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<h1><a name="XREF_99812_Public_Pages"></a>Deep Links to Polaris PowerPAC and Mobile PAC</h1>
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<p><a name="kanchor2921"></a><a name="IX_PAC_search_URLs"></a>Deep links allow searches for specific bibliographic records in your PAC from external sites. Such searches are launched, for example, when you use the PAC look-up feature on the sites of book and material vendors. This section lists the PowerPAC and Mobile PAC URLs for setting up links to specific bibliographic records in your PAC from an external site. </p>
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<h2><a name="TOC_PowerPAC"></a>PowerPAC</h2>
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<p><a name="kanchor2922"></a><a name="IX_as_search_target_deep"></a><a name="kanchor2923"></a><a name="IX_deep_links"></a>All URLs should be prefixed with your site-specific base URL (example:<br /><b>mylibrary.com/polaris/</b>). The URL is necessary for each link parameter.</p>
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<h3>ISBN</h3>
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<p><b>view.aspx?isbn={isbn},{isbn}, …</b>
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</p>
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<p><span class="FM_NoteHeader">Examples - Single and multiple ISBNs, any branch:</span>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?isbn=1234567890</b>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?isbn=1234567890,2222333344,987698765X</b>
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</p>
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<p><b>Important:</b> To limit by branch, you must use <b>searchresults.aspx </b>instead of <b>view.aspx.</b> Be aware of the following points:</p>
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<ul type="disc">
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<li><b>Searchresults.aspx</b> is subject to change as Polaris PowerPAC changes. You may need to change your link format accordingly. (<b>View.aspx</b> is stable from release to release.)</li>
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<li>You must have already set up a custom “limit by” for assigned branch in Polaris Administration. For instructions, see <a href="../PDOSearching/Setting_Up_Search_Filters_Limit_By.htm#XREF_53464_Setting_Format">Setting Up Search Filters (Limit By)</a>.</li>
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</ul>
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<p><span class="FM_NoteHeader">Example - Branch-specific and limited to titles with linked items at that branch</span>
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</p>
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<p><b>http://mylibrary.com/polaris/search/searchresults.aspx?ctx=17.1033.0.0.1&type=keyword&by=ISBN&term=0375750126&limit=AB=17&page=0</b>
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</p>
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<p>Where <b>17</b> is the branch’s organization ID in Polaris. You can use the same format with other link parameters.</p>
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<h3>LCCN</h3>
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<p><b>view.aspx?lccn={lccn},{lccn}, …</b>
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</p>
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<p><span class="FM_NoteHeader">Examples:</span>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?lccn=2001627090</b>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?lccn=2001627090,2001336783,85153773</b>
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</p>
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<h3><a name="XREF_56038_Control_Number"></a>Control Number</h3>
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<p><b>view.aspx?cn={control_number},{control_number}, …</b>
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</p>
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<p><span class="FM_NoteHeader">Examples:</span>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?cn=13243</b>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?cn=13243,9999,24354,348</b>
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</p>
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<p>See also <a href="#XREF_83197_Limited_Control">Limited Control Number.</a></p>
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<h3>Keyword</h3>
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<p><b>view.aspx?keyword={url_encoded_keywords}</b>
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</p>
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<p><span class="FM_NoteHeader">Examples:</span>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?keyword=cars</b>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?keyword=science+fiction+robots</b>
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</p>
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<h3>Title</h3>
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<p><b>view.aspx?title={url_encoded_title}</b>
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</p>
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<p><span class="FM_NoteHeader">Examples:</span>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?title=Misery</b>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?title=Punishment+Crime</b>
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</p>
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<p>Title searches are keyword searches, and hits are returned regardless of the word order in the tag. If you want the title search to return only hits that match the order in the tag, you can have your vendor add a <b>type=phrase</b> query string parameter to the vendor’s template.</p>
