Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_51224_Register_a_staff"></a>Add a Staff Member Record</h1>
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<p><a name="kanchor2613"></a><a name="IX_adding_new_1"></a>To add a new staff member record to Polaris:</p>
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<ol>
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<li value="1">Select <b>Administration</b> > <b>Explorer</b> > <b>System</b> on the Polaris Shortcut Bar, or click <img alt="btnNew00383.gif" style="width: 26;height: 18;" id="image12" src="btnNew00383_26x18.gif" class="imginline" /> and select <b>Staff Member</b>. The Administration Explorer opens.</li>
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</ol>
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<p class="NoteShade"><b>Tip:</b>
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<br /> You can also create a new staff member record from an open Workstation workform. Select <b>File </b>><b> New</b> on the workform. You can copy the open record’s information to the new record or start with a clear record.</p>
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<ol data-mc-continue="true">
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<li value="2">Select <b>File </b>><b> New</b> > <b>Staff Member</b> on the Administration Explorer menu bar. The Staff Member workform appears.</li>
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</ol>
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<ol start="3">
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<li value="3">Complete the text fields on the form. <ul type="disc"><li>Name - Type the staff member username. The name must be unique in a single domain system. For more information, see <a href="Multi-Domain_System_Support.htm#XREF_12766_Multi_Domain">Multi-Domain System Support</a>.</li><li>Organization - Select a library name from the list.</li><li>Affiliated Branch - If the parent organization is not a branch, select the name of the branch the staff member is assigned to.</li><li>Email Address (optional) - Type the full email address.</li><li>Domain - If your Polaris installation is in a multi-domain system, select the staff member’s network domain from the <b>Domain</b> list. See <a href="Multi-Domain_System_Support.htm#XREF_12766_Multi_Domain">Multi-Domain System Support</a>.</li><li><p>External ID - If your library's process for authenticating staff members requires an external ID, enter the value in the <b>External ID</b> box.</p><p>The external ID must be unique and a maximum of 100 characters.</p><p class="NoteShade"><b>Note:</b><br />The external ID may be used during the authentication process when a staff member signs in to Leap or Polaris System Administration (web-based). For more information, see <a href="Staff_member_external_ID.htm">The Staff Member External ID Field</a>.</p></li></ul></li>
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<li value="4">Set permissions and profiles for the staff member as appropriate.</li>
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</ol>
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<p class="NoteShade"><b>Note:</b>
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<br /> The new staff member record contains no permissions, and you must explicitly add permissions to the record. If you try to save a new staff record without adding permissions, a confirmation message appears. You can choose to save the record with no permissions, or cancel the save and add the permissions. For information about setting permissions, see <a href="../PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>. For a staff member to do a task on a particular workstation, both the staff member and the workstation must have the appropriate permission for the task.</p>
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<ol data-mc-continue="true">
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<li value="5">Select <b>File </b>><b> Save</b>.</li>
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</ol>
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<h4>Related Information</h4>
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<p class="FM_Task"><span class="FM_BulletHead">Permissions</span> - See <a href="../PDpermiss/Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_18636_Giving_Permissions">Managing Permissions for Staff, Workstations, Groups</a>.</p>
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<p>
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<ul>
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<li><span class="FM_BulletHead">Setting up groups to manage permissions - </span>You can set up groups with specific sets of permissions, then add workstations and staff members to the group. When workstations and staff members are added to the group, they get the group’s permissions. See <a href="../PDpermiss/Managing_Permissions_with_Permission_Groups.htm#XREF_42964_Working_With_Groups">Managing Permissions with Permission Groups</a>. </li>
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</ul>
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</p>
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<p>
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<ul>
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<li><span class="FM_BulletHead">Setting permissions for individual staff members and workstations</span> - You can grant permissions individually to specific staff members and workstations. See <a href="../PDpermiss/Assign_permissions_to_staff_workstation_or_group.htm#XREF_26146_Permission_Search">Assign permissions to staff, workstation, or group</a>. Permissions for staff workstations and staff members are set separately.</li>
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</ul>
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</p>
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<p>
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<p class="FM_Task"><span class="FM_BulletHead">Editing staff member or workstation settings</span> - You can edit profiles and parameters for a staff member or workstation from the Administration Explorer or from the workform.</p>
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</p>
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<p>
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<ul>
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<li><span class="FM_BulletHead">Administration Explorer</span> - Display the workstation or staff member in the Explorer tree view. See <a href="List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a> or <a href="List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>. Then expand the folder for workstation or staff member, and select <b>Profiles</b> or <b>Parameters</b>. Change the settings in the details view on the right side of the Explorer. See <a href="../PDattribut/Set_parameters_or_profiles_from_the_Explorer.htm#XREF_64289_Change_a_parameter">Set parameters or profiles from the Explorer</a>.</li>
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</ul>
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</p>
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<p>
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<ul>
