Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_71988_Add_a_policy_table"></a>Add a Table Entry</h1>
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<p><a name="kanchor5932"></a><a name="IX_adding_entries_1"></a><a name="kanchor5933"></a><a name="IX_adding_entries"></a>To add a new entry to a table:</p>
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<p class="NoteShade"><b>Note:<br /></b>Some tables cannot be modified in Polaris Administration. Notification tables are available at the system level only.</p>
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<ol>
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<li value="1">In the Administration Explorer, display the table at or above the organization level for the organization that needs the new entry.</li>
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<li value="2">Click <img alt="btnInsert.gif" style="width: 30;height: 18;" id="image27" src="btnInsert_30x18.gif" class="imginline" /> to display the Insert dialog box.</li>
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<li value="3">If the entry is specifically assigned to a branch, select the branch name in the <b>Organization</b> list.</li>
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<p class="NoteShade"><b>Note: <br /></b>If the table is opened at the branch level, only the branch name appears in the <b>Organization</b> list.</p>
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<li value="4">Type information in the other boxes as needed.</li>
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<li value="5">Click <b>OK</b>. The Insert dialog box closes and the new entry is listed in the policy table for the selected organization. <b>Modification Pending</b> appears in the status bar.</li>
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<li value="6">Select <b>File </b>><b> Save</b>.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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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><a name="XREF_63491_Automatic_Staff"></a>Automatic Staff Client Log-On</h1>
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<p><a name="kanchor5104"></a><a name="IX_automatic_staff_client"></a><a name="kanchor5105"></a><a name="IX_staff_client_1"></a><a name="kanchor5106"></a><a name="IX_automatic_1"></a>You can set a staff client workstation for automatic log-on to the Polaris staff client using Windows Active Directory integrated security. The workstation can be set to log in to the workstation’s parent branch, or it can be set so that the user can select a branch.</p>
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<p>When the <b>Automatic logon</b> Staff Client profile is set to <b>Yes</b> for the workstation, the Windows-authenticated user is logged directly into the staff client on that workstation. If the branch-level <b>Logon branch: Access</b> permission is not set for the workstation, the user is automatically logged on to the workstation’s parent branch. If the branch-level <b>Logon branch: Access</b> permission is set for the workstation, the user can select a log-on branch. </p>
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<p>The Polaris Log On dialog box is not displayed. If it is necessary to work offline, the staff member selects <b>File, Log Off</b> from the Shortcut Bar. The staff member then selects <b>File, Log On</b> to display the Log On dialog box, where the staff member can supply Polaris log-on credentials and select the <b>Work offline</b> checkbox.</p>
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<p>The <b>Work offline</b> option is also automatically offered when a connection cannot be made to the application server. </p>
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<p class="NoteShade"><b>Note:<br /></b>When <b>Automatic logon</b> is enabled, any user in the Polaris staff client application can select <b>File, Logoff</b> on the Shortcut Bar (or press <b>CTRL+L</b>). They can then select <b>File, Logon</b> (or press <b>CTRL+L</b>) to display the Polaris Log On dialog box, and log in as another user.</p>
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<h2>Windows Authentication Without Automatic Logon<a name="TOC_Windows_Authentication"></a><a name="XREF_72956_Windows"></a></h2>
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<p><a name="kanchor5107"></a><a name="IX_using_Windows_security"></a>The Staff Client profile <b>Allow Windows authentication when Automatic logon is not enabled</b> provides integrated security <i>without</i> automatic logon. This setting displays the Polaris Log On dialog box to users who want to log on more quickly but may sometimes need to log on with different credentials. The profile is available at the system, library, branch, and workstation levels. When the profile is set to <b>Yes</b>, the user can check <b>Use Windows Authentication</b> on the Log On dialog box. The <b>Name</b>, <b>Password</b>, and <b>Domain</b> fields are then grayed out, and clicking <b>OK</b> logs the user on with Windows credentials. </p>
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<p>
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<img alt="IntegratedSecurityOp.gif" style="margin-bottom: 0.000pt;width: 300;height: 128;" src="IntegratedSecurityOp_300x128.gif" /> </p>
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<p class="NoteShade"><b>Important:<br /></b>If the Automatic Logon profile is set to Yes for a workstation, no one else can log on to that workstation using their own credentials because the log-on dialog box does not appear.</p>
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<p>Or, the user may choose to leave <b>Use Windows Authentication </b>unchecked, and log on with their own or other Polaris credentials.</p>
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<h4>Related Information</h4>
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<ul type="disc">
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<li><span class="FM_BulletHead">Logon branch access permission</span> - See <a href="../PDpermiss/Permission_Strategies.htm#XREF_11915_Permissions_for">Special Permissions for Rotating Staff</a>.</li>
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<li><span class="FM_BulletHead">Automatic logon and PCI compliance</span> - The library may be required to meet PCI compliance for credit card processing. If so, you must require unique domain user IDs in single-domain networks and follow secure authentication best practices to log on to the workstation, since the automatic log-on feature restricts staff client use to the Windows-authenticated user on the workstation. A generic Windows log-on such as Circ1 would be out of compliance because it would not be possible to trace the transaction back to the staff member who performed it. Library policy also determines PCI compliance. When automatic logon is enabled and another staff user needs to work in the staff client on the same workstation, the library must require that the original user log off the workstation; the new user must log on with their own Windows credentials.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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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><a name="XREF_96344_Change_a_table"></a>Change a Table Entry</h1>