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<p><span class="FM_NoteHeader">Example (type=phrase):</span>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?title=Crime+and+Punishment&type=phrase</b>
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</p>
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<h3>Author</h3>
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<p><b>view.aspx?author={url_encoded_author}</b>
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</p>
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<p><span class="FM_NoteHeader">Examples:</span>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?author=Shakespeare</b>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?author=John+Grisham</b>
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</p>
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<p>Author searches are keyword searches to ensure that hits are returned whether the name order is first, last or last, first. If you want the author search to return only hits that match the order in the tag, you can have your vendor add a <b>type=phrase</b> query string parameter to the vendor’s template.</p>
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<p><span class="FM_NoteHeader">Example (type=phrase):</span>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?author=Grisham+John&type=phrase</b>
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</p>
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<h3>Subject</h3>
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<p><b>view.aspx?subject={url_encoded_subject}</b>
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</p>
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<p><span class="FM_NoteHeader">Examples:</span>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?subject=dogs</b>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?subject=History+Civil+War</b>
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</p>
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<p>Subject searches are keyword searches, and hits are returned regardless of the word order in the tag. If you want the subject search to return only hits that match the order in the tag, you can have your vendor add a <b>type=phrase</b> query string parameter to the vendor’s template.</p>
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<p><span class="FM_NoteHeader">Example (type=phrase):</span>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?subject=Civil+War+History&type=phrase</b>
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</p>
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<h3>Series</h3>
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<p><span class="FM_NoteHeader">Example:</span>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?series=lonely+planet</b>
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</p>
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<h3>Combination: Author, Title, Subject</h3>
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<p>You can combine Author, Title, and/or Subject parameters in the same query.</p>
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<p><span class="FM_NoteHeader">Examples:</span>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?author=King&title=Misery</b>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?title=Harry+Potter&subject=wizard+schools</b>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?subject=cabin+building&author=Thoreau</b>
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</p>
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<h3>UPC</h3>
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<p><b>view.aspx?upc={upc_code},{upc_code}, …</b> </p>
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<p><span class="FM_NoteHeader">Examples:</span>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?upc=287986736748</b>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?upc=289839472834,771826736475,112989783678</b>
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</p>
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<h3>OCLC</h3>
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<p><b>view.aspx?oclc={oclc_number},{oclc_number}, … </b>
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</p>
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<p><span class="FM_NoteHeader">Examples:</span>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?oclc=ocm12384675</b>
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</p>
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<p><b>http://mylibrary.com/polaris/view.aspx?oclc=ocm768375267,ocm38916725,ocm11286756</b>
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</p>
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<h3>Record Sets (Bibliographic)</h3>
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<p>See <a href="../../Cataloging/PKrecordset/Create_a_URL_link_to_a_record_set_in_the_PAC.htm">Create a URL Link to a Record Set in the PAC</a>.</p>
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<h3>E-Source Targets</h3>
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<p>See <a href="../PDOeSources/Provide_links_to_e-sources_on_external_sites.htm#XREF_69190_Provide_links_to_e">Provide links to e-sources on external sites</a>.</p>
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<h3><a name="XREF_83197_Limited_Control"></a>Limited Control Number</h3>
