch level. Although it is possible to open the Patron Access Options dialog box at the system and library levels, some functions include automatic e-mail to branch library staff, and these work properly only when you set them at the branch level.</p>
|
||||
<p class="FM_Heading4n"><b>Self-registration Tab</b>
|
||||
</p>
|
||||
<p>Use the Self-registration tab to set up patron self-registration from the PAC:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Allow patrons to register for a library account from the PAC </span>- Select the <b>Patron can self-register</b> check box. The new record is blocked until it is verified by staff. See <a href="../../Patron_Services/PPblocks/Resolve_a_Verify_Patron_block.htm#XREF_55711_Verify_patron_self">Resolve a Verify Patron block</a>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Add the staff members who will receive emails when patron submit a self-registration form in PAC</span> - Click <b>Add</b> and search for the staff member. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Enable a self-registration warning message</span> - Select the <b>Self-registration warning message enabled</b> check box. Specify the message text with the PAC profile <b>Multiple language strings</b>. See <a href="../../Public_Access_Admin/PDOMessages/Editing_Messages_and_Labels.htm#XREF_12013_Setting_Public">Editing Messages and Labels</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Display and require user-defined fields (UDFs) </span>- Select the <b>UDF Display</b> subtab, and select the check box next to each UDF that your library wants to display on the Self-registration page in the PAC. If the field is required, select the <b>Required</b> check box. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Display and require patron custom data fields (PCDFs)</span> - Select the <b>Custom Field Display</b> subtab, and select the check box next to each PCDF your library wants to display on the Self-registration page in the PAC. If an entry in the field is required, select the <b>Required</b> check box.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Heading4n"><b>Defaults Tab</b>
|
||||
</p>
|
||||
<p>Use the Defaults tab to select the defaults that are assigned to patrons who self-register in the PAC:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These are the default values initially assigned to the patron record for self-registered patrons. You can change the settings when the registration is reviewed.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Patron code</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Language</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Statistical Class</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Expiration term</b> - To set a date according to the current date (such as two years from today), select <b>months</b> or <b>years</b> in the second <b>Expiration term</b> box, and type a number in the first box. To set a precise date, select <b>exact date</b> in the second <b>Expiration term</b> box, and choose a date from the calendar in the first box (or type the date using the mm/dd/yyyy format).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Address check term</b> - To set a date according to the current date (such as two years from today), select <b>months</b> or <b>years</b> in the second <b>Addr check term</b> box, and type a number in the first box. To set a precise date, select <b>exact date</b> in the second <b>Addr check term</b> box, and choose a date from the calendar in the first box (or type the date using the mm/dd/yyyy format).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>UDFs</b> - To specify defaults for user-defined fields, select the UDFs tab and type or select a value.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Custom Fields</b> - To specify defaults for patron custom data fields, select the <b>Custom Fields</b> tab and enter the default values. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Heading4n"><b>Log In Tab</b>
|
||||
</p>
|
||||
<p>Use the Log In tab to set patron account log in options for the PAC:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Patron can change password</b> - Check this box to allow patrons to change their passwords online. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Enable staff override</b> - Check this box to allow staff members to override a patron password so they can assist patrons who have forgotten their passwords. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>PAC override password</b> - If the <b>Enable staff override</b> box is checked, enter the staff override password.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Enable patron user name</b> - Allows patrons to set up a user name online, and change it online if necessary. A patron can enter her user name instead of a barcode when logging in to use PAC functions such as viewing the patron account or placing a hold request (system level only).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>E-mail forgotten password</b> - Displays a <b>Forgot password?</b> link on the patron log-in page. When the patron clicks the link, an e-mail message containing the patron password is sent to both the primary and alternate e-mail addresses in the patron record. If no e-mail address is present in the patron record, the system displays an error message (system level only).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Passwords must be numeric only</b> - This option is useful if you use Polaris Phone Attendant and allow patrons to log in by telephone to hear information about their accounts. If the option is checked, existing alphanumeric passwords will continue to work but the only numeric passwords are accepted when a new account is created or when a patron password is changed from the staff client or from PAC.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Heading4n"><b>Contact Info Tab</b>
|
||||
</p>
|
||||
<p>Use the Contact Info tab to specify the contact information patrons can update via the PAC:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Patrons use the <span class="FM_Emphasis">Contact Information and Preferences</span> form in PowerPAC and the <span class="FM_Emphasis">Update Account and Preferences</span> form in Mobile PAC to update their account information. </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Patron can request address change</b> - Select this option to allow patrons to request mailing address changes online. This update request places a verification block on the patron account and an e-mail message is sent to the address specified on this tab.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Patron can change notification method</b> - Select this option to allow patrons to change their notification method online. This option does not place a verification block on the patron account.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Confirmation e-mail to patron</b> - Select to have the system send an acknowledgment message by e-mail to the patron when the he or she submits a request to change account information. When this option is enabled, a single e-mail message is sent soon after the patron clicks <b>Submit Change Request</b>. The message is sent to both the primary and alternate e-mail addresses. If the patron record does not have an e-mail address, no message is sent.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>E-mail address - Change allowed</b> - Select this option to allow patrons to change an e-mail address online, then select one of the following options:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Patron can submit change request</b> - This option places a verification block on the patron account when the patron requests a change, and an e-mail message is sent to the address specified on this tab.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Patron can change without verification</b> - This option allows a patron to change the e-mail address online without incurring a verification block.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Phone number - Change allowed</b> - Select this option to allow patrons to change a contact telephone number online, then select one of the following options:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Patron can submit change request</b> - This option places a verification block on the patron account when the patron requests a change, and an e-mail message is sent to the address specified on this tab.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Patron can change without verification</b> - This option allows a patron to change the phone number online without incurring a verification block.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Enable phone validation</b> (system level only) - Specifies whether Polaris validates phone numbers when they are entered in the Update Preferences page in Polaris PowerPAC or Mobile PAC. Libraries that require their patrons to enter an initial 1 with the phone number should leave this option unchecked.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>In Mobile PAC, when validation is not enabled, each phone number option is one entry field, similar to Polaris PowerPAC. When validation is enabled, each phone number option has three entry fields (area code/prefix/four-digit number).</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Enable for patron codes</b> - The patron codes for which the updates are allowed are selected. Select a patron code check box to allow updates or clear a check box to prevent updates.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>E-mail to: Add</b> - Select staff members to receive an e-mail message that a patron has updated a library account.</p>
|
||||
</li>
|
||||
<li>If your library wants to allow patrons to opt out of reminder notices, select from the following options: <b>Almost overdue/Auto-renew, Patron record expiration, Inactive patron</b></li>
|
||||
</ul>
|
||||
<p class="FM_Heading4n"><b>Preferences Tab</b>
|
||||
</p>
|
||||
<p>Use the Preferences tab to: select the options to display for associated patrons; specify the user-defined fields (UDFs) and patron custom data fields (PCDFs) that patrons can update via the PAC; and specify whether the UDFs and PCDFs are required.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Patrons use the <span class="FM_Emphasis">Contact Information and Preferences</span> form in PowerPAC and the <span class="FM_Emphasis">Update Account and Preferences</span> form in Mobile PAC to update their account information. </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">To display information about associated patrons, select the <b>Associated patrons</b> box and the Show 'Block me' setting and/or <b>Show 'Allow me' setting</b> to display whether patrons are blocked when their associated patrons are blocked and/or whether the patron is permitted to pick up and check out items on hold for their associated patrons.</p>
|
||||
</li>
|
||||
<li>To allow patrons to update UDFs, select the <b>UDF Display</b> tab, and select the UDFs. If the UDF is required, select the Required box.</li>
|
||||
<li>
|
||||
<p class="FM_Task">To allow patrons to update PCDFs, select the <b>Custom Fields Display</b> tab, and select the PCDFs. To change the required setting, select the PCDF, and click <b>Change Required Status</b>. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Heading4n"><b>Ask Us Tab</b>
|
||||
</p>
|
||||
<p>Use the Ask Us tab to specify the email addresses for library staff members who receive questions from patrons:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To provide this function to patrons, the PowerPAC profile <b>Navigation: Ask Us</b> must be set to <b>Yes</b>, and the Mobile PAC profile <b>Navigation: Ask Us</b> must be set to <b>Yes</b>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">Click <b>Add</b> to search for and select the staff members who receive these emails.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">To remove a staff member from the list so they no longer receive these emails, select the staff member and click <b>Delete</b>.</p>