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<p><a name="kanchor154"></a><a name="IX_modifying_entries_1"></a><a name="kanchor155"></a><a name="IX_modifying_entries"></a>To change an entry in a table:</p>
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<p class="NoteShade"><b>Note:<br /></b>Some tables cannot be modified in Polaris Administration. For others, you can modify only some of the table fields. Notification tables are available at the system level only.</p>
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<ol>
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<li value="1">In the Administration Explorer, display the appropriate table at or above the organization level for the organization that needs the entry changed.</li>
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<li value="2">Select (highlight) the entry you want to change.</li>
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<li value="3">Click <img alt="btnUpdate.gif" style="width: 28;height: 18;" id="image29" src="btnUpdate_28x18.gif" class="imginline" /> to display the Modify dialog box. The dialog box title bar identifies the table. Table elements that cannot be changed are unavailable.</li>
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</ol>
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<p class="NoteShade"><b>Tip: <br /></b>To return to the table without changing the entry, click <b>Cancel</b> on the Modify dialog box.</p>
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<ol data-mc-continue="true">
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<li value="4">Change the available settings as needed.</li>
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<li value="5">Click <b>OK</b>. The Modify dialog box closes. The modified information is displayed in the table. <b>Modification pending</b> appears in the status bar.</li>
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<li value="6">Select <b>File </b>><b> Save</b>.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_64683_Delete_a_table"></a>Delete a Table Entry</h1>
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<p><a name="kanchor4974"></a><a name="IX_deleting_entries_1"></a><a name="kanchor4975"></a><a name="IX_deleting_entries"></a>You can delete a table entry only if no other Polaris record uses the entry. </p>
|
||||
<p>To remove an entry from a table:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some tables cannot be modified in Polaris Administration. Notification tables are available at the system level only.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer, display the appropriate table at or above the organization level for the organization that needs the entry deleted.</li>
|
||||
<li value="2">Select (highlight) the table entry you want to delete.</li>
|
||||
<li value="3">Click the delete button. The <b>Deletion cannot be reversed, are you sure?</b> message box appears.</li>
|
||||
<li value="4">Click <b>Yes</b> to confirm that you want to delete the entry. The entry is removed from the table entries.</li>
|
||||
<li value="5">Select <b>File </b>><b> Save</b>.</li>
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_77046_Working_with"></a>Editing Parameters, Profiles, and Tables</h1>
|
||||
<p><a name="kanchor3517"></a><a name="IX_settings_for"></a>Polaris parameter and profile settings, as well as policy and database tables, control how Polaris functions. Most settings are established during Polaris implementation and installation. You can modify most of them as needed through Polaris Administration workforms and the Administration Explorer.</p>
|
||||
<p>Some organization levels have specific settings not shared with any other level, while other settings are shared. For example, a branch may have its own unique settings for many functions, but inherit other settings from the library and system levels. Polaris uses settings from the lowest organizational level in which they are defined. If a setting is not defined at the lowest organization level (branch), Polaris looks for it at the next highest level (library). If a setting is not found at the library level, the setting defined at the system level is used. Certain parameters and profiles can be set only at a specific organizational level. Some settings can be made at the workstation or staff member level, and these apply only to the workstation or staff member.</p>
|
||||
<p>For some settings, especially those dealing with cataloging policies, the libraries and branches in your system need to agree on the policies to be implemented because they apply to all organizations. Others must be set individually for every organization in Polaris.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Polaris Administration settings also control organization security and permissions. See <a href="../PDpermiss/Granting_Permissions.htm#XREF_17585_Granting"><a href="../PDpermiss/Granting_Permissions.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Granting Permissions</span></a></a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Setting_Parameters_and_Profiles.htm">Setting Parameters and Profiles</a>
|
||||
</li>
|
||||
<li><a href="Working_with_Tables.htm">Working with Tables</a>
|
||||
</li>
|
||||
<li><a href="Setting_Staff_Client_Profiles.htm">Setting Staff Client Profiles</a>
|
||||
</li>
|
||||
<li><a href="Visual_Cues_for_Staff_Client_Log-On_Server.htm">Visual Cues for Staff Client Log-On Server</a>
|
||||
</li>
|
||||
<li><a href="Automatic_Staff_Client_Log-On.htm">Automatic Staff Client Log-On</a>
|
||||
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|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_42594_Inherit_a_setting"></a>Inherit a Setting</h1>
|
||||
<p><a name="kanchor4343"></a><a name="IX_inherit_from_upper_levels_1"></a><a name="kanchor4344"></a><a name="IX_procedure_15"></a><a name="kanchor4345"></a><a name="IX_inherit_from_upper_levels"></a>To have a record take a setting from the next higher organization level:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot inherit a setting from the organization, staff member, or workstation workform.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization, workstation, or staff member that should inherit the setting.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information about listing workstations and staff members in the Explorer, see <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a> and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select (highlight) <b>Parameters</b> or <b>Profiles</b> in the list under the expanded folder. The <b>Parameters</b> or <b>Profiles</b> tabs are displayed in the details view of the Explorer.</li>
|
||||
<li value="3">Click the tab for the category that contains the setting you want the record to inherit. The tabbed page for the category is displayed.</li>
|
||||
<li value="4">Select the parameter or profile you want the record to inherit from the higher level setting.</li>
|
||||
<li value="5">Click <img alt="dInheritIcn.gif" style="width: 30;height: 18;" id="image18" src="dInheritIcn_30x18.gif" class="imginline" /> on the list tool bar, or press <b>CTRL+I</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Certain settings cannot be inherited. The arrow button is unavailable when these settings are selected.</p>