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<p>Polaris PowerPAC’s full bibliographic product page (<b>title.aspx</b>) also supports a deep link by control number for local titles. This limited-function deep link was added to improve link sharing on social web sites that the PowerPAC deep link format for <b>view.aspx</b> (see <a href="#XREF_56038_Control_Number">Control Number</a>) did not support as well. The deep link for <b>title.aspx</b> supports a control number parameter (<b>cn={control-number}</b>) which, if present, searches for and goes directly to the PAC product page for the single, local bibliographic title with that control number.</p>
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<p><b>{pac-root-url}/search/title.aspx?&ctx={ctx-value}&pos=1&cn={control-number}</b>
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</p>
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<p><span class="FM_NoteHeader">Examples:</span>
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</p>
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<ul type="disc">
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<li>Any branch or language (no <b>ctx</b> parameter):</li>
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</ul>
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<p><b>http://mylibrary.com/polaris/search/title.aspx?&pos=1&cn=12345</b>
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</p>
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<ul type="disc">
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<li>Branch organization ID is 83 (<b>ctx=83</b>):</li>
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</ul>
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<p><b>http://mylibrary.com/polaris/search/title.aspx?ctx=83&pos=1&cn=12345</b>
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</p>
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<ul type="disc">
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<li>Branch organization ID is 83, language is English (<b>ctx=83.1033</b>):</li>
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</ul>
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<p><b>http://mylibrary.com/polaris/search/title.aspx?ctx=83.1033&pos=1&cn=12345</b>
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</p>
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<h2><a name="TOC_Mobile_PAC"></a>Mobile PAC</h2>
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<p><a name="kanchor2924"></a><a name="IX_as_search_target_deep_1"></a><a name="kanchor2925"></a><a name="IX_deep_links_1"></a>All URLs should be prefixed with your site-specific mobile base URL (example:<b> mylibrary.com/mobile/</b>). The URL is necessary for each link parameter:<br /><b>{Base Mobile PAC URL}/view.aspx?{TYPE}={TERM}</b></p>
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<p>Because Mobile PAC does not currently support Boolean searching, only single terms are allowed. The following access points {TYPE} are available:</p>
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<ul type="disc">
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<li><b>ISBN</b>
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</li>
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<li><b>LCCN</b>
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</li>
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<li><b>CN</b> - Control number</li>
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<li><b>ISSN</b>
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</li>
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<li><b>Title</b>
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</li>
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<li><b>Author</b>
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</li>
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<li><b>Subject</b>
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</li>
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<li><b>Series</b>
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</li>
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<li><b>Keyword</b>
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</li>
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<li><b>brs</b> - Record set ID </li>
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<li><b>brsn</b> - Record set name</li>
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</ul>
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<p>In general, if a mobile device goes to a PowerPAC deep link and Mobile PAC supports the search criteria specified in the URL, the mobile device user is automatically directed to the Mobile PAC search results page. If Mobile PAC does not support the search criteria, the mobile device user is directed to the PowerPAC search results page. </p>
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||||
<p>However, if <b>type=phrase</b> is part of the PowerPAC deep link, the user is directed to the Mobile PAC search results page. Also, the user is directed to the Mobile PAC search results page when there are multiple terms for author, title, or subject in the PowerPAC deep link.</p>
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||||
<p><span class="FM_NoteHeader">Examples:</span>
|
||||
</p>
|
||||
<p><b>http://mylibrary.com/polaris/view.aspx?title=time+to+kill&type=phrase</b>
|
||||
</p>
|
||||
<p><b>http://mylibrary.com/polaris/view.aspx?title=time+to+kill&author=grisham+john</b>
|
||||
</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Although the user is directed to the Mobile PAC search results page in these cases, if the user then clicks the <b>Search</b> bread crumb in the Mobile PAC page header, the search form does not support the deep link search terms due to their complexity.</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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<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_18494_Baker_Taylor"></a>Baker & Taylor Enriched Data</h1>