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<li><span class="FM_BulletHead">Workstation or Staff Member workform</span> - Open the workform and go to the Parameters or Profiles view. See <a href="../PDattribut/Set_parameters_and_profiles_from_a_workform.htm#XREF_20365_Set_parameters_and">Set parameters and profiles from a workform</a>.</li>
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</ul>
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</p>
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<p>
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<ul>
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<li><span class="FM_BulletHead">Rotating staff</span> - Staff members who rotate among branches can be given permissions to log in at different branches using that branch’s Polaris settings. See <a href="../PDpermiss/Permission_Strategies.htm#XREF_11915_Permissions_for">Special Permissions for Rotating Staff</a>. For more information about giving staff members permissions, see <a href="../PDpermiss/Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_18636_Giving_Permissions">Managing Permissions for Staff, Workstations, Groups</a>.</li>
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</ul>
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</p>
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<p>
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<ul>
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<li><span class="FM_BulletHead">Staff client settings</span> - Certain settings, such as Polaris Find Tool functions, label defaults, the organizations available when running reports, and preferred workform views, can be made at the staff member level. For more information, see <a href="../PDattribut/Setting_Staff_Client_Profiles.htm#XREF_32735_About_Staff_Client">Setting Staff Client Profiles</a>.</li>
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</ul>
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</p>
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<p>
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<p class="FM_Task"><span class="FM_BulletHead">Acquisitions/Serials settings</span> - The ability to override acquisitions and serials permissions blocks, route list defaults, fund list filters, and selection list defaults can be set at the staff member level. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Acquisitions_Admin/PDKacquire/Acquisitions_Administration.htm">Acquisitions Administration Overview</a></MadCap:conditionalText>.</p>
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</p>
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<p>
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<p class="FM_Task"><span class="FM_BulletHead">Cataloging settings</span> - Automated MARC validation, how classification and cutter numbers are handled in bibliographic and item records, field descriptions in the MARC editor, and the ability to override cataloging permissions blocks can be set at the staff member level. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Cataloging_Admin/PDKcatalog/Cataloging_Administration.htm">Cataloging Administration Overview</a></MadCap:conditionalText>.</p>
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</p>
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<p>
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<p class="FM_Task"><span class="FM_BulletHead">Patron Services settings - </span>The ability to override patron service (circulation) permissions blocks can be set at the staff member level. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services_Admin/PDPabout/Patron_Services_Administration_Topics.htm">Patron Services Administration Overview</a></MadCap:conditionalText>.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_88396_Add_a_patron_block"></a>Identify IP addresses of in-house computers</h1>
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<p><a name="kanchor1626"></a><a name="IX_identifying_as_in_house"></a>To identify computers that Polaris should consider as local access, even though they are not registered as Polaris workstations:</p>
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<p class="NoteShade"><b>Note: <br /></b>Ordinarily you do not do this procedure for networked computers that have Polaris staff client software installed. Register these computers as workstations in Polaris. See <a href="Register_a_new_workstation.htm#XREF_15044_Add_a_workstation">Register a new workstation</a>. However, you may want to add registered workstations to this table if you experience performance issues when the system determines whether a workstation is in-house for the purposes of PAC patron inactivity timeout or access to e-sources. See <a href="Set_criteria_for_determining_in-house_location.htm#XREF_29900_Set_criteria_for">Set criteria for determining in-house location</a>.</p>
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<ol>
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<li value="1">In the Administration Explorer tree view, expand the organization, open <b>Database Tables</b> for the organization, and select <b>In-House IP Addresses</b>. The In-House IP Addresses table appears in the details view.</li>
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</ol>
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<p class="indent2">
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<img alt="dInHouseTable.gif" style="margin-bottom: 0.000pt;width: 359;height: 208;" id="image6" src="dInHouseTable_359x208.gif" /> </p>
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<ol>
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<li value="1">Click <img alt="btnInsert.gif" style="width: 30;height: 28;" id="image7" src="btnInsert_30x28.gif" class="imginline" /> to display the Insert In-House IP Addresses dialog box.</li>
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</ol>
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<p class="indent2">
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<img alt="dIpAdresDx.gif" style="margin-bottom: 0.000pt;width: 269;height: 70;" id="image8" src="dIpAdresDx_269x70.gif" /> </p>
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<ol data-mc-continue="true">
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<li value="2">Type the smaller boundary network identification number in the <b>Starting IP Address</b> box, for the subnet range that has in-house computers.</li>
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</ol>
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<p class="indent2">The IP address range can fall in subnet boundaries. For example, if you are using the 10.0.0.0 private network ID for your intranet, a range that falls in subnet boundaries is 10.0.1.168 to 10.0.1.175.</p>
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<ol data-mc-continue="true">
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<li value="3">Type the larger boundary network identification number in the <b>Ending IP Address</b> box, for the subnet range that has in-house computers.</li>
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<li value="4">Click <b>OK</b>. The In-house IP Addresses dialog box closes, and the new IP address entry is displayed in the table. The status bar indicates that the modification is pending.</li>