|
||||
<p class="indent2">The setting changes to that of the next higher organization.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select <b>File </b>><b> Save</b>.</li>
|
||||
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|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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||||
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|
||||
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||||
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||||
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_95102_Reorder_table"></a>Reorder Table Entries</h1>
|
||||
<p><a name="kanchor3903"></a><a name="IX_reordering_entries_1"></a><a name="kanchor3904"></a><a name="IX_reordering_entries"></a>For certain tables, the order in which entries appear in the table affects the operations controlled by the table. For example, the position of entries in the Holds Routing Sequences table determines the order in which hold requests are sent from one branch to the next. </p>
|
||||
<p>To reorder the entries in these tables:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer, display the appropriate table for the organization that needs the entry reordered.</li>
|
||||
<li value="2">Select (highlight) the entry you want to reposition.</li>
|
||||
<li value="3">Change the position of the entry using the following table toolbar buttons:<ul type="disc"><li>To move an entry up in the list, click <img alt="btnUpArrow.gif" style="width: 33;height: 18;" id="image31" src="btnUpArrow_33x18.gif" class="imginline" />.</li><li>To move an entry down in the list, click <img alt="btnDownArrow.gif" style="width: 33;height: 18;" id="image32" src="btnDownArrow_33x18.gif" class="imginline" />.</li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the buttons are unavailable, you cannot change the order of the entries in the table.</p>
|
||||
<p class="indent2">The order number value changes for the entry as you position the entry. <b>Modification pending</b> appears in the status bar.</p>
|
||||
<ol start="4">
|
||||
<li value="4">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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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><a name="XREF_18374_Restore_an"></a>Restore an Inherited Setting</h1>
|
||||
<p><a name="kanchor1503"></a><a name="IX_resetting_1"></a><a name="kanchor1504"></a><a name="IX_resetting"></a>To reset a parameter or profile to settings inherited from a higher organizational level:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This function is available only for certain parameters and profiles.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization, workstation, or staff member.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information about listing workstations and staff members in the Explorer, see <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a> and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select (highlight) <b>Parameters</b> or <b>Profiles</b> in the list under the expanded folder. The <b>Parameters</b> or <b>Profiles</b> tabs are displayed in the details view of the Explorer.</li>
|
||||
<li value="3">Click the tab for the category that contains the setting you want to reset. The tabbed page for the category is displayed.</li>
|
||||
<li value="4">Select the parameter or profile you want to reset.</li>
|
||||
<li value="5">Click <img alt="dResetIcn.gif" style="width: 30;height: 18;" id="image20" src="dResetIcn_30x18.gif" class="imginline" /> on the list tool bar, or press <b>CTRL+R</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The original setting is restored.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
|
||||
<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><a name="XREF_20365_Set_parameters_and"></a>Set parameters and profiles from a workform</h1>
|
||||
<p><a name="kanchor3365"></a><a name="IX_editing_profiles"></a><a name="kanchor3366"></a><a name="IX_editing_in_a_workform_1"></a><a name="kanchor3367"></a><a name="IX_editing_parameters"></a><a name="kanchor3368"></a><a name="IX_editing_in_a_workform"></a>To set parameters and profiles from an administration record workform:</p>
|
||||
<ol>
|
||||
<li value="1">Use one of the following methods to open the Polaris Find Tool:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Select <b>Administration, <i>Record Type</i></b> on the Polaris Shortcut Bar. For example, to search for a branch record, select <b>Administration, Branch</b>.</li>
|
||||
<li>If the Administration Explorer is open, select <b>File > Open</b> on the Administration Explorer menu bar, and specify the record type to find.</li>
|
||||
</ul>
|
||||
<p class="indent2">The Polaris Find Tool opens.</p>
|
||||
<ol start="2">
|
||||
<li value="2">Search for the administration record.</li>
|
||||
<li value="3">Right-click the record in the results list, and select <b>Open</b> from the context menu. The appropriate workform appears.</li>
|
||||
<li value="4">To display parameters, select <b>View > Parameters</b>, and select a category. The parameters for the selected category display in the Parameters view of the workform.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:</b> <br />You can also click the Parameters icon <img alt="ParametersIcon.gif" style="width: 22;height: 18;" id="image9" src="ParametersIcon_22x18.gif" class="imginline" /> to display the Parameters list in the workform. Then click <img alt="SelectCategory.gif" style="width: 23;height: 18;" id="image10" src="SelectCategory_23x18.gif" class="imginline" /> above the list, and select a parameters category.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/wkfmParCateg_600x433.gif" style="width: 600;height: 433;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To display profiles, select <b>View </b>><b> Profiles</b> and select a category.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:</b> <br />You can click <b>CTRL+G</b> to cycle through the workform views, or click the Profiles icon <img alt="ProfilesIcon.gif" style="width: 22;height: 18;" id="image12" src="ProfilesIcon_22x18.gif" class="imginline" /> to display the Profiles list in the workform. Then click <img style="width: 23;height: 18;" src="SelectCategory_23x18.gif" class="imginline" alt="" /> above the list, and select a profiles category.</p>
|
||||
<p class="indent2">The Profiles view of the workform displays the category’s profiles.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/brchWFprofi_600x434.gif" style="width: 600;height: 434;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Double-click the setting you want to change. The field or a dialog box opens.</li>
|
||||
<li value="7">Change the setting by typing new values or selecting options.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip: <br /></b>To reset the field to the last saved value, press <b>ESC</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">To close a field, do one of the following actions:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Select another parameter or profile.</li>
|
||||
<li>Press <b>ENTER</b>.</li>
|
||||
</ul>
|
||||
<ol start="9">
|
||||
<li value="9">To close a dialog box, click <b>OK</b>.</li>
|
||||