|
||||
<p><a name="kanchor4496"></a><a name="IX_Content_Cafe"></a><a name="kanchor4497"></a><a name="IX_overview_PAC_1"></a>You can use book jackets (cover images) from Baker & Taylor, and provide a variety of Content Cafe links on the PowerPAC and Mobile PAC product pages.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For Baker & Taylor port access requirements, see <a href="Enabling_Enriched_Data.htm#XREF_59815_Enriched_Data">Enriched Data Domains Requiring Port 80/443 Access</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you allow patrons to save searches to run automatically, cover images are displayed in the results based on the <b>Enriched Data</b> settings for the patron’s registered branch. For more information about setting up saved searches, see <a href="../PDOpower/Set_up_Polaris_PowerPAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up basic operating features for Polaris PowerPAC</span></a>.</p>
|
||||
<p> </p>
|
||||
<p><a name="kanchor4498"></a><a name="IX_setting_up_access_in_PAC"></a><a name="kanchor4499"></a><a name="IX_Baker_Taylor_1"></a>To set up Polaris to use enriched data from Baker & Taylor, including Content Cafe:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Cover images can be enabled for only a single vendor. Other enriched data services may be received from multiple vendors. </p>
|
||||
<ol>
|
||||
<li value="1">Contact your vendor’s customer support department for help in obtaining your library’s connection and authentication information for this enriched data provider.</li>
|
||||
<li value="2">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="3">Double-click <b>Enriched Data</b>. The <b>Enriched Data</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/BTCoverImages.png" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click the <b>Baker & Taylor</b> tab, if it is not already selected. </li>
|
||||
<li value="5">If you receive cover images (book jackets) from Baker & Taylor, click the <b>Cover Images</b> tab. Then select <b>Enable</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you use Baker & Taylor cover images for rotating book jackets on the Polaris PowerPAC portal page, you must also supply Content Cafe settings. See steps 8 through 10. For more information about setting up rotating book jackets, see <a href="../PDOpower/Set_up_rotating_book_jackets.htm">Set up rotating book jackets</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">In the <b>URL Prefix (before ISBN)</b> box, type the Web address and path to the Baker & Taylor content domain or server that provides book jacket images.</li>
|
||||
</ol>
|
||||
<p class="indent2">This prefix is the part of the URL that comes before the title’s ISBN when a search is launched at the Baker & Taylor site for the book jacket image. The default setting is<br /><b>http://images.btol.com/ContentCafe/Jacket.aspx?UserID={site_userid}&<br />Password={site_password}&Return=1&Value=</b></p>
|
||||
<p class="indent2">Contact your vendor to obtain the site user id and password to use in this setting.</p>
|
||||
<p class="indent2">The <b>URL Suffix (after ISBN)</b> setting is always <b>&Type=S</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">If you receive other content from Baker & Taylor’s Content Cafe, click the <b>Content Cafe</b> tab.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/BTContentCafe.png" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Select <b>Enable</b>.</li>
|
||||
<li value="9">Type your Content Cafe user ID and password in the appropriate boxes. These are the same settings you use for Baker & Taylor cover images. Contact your vendor to obtain these settings.</li>
|
||||
<li value="10">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<p><b>Polaris Bookstore with Baker & Taylor</b> - See <a href="../PDOpurchase/Enabling_Online_Book_Purchases.htm#XREF_22459_Enabling_Online">Enabling Online Book Purchases</a>.</p>
|
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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_91063_ChiliFresh"></a>ChiliFresh Enriched Data</h1>
|
||||
<p><a name="kanchor2902"></a><a name="IX_overview_192"></a>ChiliFresh.com provides patron reviews and ratings in Polaris PowerPAC and Mobile PAC. You can choose to display reviews written only by your own patrons, by patrons in a specific region, or by patrons at multiple locations. You can also choose to screen reviews before they are made available for viewing. The patron logs in with a user name (e-mail address) and password to write a review. The ChiliFresh Review Engine consists of a database of reviews that reside on a ChiliFresh remote server, so your servers are not burdened with storing and processing the reviews. The illustration is an example of ChiliFresh reviews in Polaris PowerPAC.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACChiliFreshLightbox_545x426.png" style="width: 545;height: 426;" alt="" />
|
||||
</p>
|
||||
<p>ChiliFresh.com also offers cover images. If you subscribe to ChiliFresh Connections, a readers’ social networking tool available in Polaris PowerPAC and Mobile PAC, you can receive ChiliFresh cover images at no cost. These images are displayed in the PAC and work with the ChiliFresh drag-and-drop feature to add covers to reader recommendations and virtual Connections bookshelves.</p>
|
||||
<p class="NoteShade"><b><b>Tip:<br /></b></b>The PAC product page for a title displays a “drawer” for a large cover image when the large image is available from ChiliFresh. If the large image is not available, the drawer is not displayed.</p>
|
||||
<p class="NoteShade"><b>Notes:<br /></b>For ChiliFresh port access requirements, see <a href="Enabling_Enriched_Data.htm#XREF_59815_Enriched_Data">Enriched Data Domains Requiring Port 80/443 Access</a>.</p>