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<li value="5">Select <b>File </b>><b> Save</b>.</li>
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</ol>
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<h4 style="font-style: italic;font-weight: bold;font-size: 11pt;"><a name="XREF_70074_Related_Topics"></a>Related Information</h4>
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<ul type="disc">
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<li><a name="kanchor1627"></a><a name="IX_modifying_entries_7"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnUpdate.gif" style="width: 30;height: 29;" id="image9" src="btnUpdate_30x29.gif" class="imginline" />.</span></li>
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<li><a name="kanchor1628"></a><a name="IX_deleting_entries_7"></a><span class="FM_BulletHead">Delete a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnDelete.gif" style="width: 28;height: 18;" id="image10" src="btnDelete_28x18.gif" class="imginline" />.</span></li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_75055_Indentifying_In"></a>Identifying In-House Computers</h1>
|
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<p><a name="kanchor4430"></a><a name="IX_in_house_overview_1"></a><a name="kanchor4431"></a><a name="IX_overview_103"></a><a name="kanchor4432"></a><a name="IX_defining_IP_addresses_for"></a>Computers that are networked and registered in Polaris Administration as workstations are always considered to be in-house, but you may also want to consider other, non-networked computers as in-house. The following situations are some examples:</p>
|
||||
<ul type="disc">
|
||||
<li>Public access computers in the library use Polaris PowerPAC, which is Web-based. You may want to set a patron inactivity timeout on these computers, so that patrons are automatically logged off after a specified period of time.</li>
|
||||
<li>You want to limit certain library services, such as patron access to specific third-party databases (e-sources), so that they are available only to Polaris PowerPAC computers located in the library. </li>
|
||||
<li>Some locations may use different Internet service providers, or different network domains. You may not be able to register these computers in Polaris as workstations because of network security settings.</li>
|
||||
<li>Wireless networks or public network connections allow patrons to connect to the catalog with their own laptop computers, but the library wants to include these computers in statistical reports on in-house library usage.</li>
|
||||
</ul>
|
||||
<p>To identify a non-networked computer as in-house, you add its specific IP address to the In-House IP Addresses table. You can open the In-House IP Addresses table from the organization workform or the Administration Explorer. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If a workstation record was set up in Polaris Administration, the workstation is automatically considered an in-house location. Do not list it in the In-House IP Addresses table. A computer is considered remote if neither the registered workstation nor the IP address is found in the Polaris system.</p>
|
||||
<p>You can then determine whether the system checks the In-House IP Addresses table alone or both the In-House IP Addresses table and the workstations registered in Polaris to determine whether a workstation is in-house. You can set separate criteria for patron inactivity timeout and e-source access. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Identify_IP_addresses_of_in-house_computers.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Identify IP addresses of in-house computers</span></a>
|
||||
</li>
|
||||
<li><a href="Set_criteria_for_determining_in-house_location.htm#XREF_29900_Set_criteria_for">Set criteria for determining in-house location</a>
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<h1><a name="XREF_71503_List_staff_members"></a>List Staff Members in the Explorer</h1>
|
||||
<p><a name="kanchor2141"></a><a name="IX_listing_in_2"></a>At the system level, staff members are not listed in the Administration Explorer because there may be many of them in the system. However, if you plan to work with several staff member records, it may be convenient to list them in the Administration Explorer so you do not have to search for each one. </p>
|
||||
<p>To list several or all the staff member records in the Administration Explorer tree view:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you want to list the staff members for a specific branch, open the Administration Explorer at the branch level. Click <b>+</b> by the branch in the tree view, and click <b>+</b> by <b>Staff Member</b> under the branch. The staff members for the branch are listed. You can also run a report that lists all staff members in the system, organized by branch. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Polaris_Basics/PIreports/Staff_and_Wkstn_Reports.htm#Staff">Staff and Workstation Reports</a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To work with a specific staff member record, select <b>Administration</b>, <b>Staff Member</b> on the Polaris Shortcut Bar, and use the Polaris Find Tool to search for and open the record. To work with multiple records, use the Administration Explorer.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration</b>, <b>Explorer</b>, <b>System</b> on the Polaris Shortcut Bar.</li>
|
||||
<li value="2">Click <b>Staff Member</b> in the tree view of the Administration Explorer. A search button appears in the right pane of the Explorer.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="SearchStaff.gif" style="width: 250.759pt;height: 137.359pt;margin-bottom: 0.000pt;" id="image14" src="SearchStaff.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>Search</b> to display the Polaris Find Tool.</li>
|
||||
<li value="4">Select <b>Staff Member Name </b>or <b>Staff Member ID </b>in the <b>Search</b> <b>By</b> box.</li>
|
||||
<li value="5">Type an asterisk <b>*</b> (for all) in the <b>For</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="StaffFind.gif" style="width: 284.435pt;height: 113.599pt;margin-bottom: 0.000pt;" id="image15" src="StaffFind.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Click <b>Search</b> on the Find Tool. The staff member records are displayed in the results list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If there are too many staff member records to display at once, the status bar indicates how many have been loaded. You can press <b>CTRL+SHIFT+A</b> to load the entire list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select the staff member records to list in the Explorer. You can use the <b>CTRL</b> or <b>SHIFT</b> key to select multiple staff member records.</li>
|
||||
<li value="8">Right-click in the results list, and choose <b>Select</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="StaffSelect.gif" style="margin-bottom: 0.000pt;width: 413;height: 225;" id="image16" src="StaffSelect_413x225.gif" /> </p>
|
||||
<p class="indent2">All the selected staff member records are listed under <b>Staff Member</b> in the Administration Explorer tree view.</p>
|
||||
<p class="indent2">
|
||||
<img alt="StaffListed.gif" style="width: 250.759pt;height: 137.359pt;margin-bottom: 0.000pt;" id="image17" src="StaffListed.gif" /> </p>
|
||||