|
||||
</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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<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="kanchor4462"></a><a name="IX_described_249"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_313"></a></span>Access Renewal Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PAC</b>, <b>Patron access: Renewal.</b></p>
|
||||
<p>Settings in this dialog box control whether patrons can renew items from Polaris PowerPAC and Polaris Mobile PAC:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Renewal permitted </span>- When this option is set to checked, patrons can renew all or selected items from the Items Out page in the patron account. (When the profile is set to <b>No</b>, the renewal links are not displayed on the Items Out page.)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Allow renewal if patron registration will expire</span> - This option is available if <b>Renewal permitted</b> is checked. Check this option if you want to allow renewals where the patron registration will expire before the renewal due date. If this option is selected, the renewal is allowed. If this option is not checked, the renewal is blocked and a message is displayed. The system uses the setting of the governing library for patron blocks.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="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/PRadminPub.fm" /><title>Patron Inactivity Timeout Dialog Box</title>
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<h1><a name="kanchor5046"></a><a name="IX_described_252"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_316"></a></span>Inactivity Timeout Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PowerPAC</b>, <b>Patron inactivity timeout.</b></p>
|
||||
<p>Use this dialog box to set a period of inactivity after which a logged-in patron at an in-house workstation is automatically logged out. For more information, see <a href="../../Public_Access_Admin/PDOPatAcc/Set_an_inactivity_timeout_for_in-house_workstations.htm#XREF_92905_Set_an_inactivity">Set an inactivity timeout for in-house workstations</a>.</p>
|
||||
<p>A logged-in patron’s activity consists of any of the following actions:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Clicking Polaris product buttons</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Clicking links</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Clicking cover images</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Clicking in the whites area of the PowerPAC portion of the browser window</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">(Credit card payment form only) Text entry</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>When any of these actions occur, activity is registered and the inactivity timer is restarted.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When a credit card payment is submitted, the Patron Inactivity Timeout value is calculated by adding it to the credit card gateway timeout set in the Credit Card parameter <b>Online payments: Configure</b> plus 90 seconds. </p>
|
||||
<p>The settings in the Patron Inactivity Timeout dialog box apply only to in-house workstations. A workstation is typically considered to be in-house if it is registered in Polaris Administration (staff client workstations) or if the workstation’s IP address is listed in the In-House IP Addresses database table. If you use Polaris PowerPAC on workstations within the library and you are enabling the patron inactivity timeout, be sure to list them in the In-House IP Addresses database table.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">For information about registering client workstations in Polaris Administration, see <a href="../../Administration/PDresourc/Setting_Up_Workstations.htm#XREF_70555_Setting_Up">Setting Up Workstations</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">For information about listing PowerPAC workstations in the In-House IP Addresses database table, see <a href="../../Administration/PDresourc/Identifying_In-House_Computers.htm#XREF_75055_Indentifying_In">Identifying In-House Computers</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">You can determine whether the system checks both the In-House IP Addresses table and the registered workstations (the default setting), or only the In-House IP Addresses table, to determine whether a workstation is in-house. See <a href="../../Administration/PDresourc/Set_criteria_for_determining_in-house_location.htm#XREF_29900_Set_criteria_for">Set criteria for determining in-house location</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>These settings do not apply to patrons who are not logged in or those working outside the library.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Enable patron inactivity timeout for in-house workstations</span> - Click to enable the inactivity timeout.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Automatically log out after [20] minutes</span> - Set the time after which the patron is logged out and the PowerPAC home page (or a page you specify) is displayed.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">After logging out, return to</span> - Specify the page to display after the inactivity period and automatic logout. You can select <b>Default PowerPAC home page</b>, or select <b>URL</b> and type the complete URL of the page that should be displayed (255 characters maximum).</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>
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|
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|
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</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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</tbody>
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</table>
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</body>
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</html>
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+76
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<!DOCTYPE html>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPub.fm" /><title>Patron eReceipts Dialog Box</title>
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<h1><a name="kanchor5513"></a><a name="IX_described_251"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_315"></a></span>eReceipts Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PAC</b>, <b>Patron eReceipts.</b></p>
|
||||
<p>These settings allow patrons to choose to receive e-mail receipts, TXT receipts, or both for renewals from PAC. When enabled, the options are available from both patron self-registration and account updates from PAC. </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The patron’s registered branch must also enable eReceipts with the Patron Services parameter <b>EReceipt options. </b>See <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm#XREF_80825_Setting_Up">Setting Up eReceipts</a>.</p>
|
||||
</div>
|
||||
</div>
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<table style="width: 100%;">
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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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</tbody>
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</table>
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Portal_Page_Content_Carousels_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>
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|
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|
||||
<h1><a name="kanchor572"></a><a name="IX_described_243"></a>Portal <span style="font-size: 11.0pt;"><a name="CSH_308"></a></span>Page Content Carousels Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles</b>, <b>PowerPAC</b>, <b>Portal page content carousels.</b></p>
|
||||
<p>Use this dialog box to set up content carousels for the Polaris PowerPAC portal page. A content carousel is a rotating graphical representation of a list of materials in the local library catalog. The PowerPAC user can click any title in the carousel to launch a search for the title in the library catalog. See <a href="../../Public_Access_Admin/PDOpower/Content_Carousels_on_the_PowerPAC_Portal_Page.htm#XREF_10889_Content_Carousels">Content Carousels on the PowerPAC Portal Page</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Enable </span>- Select (check) to enable content carousels for this organization.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Add a dashboard carousel</span> - Select a dashboard (Web part) from the dashboard list and click <b>Add New Dashboard Carousel</b>. The selected dashboard appears in the Carousels list in the upper part of the dialog box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Add a record set</span> - Click <b>Find</b>. The Find Tool for bibliographic record sets opens. Search for the record set and select one or more record sets in the results lists. Right-click and choose <b>Select</b> from the context menu. The records set or sets you selected are displayed in the record set list. To create the carousel, select the record set in the list and click <b>Add New Record Set Carousel</b>. The selected record set appears in the Carousels list in the upper part of the dialog box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Rename a carousel</span> - By default, the carousel name is the name of the dashboard or record set. To assign a different display name for the PAC, select the carousel in the Carousels list. The name appears in the text box just below the list. Type the new name and click <b>Rename</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set the display order</span> - If you have set up multiple carousels, you can set their display order in PowerPAC.  Select a carousel and click the up arrow to move it closer to the top of the list, or click the down arrow to move it closer to the bottom. The order of the list represents the display order in PAC.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete a carousel</span> - Select the carousel in the carousels list and click the delete icon <img alt="CarouselDelete.gif" style="margin-bottom: -6.000pt;width: 22;height: 20;" id="image9" src="CarouselDelete_22x20.gif" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Inherit settings from a parent organization</span> - The top of the dialog box indicates the organization where the current carousel options have been set. To inherit the settings of the parent organization, click the up arrow at the top of the dialog box.</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>
|
||||
+78
@@ -0,0 +1,78 @@
|
||||
<!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|Public Access 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" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPub.fm" /><title>PowerPAC/Mobile PAC Analytics Dialog Box</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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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/PowerPAC_Mobile_PAC_Analytics_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>
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||||
<h1><a name="kanchor3949"></a><a name="IX_described_245"></a><a name="kanchor3950"></a><a name="IX_described_244"></a>PowerPAC/Mobile <span style="font-size: 11.0pt;"><a name="CSH_309"></a></span>PAC Analytics Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles</b>, <b>PowerPAC</b>, <b>PowerPAC Analytics</b>, or <b>Profiles</b>, <b>Mobile PAC</b>, <b>Mobile PAC Analytics.</b></p>
|
||||
<p>Google™ Analytics is a free tool from Google that allows Web site administrators to record and analyze traffic on their sites. Use this dialog box (Google tab) to enable Google Analytics for Polaris PowerPAC or Polaris Mobile PAC and supply your Google Analytics tracking code. Type only your specific Google tracking code; Polaris PowerPAC and Mobile PAC pages already include the appropriate JavaScript.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For Mobile PAC analytics, be aware that cell phones that do not support JavaScript ignore the JavaScript code, so these connections are not calculated in your site analysis.</p>