|
||||
<p class="NoteShade">Polaris Social, a separately licensed product, offers ChiliFresh Connections features integrated in Polaris PowerPAC. See <a href="../PDOSocial/Polaris_Social_with_ChiliFresh_Connections.htm#XREF_34237_Enabling_Enriched">Polaris Social with ChiliFresh Connections</a>.</p>
|
||||
<p>For more information about ChiliFresh.com products, go to <b>www.chilifresh.com</b>.</p>
|
||||
<p><a name="kanchor2903"></a><a name="IX_setting_up_access_in_PAC_2"></a><a name="kanchor2904"></a><a name="IX_ChiliFresh"></a>To set up Polaris PowerPAC to use patron ratings and reviews from ChiliFresh.com:</p>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>You can enable and receive enriched data from more than one vendor, except cover images. These must be enabled for one vendor only.</p>
|
||||
<ol>
|
||||
<li value="1">Contact your vendor’s customer support department for help in obtaining your library’s connection and authentication information for this enriched data provider.</li>
|
||||
<li value="2">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="3">Double-click <b>Enriched Data</b>. The <b>Enriched Data</b> dialog box opens.</li>
|
||||
<li value="4">Click the <b>ChiliFresh</b> tab.</li>
|
||||
<li value="5">To set up patron reviews and ratings, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>Other Features</b> sub-tab.<br /></li>
|
||||
<li value="2">Select <b>Enable</b>. </li>
|
||||
<li value="3">In the <b>Service</b> URL box, type your ChiliFresh service URL as in the following example:<br /><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">http://chilifresh.com/on-site/js/polaris4.1-R2a.js</b></li>
|
||||
</ol>
|
||||
<p class="indent4">Obtain your specific URL from ChiliFresh.</p>
|
||||
<p class="NoteShade"><a name="kanchor2905"></a><a name="IX_ChiliFresh_enriched_data"></a><b>Note:<br></br></b>ChiliFresh supports SSL (Secure Socket Layer). If you use SSL to secure the entire PowerPAC site, change the beginning of the ChiliFresh URL setting from<b> http://chilifresh.com </b>to <b>https://secure.chilifresh.com</b>. </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="4">In the <b>Account ID</b> box, type your account identification code. Obtain your specific account code from ChiliFresh.</li>
|
||||
<li value="5">In the <b>API Key</b> box, type your API key. Obtain your specific API key from ChiliFresh. The key is unique for your account ID.</li>
|
||||
</ol>
|
||||
<ol start="6">
|
||||
<li value="6">To set up cover images, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>Cover Images</b> sub-tab.</li>
|
||||
<li value="2">Select <b>Enable</b>.</li>
|
||||
<li value="3">Type the URL prefix and suffix for your ChiliFresh cover images account in the appropriate fields.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>Mobile PAC also uses ChiliFresh cover images when these are enabled.</p>
|
||||
<ol start="7">
|
||||
<li value="7">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<p><span class="FM_BulletHead">ChiliFresh Connections integration</span> - Polaris Social, a separately licensed product, offers ChiliFresh Connections features integrated in Polaris PowerPAC. See <a href="../PDOSocial/Polaris_Social_with_ChiliFresh_Connections.htm#XREF_34237_Enabling_Enriched">Polaris Social with ChiliFresh Connections</a>.</p>
|
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|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="EBSCOsNoveListSelect"></a>EBSCO’s NoveList Select Enriched Data</h1>
|
||||
<p><a name="kanchor4224"></a><a name="IX_see_NoveList"></a><a name="kanchor4225"></a><a name="IX_overview_PAC_2"></a>If your library has a contract with NoveList Select, patrons see NoveList content in the Polaris PowerPAC and Mobile PAC product pages. NoveList Select automatically provides the appropriate connections for your library's NoveList contract. If you have any questions or concerns about your NoveList subscription, contact EBSCO at <a href="mailto:novelistselectsupport@ebsco.com">novelistselectsupport@ebsco.com</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>NoveList works with customers to configure NextReads newsletters and subscription links.</p>
|
||||
<p>The NoveList content contains no active links except in the NextReads newsletter, which offers links to related newsletters (NoveList-generated content) and a link to a subscription page (also NoveList-generated content). These links open separate browser windows. The <b>Link to NoveList</b> option opens the NoveList site in a separate browser window due to frameset security issues.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For NoveList Select port access requirements, see <a href="Enabling_Enriched_Data.htm#XREF_59815_Enriched_Data">Enriched Data Domains Requiring Port 80/443 Access</a>.</p>
|
||||
<h2><a name="XREF_16431_Updating_the"></a>Updating the Library’s Holdings for NoveList Select</h2>
|
||||
<p><a name="kanchor4226"></a><a name="IX_updating_library"></a>The accuracy of NoveList Select features such as Similar Titles depends on NoveList Select having up-to-date information about the titles in your library catalog. NoveList Select requires a CSV file consisting of one ISBN per line to collect this information. Polaris provides a SQL job, <b>ISBN List</b>, which is disabled by default. To generate the CSV file, enable the job, which is scheduled to run weekly (Monday at 1:10 am) by default. You can change the schedule if necessary. The job places the <b>ISBNList.csv</b> file in <span class="FM_Emphasis" style="font-weight: bold;">{Server - Active Node}</span><b>/ProgramData/Polaris/[version]/Logs/SQLJobs</b>. The file includes the ISBNs for bibliographic records where the ISBN is valid, the record status is final, and the record is set to display in PAC. For instructions about uploading the CSV file to NoveList, contact your NoveList support representative or go to:<br /><a href="http://support.ebsco.com/help/index.php?lang=en&amp;int=novselect">http://support.ebsco.com/help/index.php?lang=en&amp;int=novselect</a></p>