<h4 style="font-style: italic;font-weight: bold;font-size: 11pt;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">New staff members</span> - See <a href="Add_a_staff_member_record.htm">Add a staff member record</a>.</li>
|
||||
<li><span class="FM_BulletHead">Editing staff member settings</span> - You can edit staff member permissions and profiles directly from the Explorer. Expand the staff member folder in the tree view, and select <b>Profiles</b> or <b>Permissions</b>. The details view of the Explorer displays the profile or permission information. You can also open the Staff Member workform. Right-click the staff member name in the Explorer tree view, and select <b>Edit</b> from the context menu. </li>
|
||||
<li><a name="kanchor2142"></a><a name="IX_suspending_2"></a><span class="FM_BulletHead">Suspending a staff member</span> - Click <b>Suspend</b> on the Staff Member workform. When this option is selected, the staff member cannot access Polaris, although the staff member record remains in the database.  To allow access to Polaris, select <b>Active</b>.</li>
|
||||
<li><a name="kanchor2143"></a><a name="IX_deleting_23"></a><span class="FM_BulletHead">Deleting a staff member</span> - Right-click the staff member name in the Explorer tree view, and select <b>Delete</b> from the context menu.</li>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_36250_List_collections"></a>List workstations in the Explorer</h1>
|
||||
<p><a name="kanchor4778"></a><a name="IX_listing_in_1"></a>At the system level, workstations are not listed in the Administration Explorer because there may be many of them in the system. However, if you plan to work with several workstations, it may be convenient to list them in the Administration Explorer so you do not have to search for each one. </p>
|
||||
<p>To list several or all the workstations in the system in the Administration Explorer tree view:</p>
|
||||
<p class="NoteShade"><b>Tips:<br /></b>To work with a specific workstation, select <b>Administration</b>, <b>Workstation and </b>search for it using the Polaris Find Tool. To work with multiple workstations, use the Administration Explorer. To list the workstations for a specific branch, click <b>+</b> by the branch in the tree view, and click <b>+</b> by <b>Workstation</b> under the branch.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration</b>, <b>Explorer</b>, <b>System</b> on the Polaris Shortcut Bar.</li>
|
||||
<li value="2">Click <b>Workstation</b> in the tree view of the Administration Explorer. A search button appears in the right pane of the Explorer.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dWorkSearch.gif" style="margin-bottom: 0.000pt;width: 600;height: 335;" id="image2" src="dWorkSearch_600x335.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>Search</b> to display the Polaris Find Tool.</li>
|
||||
</ol>
|
||||
<p class="indent2"><b>Workstation network name/Display name</b> is selected in the <b>Search</b> <b>by</b> box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type an asterisk * (for all) in the <b>For</b> box.</li>
|
||||
<li value="5">Click <b>Search</b> on the Find Tool. The workstations are displayed in the results list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If there are too many workstations to display at once, the status bar indicates how many have been loaded. You can press <b>CTRL+SHIFT+A</b> to load the entire list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select workstations to list in the Explorer. You can use the <b>CTRL </b>or <b>SHIFT</b> key to select multiple workstations.</li>
|
||||
<li value="7">Right-click in the results list, and choose <b>Select</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="WorkstationsSelect.gif" style="margin-bottom: 0.000pt;width: 600;height: 343;" id="image4" src="WorkstationsSelect_600x343.gif" /> </p>
|
||||
<p class="indent2">All the selected workstations are listed under <b>Workstations</b> in the Administration Explorer tree view.</p>
|
||||
<p class="indent2">
|
||||
<img alt="WorkstationsListed.gif" style="margin-bottom: 0.000pt;width: 600;height: 368;" id="image5" src="WorkstationsListed_600x368.gif" /> </p>
|
||||
<h4 style="font-style: italic;font-weight: bold;font-size: 11pt;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">New workstations</span> - See <a href="Register_a_new_workstation.htm#XREF_15044_Add_a_workstation">Register a new workstation</a>.</li>
|
||||
<li><span class="FM_BulletHead">Editing workstation settings</span> - Expand the workstation folder in the tree view, and select <b>Parameters</b>, <b>Profiles</b> or <b>Permissions</b>. The right pane of the Explorer displays the information. To edit the workstation from its workform, right-click the workstation name in the Explorer tree view, and select <b>Edit</b> from the context menu to open the Workstation workform.</li>
|
||||
<li><span class="FM_BulletHead">Deleting a workstation</span> - To delete workstation records from the Polaris database, right-click the workstation name in the Explorer tree view, and select <b>Delete</b> from the context menu.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Avoid deleting workstations during active business hours, because the action has complex effects in the Polaris database and may impact other operations.</p>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</span></div>
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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_12766_Multi_Domain"></a>Multi-Domain System Support</h1>
|
||||
<p><a name="kanchor1298"></a><a name="IX_multiple_1"></a><a name="kanchor1299"></a><a name="IX_user_and_workstation"></a><a name="kanchor1300"></a><a name="IX_names_1"></a><a name="kanchor1301"></a><a name="IX_names"></a>Polaris user (staff member) and workstation names in a single Polaris system do not have to be unique across a multi-domain environment. In the multi-domain environment, the workstation and staff member are associated with a domain in Polaris, and while the domain\workstation or domain\user combination must be unique, the workstation and user names themselves may be repeated as long as they are in different domains. You can choose to associate users with domains, workstations with domains, both, or neither. However, in a single domain environment, user and workstation names must be unique.</p>
|
||||
<p>In Polaris Administration, use the system-level Database table <b>Network Domains </b>to specify the NetBIOS Name and DNSName for each domain in your network. For general information about adding and modifying table rows, see <a href="../PDattribut/Working_with_Tables.htm#XREF_52853_Working_with">Working with Tables</a>. The System Administration permission <b>Modify network domains table: Allow</b> is required to work with this table. If you leave this table empty, users and workstations must be unique.</p>
|
||||
<p class="indent2">
|
||||
<img alt="NetworkDomainTable.gif" style="margin-bottom: 0.000pt;width: 379;height: 172;" id="image18" src="NetworkDomainTable_379x172.gif" /> </p>
|
||||
<p>The entries in this table appear as selections in <b>Domain</b> drop-down lists in the Staff Member and Workstation workforms, where the domain is selected from the drop-down list to associate the user or workstation with the domain. If no domains have been entered in the Network Domains table, the field is not available for selection. </p>
