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Staff Client Online Help/v7.5 - Staff Client Help/PolarisStaffHelp/Administration/PDsearch/Add_a_language_display_entry.htm
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<!DOCTYPE html>
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Search Tool Characteristics|Setting Language Display" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<h1><a name="XREF_96641_Add_a_language"></a>Add a language display entry</h1>
<p><a name="kanchor1128"></a><a name="IX_adding_entries_for"></a><a name="kanchor1129"></a><a name="IX_adding_entries_5"></a>To add a MARC language entry to Polaris search tools. Entries added at any level are used by all organizations.</p>
<p class="NoteShade"><b>Note:<br /></b>This table does not affect the languages available for patron records. To add a language selection for patron records, contact your Polaris Site Manager.</p>
<ol>
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b>&#160;folder for the organization, and select <b>MARC Language Scoping Display</b>. The MARC Language Scoping Display table appears in the details view.</li>
</ol>
<p class="NoteShade"><b>Tip:<br /></b>You can sort the language entries in the table by clicking the column headers. Sorting the entries does not affect how they display on the search tools. To change the display order, use the arrows on the table tool bar.</p>
<p class="indent2">
<img alt="dLanguagTabl.gif" style="margin-bottom: 0.000pt;width: 391;height: 256;" id="image5" src="dLanguagTabl_391x256.gif" />&#160;</p>
<ol data-mc-continue="true">
<li value="2">Click <img alt="btnInsert00411.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image6" src="btnInsert00411_28x27.gif" /> to display the MARC Language Scoping Display dialog box.</li>
</ol>
<p class="indent2">
<img alt="dLanguagDx.gif" style="margin-bottom: 0.000pt;width: 269;height: 97;" id="image7" src="dLanguagDx_269x97.gif" />&#160;</p>
<ol data-mc-continue="true">
<li value="3">In the <b>Language</b>&#160;box, select the language you want to display in the search tools.</li>
<li value="4">In the <b>Display in PAC</b>&#160;box, indicate whether the language should be listed as an option for scoping PowerPAC searches.</li>
</ol>
<p class="NoteShade"><b>Note: <br /></b>You must also set the PowerPAC profile <b>Scoping: Use MARC language scoping display table</b>&#160;to <b>Yes</b>&#160;to display the specified languages as scoping options in the PowerPAC Search Options display.</p>
<ol data-mc-continue="true">
<li value="5">In the <b>Display in Tech Services</b>&#160;box, indicate whether the language should be listed for scoping Polaris Find Tool searches in the staff client.</li>
</ol>
<p class="NoteShade"><b>Note: <br /></b>You must also set the Staff Client profile <b>Find Tool: Use Language Scoping Display</b>&#160;to <b>Yes</b>&#160;to display the specified languages as scoping options in the Polaris Find Tool. See <a href="Set_the_Find_Tool_SQL_permission_blocks_override.htm#XREF_77038_Set_Find_Tool">Set the Find Tool SQL permission blocks override</a>.</p>
<ol data-mc-continue="true">
<li value="6">Click <b>OK</b> on the dialog box. The Insert MARC Language Scoping Display dialog box closes and the new entry is displayed in the policy table. <b>Modifications Pending</b>&#160;appears in the status bar.</li>
<li value="7">Select <b>File &gt; Save</b>.</li>
</ol>
</div>
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<div id="footer">
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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Staff Client Online Help/v7.5 - Staff Client Help/PolarisStaffHelp/Administration/PDsearch/Add_an_initial_article_entry.htm
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<!DOCTYPE html>
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Search Tool Characteristics|Defining Leading Articles" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<h1><a name="XREF_80257_Add_a_Initial"></a>Add an initial article entry</h1>
<p><a name="kanchor184"></a><a name="IX_identifying"></a><a name="kanchor185"></a><a name="IX_adding_entries_4"></a> Entries added at any level are assigned to the system. To define a new word as an initial article in Polaris:</p>
<ol>
<li value="1">In the Administration Explorer tree view, open <b>Policy Tables</b>&#160;for an organization, and select <b>Initial Articles</b>. The Initial Articles table appears in the details view.</li>
</ol>
<p class="indent2">
<img alt="dLeadArticlTabl.gif" style="width: 224.336pt;height: 154.064pt;margin-bottom: 0.000pt;" id="image0" src="dLeadArticlTabl.gif" />&#160;</p>
<ol data-mc-continue="true">
<li value="2">Click <img alt="btnInsert.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image1" src="btnInsert_28x27.gif" /> to display the Insert Initial Articles dialog box.</li>
</ol>
<p class="indent2">