<li value="10">Select <b>File </b>><b> Save</b> to save the changes. <b>Record(s) saved</b> appears in the status bar.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the effects of your changes in the staff client application, exit the staff client application and log back in.</p>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_64289_Change_a_parameter"></a>Set parameters or profiles from the Explorer</h1>
|
||||
<p><a name="kanchor5312"></a><a name="IX_editing_from_the_Explorer_1"></a><a name="kanchor5313"></a><a name="IX_parameters_and_profiles"></a><a name="kanchor5314"></a><a name="IX_editing_from_the_Explorer"></a>To set parameters or profiles using the Administration Explorer:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To set parameters and profiles, you need the permissions Modify parameters: Allow and Modify profiles: Allow. See <a href="../PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the organization, workstation, or staff member folder.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information about listing workstations and staff members in the Explorer, see <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections"><a href="../PDresourc/List_workstations_in_the_Explorer.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">List workstations in the Explorer</span></a></a> and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members"><a href="../PDresourc/List_staff_members_in_the_Explorer.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">List staff members in the Explorer</span></a></a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select (highlight) <b>Parameters</b> or <b>Profiles</b> in the list under the expanded folder. The Parameters or Profiles tabs are displayed in the details view of the Explorer.</li>
|
||||
<li value="3">Select the tab for the category that contains the setting you want to change. The tabbed page for the category is displayed.</li>
|
||||
<li value="4">Double-click the setting you want to change. The field or a dialog box opens.</li>
|
||||
<li value="5">Change the setting by typing new values or selecting options.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip: <br /></b>To reset the field to the last saved value, press <b>ESC</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">To close a field, do one of the following actions:</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li>Select another parameter or profile in the tree view of the Explorer.</li>
|
||||
<li>Press <b>ENTER</b>.</li>
|
||||
</ul>
|
||||
<ol start="7">
|
||||
<li value="7">To close a dialog box, select <b>OK</b>.</li>
|
||||
<li value="8">Select <b>File </b>><b> Save</b> to save your changes. <b>Record(s) saved</b> appears in the status bar.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some changes require you to exit Polaris and log back in to see the effects of your changes in the staff client application.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Give settings to a lower level </span>- See <a href="Transmit_a_parameter_or_profile.htm#XREF_46751_Transmit_an">Transmit a parameter or profile</a>.</li>
|
||||
<li><span class="FM_BulletHead">Get a setting from a higher level</span> - See <a href="Inherit_a_setting.htm#XREF_42594_Inherit_a_setting">Inherit a setting</a>.</li>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_92415_Working_with"></a>Setting Parameters and Profiles</h1>
|
||||
<p><a name="kanchor5014"></a><a name="IX_setting_2"></a><a name="kanchor5015"></a><a name="IX_setting_1"></a>Parameter and profile settings customize the Polaris staff and public access applications for the specific organizations, workstations, and staff members in your system. You can set parameters and profiles by any of the following methods:</p>
|
||||
<ul type="disc">
|
||||
<li>Going to the organizational level and entering a setting</li>
|
||||
<li>Giving (transmitting) a setting to multiple lower organizations, workstations, and staff members</li>
|
||||
<li>Taking (inheriting) the setting from the next level above</li>
|
||||
</ul>
|
||||
<p><a name="kanchor5016"></a><a name="IX_icons_1"></a><a name="kanchor5017"></a><a name="IX_icons"></a>You can identify the level at which a parameter or profile has been set by a small icon in the Administration Explorer or on a workform:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<img alt="dIcnPolrs.gif" style="margin-bottom: -4.000pt;width: 24;height: 23;" id="image0" src="dIcnPolrs_24x23.gif" /> – Setting has not been changed since Polaris was installed.</li>
|
||||
<li>
|
||||
<img alt="dIcnSystem.gif" style="margin-bottom: -4.000pt;width: 26;height: 26;" id="image1" src="dIcnSystem_26x26.gif" /> – Setting belongs to the system organization level. All organizations use the setting unless it is changed at a lower level. If the icon is displayed for settings opened at the library and branch level, then the setting is shared by all other organizations in the Polaris installation. <span class="FM_Emphasis">If the setting is changed at the library or branch level, the change applies to the whole system.</span></li>
|
||||
<li>
|
||||
<img alt="dIcnServer.gif" style="width: 14.485pt;height: 18.312pt;margin-bottom: -4.000pt;" id="image2" src="dIcnServer.gif" /> - Setting belongs to the server level. All organizations use the setting.</li>
|
||||
<li>
|
||||
<img alt="dIcnLibrary.gif" style="margin-bottom: -4.000pt;width: 22;height: 24;" id="image3" src="dIcnLibrary_22x24.gif" /> - Setting belongs to the library organization level. If the icon is displayed for settings opened at the branch level, then the setting is shared by all branches in the library.</li>
|
||||
<li>
|
||||
<img alt="dIcnBranch.gif" style="margin-bottom: -4.000pt;width: 26;height: 24;" id="image4" src="dIcnBranch_26x24.gif" /> - Setting belongs to the branch organization level. Each branch in the Polaris installation can have its own setting, different from other branches.</li>
|
||||
<li>
|
||||
<img alt="dIcnWorkStatn.gif" style="margin-bottom: -4.000pt;width: 23;height: 26;" id="image5" src="dIcnWorkStatn_23x26.gif" /> - Setting belongs to the workstation. Each workstation can have its own setting, different from other workstations at the same branch.</li>
|
||||
<li>
|
||||
<img alt="dIcnStaf.gif" style="width: 17.348pt;height: 17.348pt;margin-bottom: -4.000pt;" id="image6" src="dIcnStaf.gif" /> - Setting belongs to the staff member. Each staff member record can have its own setting, different from other staff members at the same branch.</li>
|
||||
</ul>
|
||||
<p><a name="kanchor5018"></a><a name="IX_overview_88"></a>Parameters are guidelines for the way Polaris operates. They are set at the system, library and branch levels. Some parameters can be set at more than one level. They are organized in the following categories:</p>
|
||||
<ul>
|
||||
<li>Acquisitions/Serials</li>
|
||||
<li>Patron Services</li>
|
||||
<li>Cataloging</li>
|
||||
<li>PAC</li>
|
||||
<li>Notification (mail, e-mail, and telephone notification)</li>
|
||||
<li>SelfCheck Unit (SIP units and Polaris ExpressCheck)</li>
|
||||
<li>Request (holds and ILL)</li>
|
||||
<li>Credit Card Payment</li>
|
||||
<li>NCIP</li>
|
||||
</ul>
|
||||