|
||||
<p>You will need to upload the file regularly (typically once a month) to reflect changes in your catalog.</p>
|
||||
<h2>Set up Enriched Data - EBSCO’s NoveList</h2>
|
||||
<p>To set up Polaris to use enriched data from EBSCO’s NoveList:</p>
|
||||
<p class="NoteShade"><b>Note: </b>
|
||||
<br />You can enable and receive enriched data from more than one vendor, except cover images. These must be enabled for one vendor only.</p>
|
||||
<ol style="line-height: 13pt;margin-top: 6.12pt;margin-bottom: 6.12pt;">
|
||||
<li value="1">Contact your vendor’s customer support department for help in obtaining your library’s connection and authentication information for this enriched data provider.</li>
|
||||
<li value="2"> In the Administration Explorer tree view, open the <b>Profiles </b>folder for the organization, and click the <b>PAC </b>tab in the details view.</li>
|
||||
<li style="line-height: 11pt;" value="3">Double-click <b>Enriched data</b>. The<b> Enriched Data</b> dialog box opens.</li>
|
||||
<li value="4">Click the <b>NoveList </b>tab.</li>
|
||||
</ol>
|
||||
<p class="indent2">The NoveList Select subtab appears.</p>
|
||||
<ol style="line-height: 13pt;margin-top: 6.12pt;margin-bottom: 6.12pt;" data-mc-continue="true">
|
||||
<li value="5">Select <b>Enable</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/NoveListtab_400x309.png" style="width: 400;height: 309;" alt="" />
|
||||
</p>
|
||||
<ol style="line-height: 13pt;margin-top: 6.12pt;margin-bottom: 6.12pt;" data-mc-continue="true">
|
||||
<li value="6">Type your Profile ID, password, and service URL in the appropriate boxes. Contact your vendor to obtain the unique first part of the Profile ID and your password.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:</b>
|
||||
<br />The Service URL is the same for all Polaris customers. You do not need to change it unless the NoveList Select Service URL changes. However, if you run Mobile PAC in SSL mode, the Service URL must begin with https://</p>
|
||||
<ol style="line-height: 13pt;margin-top: 6.12pt;margin-bottom: 6.12pt;" data-mc-continue="true">
|
||||
<li value="7">Click the <b>Other Features</b> tab.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/NoveList2ndtab_400x318.png" style="width: 400;height: 318;" alt="" />
|
||||
</p>
|
||||
<ol style="line-height: 13pt;margin-top: 6.12pt;margin-bottom: 6.12pt;" data-mc-continue="true">
|
||||
<li value="8">Click the checkboxes for the other features you want to enable. </li>
|
||||
</ol>
|
||||
<p class="indent2">If you enable similar titles, Goodread ratings, or Lexile number, the features appear on the search results and full display. If you enable separate content drawers, the selected features appear in separate content drawers on the full display. You can use the PowerPAC profile <b>Product Page Categories: Configure</b> to specify the order in which the NoveList content drawers appear and whether they are expanded by default.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPselfcheck/Set_SIP_self-check_parameters.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set SIP self-check parameters</span></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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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOEnrich.fm" /><title>Enabling Enriched Data</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOEnrich/Enabling_Enriched_Data.htm">Open topic with navigation</a>
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<h1><a name="XREF_34237_Enabling_Enriched"></a>Enabling Enriched Data</h1>
|
||||
<p><a name="kanchor1633"></a><a name="IX_setup_10"></a><a name="kanchor1634"></a><a name="IX_in_PAC_search_results_1"></a><a name="kanchor1635"></a><a name="IX_in_PAC_search_results"></a><a name="kanchor1636"></a><a name="IX_overview_191"></a>The term “enriched data” describes a variety of third-party services that enhance a title’s display in the PAC. Depending on your contract with the vendor, the enriched data can consist of a simple book jacket image, or contents, excerpts, reviews, ratings, and other information related to the title. When enabled, enriched data is displayed automatically in both Polaris PowerPAC and Mobile PAC search results.</p>
|
||||
<p>In Polaris PowerPAC, when the patron clicks the title or the <b>Full Display</b> button for a title in the search results list, the additional information is available in a series of content “drawers” on the title’s product page. You can set the display order of the drawers and whether each is initially expanded or collapsed. See <a href="../PDOresults/Configuring_the_PowerPAC_Product_Page.htm#XREF_92913_Configuring_the">Configuring the PowerPAC Product Page</a>. Reader ratings and reviews may also be displayed. When the patron clicks a link, the selected information is displayed in a lightbox window. For a description of the enriched content display in Mobile PAC, see <a href="../PDOMobilePAC/Mobile_PAC_Results_Settings.htm#XREF_84431_Enriched_Content">Title Links: Enriched Content</a>.</p>
|
||||
<p>You can also display rotating book jackets on the Polaris PowerPAC home page, based on the images supplied by your enriched data vendor, that launch a search for the title. For more information, see <a href="../PDOpower/Set_up_rotating_book_jackets.htm">Set up rotating book jackets</a>. Book jackets are also featured in content carousels. See <a href="../PDOpower/Content_Carousels_on_the_PowerPAC_Portal_Page.htm#XREF_10889_Content_Carousels">Content Carousels on the PowerPAC Portal Page</a>.</p>