<img alt="dLeadArticlDx.gif" style="margin-bottom: 0.000pt;width: 269;height: 58;" id="image2" src="dLeadArticlDx_269x58.gif" />&#160;</p>
<ol data-mc-continue="true">
<li value="3">Type the word that you want Polaris to ignore in the beginning of Find Tool exact match searches for certain records, and click <b>OK</b>.</li>
</ol>
<p class="indent2">If the <b>Use Initial Articles</b>&#160;<b>Table</b>&#160;option is checked on the Find Tool Settings tab, the word you specify is stripped from the beginning of the search string in exact match searching.</p>
<p class="indent2">The Insert Initial Articles dialog box closes, and the new initial article is displayed in the table. <b>Modification Pending</b> appears in the status bar.</p>
<ol data-mc-continue="true">
<li value="4">Select <b>File &gt; Save</b>.</li>
</ol>
<h4>Related Information</h4>
<ul type="disc">
<li><a name="kanchor186"></a><a name="IX_modifying_entries_9"></a><span class="FM_BulletHead">Modify a table entry</span>&#160;- Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnUpdate.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image3" src="btnUpdate_28x27.gif" />. </span>Changing an initial article entry changes the entry for all organizations in Polaris.</li>
<li><a name="kanchor187"></a><a name="IX_deleting_entries_10"></a><span class="FM_BulletHead">Delete a table entry</span>&#160;- Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnDelete.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image4" src="btnDelete_28x27.gif" />. </span>Deleting an initial article removes the word for all organizations in Polaris.</li>
<li><span class="FM_BulletHead">Setting the Find Tool default for initial articles</span>&#160;- See <a href="Setting_Find_Tool_Profiles.htm#XREF_30823_Setting_Find_Tool">Setting Find Tool Profiles</a>.</li>
</ul>
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Staff Client Online Help/v7.5 - Staff Client Help/PolarisStaffHelp/Administration/PDsearch/Defining_Leading_Articles.htm
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<!DOCTYPE html>
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Search Tool Characteristics" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<h1><a name="XREF_82536_Defining_Leading"></a>Defining Leading Articles</h1>
<p><a name="kanchor59"></a><a name="IX_See_initial_articles"></a><a name="kanchor60"></a><a name="IX_overview_107"></a><a name="kanchor61"></a><a name="IX_defining_initial"></a><a name="kanchor62"></a><a name="IX_specifying_ignored"></a><a name="kanchor63"></a><a name="IX_overview_106"></a>The Initial Articles policy table specifies words that can be stripped from the beginning of Find Tool exact match search strings for the following types of records:</p>
<ul type="disc">
<li>Authority Records (Heading, Tracing/Reference)</li>
<li>Bibliographic Records (Title and Series)</li>
<li>Check In Records (Title)</li>
<li>Claims (Title) (both for Acquisitions and Serial versions)</li>
<li>Course Reserve Records (Title)</li>
<li>Hold Requests (Title)</li>
<li>ILL Requests (Title)</li>
<li>Invoice Line Items (Title)</li>
<li>Issue Records (Title)</li>
<li>Item Records (Title and Series)</li>
<li>Part Records (Title)</li>
<li>Purchase Order Line Items (Title)</li>
<li>Reserve Item Records (Title)</li>
<li>Route Lists (Title)</li>
<li>Selection List Line Items (Title)</li>
<li>Serial Holdings Records (Title)</li>
<li>Subscription Records (Title) </li>
</ul>
<p>If the <b>Use Initial Articles</b>&#160;<b>Table</b>&#160;option is checked on the Find Tool Settings tab, the words specified in the table are stripped from the beginning of the search string. (You can specify a default setting for this Find Tool option. See <a href="Setting_Find_Tool_Profiles.htm#XREF_30823_Setting_Find_Tool">Setting Find Tool Profiles</a>.)</p>
<p>Initial articles can be identified from the system, library, and branch levels, but the entries are shared by all organizations because searching applies to the entire Polaris catalog. Use the Administration Explorer to access the Initial Articles policy table. You cannot display the table from an organization workform. The <b>Modify initial articles table: Allow</b>&#160;permission is required to work with this table.</p>
<p>See also:</p>
<ul type="disc">
<li><a href="Add_an_initial_article_entry.htm#XREF_80257_Add_a_Initial">Add an initial article entry</a>
</li>
</ul>
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<h1><a name="XREF_80616_Set_Find_Tool"></a>Set Find Tool defaults</h1>
<p><a name="kanchor457"></a><a name="IX_setting_defaults_1"></a> You can set the defaults at the organization, workstation, or staff member level. Staff member settings take precedence over workstation settings.</p>
<p>To set default characteristics for Polaris Find Tool searches and results displays:</p>
<ol>