<p><a name="kanchor5019"></a><a name="IX_overview_89"></a>Profiles represent library policies in the operation of Polaris, and define what is displayed in the staff client and PAC user interfaces. They apply to system, library, branch, workstation, and staff levels. Some profiles can be set at more than one level. They are organized in the following categories:</p>
|
||||
<ul>
|
||||
<li>Acquisitions/Serials</li>
|
||||
<li>Patron Services</li>
|
||||
<li>Cataloging</li>
|
||||
<li>PAC (Polaris PowerPAC, Polaris Mobile PAC)</li>
|
||||
<li>PowerPAC (Polaris PowerPAC; certain settings affect Mobile PAC)</li>
|
||||
<li>Children's PAC (Polaris PowerPAC Children’s Edition)</li>
|
||||
<li>Staff Client (Polaris staff client, Polaris Web App [Leap])</li>
|
||||
<li>Mobile PAC (Polaris Mobile PAC)</li>
|
||||
<li>Community (Polaris Community Profiles) </li>
|
||||
</ul>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_parameters_or_profiles_from_the_Explorer.htm#XREF_64289_Change_a_parameter">Set parameters or profiles from the Explorer</a>
|
||||
</li>
|
||||
<li><a href="Set_parameters_and_profiles_from_a_workform.htm#XREF_20365_Set_parameters_and">Set parameters and profiles from a workform</a>
|
||||
</li>
|
||||
<li><a href="Transmit_a_parameter_or_profile.htm#XREF_46751_Transmit_an">Transmit a parameter or profile</a>
|
||||
</li>
|
||||
<li><a href="Inherit_a_setting.htm#XREF_42594_Inherit_a_setting">Inherit a setting</a>
|
||||
</li>
|
||||
<li><a href="Restore_an_inherited_setting.htm#XREF_18374_Restore_an">Restore an inherited setting</a>
|
||||
</li>
|
||||
</ul>
|
||||
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|
||||
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|
||||
<div id="footer">
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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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<div>
|
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<p align="center">
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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><a name="XREF_32735_About_Staff_Client"></a>Setting Staff Client Profiles </h1>
|
||||
<p><a name="kanchor3131"></a><a name="IX_overview_94"></a>In general, you can set staff client profiles at the system, library, branch, workstation, and staff member levels, although certain staff client profiles are not available at all levels. Settings for organization levels define the default profile settings for subordinate organizations, workstations, and staff members. Each level can have a different setting. If a staff client profile is not set at a particular level, the setting from the level above it is used. You can set staff client profiles from the Administration Explorer or from an administration workform.</p>
|
||||
<p>The staff client profiles control the following functions in the Polaris staff client:</p>
|
||||
<ul>
|
||||
<li>Staff logon - See <a href="Automatic_Staff_Client_Log-On.htm">Automatic Staff Client Log-On</a>.</li>
|
||||
<li>Barcode formats - See <a href="../PDbarcodes/Defining_Barcode_Formats.htm">Barcode Formats</a>.</li>
|
||||
<li>Client and server settings - See <a href="../PDLocaleTime/Ensuring_Locale_and_Time_Consistency.htm">Visual Cues for Staff Client Log-On Server</a> and <a href="../PDLocaleTime/Ensuring_Locale_and_Time_Consistency.htm">Ensuring Locale and Time Consistency</a>.</li>
|
||||
<li>Default opening views for records - See <a href="../PDworkforms/Setting_Preferred_Workform_Views.htm">Setting Preferred Workform Views</a>.</li>
|
||||
<li>Find Tool settings - See <a href="../PDsearch/Setting_Search_Tool_Characteristics.htm">Setting Search Tool Characteristics</a>.</li>
|
||||
<li>Label settings - See <MadCap:conditionalText data-mc-conditions="Primary.Online"><a href="../../Cataloging/PDKlabels/Setting_Up_Labels.htm">Setting Up Labels</a></MadCap:conditionalText>.</li>
|
||||
<li>Permission settings upon Polaris upgrades - See <a href="../PDpermiss/Permission_Strategies.htm">Permission Strategies</a>.</li>
|
||||
<li>Receipt settings - See <MadCap:conditionalText data-mc-conditions="Primary.Online"><a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_Circulation_Receipts.htm">Setting Up Circulation Receipts</a></MadCap:conditionalText>.</li>
|
||||
<li>Reports server - See <a href="../PDrepserv/Specifying_Report_Servers.htm">Specifying Report Servers</a>.</li>
|
||||
</ul>
|
||||
<p>For a list of staff client profiles, see <a href="../PDStaffClProfRef/Staff_Client_Profiles_Reference.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Staff Client Profiles Reference</span></a>.</p>
|
||||
<p><a name="kanchor3132"></a><a name="IX_displaying_6"></a>To set staff client profiles:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, select the organization, workstation, or staff member, and select<b> Profiles.</b></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information about listing workstations and staff members in the Explorer, see <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a> and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the <b>Staff Client</b> tab in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/staffprof_600x321.gif" style="width: 600;height: 321;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select and edit the profile you want to change. For general editing methods, see <a href="Setting_Parameters_and_Profiles.htm#XREF_92415_Working_with">Setting Parameters and Profiles</a>. For information about specific staff client profiles, see <a href="../PDStaffClProfRef/Staff_Client_Profiles_Reference.htm">Staff Client Profiles Reference</a>.</li>
|
||||
<li value="4">Select <b>File > Save</b> to save your changes. <b>Record(s) saved</b> appears in the status bar.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the effects of some changes in the staff client application, you may need to exit the staff client application and log back in.</p>
|
||||
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|
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|
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<div id="footer">
|
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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><a name="XREF_46751_Transmit_an"></a>Transmit a parameter or profile</h1>
|
||||
<p>You can transmit a setting from a higher organization level to a lower one, for example from the library level to all the library’s associated branches.</p>
|
||||
<p>To give selected parameter or profile settings to lower organization levels:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot transmit a setting from the organization workform.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization from which you want to transmit the setting.</li>
|
||||
<li value="2">Select (highlight) <b>Parameters</b> or <b>Profiles</b> in the list under the expanded organization. The <b>Parameters</b> or <b>Profiles</b> tabs are displayed in the details view of the Explorer.</li>
|
||||
<li value="3">Click the tab for the category that contains the setting you want to transmit. The tabbed page for the category is displayed.</li>
|
||||
<li value="4">Select the parameter or profile you want to transmit to subordinate levels.</li>
|
||||