|
||||
<p>You can use the same Google tracking code for PowerPAC and Mobile PAC, but you use the appropriate Polaris Administration profile for each application.</p>
|
||||
<p>You can also supply your own custom JavaScript code (Custom tab) for analytics. See <a href="../../Public_Access_Admin/PDOz3950/Managing_Federated_Search_Targets.htm#TOC_Analyzing_Polaris" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Federated Search Targets </span></a> or <a href="../../Public_Access_Admin/PDOMobilePAC/Mobile_PAC_Basics.htm#XREF_29039_Analyzing_Polaris">Analyzing Polaris Mobile PAC Use</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>
|
||||
+95
@@ -0,0 +1,95 @@
|
||||
<!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|Public Access 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" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPub.fm" /><title>Product Page Categories: Configure Dialog Box (Mobile PAC)</title>
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Product_Page_Categories_Configure_Dialog_Box_Mobile_PAC.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">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor3432"></a><a name="IX_described_Mobile_PAC"></a>Product <span style="font-size: 11.0pt;"><a name="CSH_318"></a></span>Page Categories: Configure Dialog Box (Mobile PAC)</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, Mobile PAC</b>, <b>Product page categories: Configure.</b></p>
|
||||
<p>Use this dialog box to set the display order of links on the title (product page for a title in search results.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Setting link order</span> - The top portion lists the features that have been enabled for the organization. To change the display order, select the category and click the appropriate arrow at the side of the dialog box to move the category up or down in the display order.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Editing link labels</span> - The dialog box lists the language string ID for each link for use in Polaris Language Editor (WebAdmin), where you can search for and edit the link labels. For more information, see the <span class="FM_Emphasis">Polaris Language Editor (WebAdmin) Guide</span> or Language Editor online Help.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Enabling categories</span> - The bottom portion of the Product Page Categories: Configure dialog box lists the features that are possible to display on the product page, but have not been enabled for the organization. For information about setting up the features that can be displayed on the product page, see the following topics:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Enriched content from third parties</span> - <a href="../../Public_Access_Admin/PDOEnrich/Enabling_Enriched_Data.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enabling Enriched Data</span></a></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Librarian’s View</span> - Set the PowerPAC profile <b>Librarian’s (MARC) View: Enable</b> to <b>Yes</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Purchase/Buy It Now</span> - <a href="../../Public_Access_Admin/PDOMobilePAC/Mobile_PAC_Results_Settings.htm#XREF_45281_Purchase_or_Buy_It">Title Link: Purchase or Buy It Now</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>
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<h1><a name="kanchor4103"></a><a name="IX_described_PowerPAC"></a>Product <span style="font-size: 11.0pt;"><a name="CSH_317"></a></span>Page Categories: Configure Dialog Box (PowerPAC)</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PowerPAC</b>, <b>Product page categories: Configure.</b></p>
|
||||
<p>Use this dialog box to set the default state of categories (expanded or collapsed) on the Polaris PowerPAC product page for a title in search results, and determine the category display order.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Setting display features</span> - The top portion lists the categories (features) that have been enabled for the organization.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To set a category to be expanded in the initial product page display, check the category. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To change the display order, select the category and click the appropriate arrow at the side of the dialog box to move the category up or down in the display order.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Editing category labels</span> - The dialog box lists the language string ID for each category label for use in Polaris Language Editor (WebAdmin), where you can search for and edit the labels. For more information, see the <span class="FM_Emphasis">Polaris Language Editor (WebAdmin) Guide</span> or Language Editor online Help.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Enabling categories</span> - The bottom portion of the dialog box lists the categories that are possible to display on the product page, but have not been enabled for the organization. For information about setting up the features that can be displayed on the product page, see the following topics:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Enriched content from third parties</span> - <a href="../../Public_Access_Admin/PDOEnrich/Enabling_Enriched_Data.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enabling Enriched Data</span></a></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Map It</span> - <a href="../../Public_Access_Admin/PDOresults/Map_It_Google_Maps_in_PAC.htm#XREF_33615_Map_It_in_Polaris">Map It (Google Maps) in PAC</a></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Librarian’s View</span> - Set the PowerPAC profile <b>Librarian’s (MARC) View: Enable</b> to <b>Yes</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>For more information, see <a href="../../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Product_Page.htm#XREF_92913_Configuring_the">Configuring the PowerPAC Product Page</a>.</p>
|
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<col style="width: 50%;" />
|
||||
<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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<col />
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<tbody>
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<tr>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1>Public Access Administration UI Reference</h1>
|
||||
<p>In the <b>Contents</b> list for online Help, click the plus sign by <b>Public Access 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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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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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/PRadminPub.fm" /><title>Purchase Options Dialog Box</title>
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<h1><a name="kanchor5039"></a><a name="IX_described_253"></a>Purchase <span style="font-size: 11.0pt;"><a name="CSH_319"></a></span>Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PAC</b>, <b>Purchase options.</b></p>
|
||||
<p>Use this dialog box to specify the settings that give patrons the ability to purchase materials through the PAC. You can set up either or both of two features:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">You can set up <b>Purchase</b> links for titles in Polaris PowerPAC search results. When a patron clicks the link, a search for the title is launched at a specified online bookstore site. See <a href="../../Public_Access_Admin/PDOpurchase/Setting_Up_Purchase_Links.htm#XREF_99230_Setting_Up">Setting Up Purchase Links</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">You can set up Polaris Bookstore by specific contract, and receive back a portion of the sales as a donation to the library. The patron can click a <b>Buy It Now</b> link for titles available at the Bookstore, or browse the Bookstore through a <b>Shop Now </b>link. See <a href="../../Public_Access_Admin/PDOpurchase/Setting_Up_Polaris_Bookstore.htm#XREF_17387_Setting_Up_Polaris">Setting Up Polaris Bookstore</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Generic Link tab</span> - These settings control the <b>Purchase</b> link in the PAC. Select (check) <b>Enable</b>. You will need to search for a title on the vendor’s Web site to fill in the <b>URL prefix</b> <b>(before ISBN)</b> and <b>URL suffix</b> <b>(after ISBN) </b>boxes. For details, see <a href="../../Public_Access_Admin/PDOpurchase/Set_up_Purchase_links.htm#XREF_59264_Set_up_Purchase">Set up Purchase links</a>. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Depending on the vendor’s search methods, you may not be able to extract the information from the URL at the vendor’s Web site. In this case, check the vendor’s online Help file or contact the vendor for instructions.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Polaris Bookstore tab</span> - Your Polaris Site Manager enters these settings after you have completed your Polaris Bookstore setup profiles. Contact your Polaris Site Manager for assistance. See <a href="../../Public_Access_Admin/PDOpurchase/Set_up_Polaris_Bookstore.htm#XREF_36888_Set_up_Polaris">Set up Polaris Bookstore</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>
|
||||
+125
@@ -0,0 +1,125 @@
|
||||
<!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|Public Access 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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Quick_Search_Button_Configuration_Dialog_Box.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="kanchor5243"></a><a name="IX_described_254"></a>Quick <span style="font-size: 11.0pt;"><a name="CSH_320"></a></span>Search Button Configuration Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles </b>><b> PowerPAC</b> <b>></b> <b>Quick search button configuration.</b></p>
|
||||
<p>Use this dialog box to provide optional buttons with the quick search feature, instead of a search filter, on the Polaris PowerPAC portal page. The patron types the search text and selects a button to launch a particular type of search. You can offer the following search buttons:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p><b>Anywhere</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Fiction </b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Nonfiction</b>
|
||||
<br />
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>My Library</b>
|
||||
<br />
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>My Library plus Articles</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Subject</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Title</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Author</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p> <b>Series</b> </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p> For the <b>Subject</b>, <b>Title</b>, <b>Author</b>, and <b>Series</b> buttons, you can specify whether a keyword or browse search is launched. See <a href="../../Public_Access_Admin/PDOpower/Customizing_Portal_Page_Features.htm#XREF_92038_Polaris_PowerPAC">Customizing Portal Page Features</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Enable quick search buttons</span> - Select this option to use quick search with search buttons. The remaining options become available for selection. If you select <b>Enable quick search buttons</b> but do not select any specific buttons, Polaris PowerPAC uses the default quick search feature instead of the quick search with options.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Search button options</span> - Select each button option that you want to display for quick search. For each button you activate, select the search type (<b>Browse</b> or <b>Keyword</b>) that the button launches.</p>
|
||||
<div class="NoteShade"><b>Notes</b>:<b><br /></b>Selecting <b>Anywhere</b>, <b>Fiction</b>, <b>Nonfiction</b>, <b>My Library</b>, or <b>My Library plus Articles</b> always launches a keyword search.