|
||||
<p class="indent2">
|
||||
<img alt="StaffWorkform.gif" style="margin-bottom: 0.000pt;width: 376;height: 221;" id="image19" src="StaffWorkform_376x221.gif" /> </p>
|
||||
<p>Your settings also apply to staff client and ExpressCheck client log-on with a Terminal Server connection.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Staff client Log On dialog box</span> - The domain is displayed on the Polaris Log On dialog box. You can also enter a domain in the <b>Name</b> field; for example, <b>Lib\Reid</b> or <b>reid@thelibrary.org</b>.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="LogonDx.gif" style="margin-bottom: 0.000pt;width: 245;height: 111;" id="image20" src="LogonDx_245x111.gif" /> </p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead"><span class="FM_BulletHead">About Polaris dialog box</span></span> - When you select <b>Help, About Polaris</b> on the Polaris Shortcut Bar, the About Polaris dialog box includes the user domain in the Polaris User field, and the workstation domain in the Polaris Workstation field.</li>
|
||||
<li><span class="FM_BulletHead">Web-based application log-ons</span> - Polaris Fusion, Polaris Leap, Polaris Simply Reports, and Polaris WebAdmin log-ons require the domain in the user name field in the format username@domain or domain\username; for example, <b>reid@thelibrary.org </b>or <b>Lib\Reid.</b></li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Network_Domain"></a><a name="XREF_80581_Network_Domain"></a>Network/Domain Requirements and Restrictions</h2>
|
||||
<p>
|
||||
<p>Polaris recommends that the domain computer and user accounts are configured in Active Directory.</p>
|
||||
</p>
|
||||
<p>All Polaris Servers should be members of the same domain, or members of domains that include, minimally, a one-way trust. One-way trusts require that the application server be in the trustee domain. (For example, if domain A trusts domain B, the application server must reside in domain A, if domain A users are expected to use Polaris.)</p>
|
||||
<p>
|
||||
<p>An external domain controller can be used to authenticate users if the domain controller is trusted by the domain(s) in which the Polaris Servers are members. </p>
|
||||
</p>
|
||||
<p>
|
||||
<p>If an application server is running in workgroup mode:<ul><li>When configuring a user account that is a member of the workgroup, leave the <b>Domain</b> field set to <b>None</b> in the Staff Member record.</li><li>When configuring a computer account that is a member of the workgroup, leave the <b>Domain</b> field set to <b>None</b> in the Workstation record.</li></ul></p>
|
||||
</p>
|
||||
<p>
|
||||
<p>When configuring a workstation that has a NetBIOS name different from the DNS hostname, leave the <b>Domain</b> field set to <b>None</b> in the Workstation record.</p>
|
||||
</p>
|
||||
<p>When configuring a workstation that is also a Polaris server, leave the Domain field set to <b>None</b> in the Workstation record. The NetBIOS name of a computer running Polaris server-side software must be unique among all trusted domains.</p>
|
||||
<p>
|
||||
<ul>
|
||||
<li>Each network domain configured in the Polaris Network Domains table must have a unique NetBIOS domain name.</li>
|
||||
<li>Each network domain configured in the Polaris Network Domains table must have a unique DNS domain name.</li>
|
||||
</ul>
|
||||
</p>
|
||||
<p>
|
||||
<p>Remote desktop:</p>
|
||||
</p>
|
||||
<ul>
|
||||
<li>If the staff client is run on a Windows terminal server via a remote desktop connection from a workstation that is a member of a trusted domain, then the remote desktop client workstation can be domain-specific.</li>
|
||||
<li>If the staff client is run on a Windows terminal server via a remote desktop connection from a workstation that is not a member of a trusted domain, then the remote desktop client workstation cannot be domain-specific.</li>
|
||||
</ul>
|
||||
</div>
|
||||
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|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</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_15044_Add_a_workstation"></a>Register a New Workstation</h1>
|
||||
<p><a name="kanchor1826"></a><a name="IX_adding_to_Polaris_2"></a>To add a staff client, Leap, or Polaris ExpressCheck workstation to Polaris:</p>
|
||||
<p class="NoteShade"><b>Notes:</b>
|
||||
<br />If the workstation is used for Polaris ExpressCheck self-check circulation, continue with Polaris ExpressCheck set-up. If patrons can submit credit card payments from ExpressCheck, make sure a card reader is attached to the ExpressCheck workstation. For more information, see the Polaris ExpressCheck Administration Guide.<br /><a name="kanchor1827"></a><a name="IX_system_use"></a><a name="kanchor1828"></a><a name="IX_anonymous_OPAC"></a><br />The Anonymous OPAC Workstation is used by Polaris PowerPAC code and is installed with Polaris. It cannot be altered.</p>
|
||||
<!--begin ol-->
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration</b> > <b>Explorer</b> > <b>System</b> on the Polaris Shortcut Bar.</li>
|
||||
<li value="2">Select <b>File </b>><b> New </b>><b> Workstation</b> from the Administration Explorer menu bar, or click <img alt="btnNew.gif" style="mc-float: none;vertical-align: text-bottom;border-top-left-radius: 0px;border-top-right-radius: 0px;border-bottom-right-radius: 0px;border-bottom-left-radius: 0px;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: 28;height: 26;" id="image0" src="btnNew_28x26.gif" class="imginline" />and select <b>Workstation</b>.</li>
|
||||
<p class="NoteShade"><b>Tip:</b>
|
||||
<br />You can also create a new workstation record from an open Workstation workform. Select <b>File </b>><b> New</b> on the workform. You can copy the open record’s information to the new record or start with a clear record.</p>
|
||||
<p class="indent2">The Workstation workform opens. For details, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../UI_Ref/PRadmin/Workstation_Workform.htm">Workstation workform</a>.</MadCap:conditionalText></p>
|
||||
<li value="3">In the <b>Network Name</b> box, enter the network name of the workstation, using one of the following methods:<ul type="disc"><li>Type the workstation network name.</li><li>Click <b>Browse</b>, and use the Network Browser dialog box to locate and select the workstation. The workstation name appears in the <b>Network Name</b> box.</li></ul></li>
|
||||
<p>If you accidentally type leading or trailing spaces in the workstation name, Polaris removes the spaces to prevent authentication errors.</p>
|
||||
<li value="4">In the <b>Display Name</b> box, type an identifying name for the workstation.
|
||||
|
||||
<p>This name identifies the workstation in Polaris, for example in permission lists, in Polaris Find Tool results lists, and in the tree view of the Administration Explorer. The name must be unique in a single domain system. For more information, see <a href="Multi-Domain_System_Support.htm#XREF_12766_Multi_Domain">Multi-Domain System Support</a>.</p></li>
|
||||
<li value="5"><a name="kanchor1829"></a>In the <b>Parent Branch</b> box, select the branch to which the workstation is assigned. If Leap is enabled for the branch, the <b>Leap</b> checkbox appears when you select the parent branch.