<li value="5">Click <img alt="dTransmitIcn.gif" style="border-left-style: solid;border-left-width: 0px;border-right-style: solid;border-right-width: 0px;border-top-style: solid;border-top-width: 0px;border-bottom-style: solid;border-bottom-width: 0px;width: 30;height: 18;" id="image15" src="dTransmitIcn_30x18.gif" class="imginline" /> on the list tool bar, or press <b>CTRL+T</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Certain settings cannot be transmitted. The arrow button is unavailable when these settings are selected.</p>
|
||||
<p class="indent2">
|
||||
<img alt="dTransFromList.gif" style="margin-bottom: 0.000pt;width: 500;height: 292;" id="image16" src="dTransFromList_500x292.gif" /> </p>
|
||||
<p class="indent2">The Transmit to Lower Levels dialog box appears.</p>
|
||||
<p class="indent2">
|
||||
<img alt="dTransmitDx.gif" style="margin-bottom: 0.000pt;width: 300;height: 155;" id="image17" src="dTransmitDx_300x155.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">In the selection (left) list, select the organizations, workstations, and staff members to which you want to transmit the setting.</li>
|
||||
<li value="7">Click <b>Add</b> to move the selections to the copy (right) list, and click <b>OK</b>. The dialog box closes.</li>
|
||||
<li value="8">Select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
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|
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<div id="footer">
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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><a name="XREF_97325_Charge_for_Holds"></a>Visual Cues for Staff Client Log-On Server</h1>
|
||||
<p><a name="kanchor443"></a><a name="IX_visual_server_cues"></a>You can set a message to alert the user that he or she is attempting to log on to the staff client on the training server, and once the user has logged on, to indicate the log-on server through custom colors on the title bars of staff client workforms. The user can do such tasks as comparing data from a production and a training environment, easily identifying the data from each client. For example, the user may wish to display parallel workforms from both servers, so that Polaris Administration settings and data can be copied from one to the other.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These features were developed for use on training or non-production servers, but they are not limited to that situation. You can set the options described in this section on any Polaris application server.</p>
|
||||
<p>You can set an alert message, custom colors, or both features. Your settings override the workstation’s Windows display settings because the purpose is to alert the user that he or she is logged into a “special use” server.</p>
|
||||
<p>When you set custom colors, they appear on the Polaris Shortcut bar and workforms, all dialog boxes, the Report Manager, and the Label Manager. The custom colors override any Windows themes such as color and transparency. The illustration shows some examples of Polaris workforms using the default custom color.</p>
|
||||
<p>
|
||||
<img alt="ClientColorExample.gif" style="margin-bottom: 0.000pt;width: 387;height: 134;" id="image35" src="ClientColorExample_387x134.gif" /> </p>
|
||||
<p><a name="kanchor444"></a><a name="IX_setting_for_staff_client_2"></a><a name="kanchor445"></a><a name="IX_setting_for_staff_client_1"></a><a name="kanchor446"></a><a name="IX_setting_for_staff_client"></a>To set a log-on alert message, custom title bar colors, or both features:</p>
|
||||
<ol>
|
||||
<li value="1">On the training server or other non-production server (or any Polaris application server where you want to use these features), in the Administration Explorer tree view, select <b>Profiles</b> for the system, and select the <b>Staff Client</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Client visual alert configuration.</b> The Client Visual Alert Configuration dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="ClietnVisAlertConfig.gif" style="width: 179.347pt;height: 124.021pt;margin-bottom: 0.000pt;" id="image36" src="ClietnVisAlertConfig.gif">
|
||||
</img> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To specify an alert message, check <b>Logon alert message </b>and type the message (255 character maximum) in the field just below the alert message option.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="ClientLogonAlertMsg.gif" style="margin-bottom: 0.000pt;width: 239;height: 184;" id="image37" src="ClientLogonAlertMsg_239x184.gif">
|
||||
</img> </p>
|
||||
<p class="NoteShade"><b><b>Note:<br></br></b></b>To clear a previous set message, clear the Logon alert message checkbox.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To use custom colors for the Polaris workform title bars, check <b>Enable custom title bar colors</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">You can use the default violet and plum for the active and inactive windows, or specify custom colors. To specify your own custom colors, follow these steps:</p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the drop-down arrow for the <b>Active window</b> or <b>Inactive window</b> to access the color picker.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="ClientColor.gif" style="width: 164.274pt;height: 126.825pt;margin-bottom: 0.000pt;" id="image38" src="ClientColor.gif">
|
||||
</img> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Click a color, or click <b>Other</b> to open the color tool.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="ClientColorStd.gif" style="margin-bottom: 0.000pt;width: 213;height: 179;" id="image39" src="ClientColorStd_213x179.gif">
|
||||
</img> </p>
|
||||
<ul type="disc">
|
||||
<li>To select a color on the Standard tab of the color tool, click <b>Select</b> and click a color or gray-scale value.</li>
|
||||
<li>Or click the Custom tab to select a color from a continuous palette. Alternatively, you can type standard RGB values.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="ClientColorCust.gif" style="margin-bottom: 0.000pt;width: 213;height: 179;" id="image40" src="ClientColorCust_213x179.gif">
|
||||
</img> </p>
|
||||
<ol start="5">
|
||||
<li value="5">Click <b>OK</b> to close the color tool.</li>
|
||||
<li value="6">Click <b>OK</b> to close the Client Visual Alert Configuration dialog box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>After you have set an alert message and/or custom colors, you must log off the Polaris staff client and log on again for the changes to take effect.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<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>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</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="Administration |Editing Parameters, Profiles, and Tables|Working with Tables" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Work with policy tables on an organization workform</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
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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/Administration/PDattribut/Work_with_policy_tables_on_an_organization_workform.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>
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||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_98603_Work_with_policy"></a>Work with policy tables on an organization workform</h1>
|
||||