|
||||
<ul><li><b>Anywhere</b> looks for the search term in any indexed field.</li><li><b>Fiction</b> and <b>Nonfiction</b> limit the keyword search by these options.</li><li><b>My Library</b> searches your library system's entire database, but excludes articles from outside sources, such as EBSCO Discovery Service (EDS).</li><li>If your library subscribes to EDS and has <a href="../../Administration/PDserver/PowerPAC_and_EDS.htm">integrated EDS with Polaris PowerPAC</a>, selecting <b>My Library plus Articles</b> searches your library's database plus articles from EDS.</li></ul></div>
|
||||
</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>
|
||||
+88
@@ -0,0 +1,88 @@
|
||||
<!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|Public Access 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="viewport" content="width=device-width, initial-scale=1.0" />
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<meta content="GIS Information Systems_ Inc." name="rh-authors" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="Originator" content="ImportMif" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPub.fm" /><title>Recently Viewed Titles Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Recently_Viewed_Titles_Dialog_Box.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="kanchor4415"></a><a name="IX_described_255"></a>Recently <span style="font-size: 11.0pt;"><a name="CSH_321"></a></span>Viewed Titles Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PowerPAC</b>, <b>Recently viewed titles.</b></p>
|
||||
<p>The Recently Viewed Titles feature is displayed in the PowerPAC dashboard area on the product page for a title, and on any bibliographic record search and results page. When the user has viewed at least one product page for a title in the current session, the Recently Viewed Titles list displays the titles already viewed, including the cover image, title, author, format icon, and publication date. Use this dialog box to enable this feature by location and to set the maximum number of titles displayed.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">Check <b>Enable for in-house workstations</b> to make this feature available at workstations in the library. In-house workstations are defined by the settings in the organization’s PowerPAC profile <b>In-house access definitions</b>. If you have privacy concerns regarding in-house PAC workstations, leave this option unchecked.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Check <b>Enable for remote access</b> to make this feature available to users outside the library.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Specify the maximum number of titles that should appear in the list. The maximum is 99; the default value is 5.</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>
|
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</body>
|
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</html>
|
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+87
@@ -0,0 +1,87 @@
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Public Access 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" />
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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/PRadminPub.fm" /><title>Recently Viewed Titles Dialog Box</title>
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<h1><a name="kanchor1182"></a>Related Words Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PowerPAC</b>, <b>Related words options.</b></p>
|
||||
<p>When the <b>Include related words</b> feature is enabled, PowerPAC users can choose to add records containing related words as well as the literal typed search term to keyword and phrase search results. "Related words" include words formed from stemming (for example, regular plurals and verb endings such as walk, walks, walker, walked, walking, but not irregular forms such as mouse/mice or run/ran) and synonyms. Synonyms include common nicknames, proper name variations, and spelling variations. See <a href="../../Public_Access_Admin/PDOz3950/Managing_Federated_Search_Targets.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Federated Search Targets </span></a> for details. Use this dialog box to enable this feature by connection organization and to set the maximum number of titles that can appear in a search results set and still display the <b>Include related words</b> link.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">Check <b>Enable 'Include related words' link on keyword and phrase search results</b> to make this feature available for PowerPAC keyword and phrase search results.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p>Specify the maximum number of titles that can appear in the results list and still display the <b>Include related words</b> link. The default value is 1,000.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Be sure the value specified here does not exceed the number specified in the PowerPAC profile <b>Result set: Maximum number of records to return</b> for the same organization. If it does exceed <b>Result set</b> maximum, the link will never be suppressed.</p>
|
||||
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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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="kanchor2976"></a><a name="IX_described_276"></a>Remote <span style="font-size: 11.0pt;"><a name="CSH_348"></a></span>Databases: Categorization of Target Databases Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PowerPAC</b>,<b> Remote databases:</b> <b>Categorization of target databases.</b></p>
|
||||
<p>Remote search targets can be searched simultaneously with the Polaris database. Use the Remote databases: Categorization of target databases dialog box to add search targets and organize the targets into display categories for the Polaris PowerPAC Select Databases lightbox. See <a href="../../Public_Access_Admin/PDOz3950/Managing_Federated_Search_Targets.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Federated Search Targets </span></a>for details.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You establish connections to remote resources, and make them available to organizations for selection, through Polaris Administration server settings. See <a href="../../Administration/PDserver/Registering_Remote_Resource_Servers.htm#XREF_28955_Profiling_Z39_50">Registering Remote Resource Servers</a>.</p>
|
||||
<p>In this dialog box, folder icons <img alt="EsourceFolder00693.gif" style="margin-bottom: 0.000pt;width: 18;height: 15;" id="image19" src="EsourceFolder00693_18x15.gif" /> represent categories. Book icons <img alt="EsourceBook00694.gif" style="width: 12.274pt;height: 14.500pt;margin-bottom: 0.750pt;" id="image20" src="EsourceBook00694.gif" /> represent individual targets.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Add a category</span> - Select (highlight) the folder to which you want to add a category. If you are adding a new category to the root level, select <b>Root</b>. If you are adding a subcategory to an existing category, select the existing category folder. Click <b>Add Category</b>. A new folder icon appears in the Category tree view, with the cursor positioned to name the folder. Type a category heading, and press <b>ENTER</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Copy a category</span> - Select the category in the Remote databases: Categorization of target databases dialog box, and click <b>Copy</b>. Then select the category where you want to place the copy, and click <b>Paste</b>. This procedure creates categories that are linked. When you copy categories, all subcategories and targets are copied, and all the copied subcategories and targets also become linked. Any change to one category is applied to all the linked categories. A linked category is indicated by a hand on the folder icon. To remove the link between categories, select the category you want to make independent, and click <b>Unlink</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note: <br /></b>You cannot paste a copied category at the same level as the original category.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a name="kanchor2977"></a><a name="IX_described_277"></a><span class="FM_BulletHead">Add a target </span> -  Select the category to which you want to add the target, and click <b>Add Target</b>. <a name="CSH_349"></a>The Add/Modify Target dialog box appears. In the target list, select the search target you want to add to the PAC display.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Copy a target</span> - Select the target and click <b>Copy</b>. Then select the category where you want to place the copy of the target, and click <b>Paste</b>. You can use the Copy/Paste function to add a target to multiple categories. However, a single target cannot appear more than once at the same category level, unless the different instances of the target are in different subcategories.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete a target </span>- Select the target click <b>Delete</b>. (Deleting a target from a particular category, including Root, does not delete it from other categories.) The local Polaris database cannot be completely removed from the categorization dialog box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set the display order in the PAC</span> - Select a category or target and click <b>Up</b> or <b>Down</b>. Repeat until the categories or targets are in the display order you want.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>In the PAC databases list, targets defined at the Root level are always displayed above any categories, and your local database is always displayed at the top of the list.</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%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<table style="width: 100%;">
|
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<col />
|
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<tbody>
|
||||
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="kanchor3758"></a><a name="IX_described_278"></a>Remote <span style="font-size: 11.0pt;"><a name="CSH_350"></a></span>Databases Usage Settings Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PowerPAC</b>,<b> Remote databases:</b> <b>Usage settings.</b></p>
|
||||
<p>Use this dialog box to select individual remote databases for configuration, and to enable follow-on searching in Polaris PowerPAC. For details, see <a href="../../Public_Access_Admin/PDOz3950/Remote_Database_Usage_Settings_for_PowerPAC.htm#XREF_76881_Remote_Database">Remote Database Usage Settings for PowerPAC</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Database list</span> - Select a database for which you want to set usage conditions, and click <b>Configure Database</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Enable follow-on search after zero hits in local database</span> - Select (check) this option to enable follow-on searching in PowerPAC. When enabled, a prompt is displayed to the PowerPAC user for a follow-on search of databases pre-selected by the library, when a search of the local database returns no hits.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Show total hits in follow-on search databases</span> - Select (check) this option to display a message if there are results in follow-on databases. The message displays the search link and the total number of hits found.  If no hits are found, no message is displayed. If there are results in the follow-on databases. When <b>Show total hits in follow-on search databases</b> is not checked, a message is always displayed and the user must click the link to determine if there are results in the follow-on databases.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<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="kanchor841"></a><a name="IX_described_256"></a>Resource <span style="font-size: 11.0pt;"><a name="CSH_322"></a></span>Groups: Search Results Settings Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PAC</b>, <b>Resource Groups: Search results settings.</b></p>
|
||||