|
||||
|
||||
<p class="NoteShade"><b>Note:</b><br />The workstation’s parent branch is the default selection in the Polaris Log On Branch dialog box. If the staff member does not have the Logon branch: Access permission for the workstation’s branch, the default selection is the staff member’s home branch. If the staff member does not have the Logon branch: Access permission for the home branch, the first branch in the list of permitted branches is the default selection. The parent branch is also used for determining the offline checkout defaults.</p></li>
|
||||
<li value="6">If your Polaris installation is in a multi-domain system, select the workstation’s domain from the Domain list. See <a href="Multi-Domain_System_Support.htm#XREF_12766_Multi_Domain">Multi-Domain System Support</a>.</li>
|
||||
<li value="7">If this workstation will be used for staff client operations, confirm that the <b>Enabled</b> box is checked (the default setting) to allow this workstation to log in to the staff client.
|
||||
|
||||
<p class="NoteShade"><b>Important:</b><br /> Be sure to select the <b>Enabled</b> checkbox for workstations that require access to the staff client.</p></li>
|
||||
<li value="8"><a name="If"></a><a name="kanchor1830"></a>If Polaris Leap will be used on the workstation, select the <b>Leap</b> checkbox to enable Leap.
|
||||
|
||||
<p class="NoteShade"><b>Note:</b><br />If this checkbox does not appear, select a branch for which Leap is enabled.</p></li>
|
||||
<li value="9"><a name="kanchor1831"></a>To identify a workstation as a terminal server used for running Leap within a terminal services session, select the <b>Terminal Server</b> checkbox.
|
||||
|
||||
<p class="indent2">When this box is checked, a staff member logging into Leap from a terminal server session can select the login workstation from a list of Leap-enabled workstations for the branch. This enables transactions to be attributed to the appropriate workstation.</p></li>
|
||||
<li value="10"><a name="kanchor1832"></a>If RFID will be used with Leap without installing the Polaris staff client on the workstation, select <b>View, Parameters, Leap</b> and set the Leap parameter <span>RFID: Use local security manager</span> to <b>Yes</b>.</li>
|
||||
<li value="11">If auto-polling of RFID tags will be used with Leap, select <b>View, Parameters, Leap</b> and set the Leap parameter <span>RFID: Auto-poll RFID tags</span> to <b>Yes</b>.</li>
|
||||
<li value="12"><a name="kanchor1833"></a>If a media dispenser unit will be used with Leap without installing the Polaris staff client on the workstation, select <b>View, Parameters, Leap</b> and set the <b>Media dispenser: Use local security manager</b> to <b>Yes</b>. </li>
|
||||
<li value="13">Set permissions for the workstation. See <a href="../PDpermiss/Assign_permissions_to_staff_workstation_or_group.htm#XREF_26146_Permission_Search">Assign permissions to staff, workstation, or group</a>. </li>
|
||||
<li value="14">Set profiles, and parameters for the workstation. See <a href="../PDattribut/Set_parameters_and_profiles_from_a_workform.htm#XREF_20365_Set_parameters_and">Set parameters and profiles from a workform</a>.
|
||||
|
||||
<p class="NoteShade"><b>Note:</b><br /> For a staff member to do a task on a particular workstation, both the staff member and the workstation must have the appropriate permission for the task.</p></li>
|
||||
<li value="15">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<!--end ol-->
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../PDpermiss/Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_18636_Giving_Permissions">Managing Permissions for Staff, Workstations, Groups</a>
|
||||
</li>
|
||||
<li><a href="../PDpermiss/Managing_Permissions_with_Permission_Groups.htm#XREF_42964_Working_With_Groups">Managing Permissions with Permission Groups</a>
|
||||
</li>
|
||||
<li><a href="../PDcollections/List_collections_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a>
|
||||
</li>
|
||||
<li><a href="List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>
|
||||
</li>
|
||||
<li><a href="../PDattribut/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="../PDattribut/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="../PDattribut/Setting_Staff_Client_Profiles.htm#XREF_32735_About_Staff_Client">Setting Staff Client Profiles</a>
|
||||
</li>
|
||||
<li>
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Online"><a href="../../Patron_Services_Admin/PDPreceipts/Set_receipt_printer_control_codes.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set receipt printer control codes</span></a>
|
||||
</MadCap:conditionalText>
|
||||
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|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_29900_Set_criteria_for"></a>Set criteria for determining in-house location</h1>
|
||||
<p><a name="kanchor2581"></a><a name="IX_setting_criteria_for"></a>Use the PowerPAC profile <b>In-house access definitions: Setup</b> to control how a workstation’s in-house status is determined for patron actions such as patron inactivity timeout and recently viewed titles, and e-source access. The profile is available at the system, library, and branch levels; the system uses the setting of the Polaris PowerPAC connection organization. You can set separate criteria for patron actions and access to e-source targets. If you select <b>In-House IP Addresses Table only</b>, a workstation’s IP address must be included in that table to be considered in-house. If you select <b>In-House IP Addresses Table AND registered workstations</b>, a workstation’s IP address can either be included in the In-House IP Addresses table or the workstation can be registered in Polaris to be considered in-house. This is the default setting for both patron actions and e-source target access.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Look-ups to determine whether a workstation is registered in Polaris can impact performance on slow or complicated networks. If you experience these problems, you can change the setting for  patron actions, e-source access, or both, to <b>In-House IP Addresses Table only.</b> If you do not experience performance problems, the default settings are probably satisfactory.</p>
|
||||
<p>To set the criteria for determining in-house location:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and select the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>In-house access definitions: Setup.</b> The In-house access definitions dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="InHouseAccess.gif" style="margin-bottom: 0.000pt;width: 182;height: 144;" id="image11" src="InHouseAccess_182x144.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select one of the following options:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>In-House IP Addresses Table only</b> - A workstation’s IP address <span class="FM_Emphasis">must</span> be included in that table to be considered in-house.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>With this setting, If a staff member’s workstation is listed in the In-House IP Addresses table, the staff member has logged in to his own patron account in PAC, and you have enabled a patron inactivity timeout, the staff member’s session will be eligible to time out.</p>