|
||||
<p>Polaris supports enriched data from Baker & Taylor; EBSCO’s NoveList®; Syndetics Solutions (Bowker); Syndetics Unbound; ChiliFresh; OverDrive; and LibraryThing. Polaris Social, a separately licensed product, offers ChiliFresh Connections features integrated in Polaris PowerPAC. See <a href="../PDOSocial/Polaris_Social_with_ChiliFresh_Connections.htm#XREF_34237_Enabling_Enriched">Polaris Social with ChiliFresh Connections</a>.</p>
|
||||
<p class="NoteShade"><a name="kanchor1637"></a><a name="IX_SSL_and_enriched_data"></a><a name="kanchor1638"></a><a name="IX_enriched_data"></a><a name="kanchor1639"></a><a name="IX_secure_sites"></a><b>Note:<br /></b>If you use Secure Socket Layer (SSL) to secure the entire PowerPAC site, and you use content from third-party vendors, be aware that your patrons may receive messages about allowing unsecured content. If you think the messages will be a problem, contact your vendors to see if they can use https. If so, you will need to change their URL settings from <b>http</b> to <b>https</b> when you follow the procedures in this unit. </p>
|
||||
<h2><a name="TOC_Enriched_Data_Domains"></a><a name="XREF_59815_Enriched_Data"></a>Enriched Data Domains Requiring Port 80/443 Access</h2>
|
||||
<p><a name="kanchor1640"></a><a name="IX_PAC_port_access"></a>If you lock down ports 80 and 443 on your PAC server, be aware that the following domains must be open on the PAC server for these features to work properly on <span class="FM_Emphasis">any</span> browser client, including remote access clients:</p>
|
||||
<table style="width: 100%;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 2.36in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 164px;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 141px;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 261px;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Feature</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Domain</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Port</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">More Setup Information</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Baker & Taylor Content Cafe</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">contentcafe2.btol.com</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">80</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody"><a href="Baker_Taylor_Enriched_Data.htm#XREF_18494_Baker_Taylor">Baker & Taylor Enriched Data</a>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">ChiliFresh Reviews & Ratings</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">secure.chilifresh.com</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">443</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"><a href="ChiliFresh_Enriched_Data.htm#XREF_91063_ChiliFresh">ChiliFresh Enriched Data</a>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Syndetics Reviews & Ratings</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">www.syndetics.com</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">80</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"><a href="Syndetics_Enriched_Data.htm#XREF_19683_Syndetics_Enriched">Syndetics Enriched Data</a>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">ChiliFresh Connections</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p>chilifresh.com<br />secure.chilifresh.com<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">80<br />443</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1"><a href="../PDOSocial/Polaris_Social_with_ChiliFresh_Connections.htm#XREF_34237_Enabling_Enriched">Polaris Social with ChiliFresh Connections</a>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<p>If the PAC browser session is run <span class="FM_Emphasis">directly on the PAC server</span>, the following domains must be open for the features to work properly:</p>
|
||||
<table style="width: 100%;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 2.36in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 164px;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 141px;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 261px;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Feature</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Domain</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Port</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">More Setup Information</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Baker & Taylor Cover Images</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">images.bol.com</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">80</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody"><a href="Baker_Taylor_Enriched_Data.htm#XREF_18494_Baker_Taylor">Baker & Taylor Enriched Data</a>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">ChiliFresh Cover Images</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">content.chilifresh.com</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">80</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"><a href="ChiliFresh_Enriched_Data.htm#XREF_91063_ChiliFresh">ChiliFresh Enriched Data</a>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">LibraryThing Reviews & Ratings</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">ltfl.librarything.com</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">80</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"><a href="LibraryThing_Enriched_Data.htm#XREF_79896_LibraryThing">LibraryThing Enriched Data</a>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">NoveList Select (Suggestions and