<p><a name="kanchor5803"></a><a name="IX_viewing_in_a_workform_1"></a><a name="kanchor5804"></a><a name="IX_viewing_in_a_workform"></a><a name="kanchor5805"></a><a name="IX_viewing_tables"></a>To access policy tables from an administration record workform:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot access Database or Notification tables from a workform. Use the Administration Explorer to work with these tables. See <a href="Work_with_tables_from_the_Administration_Explorer.htm#XREF_24002_Work_with_tables"><a href="Work_with_tables_from_the_Administration_Explorer.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Work with Tables from the Administration Explorer</span></a></a>.</p>
|
||||
<ol>
|
||||
<li value="1">Use one of the following methods to open the Polaris Find Tool:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Select <b>Administration</b> > <span class="FM_Emphasis" style="font-weight: bold;">Record Type</span> on the Polaris Shortcut Bar. For example, to search for a branch record, select <b>Administration</b> > <b>Branch</b>.</li>
|
||||
<li>If the Administration Explorer is open, select <b>File</b> > <b>Open</b> on the Administration Explorer menu bar, and specify the record type to find.</li>
|
||||
</ul>
|
||||
<p class="indent2">The Polaris Find Tool opens.</p>
|
||||
<ol start="2">
|
||||
<li value="2">Search for the administration record.</li>
|
||||
<li value="3">Right-click the record in the results list, and select <b>Open</b> from the context menu. The appropriate workform appears.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:</b> <br />Click <img alt="TablesIcon.gif" style="width: 22;height: 18;" id="image23" src="TablesIcon_22x18.gif" class="imginline" /> to display the Tables list in the workform. Then click <img alt="btnCategory.gif" style="width: 33;height: 18;" id="image24" src="btnCategory_33x18.gif" class="imginline" /> above the list, and select a table.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>View > Tables</b> to display the Tables menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dPolicyMenu.gif" style="margin-bottom: 0.000pt;width: 600;height: 434;" id="image25" src="dPolicyMenu_600x434.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select a table from the Tables menu. The entries in the selected table display in the Table view of the workform.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dPolicyVu.gif" style="margin-bottom: 0.000pt;width: 600;height: 430;" id="image26" src="dPolicyVu_600x430.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Change the table as needed, and select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>All editing options may not be available for a specific table.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<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>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+85
@@ -0,0 +1,85 @@
|
||||
<!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="Administration |Editing Parameters, Profiles, and Tables|Working with Tables" 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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<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/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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</head>
|
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<body>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDattribut/Work_with_tables_from_the_Administration_Explorer.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">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_24002_Work_with_tables"></a>Work with Tables from the Administration Explorer</h1>
|
||||
<p><a name="kanchor3377"></a><a name="IX_viewing_in_1"></a><a name="kanchor3378"></a><a name="IX_viewing_in"></a><a name="kanchor3379"></a><a name="IX_editing_tables"></a>To work with tables from the Administration Explorer:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Notification tables are available only at the system level.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Expand <b>Policy Tables</b>, <b>Database Tables</b>, or <b>Notification Tables</b>.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select (highlight) the table you want to modify. The table appears in the details view of the Explorer.</li>
|
||||
<li value="4">To sort the table, click the appropriate column heading. Click the same heading a second time to reverse the sort order.</li>
|
||||
<li value="5">Change the table as needed:<ul type="disc"><li><a href="Add_a_table_entry.htm#XREF_71988_Add_a_policy_table">Add a table entry</a></li><li><a href="Change_a_table_entry.htm#XREF_96344_Change_a_table">Change a table entry</a></li><li><a href="Reorder_table_entries.htm#XREF_95102_Reorder_table">Reorder table entries</a></li><li><a href="Delete_a_table_entry.htm#XREF_64683_Delete_a_table">Delete a table entry</a></li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>All editing options may not be available for a specific table, and some tables cannot be modified in Polaris Administration.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br /></b>It may be necessary to exit the Polaris staff client application and log back in to see the effects of some table changes.</p>
|
||||
<p>See also: <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>.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<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>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+131
@@ -0,0 +1,131 @@
|
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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="Administration |Editing Parameters, Profiles, and Tables" 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 name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Working with Tables</title>
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<h1><a name="XREF_52853_Working_with"></a>Working with Tables</h1>
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<p><a name="kanchor1835"></a><a name="IX_overview_90"></a><a name="CSH_62"></a><a href="../PDTablesRef/PolicyTabRef.htm">Policy tables</a>, <a href="../PDTablesRef/DataTabRef.htm">database tables</a>, and <a href="../PDTablesRef/NoticeTabRef.htm">notification tables</a> control specific operating polices, database characteristics, and certain telephone notification settings. Table settings cannot be transmitted or inherited. For some tables, the settings apply system-wide, while other table settings must be defined specifically for each organization.</p>
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<h2>Administration Tables Displayed at the System Level</h2>
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<p><a name="kanchor1836"></a><a name="IX_too_many_rows_in"></a>If a Polaris Administration table has too many rows to display at the system level (more than 5000), a message shows the number of rows and indicates if entries can be added at the system level. For the tables that allow bulk entries at the system level (where the same description is used across multiple branches), you can access the table at the system level and add entries even if the rows exceed the limit. For tables that do not allow bulk entries, you cannot access the table or add entries at the system level if the number of rows exceeds the limit.</p>
|