|
||||
<ul type="disc">
|
||||
<li><b>In-House IP Addresses Table AND registered workstations</b> - Default setting. A workstation’s IP address can either be included in the In-House IP Addresses table or the workstation can be registered in Polaris to be considered in-house. </li>
|
||||
</ul>
|
||||
<ol start="4">
|
||||
<li value="4">Select an option for determining whether a workstation is in-house for the purposes of e-source access:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>In-House IP Addresses Table only</b> - A workstation’s IP address <span class="FM_Emphasis">must</span> be included in that table to be considered in-house.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If a staff member’s workstation is not listed in the In-House IP Addresses table and you have limited access to an e-source target to in-house workstations only, the staff member will not be able to access the e-source target in the PAC. If this situation is an issue, you must include the workstation IP address in the In-House IP Addresses table.</p>
|
||||
<ul type="disc">
|
||||
<li><b>In-House IP Addresses Table AND registered workstations</b> - Default setting. A workstation’s IP address can either be included in the In-House IP Addresses table or the workstation can be registered in Polaris to be considered in-house. </li>
|
||||
</ul>
|
||||
<ol start="5">
|
||||
<li value="5">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<h4 style="font-style: italic;font-weight: bold;font-size: 11pt;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Entering information in the In-House IP Addresses table</span> - See <a href="Identify_IP_addresses_of_in-house_computers.htm#XREF_88396_Add_a_patron_block">Add, select, and order patron block entries</a>.</li>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_45471_Working_with_Staff"></a>Working with Staff Member Records</h1>
|
||||
<p><a name="kanchor3634"></a><a name="IX_administering_2"></a>Staff member records store information such as user name, permissions, and profiles for each staff member. Each staff member record is associated with a parent branch. You can add a staff member record, change the information, or delete a record from the Staff Member workform or Administration Explorer.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The values for staff permissions and profiles default from the parent branch values. If a permission is not assigned at the branch level, you cannot give the staff member the permission.</p>
|
||||
<p><a name="kanchor3635"></a><a name="IX_staff_user_names"></a><a name="kanchor3636"></a><a name="IX_staff"></a><a name="kanchor3637"></a><a name="IX_naming_conventions"></a>User names for staff members must be unique, and can be up to 35 characters long.</p>
|
||||
<p><a name="kanchor3638"></a><a name="IX_staff_passwords"></a><a name="kanchor3639"></a><a name="IX_setting_3"></a><a name="kanchor3640"></a><a name="IX_password_requirements"></a>The Windows network security file controls access to Polaris. You should establish a Windows network account with a password for every staff member with a Polaris staff member record. Staff passwords should not contain forward slash <b>/ </b>or backslash <b>\</b> characters.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Your library may be required to follow PCI compliance practices for credit card processing. If so, you must require unique domain user IDs and follow secure authentication best practices for workstation log-on. 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.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Add_a_staff_member_record.htm">Add a Staff Member Record</a>
|
||||
</li>
|
||||
<li><a href="List_staff_members_in_the_Explorer.htm">List Staff Members in the Explorer</a>
|
||||
</li>
|
||||
<li><a href="Staff_member_external_ID.htm">The Staff Member External ID Field</a>
|
||||
</li>
|
||||
</ul>
|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_40141_Working_in"></a>Setting Up Workstation and Staff Member Records</h1>
|
||||
<p>Workstation records store information about the staff and public computers that are directly networked to Polaris. You can also identify non-network workstations as “in-house” for authentication purposes. Staff records store profile and permission settings for each staff member. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Setting_Up_Workstations.htm#XREF_70555_Setting_Up">Setting Up Workstations</a>
|
||||
</li>
|
||||
<li><a href="Identifying_In-House_Computers.htm#XREF_75055_Indentifying_In">Identifying In-House Computers</a>
|
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</li>
|
||||
<li><a href="Setting_Up_Staff_Records.htm">Working with Staff Member Records</a>
|
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<li> <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Polaris_Basics/PIreports/Staff_and_Wkstn_Reports.htm#Staff">Staff and Workstation Reports</a></MadCap:conditionalText></li>
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<h1><a name="kanchor5259"></a><a name="IX_parent_branch"></a><a name="kanchor5260"></a><a name="IX_workstation"></a><a name="XREF_70555_Setting_Up"></a>Setting Up Workstations</h1>
|
||||
<p><a name="kanchor5261"></a><a name="IX_See_workstations"></a><a name="kanchor5262"></a><a name="IX_administration_overview"></a>A Polaris workstation is a directly-networked computer that runs the Polaris staff client, Polaris Leap, or Polaris<span class="FM_SuperScript">®</span> ExpressCheck™ software. Workstation records store information such as permissions, printing defaults, and barcode recognition defaults. </p>
|
||||
<p>Workstation records are set up and maintained in Polaris Administration with the Workstation workform. Each workstation record is associated with a parent organization. You can use the Workstation workform or the Administration Explorer to view workstation information, change permissions, parameters, or profiles, or remove the workstation from the Polaris system. For details, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../UI_Ref/PRadmin/Workstation_Workform.htm">Workstation workform.</a></MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You may want to set certain computer IP addresses as “in-house” for authentication purposes, even though they are not registered as networked Polaris workstations. For more information, see <a href="Identifying_In-House_Computers.htm#XREF_75055_Indentifying_In">Identifying In-House Computers</a>.</p>
|
||||
<p>You can also set up a workstation to be designated as a terminal server for the Leap web application. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Register_a_new_workstation.htm#XREF_15044_Add_a_workstation">Register a new workstation</a>