<li value="1">In the Administration Explorer tree view, select <b>Profiles </b>for the organization, workstation, or staff member, and select the <b>Staff Client</b>&#160;tab in the details view.</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>&#160;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">To set the default number of records to return as search results, double-click <b>Find Tool: Default number of records to return in a result set</b>, and type a number. The limit does not apply to count-only search results. Users can temporarily change the number of records to return with the Find Tool <b>Retrieval Limit</b> setting.</li>
</ol>
<p class="indent4">Higher values may require longer search times. Lower values may impact the quality of search results.</p>
<p class="NoteShade"><b>Example:<br /></b>If the limit is set at 1,000 titles (typical), but a search yields 1,500 titles, only the first 1,000 titles to satisfy the search terms display in the results list.</p>
<ol data-mc-continue="true">
<li value="3">To set the number of records that will trigger a warning message when a user has opted to add all the results to a record set, double-click <b>Find tool/record-set-to-record-set creation: Record set size warning threshold</b> and type a number.</li>
</ol>
<p class="indent4">If the results set reaches or exceeds this number, and the user has chosen to create a record set from the results, the warning message gives the user the opportunity to cancel the record set. This message is useful for count-only search result sets, which may be very large because the result set limit is not applied to them. This setting also triggers the warning message when you create a record set from another Cataloging record set - item to bib, bib to item, authority to bib, or bib to authority. </p>
<ol data-mc-continue="true">
<li value="4">To specify the default setting for the <b>Use Initial Article Table</b>&#160;checkbox on the Polaris Find Tool, double-click <b>Find Tool: Use Initial Article Table</b>, and select one of the following options:</li>
</ol>
<ul type="disc">
<li><span class="FM_BulletHead">Yes</span>&#160;- The <b>Use Initial Articles Table</b> box (<b>Settings</b>&#160;tab) is selected (checked) as the default setting when the Find Tool opens. This means that the search uses the Initial Articles table that specifies words to be stripped from the beginning of exact match searches for bibliographic title, bibliographic series, and item title search strings. See <a href="Defining_Leading_Articles.htm#XREF_82536_Defining_Leading">Defining Leading Articles</a>. Using the table (that is, stripping initial articles) can significantly improve search response times. The checkbox can be cleared when the Find Tool is opened.</li>
<li><span class="FM_BulletHead">No</span>&#160;- The <b>Use Initial Articles Table</b>&#160;box is cleared as the default setting when the Find Tool opens. This means that the Initial Articles table is not checked, so no words are stripped out. Catalogers may not want to use the initial article table in their searches to identify non-filing indicator problems. The checkbox can be selected (checked) when the Find Tool is opened.</li>
</ul>
<ol start="5">
<li value="5">To specify the set of languages available for scoping searches, double-click <b>Find Tool: Use Language Scoping Display</b>, and select <b>Yes</b>&#160;or <b>No</b>:</li>
</ol>
<ul type="disc">
<li><span class="FM_BulletHead">Yes</span>&#160;- The languages listed in the <b>Value</b>&#160;box when you limit a search by language, and in the <b>Value</b>&#160;box on the Scoping tabbed page, are limited to the entries specified in the MARC Language Scoping Display policy table for the organization. See <a href="Setting_Language_Display.htm#XREF_14545_Setting_Language">Setting Language Display</a>.</li>
<li><span class="FM_BulletHead">No</span>&#160;- All languages defined by the MARC 21 format are displayed in the <b>Value</b> boxes.</li>
</ul>
<h4>Related Information</h4>
<ul type="disc">
<li><b>Staff Client profiles reference list</b>&#160;- See <a href="../Polaris_Permission_Groups_-_Default_Permissions_Reference.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a>.</li>
<li><b>PAC search limits</b>&#160;- In the PAC, you may experience decreased performance for searches with large results sets if your server capacity is limited. To improve performance, you can adjust the maximum number of records to return. The profile <b>Result set: Maximum number of records to return</b>, available at the system, library, and branch levels, controls this limit. The profile is available on the PowerPAC and Children’s PAC tabbed pages. You set it separately for each PAC.</li>
</ul>
<p class="NoteShade"><b>Note:<br /></b>If you lower the maximum number of records to return, relevancy ranking may be less effective.</p>
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<h1><a name="XREF_38217_Set_Find_Tool"></a>Set Find Tool filtering by permission</h1>