<p>These settings control when the eContent title is displayed in PAC search results for bibliographic records with Resource Entities that have associated Resource Groups. (PAC searches return all bibliographic records with no Resource Entities or where all Resource Entities have no Resource Groups associated with them.) For more information about eContent in PAC, see EContent Vendors and Polaris. </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"> <b>Honor Resource Groups in PAC search results lists</b> - Select (check) to have the system consider Resource Groups when displaying search results.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you leave this option unchecked, the system ignores Resource Groups and Resource Entities. That is, all eContent titles show everywhere, regardless of connection branch, patron’s logged-in status, or presence of Resource Entities. The remaining options are not available for selection.</p>
|
||||
<p class="indent2">When you check <b>Honor Resource Groups</b>, the remaining options become available for selection. You must select at least one option.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Before login</b> option - To restrict the results to those associated with the Resource Groups of which the connection organization is a member, select (check) <span class="FM_BulletHead">Before login show eContent available to connection branch</span>.  If this option is checked and the patron searches at a branch that is not his or her registration branch, the patron may be restricted from checking out the title. If you leave this option unchecked and the patron is not logged in, no eContent titles appear in search results.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>After login</b> options - Select an option to control the display of eContent titles after the patron is logged in:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Connection branch</span> - Select (check) to display eContent titles that are associated with the Resource Groups of which the connection organization is a member. If this option is checked, but the <b>Registration branch</b> option is unchecked, and the patron is logged in but is searching at a branch that is not her registration branch, titles that are available at the connection branch appear in the search results list but are not available to check out.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Registration branch</span> - Select (check) to display eContent titles that are associated with the Resource Groups of which the patron’s registered branch is a member. If you select this option and the <b>Before login</b> option is checked, but <b>Connection branch</b> is not checked, titles may drop off the search results list when the patron logs in.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Although the <b>Before login </b>option is independent of the <b>After login</b> options, if you check <b>Before login</b> but do not select either <b>After login</b> option, you receive the following warning message, because in this case no eContent will be displayed after the patron logs in: <b>Once a patron logs in, eContent will no longer appear in the PAC display. Please correct this problem by checking the connection branch check box and/or the registration branch check box.</b></p>
|
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|
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|
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||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<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/PRadminPub.fm" /><title>Search Agent Parameters Dialog Box</title>
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<h1><a name="kanchor4434"></a><a name="IX_described_257"></a>Search <span style="font-size: 11.0pt;"><a name="CSH_323"></a></span>Agent Parameters Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters, PAC</b>, <b>Search agent parameters.</b></p>
|
||||
<p>Using the search agent, registered patrons can save searches for scheduled automatic runs. Each time a saved search is run, the search looks for results that are new since the last run. The results are automatically sent to an e-mail address the patron specifies. See <a href="../../Public_Access_Admin/PDOSearching/PAC_Search_Agent_Saved_Searches.htm">Setting Up Saved Searches in the PAC</a>. Use this dialog box to set up and limit search agent searches:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These settings apply to both Polaris PowerPAC and Mobile PAC.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Number of Saved Searches</span> - Specify the maximum number of searches a patron can have saved at a time.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Maximum Number of Search Results Returned</span> - Specify the maximum number of titles after filtering for newness that any run of a saved search can return.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Number of Times to Run a Saved Search</span> - Specify the maximum number of times a saved search can be run. Patrons can set the number of times to run a saved search, up to the maximum you specify with this setting.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Search frequencies</span> - Select either or both of the following options:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Allow Weekly Searches</b> - Offer the option of running a saved search weekly.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Allow Monthly Searches</b> - Offer the option of running a saved search monthly.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Notification “from” Address</span><b> - </b>Type the address that should appear on the patron’s notification e-mail. The address can be a real or fictitious account, but it must contain the @ symbol.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>To turn on the search agent option in PAC, set the PAC profile <b>Search Agent: Enable </b>to <b>Yes</b>. This setting applies to both Polaris PowerPAC and Mobile PAC. If you want logged-in patrons to see a list of their saved searches in the Polaris PowerPAC dashboard, set the PowerPAC profile <b>Single Login: Enable</b> to <b>Yes</b>.</p>
|
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||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <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="kanchor3254"></a><a name="IX_described_258"></a>Search <span style="font-size: 11.0pt;"><a name="CSH_324"></a></span>Settings Defaults Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PAC</b>, <b>Search settings defaults.</b></p>
|
||||
<p>Patrons can set various options for each type of search in Polaris PowerPAC. For example, for keyword searches, patrons can set a search field (<b>Search by</b>) and search filter (<b>Limit by</b>) for the search, and then sort the returned results by any of several options. Use this dialog box to specify default settings for search field, search filter, and sort order. Certain settings also apply to Mobile PAC, as noted below. For details, see <a href="../../Public_Access_Admin/PDOSearching/Specifying_Default_Search_Settings.htm">Specifying Default Search Settings</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set quick search defaults </span>- Click the <b>Quick</b> tab, then make the following settings:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Search by - </b>Select the default search field.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Limit by - </b>Select the default search filter. The available search filters depend on the organization’s settings in the PAC Limit By Display policy table. See <a href="../../Public_Access_Admin/PDOSearching/Setting_Up_Search_Filters_Limit_By.htm">Setting Up Search Filters (Limit By)</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Sort by - </b>Select the default sort order for search results.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Quick search settings also apply to Mobile PAC.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Keyword, phrase, or exact search defaults</span> - Click the appropriate tab, then make the following settings:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Search by - </b>Select the default search field.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Limit by - </b>Select the default search filter. The available search filters depend on the organization’s settings in the PAC Limit By Display policy table. See <a href="../../Public_Access_Admin/PDOSearching/Setting_Up_Search_Filters_Limit_By.htm">Setting Up Search Filters (Limit By)</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Sort by - When searching local database only </b>- Select the default sort order for local catalog search results.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Sort by - When at least 1 remote database is selected</b> - Select the default sort order for searches that include at least one remote database. Most Popular and call number sorting options are not available for searches that include at least one remote database. </p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Advanced search defaults</span> - Click the <b>Advanced</b> tab, then make the following settings:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Search by - </b>Select the default search field.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Limit by - </b>Select the default search filter. The available search filters depend on the organization’s settings in the PAC Limit By Display policy table. See <a href="../../Public_Access_Admin/PDOSearching/Setting_Up_Search_Filters_Limit_By.htm">Setting Up Search Filters (Limit By)</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Sort by - When searching local database only </b>- Select the default sort order for local catalog search results.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Advanced search default settings for <b>Search by</b>, <b>Limit by</b>, and <b>Sort by</b> (<b>local database only</b>) also apply to Mobile PAC.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Sort by - When at least 1 remote database is selected</b> - Select the default sort order for searches that include at least one remote database. Most Popular and call number sorting options are not available for searches that include at least one remote database.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Show relational operators dropdowns </b>- (PowerPAC <b>Advanced</b> only). Check this option to provide patrons a drop-down list of options for handling advanced search text entries with multiple words in a text field. For details, see <a href="../../Public_Access_Admin/PDOSearching/Specifying_Default_Search_Settings.htm">Specifying Default Search Settings</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set Boolean search defaults</span> - Click the <b>Boolean</b> tab, then make the following settings:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Sort by - When searching local database only </b>- Select the default sort order for local catalog search results.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Sort by - When at least 1 remote database is selected</b> - Select the default sort order for searches that include at least one remote database. Most Popular and call number sorting options are not available for searches that include at least one remote database.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set the browse search default</span> - Click the <b>Browse</b> tab. Select the default search index in the <b>Search by</b> list, and the default sort order for titles associated with a heading in the <b>Sort Title Results by</b> list.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set the course reserve search default</span> - Click the <b>Course Reserves</b> tab, and select the default search field in the <b>Search by</b> list. This option is available only if your system includes course reserve functions.</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>
|
||||
+90
@@ -0,0 +1,90 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Public Access 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/PRadminPub.fm" /><title>Suppress Availability and Requests 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/PRadminPub/Suppress_Availability_and_Requests_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>