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<p>The following message appears when you open the Item Statistical Class Codes policy table, the Patron Statistical Class Codes policy table, or the Shelf Locations database table at the system level and the table has more than 5000 rows:<b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">This table is too large to display at the System level (16241rows). You can insert new rows here. They will be saved and display at the Library and Branch level.</b></p>
|
||||
<p>You can add entries to these tables for duplicate descriptions across multiple organizations. You can also modify entries for all three tables and delete entries from the Shelf Locations database table at the system level. </p>
|
||||
<p>When you add or modify entries at the system level, duplicate detection is performed, and a message shows the number of duplicates and the number of successful entries/modifications: </p>
|
||||
<blockquote><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">xx duplicate were found</b>
|
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</blockquote>
|
||||
<blockquote><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">xx rows were inserted/modified successfully.</b>
|
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</blockquote>
|
||||
<blockquote><b>The duplicates have been removed/replaced</b>
|
||||
</blockquote>
|
||||
<p>If the table has 50 rows or more or many branches, you may notice a delay while duplicate detection processing takes place. Tables that may be susceptible to this delay include:</p>
|
||||
<ul>
|
||||
<li>Shelf Location </li>
|
||||
<li>Patron Statistical Codes </li>
|
||||
<li>Fine Codes </li>
|
||||
<li>Dates Closed</li>
|
||||
<li>School/Divisions </li>
|
||||
<li>Course Terms </li>
|
||||
<li>Course Names</li>
|
||||
</ul>
|
||||
<p>If you attempt to access one of the following tables that do not allow bulk entries at the system level, and that table exceeds 5000 rows, the message displays only the first sentence, <b>This table is too large to display at the System level (21400 rows)</b>.</p>
|
||||
<ul type="disc">
|
||||
<li>Fines policy table</li>
|
||||
<li>Loan Periods policy table</li>
|
||||
<li>Holds Routing Sequences Primary policy table</li>
|
||||
<li>Holds Routing Sequences Secondary policy table</li>
|
||||
<li>Floating: To Branch policy table</li>
|
||||
<li>Floating: Material Types policy table</li>
|
||||
<li>Floating: Material Type Limits policy table</li>
|
||||
<li>Outreach: Included Branches policy table</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Policy_Tables"></a><a name="XREF_72450_Policy_Tables"></a>Policy Tables</h2>
|
||||
<p><a name="kanchor1837"></a><a name="IX_policy"></a><a name="kanchor1838"></a><a name="IX_overview_91"></a>Policy tables specify the operating policies of organizations in the system. Some policy tables work together to form organization-specific policies. </p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>The Patron Codes policy table at the system level defines patron classifications, such as Adult or Staff. The Fine Codes table defines various fine descriptions for an organization, such as Standard Fine Rate and Music CDs, without specifying actual rates. The Fines table establishes the actual organization-specific fine rates based on combinations of Patron Codes and Fine Codes.</p>
|
||||
<p>Some policy tables can be opened from the Administration Explorer or from an organization workform. Other policy tables are available only from the Administration Explorer or only on an organization workform.</p>
|
||||
<p>All tables can be opened at the system level. As a general rule, if a table contains no organization ID or name, then the table is used by all organizations. These tables display the same entries at the system, library, and branch levels. If the table contains an organization ID or name, the library or branch can have its own unique entries. </p>
|
||||
<p>You must have the permission <b>Access tables: Allow</b> for your organization level to change a specific policy table. Only one person at a time can open a policy table.</p>
|
||||
<p>See also: <a href="../PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a></p>
|
||||
<h2><a name="TOC_Database_Tables"></a><a name="XREF_41127_Database_Tables"></a>Database Tables</h2>
|
||||
<p><a name="kanchor1839"></a><a name="IX_overview_92"></a><a name="kanchor1840"></a><a name="IX_database"></a>Database tables help define how certain aspects of the Polaris catalog database work, such as authority control and bibliographic indexing, as well as what settings are available in certain fields and drop-down boxes in the Polaris staff client. Some tables are set at implementation and cannot be altered. Other tables can be edited.</p>
|
||||
<p>Database tables are available from the Administration Explorer at the system, library, and branch levels. Changes to these tables at any level apply to all organizations. To modify a database table, you must have specific permission for the table.</p>
|
||||
<p>If you need to change a table that cannot be modified from Polaris Administration, either contact Polaris Customer Support or use the SQL Analyzer to directly change the database table. Tables that cannot be modified from Polaris Administration require a complete reindex of the entire database if they are changed.</p>
|
||||
<p class="NoteShade"><b>Important: <br /></b>Innovative Interfaces is not responsible for your use of the SQL Analyzer to change Polaris database tables.</p>
|
||||
<p>See also: <a href="../PDTablesRef/DataTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Database Tables Reference </span></a></p>
|
||||
<h2><a name="TOC_Notification_Table"></a><a name="XREF_64934_Notification_Table"></a>Notification Table</h2>
|
||||
<p><a name="kanchor1841"></a><a name="IX_Notification"></a><a name="kanchor1842"></a><a name="IX_overview_93"></a>Entries in the Dates Not to Call notification table define the specific dates the phone notification server does not call patrons, such as Christmas and New Year’s Day, for systems that use Polaris telephone notification. It is available from the Administration Explorer at the system level only, and the settings apply to the whole system. To modify this table, you must have specific permission for the table. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Work_with_tables_from_the_Administration_Explorer.htm#XREF_24002_Work_with_tables">Work with tables from the Administration Explorer</a>
|
||||
</li>
|
||||
<li><a href="Work_with_policy_tables_on_an_organization_workform.htm#XREF_98603_Work_with_policy">Work with policy tables on an organization workform</a>
|
||||
</li>
|
||||
<li><a href="Add_a_table_entry.htm#XREF_71988_Add_a_policy_table">Add a table entry</a>
|
||||
</li>
|
||||
<li><a href="Change_a_table_entry.htm#XREF_96344_Change_a_table">Change a table entry</a>
|
||||
</li>
|
||||
<li><a href="Reorder_table_entries.htm#XREF_95102_Reorder_table">Reorder table entries</a>
|
||||
</li>
|
||||
<li><a href="Delete_a_table_entry.htm#XREF_64683_Delete_a_table">Delete a table entry </a>
|
||||
</li>
|
||||
<li><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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</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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