<p><a name="kanchor2870"></a><a name="IX_filtering_Find_Tool"></a><a name="kanchor2871"></a><a name="IX_filtering_results_by"></a>To set the Polaris Find Tool to filter search results according to the permissions of the staff member and workstation:</p>
<ol>
<li value="1">Select <b>Administration</b> &gt; <b>Explorer</b> &gt; <b>System</b> on the Polaris Shortcut Bar. The Administration Explorer appears.</li>
<li value="2">In the Explorer tree view, select <b>Profiles</b>&#160;under the System folder, and select the <b>Staff Client</b> tab in the details view.</li>
<li value="3">Double-click <b>Find Tool: Filter search results by permission</b>, and select an option:</li>
</ol>
<ul type="disc">
<li><b>Yes</b> - Search results are filtered so that only records for which the user has access permission are returned in the search results list.</li>
<li><b>No</b>&#160;- Search results are not filtered by permission. Records for which the user does not have access permission are also returned (except those owned by other staff members). The appropriate permission is still required to open a record from the results list.</li>
</ul>
<ol start="4">
<li value="4">Select <b>File &gt; Save</b>.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>To see the effects of your changes in the staff client, exit the staff client and log back in.</p>
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<h1><a name="XREF_77038_Set_Find_Tool"></a>Set the Find Tool SQL permission blocks override</h1>
<p><a name="kanchor1270"></a><a name="IX_permission_blocks"></a><a name="kanchor1271"></a><a name="IX_SQL_permission_blocks"></a>A staff member’s ability to use the Find Tool SQL mode is controlled by three permissions:</p>
<ul type="disc">
<li><b>Find Tool: Access SQL search mode</b>&#160;- User can enter and search with a one-time SQL search, or use a saved SQL search, but cannot save an SQL search.</li>
<li><b>Find Tool: Create or modify named SQL searches</b>&#160;- User can enter a one-time SQL search, create and save an SQL search, and modify an existing saved search.</li>
<li><b>Find Tool: Delete named SQL searches </b>- User can delete a saved SQL search.</li>
</ul>
<p>A staff member who has only access permission to the SQL search mode receives a permission block message when attempting save, modify, or delete an SQL search. You can allow a supervisory staff member to override the permission block. To allow a staff member to override the SQL permission block. You must set this profile for individual staff members.</p>
<ol>
<li value="1">Display the staff member record in the Administration Explorer. See <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>.</li>
<li value="2">In the Explorer tree view, select <b>Profiles</b>&#160;under the staff member folder, and select the <b>Staff Client</b> tab in the details view.</li>
<li value="3">Double-click <b>Find Tool: Override SQL search blocks</b>, and select an option:</li>
</ol>
<ul type="disc">
<li><b>Yes</b>&#160;&#160;- This staff member can override the block message for saving a SQL search, modifying a saved SQL search, or deleting a saved SQL search.</li>
</ul>
<p class="NoteShade"><b>Important:<br /></b>When this profile is set to <b>Yes</b>&#160;for a staff member, that staff member must <span class="FM_Emphasis">also</span> have the permissions they are overriding.</p>
<ul type="disc">
<li><b>No</b> - This staff member cannot override the permission block.</li>
</ul>
<ol start="4">
<li value="4">Select <b>File &gt; Save</b>.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>To see the effects of your changes in the staff client, exit the staff client and log back in.</p>
<p>See also: <a href="../PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>.</p>
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<h1><a name="XREF_30823_Setting_Find_Tool"></a>Setting Find Tool Profiles</h1>
<p><a name="kanchor2487"></a><a name="IX_default_settings"></a>The Polaris Find Tool is the basic tool for finding and working with records and other objects in the staff client and generating ad hoc reports. You can set default values for the Find Tool that specify result limits, the use of initial articles, and the languages available for scoping. Find Tool settings are available on the Staff Client tabbed page for profiles. In general, these profiles can be set for each organization, workstation, and staff member. However, the <b>Find Tool: Filter search results by permission</b>&#160;can be set only at the system level. When this profile is set to <b>Yes</b>, only records for which the user has access permission are returned in the search results list. When the profile is set to <b>No</b>, records for which the user does not have access permission are also returned (except those owned by other individual staff members).</p>
<p>See also:</p>