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<h1><a name="XREF_61272_Staff_and"></a>Staff and Workstation Reports</h1>
|
||||
<p>You can generate reports that show the workstations and staff members registered in Polaris and the library organizations to which they are associated, and the transactions logged for these staff members and workstations.</p>
|
||||
<h2><a name="TOC_Polaris_Tool_Bar_Reports"></a><a name="XREF_22434_Polaris_Tool_Bar"></a>Polaris Tool Bar Reports</h2>
|
||||
<p><a name="kanchor3079"></a><a name="IX_workstations"></a><a name="kanchor3080"></a><a name="IX_staff_1"></a><a name="kanchor3081"></a><a name="IX_reports_13"></a><a name="kanchor3082"></a><a name="IX_reports_12"></a>The following reports identify staff members and workstations registered in Polaris. To access these reports, select <b>Utilities, Reports and Notices</b> from the Polaris Shortcut bar, and select <b>System</b> in the Polaris Reports dialog box. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">see <a href="../../Polaris_Basics/PIreports/Using_Polaris_Standard_Reports.htm">Using Polaris Standard Reports</a></MadCap:conditionalText>.</p>
|
||||
<ul type="disc">
|
||||
<li>Affiliated Branches of Staff Members</li>
|
||||
<li>Hierarchy of Libraries, Branches & Workstations</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Staff_Client_Log_On_and"></a><a name="XREF_28965_Staff_Client_Log"></a>Staff Client Log-On and Log-Off Transactions</h2>
|
||||
<p><a name="kanchor3083"></a><a name="IX_transactions_recorded"></a>Polaris includes transaction logging for staff client log-on and log-off transactions. You can track currently logged-on users when performing upgrades, and generate reports of historical usage of the software by user and/or workstation to assess staff client use. For more information about reporting from the Transactions database, see <a href="../PDlogging/Polaris_Transactions_Database.htm#XREF_41210_Polaris">Polaris Transactions Database</a>.</p>
|
||||
<p>The Polaris Workstations table records whether a workstation is logged on to the Polaris staff client, and includes the server date and time of the log-on. The following transactions are posted in the Transactions database and available for reporting:</p>
|
||||
<p><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Log-On (status = 1)</span>
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li>Transaction TypeID = TR_SYS_LOGON (7200)</li>
|
||||
<li>OrganizationID - User’s log-on branch</li>
|
||||
<li>Workstation ID </li>
|
||||
<li>User ID </li>
|
||||
<li>Transaction Client Date/Time</li>
|
||||
<li>Transaction SubtypeID = SUBSYSTEM_TYPE (235)</li>
|
||||
<li>Transaction SubtypeCode = Staff Client (33)</li>
|
||||
</ul>
|
||||
<p><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Log-Off (status = 0)</span>
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li>Transaction TypeID = TR_SYS_LOGOFF (7201)</li>
|
||||
<li>OrganizationID - User’s log-on branch</li>
|
||||
<li>Workstation ID </li>
|
||||
<li>User ID </li>
|
||||
<li>Transaction Client Date/Time</li>
|
||||
<li>Transaction SubtypeID = SUBSYSTEM_TYPE (235)</li>
|
||||
<li>Transaction SubtypeCode = Staff Client (33)</li>
|
||||
</ul>
|
||||
<p>Log-off transactions include any way in which the user exits from the client, including but not limited to:</p>
|
||||
<ul type="disc">
|
||||
<li>Shortcut Bar - Click <b>X</b></li>
|
||||
<li>Shortcut Bar - Select <b>File, Exit</b></li>
|
||||
<li>Shortcut Bar - Select <b>File, Logoff</b></li>
|
||||
<li>Shortcut Bar - Press <b>ALT+F4</b></li>
|
||||
<li>Workform- Select <b>File, Exit</b></li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</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>
|
||||
+84
@@ -0,0 +1,84 @@
|
||||
<!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 |Setting Up Workstation and Staff Member Records|Working with Staff Member Records" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>The Staff Member External ID Field</title>
|
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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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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
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|
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDresourc/Staff_member_external_ID.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor4179"></a>The Staff Member External ID Field</h1>
|
||||
<p>If your library's process for authenticating staff members requires an external ID, you can enter the ID on the <a href="Add_a_staff_member_record.htm">Staff Member workform</a>. Depending on your library's process, the external ID may be used during authentication when a staff member signs in to Leap or Polaris System Administration (web-based).</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />For more information about configuring authentication for Leap or Polaris System Administration (web-based), see the Polaris and OAuth 2.0 with OpenID Connect Integration Guide.</p>
|
||||
<p>The External ID field displays the ExternalID value from the PolarisUsers database table. If you update the ExternalID field, your changes are written to the database.</p>
|
||||
<p>An external ID maps a Polaris staff member to an ID used or provided by an external identity provider. </p>
|
||||
<h2><a name="How"></a>How the Authentication Process Uses the External ID</h2>
|
||||
<p>Staff authentication for Leap and for Polaris System Administration (web-based) is handled by one of the following identity providers:</p>
|
||||
<ul>
|
||||
<li>
|
||||
Active Directory and Active Directory Federation Services (AD FS)
|
||||
</li>
|
||||
<li>
|
||||
Azure Active Directory (Azure AD)
|
||||
</li>
|
||||
</ul>
|
||||
<p>By default, during authentication, the system uses the user principal name (UPN) in the format of an email address to map a Polaris staff member to the corresponding Active Directory user or Azure AD user.</p>
|
||||
<p>However, if an identity provider returns an ID that is not a UPN, or a UPN that is not in the same domain as the Polaris domain, you can configure the system to use the external ID to map the Polaris staff member to the corresponding identity provider user.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />For information about enabling the use of the external ID in authentication, see the Polaris and OAuth 2.0 with OpenID Connect Integration Guide.</p>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</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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|
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|
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|
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|
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|
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|
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Reference in New Issue
Block a user