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</div>
|
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</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor3867"></a><a name="IX_described_259"></a>Suppress <span style="font-size: 11.0pt;"><a name="CSH_325"></a></span>Availability and Requests Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PAC</b>, <b>Suppress availability and requests.</b></p>
|
||||
<p>Use this dialog box to suppress request and availability options in PowerPAC and Mobile PAC search results for all records with a specific primary type of material (TOM), or only those with specific primary TOMs that have at least one 856$u in the bib record. By default, Electronic resources (<b>elr</b>) and Digital collection (<b>dmc</b>) are selected for suppressing request and availability options. The option <b>Records with an 856</b> is selected by default except <b>dmc</b>, where <b>All records</b> is selected. </p>
|
||||
<p>The ability to place requests and view availability information in PAC is suppressed under these conditions:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">The primary TOM is selected in this PAC profile. That is, either <b>Records with an 856</b> or <b>All records</b> is selected for the TOM. Note that the option <b>Records with an 856</b> affects only records with an 856$u tag. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">At least one 856$u is present in the bib record (if you have selected <b>Records with an 856 </b>for that TOM)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">The system availability count = 0 ; that is, there are no linked item records, or the linked item records all have <b>Display in PAC</b> set to <b>No</b>, or the linked item records all have circulation statuses that are set for suppression from the display in the PAC profile <b>Suppress item display</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If a bibliographic record has linked issue records (via the serial holdings record) but no linked item records, the issue records are factored into the availability count, so availability information is not suppressed in this case.</p>
|
||||
<p>You can make these settings at the the system, library, or branch level. The setting of the PAC connection organization determines the effect on Polaris PowerPAC and Mobile PAC.</p>
|
||||
<p>For details regarding setup and how these settings may work with your cataloging practices, see <a href="../../Public_Access_Admin/PDOresults/Suppressing_Request_and_Availability_Options.htm#XREF_75202_Suppressing">Suppressing Request and Availability Options</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>
|
||||
+80
@@ -0,0 +1,80 @@
|
||||
<!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|Public Access 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>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<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/PRadminPub.fm" /><title>Suppress Branches Dialog Box</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/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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">
|
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|
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|
||||
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|
||||
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|
||||
</script>
|
||||
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</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/PRadminPub/Suppress_Branches_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>
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||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor1095"></a><a name="IX_described_260"></a>Suppress <span style="font-size: 11.0pt;"><a name="CSH_326"></a></span>Branches Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PAC</b>, <b>Suppress branches.</b></p>
|
||||
<p>Use this dialog box to select branches to suppress from list displays in PAC. For example, this feature is useful if you have a branch set up strictly for administrative purposes. </p>
|
||||
<p>For Polaris PowerPAC, the selected branches are suppressed from the connection branch list (<b>Switch to another branch</b>), the list of branches on the Search Options scoping page, the list of branches on the Advanced Search scoping page, and the list of branches on the donations page.</p>
|
||||
<p>For Polaris Mobile PAC, the selected branches are suppressed from the Library list (connection branch) on the Preferences page.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>As in previous versions of Polaris, use the Request parameter <b>Holds options</b> (Pickup tab) to include or suppress the branches available as pick-up library choices for hold requests placed through PAC.</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|Public Access 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 http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPub.fm" /><title>Suppress Item Display Dialog Box</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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gtag('js', new Date());
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Suppress_Item_Display_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="kanchor2419"></a><a name="IX_described_261"></a>Suppress <span style="font-size: 11.0pt;"><a name="CSH_327"></a></span>Item Display Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PAC</b>, <b>Suppress item display.</b></p>
|
||||
<p>Use this dialog box to specify item circulation statuses that should prevent an item from being displayed in Polaris PowerPAC and Mobile PAC search results. When a circulation status is selected, items with this status are not displayed in PAC even when <b>Display in PAC</b> is checked in the item record. The system uses the settings for the item’s assigned branch to determine whether a particular item should be displayed. See <a href="../../Public_Access_Admin/PDOresults/Suppressing_Items_from_Search_Results.htm#XREF_87532_Suppressing_Items">Suppressing Items from Search Results</a>.</p>
|
||||
</div>
|
||||
</div>
|
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
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</tbody>
|
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</table>
|
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</body>
|
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</html>
|
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+97
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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|Public Access 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/PRadminPub.fm" /><title>Tag Picker Dialog Box</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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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Tag_Picker_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>
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|
||||
<h1><a name="kanchor102"></a><a name="IX_described_270"></a>Tag <span style="font-size: 11.0pt;"><a name="CSH_337"></a></span>Picker Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select one of the following:<br /><b>Profiles, PowerPAC</b>, <b>Title Display: Configure<br />Profiles, Mobile PAC</b>, <b>Title Display: Configure<br />Profiles, Community</b>, <b>Community Information Display (Mobile PAC): Configure<br />Profiles, Community</b>, <b>Community Information Display (PowerPAC): Configure<br /></b>Then select a display element (entity), right-click, and select <b>Properties</b>. On the Properties dialog box, click <b>Define Entity, </b>and click the ellipsis button in the Tag column for the tag (system level only).</p>
|
||||
<p>Use this dialog box to edit tags for a selected entity. See the following topics for more information:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"> <a href="../../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Public_Access_Admin/PDOMobilePAC/Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the">Configuring the Mobile PAC Title Display</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Community Profiles/CommProfPAC/Configuring_the_PAC_Community_Results_Display.htm#XREF_71986_Configuring_the">Configuring the PAC Community Results Display</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select one tag</span> - Click the tag in the grid, and then click <b>Enable</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select a contiguous range of tags</span> - Enter the beginning and ending tags in the <b>Select range</b> box, and click the <b>+</b> button to highlight the tags in the grid.  Then click <b>Enable</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select a non-contiguous set of tags</span> - Press <b>CTRL+click</b> to select the tags in the grid, and then click <b>Enable</b>.</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>
|
||||
+87
@@ -0,0 +1,87 @@
|
||||
<!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|Public Access 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" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<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/PRadminPub.fm" /><title>Theme Assignment Dialog Box (Children’s PAC)</title>
|
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|
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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" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
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|
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|
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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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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Theme_Assignment_Dialog_Box_Childrens_PAC.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 class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor1970"></a><a name="IX_described_262"></a>Theme <span style="font-size: 11.0pt;"><a name="CSH_328"></a></span>Assignment Dialog Box (Children’s PAC)</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, Children’s PAC</b>, <b>Theme assignment.</b></p>
|
||||
<p>Use the Theme Assignment dialog box to make themes available as choices from Polaris PowerPAC Children’s Edition. You can assign the themes that are shipped with Polaris, or your own custom themes. For detailed procedures, see <a href="../../Public_Access_Admin/PDOchild/Assign_themes.htm#XREF_31167_Assign_themes">Assign themes</a>. For more information about themes, see <a href="../../Public_Access_Admin/PDOchild/Managing_Themes.htm#XREF_53821_Managing_Themes">Managing Themes</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Make a theme available for selection</span> - Select the theme in the <b>Unassigned Themes</b> list, and click <b>Assign.</b></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Remove a theme from the list</span> - Select the theme in the <b>Assigned Themes</b> list, and click <b>Unassign.</b></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Designate a theme as the default theme</span> - Select the theme in the <b>Assigned Themes</b> list, and click <b>Assign Default Theme</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To display the assigned themes as selections in the Children’s PAC, set the Children’s PAC profiles <b>Select theme: Enable</b> and <b>Dashboards: Enable</b> to <b>Yes</b> for the organization.</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>
|
||||
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<h1><a name="kanchor5665"></a><a name="IX_described_263"></a>Theme <span style="font-size: 11.0pt;"><a name="CSH_329"></a></span>Construction Dialog Box (Children’s PAC)</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, Children’s PAC</b>, <b>Theme construction.</b></p>
|
||||