<ul type="disc">
<li><a href="Set_Find_Tool_filtering_by_permission.htm#XREF_38217_Set_Find_Tool">Set Find Tool filtering by permission</a>
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<li><a href="Set_the_Find_Tool_SQL_permission_blocks_override.htm#XREF_77038_Set_Find_Tool">Set the Find Tool SQL permission blocks override</a>
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<li><a href="Set_Find_Tool_defaults.htm#XREF_80616_Set_Find_Tool">Set Find Tool defaults</a>
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Staff Client Online Help/v7.5 - Staff Client Help/PolarisStaffHelp/Administration/PDsearch/Setting_Language_Display.htm
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<h1><a name="XREF_14545_Setting_Language"></a>Setting Language Display</h1>
<p><a name="kanchor4323"></a><a name="IX_customizing_search_tool"></a><a name="kanchor4324"></a><a name="IX_overview_108"></a>The MARC Language Scoping Display policy table identifies the languages that display as options for limiting (scoping) searches to material published in specific languages. You can set a language to be displayed as a scoping option in the Polaris Find Tool (staff client), in Polaris Power PAC, or both, and set the order in which the languages are displayed. The languages can be identified at the system, library, and branch levels, but the entries are shared by all organizations. </p>
<p>Innovative Interfaces periodically updates the languages available to add to the policy table, after the MARC&#160;21 changes are posted. The MARC language codes are stored in a table that cannot be accessed from the Polaris user interface. SQL scripts are used to update the language codes in the database. Once the database is updated, you can add any MARC language to the table to use in scoping searches. Over 4,000 languages are currently available.</p>
<p>Use the Administration Explorer to display the MARC Language Scoping Display policy table. You cannot display the table from an organization workform. The <b>Modify MARC language scoping display table: Allow</b>&#160;permission is required to work with this table.</p>
<p>See also: <a href="Add_a_language_display_entry.htm#XREF_96641_Add_a_language">Add a language display entry</a></p>
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<h1><a name="XREF_53304_Setting_Search"></a>Setting Find Tool Characteristics</h1>
<p>Certain Polaris Administration settings affect the options available for searching in the staff client and the PAC, and identify the words that are ignored or included in searches.</p>
<p>See also:</p>
<ul type="disc">
<li><a href="Defining_Leading_Articles.htm#XREF_82536_Defining_Leading">Defining Leading Articles</a>
</li>
<li><a href="Setting_Language_Display.htm#XREF_14545_Setting_Language">Setting Language Display</a>
</li>
<li><a href="Viewing_Title_and_Author_Elements.htm#XREF_44881_Viewing_Title">Viewing Title and Author Elements</a>
</li>
<li><a href="Setting_Find_Tool_Profiles.htm#XREF_30823_Setting_Find_Tool">Setting Find Tool Profiles</a>
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<h1><a name="XREF_44881_Viewing_Title"></a>Viewing Title and Author Elements</h1>
<p><a name="kanchor36"></a><a name="IX_displaying_7"></a><a name="kanchor37"></a><a name="IX_viewing_12"></a><a name="kanchor38"></a><a name="IX_setting_bib_tags_to_1"></a><a name="kanchor39"></a><a name="IX_setting_bib_tags_to"></a>Database tables specify the tags displayed for titles and authors in Polaris search results. The Primary Display Title table controls the title display. By default, a record’s displayed title is pulled from the 245 tag. If the bibliographic record does not contain a 245 tag, the primary title is pulled from the Uniform Title (130 tag). You can view the default title tags, subfields, and their order of precedence in the Primary Display Title table. If a subfield is included in the table, it is also used in sorting search results by title. </p>
<p>The Primary Display Author table controls the author display. By default, a record’s displayed author is pulled from the 100 tag, then from the 110 tag, then from the 111 tag. You can view the default author tags, subfields, and their order of precedence in the Primary Display Author table. If a subfield is included in the table, it is also used in sorting search results by author.</p>
<p>You can view these read-only tables in Polaris Administration under <b>Database Tables</b>&#160;for any organization. If you want to change the Primary Title Display or Primary Author Display table, contact your Polaris Site Manager. These tables are used by all organizations in the system.</p>
<p class="NoteShade"><b>Note:<br /></b>These tables do not affect what is <span class="FM_Emphasis">indexed</span>&#160;for keyword or browse searches, only what is displayed. </p>
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