Staff Client Help v7.3 - v8.0
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDabout/Administration_Topics.htm">Open topic with navigation</a>
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<h1><a name="XREF_11731_Polaris"></a>Polaris Administration Overview<a name="CSH_61"></a></h1>
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<p>Polaris Administration settings determine how data is categorized, used, and stored, and what functions are available in the staff client software and the PAC.</p>
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<p class="NoteShade"><b><b>Note</b>:<br /></b>Certain Polaris features are available by specific contract to your library. If your Polaris installation does not include a specific feature, the Polaris Administration controls for the feature may not be available.</p>
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<p>For more information on the features and functions you can use to administer Polaris for your library organization, see the following topics:</p>
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<p><a href="../PDstart/Polaris_Administration_Records_and_Settings.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Polaris Administration Records and Settings</span></a>
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</p>
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<p class="indent2">Description of the Polaris Administration records.</p>
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<p><a href="../PDstart/Accessing_Administration_Records.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Accessing Administration Records</span></a>
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</p>
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<p class="indent2">Methods for finding and opening Administration records.</p>
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<p><a href="../PDstart/Managing_Record_Locks.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Managing Record Locks</span></a>
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</p>
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<p class="indent2">Instructions for finding and releasing records locked by staff.</p>
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<p><a href="../PDattribut/Editing_Parameters_Profiles_and_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Editing Parameters, Profiles, and Tables</span></a>
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</p>
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<p class="indent2">Basic procedures for working with parameters, profiles, policy tables, and database tables in Polaris Administration; setting staff client profiles. Setting visual cues for staff client log-in server; automatic staff client log-in.</p>
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<p><a href="../PDorgnizatn/Setting_Up_Organizations.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Organizations</span></a>
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</p>
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<p class="indent2">Creating and editing system, library, and branch records; setting up resource groups for remote resource access; setting up addresses, postal codes, contacts, and dates closed; viewing licenses.</p>
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<p><a href="../PDcollections/Working_with_Collections.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Collections</span></a>
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</p>
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<p class="indent2">Setting up and editing collection records; associating collections with branches; deleting collections; collections report.</p>
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<p><a href="../PDresourc/Setting_Up_Workstation_and_Staff_Member_Records.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Workstation and Staff Member Records</span></a>
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</p>
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<p class="indent2">Setting up and editing workstation and staff member records; identifying in-house computers; staff and workstation reports.</p>
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<p><a href="../PDpermiss/Granting_Permissions.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Granting Permissions</span></a>
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</p>
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<p class="indent2">Setting up Polaris security and permissions; using permission groups to manage permissions; setting permissions specifically related to Polaris Administration.</p>
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<p><a href="../PDserver/Setting_Up_Server_Records.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Server Records</span></a>
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</p>
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<p class="indent2">Registering local and remote servers in Polaris; setting server parameters; telephony servers; Polaris and MuseGlobal federated searching; making databases available as staff client search targets; offering the Polaris database as a search target.</p>
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<p><a href="../PDrepserv/Specifying_Report_Servers.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Specifying Report Servers</span></a>
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</p>
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<p class="indent2">Server and URL settings for SQL Server Reporting Services; Windows authentication for reports access.</p>
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<p><a href="../PDLocaleTime/Ensuring_Locale_and_Time_Consistency.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Ensuring Locale and Time Consistency</span></a>
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</p>
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<p class="indent2">Enabling automatic checking for consistency in date and currency formats, as well as the time recorded for logs and transactions.</p>
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<p><a href="../PDsearch/Setting_Search_Tool_Characteristics.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Find Tool Characteristics</span></a>
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</p>
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<p class="indent2">Settings that affect the general behavior of the Polaris Find Tool and public catalog search functions, including search databases, leading articles for browse searches, languages for scoping, Find Tool filtering and defaults.</p>
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<p><a href="../PDworkforms/Setting_Preferred_Workform_Views.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Preferred Workform Views</span></a>
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</p>
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<p class="indent2">Setting opening views for the Bibliographic, Item, and Patron Status workforms.</p>
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<p><a href="../PDlogging/Collecting_Transaction_Statistics.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Collecting Transaction Statistics</span></a>
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</p>
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<p class="indent2">Selecting which Polaris actions to include in the log file; Polaris transactions database queries; Statistical Summary report; <span class="FM_Emphasis">Library Journal</span> circulation statistics.</p>
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<p><a href="../PDbarcodes/Defining_Barcode_Formats.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Defining Barcode Formats</span></a>
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</p>
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<p class="indent2">Setting barcode formats for item and patron records; significant digits in patron barcodes; saving records with invalid barcodes.</p>
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<p><a href="../PDWebDef/Setting_a_Default_Web_Page.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting a Default Web Page</span></a>
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</p>
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<p class="indent2">Enabling the Web Browser option on the Polaris Shortcut Bar, and specifying the default Web page that opens when the option is selected.</p>
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<p><a href="Polaris_General_Permissions_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Polaris General Permissions Reference</span></a>
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</p>
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<p class="indent2">Permissions required to create and use SQL searches; default permissions for groups; fields that identify record ownership and the organizations that can own them.</p>
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<p><a href="../../Public_Access_Admin/PDOstart/Public_Access_Administration.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Public Access Profiles and Parameters</span></a>
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</p>
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<p class="indent2">List of System Administration permissions with summary descriptions; list of System Administration permissions by workflow.</p>
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<p><a href="../PDStaffClProfRef/Staff_Client_Profiles_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Staff Client Profiles Reference</span></a>
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</p>
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<p class="indent2">Profiles that affect the overall Polaris staff client.</p>
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<p><a href="../PDTablesRef/Administration_Tables_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Administration Tables Reference</span></a>
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</p>
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<p class="indent2">Policy, database, and notification tables reference.</p>
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<p><a href="../PDSQLJobsRef/Polaris_SQL_Jobs_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Polaris SQL Jobs Reference</span></a>
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</p>
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<p class="indent2">Summary list of SQL jobs with their functions and schedules.</p>
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<p><a href="../PDquickref/Administration_Shortcut_Keys.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Administration Shortcut Keys</span></a>
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</p>
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<p class="indent2">Shortcut keys for navigation and select actions in Polaris.</p>
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</div>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1>Polaris General Permissions Reference</h1>
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<p>This section includes tables showing: the permissions required to create and use SQL searches in the Find Tool; the default permissions for Polaris permission groups; and the fields that identify record ownership in Polaris records and the organizations that can own them.</p>
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<p>See also:</p>
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<ul>
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<li><a href="../PDFTPermRef/Find_Tool_Permissions_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Find Tool Permissions Reference</span></a>
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</li>
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<li><a href="../Polaris_Permission_Groups_-_Default_Permissions_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Polaris Permission Groups - Default Permissions Reference</span></a>
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</li>
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<li><a href="../PDOwnershipRef/Record_Ownership_Fields_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Record Ownership Fields Reference</span></a>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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