<p>Themes determine the page appearance (background, icons, and other page elements) of Polaris PowerPAC Children’s Edition. Children can choose a theme from the options you specify. You can offer some or all the themes that are shipped with Polaris PowerPAC Children’s Edition, and you can develop your own themes. Use this dialog box to set up custom themes. For details, see <a href="../../Public_Access_Admin/PDOchild/Managing_Themes.htm#XREF_53821_Managing_Themes">Managing Themes</a>. After the themes are defined, you make them available for use. See <a href="../../Public_Access_Admin/PDOchild/Assign_themes.htm#XREF_31167_Assign_themes">Assign themes</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Themes are stored in folders that contain sets of image files and a style sheet (CSS) file. Each theme has a unique folder on the Web server (<b>Polaris/PowerPAC/children/themes/</b><span class="FM_Emphasis">language folder</span>). If you are constructing your own theme, set up a unique folder for your files on the Web server, in <b>Polaris/PowerPAC/children/themes/</b><span class="FM_Emphasis">language folder</span><b>.</b></p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead"><a name="CSH_330"></a>Create a new theme</span> - Click <b>Add</b>. The Add/Edit Theme dialog box appears.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Display Name</b> - Identifies the theme in Polaris Administration profiles and on the Polaris PowerPAC Children’s Edition interface.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>File Name</b> boxes - For each page listed in the <b>Description</b> column, type the filenames for the page graphic elements and for the style sheet (also listed in the <b>Description</b> column). Type only the filenames. The system constructs the appropriate URL. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Default Image Path - </b>Type the name of your custom theme folder. Type only the folder name. The system constructs the appropriate URL for the theme files to <b>Polaris/PowerPAC/children/themes/</b><span class="FM_Emphasis">language folder/your folder</span> on the server, based on the theme folder you specify. All the files for the theme must be located in the same folder.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Edit a theme</span> - Select the theme from the list in the Theme Construction dialog box, and click <b>Edit</b>. The Add/Edit Theme dialog box appears. You cannot edit the Polaris default themes. However, you can select a default theme (or any other theme), click <b>Copy</b>, and edit the copy.</p>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <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="kanchor3073"></a><a name="IX_described_264"></a>Title <span style="font-size: 11.0pt;"><a name="CSH_331"></a></span>Display Configure Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select one of the following:<br /><b>Profiles, PowerPAC</b>, <b>Title Display: Configure<br />Profiles, Mobile PAC</b>, <b>Title Display: Configure<br />Profiles, Community</b>, <b>Community Information Display (Mobile PAC): Configure<br />Profiles, Community</b>, <b>Community Information Display (PowerPAC): Configure</b></p>
|
||||
<p>You can select the data elements that appear in the brief, full, and summary displays views for monographic and serial titles in Polaris PowerPAC and Mobile PAC bibliographic search results, and for PowerPAC and Mobile PAC community information search results. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li> <a href="../../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a></li>
|
||||
<li><a href="../../Public_Access_Admin/PDOMobilePAC/Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the">Configuring the Mobile PAC Title Display</a>
|
||||
</li>
|
||||
<li><a href="../../Community Profiles/CommProfPAC/Configuring_the_PAC_Community_Results_Display.htm#XREF_71986_Configuring_the">Configuring the PAC Community Results Display</a>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Use the Title Display Configure dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Select a view to configure</span><b> </b>- From the <b>Configuration view</b> menu, select the view you want to configure. The specific brief, full, and summary view options depend on whether you are configuring bibliographic or community information search results.</li>
|
||||
<li><span class="FM_BulletHead">Add an entity (data element) to the view</span> - Select the entity in the <b>Available entities</b> list and click <b>Add</b>. The entity is moved to the <b>Display these elements </b>list. </li>
|
||||
<li><span class="FM_BulletHead">Remove an entity from the view</span> - Select the entity in the <b>Display these elements </b>list and click <b>Remove</b>. The entity is moved to the <b>Available entities</b> list.</li>
|
||||
<li><span class="FM_BulletHead">View entity properties</span> - To see what tags, indicators and subfields are included in an entity, hover the cursor over the entity for a quick view, select the entity and click the Properties icon <img alt="TitleDisplayPropsIcon.gif" style="margin-bottom: -6.000pt;width: 22;height: 20;" id="image10" src="TitleDisplayPropsIcon_22x20.gif" /> , or right-click and select <b>Properties</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Browse for additional entities </span>- If the <b>Available Entities</b> or <b>Display these entities</b> lists do not include the data element you want to display, click the Browse icon <img alt="TitleDisplayBrwsIcon.gif" style="margin-bottom: -6.000pt;width: 29;height: 27;" id="image11" src="TitleDisplayBrwsIcon_29x27.gif" /> at the top of the <b>Available</b> <b>entities</b> list. The Browse Entities dialog box opens. Select the entity you want to add to the <b>Available entities</b> list and click <b>Reveal</b>. The entity is added to the <b>Available entities</b> list.</li>
|
||||
<li><span class="FM_BulletHead">Suppress entities</span> - You can shorten the <b>Available entities</b> list to reduce scrolling. Select the entity that you want to remove, right-click and select <b>Suppress</b> from the  context menu, or click the Suppress icon <img alt="TitleDisplaySuppressIcon.gif" style="margin-bottom: -6.000pt;width: 28;height: 24;" id="image12" src="TitleDisplaySuppressIcon_28x24.gif" /> at the top of the <b>Available entities</b> list.</li>
|
||||
<li><b>Suppress entities from small screen display</b> - You can suppress bibliographic entities from the PowerPAC results display at mobile (650 px or narrower) width. This saves user data use and excessive scrolling through title information. Select the entity you want to suppress in the <b>Display these entities</b> list and click the phone icon <img src="../../../Resources/Images/PhoneIcon.png" style="vertical-align: middle;" alt="" /> at the top of the list.</li>
|
||||
<li><span class="FM_BulletHead">Edit labels</span> - Right-click the entity in the <b>Available entities</b> or the <b>Display these entities</b> list, and select <b>Labels</b> from the context menu, select <b>Edit Labels</b> from the Entity Properties dialog box, or click the Change Labels icon <img alt="TitleDisplayChangeLabelsIcon.gif" style="margin-bottom: -6.000pt;width: 26;height: 25;" id="image13" src="TitleDisplayChangeLabelsIcon_26x25.gif" /> at the top of the <b>Available entities</b> or <b>Display these entities </b>list.</li>
|
||||
<li><span class="FM_BulletHead">Set the display order</span> - Select the entity or zone separator (represents white space in the display) and click the up or down arrow buttons at the top of the <b>Display these entities</b> list.</li>
|
||||
<li><span class="FM_BulletHead">Insert a zone separator (white space)</span> - In the <b>Display these entities</b> list, select the entity that should appear just below the new zone separator. Then right-click and select <b>Create Zone</b> from the context menu, or click the Create Zone icon <img alt="TitleDisplayCreateZoneIcon.gif" style="margin-bottom: 0.000pt;width: 28;height: 26;" id="image14" src="TitleDisplayCreateZoneIcon_28x26.gif" /> at the top of the <b>Display these entities</b> list.</li>
|
||||
<li><span class="FM_BulletHead">Remove an existing zone separator</span> - Select the zone separator, right- click and select <b>Drop Zone</b> from the context menu, or click the Drop Zone icon <img alt="TitleDisplayDrZnIcon.gif" style="margin-bottom: -6.000pt;width: 27;height: 25;" id="image15" src="TitleDisplayDrZnIcon_27x25.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Suppress a  label from display</span> - Select the entity in the <b>Display these entities</b> list, right-click, and select <b>Show/Hide Label</b> from the context menu. In the <b>Display these entities</b> list, the label icon <img alt="TitleDisplayLblIcon.gif" style="margin-bottom: -6.000pt;width: 24;height: 24;" id="image16" src="TitleDisplayLblIcon_24x24.gif" /> indicates that the label is currently set to be shown.</li>
|
||||
<li><span class="FM_BulletHead">Define a custom entity </span>- Available at the system level for bibliographic entities only. Click the new entity icon <img alt="TitleDisplayNewEnt.gif" style="margin-bottom: -6.000pt;width: 26;height: 25;" id="image17" src="TitleDisplayNewEnt_26x25.gif" /> at the top of the Available Entities list. The New Custom Entity dialog box opens.</li>
|
||||
<li><span class="FM_BulletHead">Description</span> - Type a description for the entity. The description identifies the entity in the system, but does not display in PAC. Your description must contain at least one character and no more than 255 characters, and it must be unique within the set of bibliographic entities.</li>
|
||||
<li><span class="FM_BulletHead">Initial Label </span>- Type an initial label for the entity. The label will be displayed in PAC if this entity and its label are both set to display. Labels associated with custom entities do not have default values. The initial label that you specify is created for each language at the system level. You can later edit the label for specific languages; see <a href="../../Public_Access_Admin/PDOresults/Select_bibliographic_entities_for_display_and_edit_labels.htm#XREF_70980_PowerPAC_Results">Select bibliographic entities for display and edit labels</a>.</li>
|
||||
<li><span class="FM_BulletHead">Repeatable</span> - Check if this entity is repeatable. </li>
|
||||
<li><span class="FM_BulletHead">Define the tags, indicators, and subfields for the new entity</span> - See <a href="../../Public_Access_Admin/PDOresults/Edit_bibliographic_information_display_order.htm#XREF_39377_Edit_bibliographic">Edit bibliographic information display order</a>.</li>
|
||||
<li><span class="FM_BulletHead">Delete a custom entity</span> - You cannot delete a custom entity if it is currently used in any display configuration. Select the entity in the <b>Available Entities</b> list and click the delete icon <img alt="TitleDispDelete.gif" style="margin-bottom: -6.000pt;width: 25;height: 23;" id="image18" src="TitleDispDelete_25x23.gif" /> above the list. If the entity is currently in use, a message lists the configurations where it is used.</li>
|
||||
<li><span class="FM_BulletHead">Copy a configuration</span> - Click <b>Copy</b>. The Copy dialog box box opens. Select the configuration views you want to copy. Select the organizations that should receive your settings. Then click <b>Copy</b>.</li>
|
||||
<li><span class="FM_BulletHead">Revert to parent organization settings</span> - Click <b>Revert</b> on the Title Display Configure dialog box. Only the currently-selected configuration view is inherited from the parent organization. If you make changes after clicking <b>Revert</b>, then inheritance is broken and you will no longer inherit settings from the higher organization.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>When you click <b>Revert</b>, all branch-level configuration settings are lost.  The action cannot be undone.</p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Save or cancel your work</span>:<ul><li>To remove any changes that have not been applied and close the Title Display Configure dialog box, click <b>Cancel</b>.</li><li>To remove any changes that have not been applied and keep the Title Display Configure dialog box open, click <b>Reset</b>.</li><li>To permanently save changes and keep the Title Display Configure dialog box open, click <b>Apply</b>. </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%;" />
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||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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||||
</table>
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||||
<table style="width: 100%;">
|
||||
<col />
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||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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</table>
|
||||
</body>
|
||||
</html>
|
||||
+105
@@ -0,0 +1,105 @@
|
||||
<!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|Public Access 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/PRadminPub.fm" /><title>Virtual Reference Configure Dialog Box</title>
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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="kanchor1944"></a><a name="IX_described_272"></a>Virtual <span style="font-size: 11.0pt;"><a name="CSH_339"></a></span>Reference Configure Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PowerPAC</b>, <b>Virtual reference: Configure.</b></p>
|
||||
<p>Use the Virtual Reference Configure dialog box to set up virtual reference services with specific providers. Specify settings only for the provider with which your library has a contract. Most of the settings are specific to your library; obtain them from your provider. See <a href="../../Public_Access_Admin/PDOpower/Setting_Up_Live_Virtual_Reference_Services.htm">Setting Up Live Virtual Reference Services</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To make virtual reference services available to patrons, you must also set the PowerPAC profile <b>Virtual reference: Enable</b> to <b>Yes</b>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Tutor.com tab</span> - Use this tab to set up virtual reference services from Tutor.com (Virtual Reference Toolkit™). Type your Polaris PowerPAC home page URL in the <b>View Port</b> field. Obtain the other settings from Tutor.com.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">QuestionPoint tab</span> - Use this tab to set up virtual reference services from QuestionPoint<span class="FM_SuperScript">SM</span> (OCLC Online Computer Library Center, Inc.).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Library ID, Category</b> - Obtain these site-specific values from OCLC.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Partner ID</b> - Not used</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Main URL</b> that connects to the QuestionPoint virtual reference librarian.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Transcript URL</b> - Not used</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>View Port </b>- Your Polaris PowerPAC home page URL.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Log in required</b> - If you want to restrict access to registered patrons, select (check) this option. If this option is not checked, a <b>Guest</b> button is displayed on the virtual reference log-in page. The user can click <b>Guest</b> to go straight to the QuestionPoint Web site and submit a question.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>No Login URL</b> - If you do not require log-in, type the QuestionPoint URL to which the <b>Guest</b> link should connect.</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>
|
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</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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+89
@@ -0,0 +1,89 @@
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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|Public Access 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/PRadminPub.fm" /><title>Web Page - Web Part Assignment Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Web_Page_-_Web_Part_Assignment_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>
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<h1><a name="kanchor1372"></a><a name="IX_described_273"></a>Web <span style="font-size: 11.0pt;"><a name="CSH_340"></a></span>Page - Web Part Assignment Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PowerPAC</b>, <b>Dashboards: Web Page/Web Part Assignment.</b></p>
|
||||
<p>Web parts are displayed in the dashboard of the pages in Polaris PowerPAC and Polaris PowerPAC Children’s Edition. Different Web parts can be displayed on different pages. Use the Web Page - Web Part Assignment dialog box to assign specific Web parts to specific pages in Polaris PowerPAC and Polaris PowerPAC Children’s Edition. For more information about assigning Web parts, see <a href="../../Public_Access_Admin/PDOpower/Assign_Web_parts_to_public_pages.htm">Assign Web parts to public pages</a>. For more information about Web parts and how to create them, see <a href="../../Public_Access_Admin/PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_29931_Defining_Targeted">Defining Web Parts for Dashboards</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a name="kanchor1373"></a><a name="IX_described_274"></a><span class="FM_BulletHead">Add a Web part to a page</span> - In the Web Pages list, select the public page to which you want to assign Web parts, and click <b>Add</b>. The <a name="CSH_341"></a>Web Page - Add Web Parts dialog box appears. It lists all the Web parts created for the system but not currently assigned to the page you selected in the Web Page - Web Part Assignment dialog box. Simply select the Web parts you want to assign to the Web page, and click <b>OK</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Polaris PowerPAC pages</span> - See <a href="../../Public_Access_Admin/PDOPacProfs/Polaris_PowerPAC_Pages_Reference.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris PowerPAC Pages Reference</span></a> for information about each page. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Polaris PowerPAC Children’s Edition pages</span> - See <a><span class="FM_LinkArea">Polaris PowerPAC Children’s Edition Pages</span></a> for information about each page.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set the display order of Web parts on the page</span> - The order of the Web parts in the <b>Assigned Web Parts</b> list for a selected page determines the display order in the dashboard for the page.  To change the position of a Web part in the dashboard, select the Web part in the <b>Assigned Web Parts</b> list, and click <b>Up</b> or <b>Down.</b></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>
|
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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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+99
@@ -0,0 +1,99 @@
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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|Public Access 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/PRadminPub.fm" /><title>Web Part Editor Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPub/Web_Part_Editor_Dialog_Box.htm">Open topic with navigation</a>
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<h1><a name="kanchor3051"></a><a name="IX_described_275"></a>Web <span style="font-size: 11.0pt;"><a name="CSH_342"></a></span>Part Editor Dialog Box</h1>
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<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles, PowerPAC</b>, <b>Dashboards: Web part construction.</b></p>
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<p>Web parts are displayed in the dashboard of the pages on Polaris PowerPAC and Polaris PowerPAC Children’s Edition. They can provide links to pre-defined searches or Web sites, or deliver messages or instructions. Use the Web Part Editor dialog box to create your own Web parts and to limit lists in automatic Web parts. For details, see <a href="../../Public_Access_Admin/PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_29931_Defining_Targeted">Defining Web Parts for Dashboards</a>. After you create Web parts, you assign them to specific pages in Polaris PowerPAC and Polaris PowerPAC Children’s Edition. See <a href="../../Public_Access_Admin/PDOpower/Assign_Web_parts_to_public_pages.htm">Assign Web parts to public pages</a>. </p>
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<h2><a name="TOC_Polaris_and_3rd_Party_Tab"></a>Polaris and 3rd Party Tab</h2>
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<p>Use this tab to limit the length of lists that appear for Polaris and third-party Web parts. For more information about these, see <a href="../../Public_Access_Admin/PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_93947_Automatic_Web_Parts">Automatic Web Parts</a> and <a href="../../Public_Access_Admin/PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_47456_Third_Party_Web">Best-Seller Lists from IndieBound (Book Sense, Inc.)</a>. Simply type the number of items (elements) in the <b>Total Listing Rows</b> box to display for the selected list. Type zero (0) in the <b>Total Listing Rows</b> box to display all items available for the automated list. For the Web part New Titles, a setting of 0 in the <b>Total Listing Rows</b> box will display all titles added in the past 31 days.</p>
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<h2><a name="TOC_User_Defined_Tab"></a>User Defined Tab</h2>
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<p>Use this tab to set up your own Web parts. Several types are available. For information about these types, see <a href="../../Public_Access_Admin/PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_53845_Custom_Web_Parts">Custom Web Parts</a>. For detailed procedures, see <a href="../../Public_Access_Admin/PDOpower/Create_a_custom_Web_part.htm#XREF_89711_Add_a_custom">Create a custom Web part</a>.</p>
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<p class="FM_Task"><a name="CSH_343"></a><span class="FM_BulletHead">Set up a new Web part</span> - Click <b>Add</b> by the Web Parts list. The Add/Edit Web Part Title dialog box appears. Type the heading text in the <b>Title</b> box, and click <b>OK</b>. The heading for the new Web part is displayed in the Web Parts list. To edit the heading, select it and click <b>Edit</b>.</p>
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</li>
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<li>
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<p class="FM_Task"><span class="FM_BulletHead"><a name="CSH_344"></a>Add elements to a Web part</span> - Select the Web part in the Web Parts list, and click <b>Add</b> by the Data Elements list. The Add Data Element: Pick Type dialog box appears. Select the type of element to add.</p>
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</li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>You can add any combination of elements to a Web part.</p>
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<p class="FM_Bullet"><b><a name="CSH_345"></a>Title Search</b> – Puts a title link in the list. When a patron selects the title in the list, the title information is displayed in the search results. In the Add Title Search Element dialog box, type the bibliographic control number of the title, or select the title from the Polaris Find Tool results list (click <b>Find</b> to display the Find Tool).</p>
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</li>
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<li>
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<p class="FM_Bullet"><b><a name="CSH_346"></a>URL</b> – Puts a link to a Web site or page in the list. When a patron selects the link, the browser displays the destination page. In the Add URL Element dialog box, type the link text in the <b>Title</b> box, and type the uniform resource locator (address) in the <b>URL</b> box.</p>
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<p class="FM_Bullet"><b><a name="CSH_347"></a>Free Text</b> – Puts text in the list. Use free text for announcements, page instructions, or for introducing the list.  In the Add Free Text Element dialog box, type the text of the announcement or message you want to display. You can use basic HTML tags to format the text.</p>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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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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