More)</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">imageserver.ebscohost.com</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">80</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"><a href="EBSCO_NoveList_Enriched_Data.htm">EBSCO’s NoveList Enriched Data</a>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Syndetics Cover Images</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">www.syndetics.com</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">80/443</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"><a href="Syndetics_Enriched_Data.htm#XREF_19683_Syndetics_Enriched">Syndetics Enriched Data</a>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Google Preview</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">www.google.com</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">80</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"><a href="../PDOresults/Google_Preview_for_PowerPAC_Search_Results.htm#XREF_85319_Google_Preview_for">Google Preview for PowerPAC Search Results</a>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Google Analytics</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">google-analytics.com</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">80/443</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"><a href="../PDOpower/Set_up_Polaris_PowerPAC.htm#TOC_Analyzing_Polaris" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up basic operating features for Polaris PowerPAC</span></a>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Google Maps</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">maps.google.com</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">80</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"><a href="../PDOresults/Map_It_Google_Maps_in_PAC.htm#XREF_33615_Map_It_in_Polaris">Map It (Google Maps) in PAC</a>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">ChiliFresh Connections</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p>chilifresh.com<br />secure.chilifresh.com<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">80<br />443</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1"><a href="../PDOSocial/Polaris_Social_with_ChiliFresh_Connections.htm#XREF_34237_Enabling_Enriched">Polaris Social with ChiliFresh Connections</a>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Baker_Taylor_Enriched_Data.htm#XREF_18494_Baker_Taylor">Baker & Taylor Enriched Data</a>
|
||||
</li>
|
||||
<li><a href="EBSCO_NoveList_Enriched_Data.htm#EBSCOsNoveListSelect" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">EBSCO’s NoveList Select Enriched Data</span></a>
|
||||
</li>
|
||||
<li><a href="Syndetics_Enriched_Data.htm#XREF_19683_Syndetics_Enriched">Syndetics Enriched Data</a>
|
||||
</li>
|
||||
<li><a href="ChiliFresh_Enriched_Data.htm#XREF_91063_ChiliFresh">ChiliFresh Enriched Data</a>
|
||||
</li>
|
||||
<li><a href="LibraryThing_Enriched_Data.htm#XREF_79896_LibraryThing">LibraryThing Enriched Data</a>
|
||||
</li>
|
||||
<li><a href="OverDrive_Enriched_Data.htm"><a href="OverDrive_Enriched_Data.htm">OverDrive Enriched Data
|
||||
</a></a>
|
||||
</li>
|
||||
</ul>
|
||||
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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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<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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<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_79896_LibraryThing"></a>LibraryThing Enriched Data</h1>
|
||||
<p><a name="kanchor1778"></a><a name="IX_features_in_Polaris"></a>LibraryThing for Libraries offers tag “clouds” and similar tagged titles to patrons, available from the product page for a title in PowerPAC search results. Patrons can browse for titles by clicking tags and links to other editions. Tags are based on LibraryThing’s database. Tag features appear in a lightbox (an inline frame dialog box). The illustration shows an example of tag cloud links and the Tag Browser lightbox that appears when the patron clicks or taps a link.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACLibraryThingTags_639x401.png" style="width: 639;height: 401;" alt="" />
|
||||
</p>
|
||||
<p>You can also offer reader reviews from the LibraryThing database. When this feature is enabled, a link to reviews appears under the book jacket image for the title in PowerPAC brief search results and in the full display for a title.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACLibraryThingReviews_639x423.png" style="width: 639;height: 423;" alt="" />
|
||||
</p>
|
||||
<p>You can determine the text of this link when you specify your configuration on the LibraryThing Web site. You can configure your LibraryThing settings to display reviews from all participating libraries, from specific selected libraries, or from your library only.</p>
|
||||
<p class="NoteShade"><b>Notes<br /></b>For LibraryThing port access requirements, see <a href="Enabling_Enriched_Data.htm#XREF_59815_Enriched_Data">Enriched Data Domains Requiring Port 80/443 Access</a>.</p>
|
||||
<p class="NoteShade">You can export your catalog data to LibraryThing in MARC21 format using Polaris Export Express, a separately licensed feature of Polaris SimplyReports. Using SimplyReports scheduling features, you can run exports periodically to update LibraryThing content for your new titles. See your SimplyReports documentation for more information.</p>
|
||||
<p> </p>
|
||||
<p><a name="kanchor1779"></a><a name="IX_reviews_and_ratings"></a><a name="kanchor1780"></a><a name="IX_LibraryThing"></a>To set up Polaris PowerPAC to use tags, other edition,  and similar title links from LibraryThing:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can enable and receive enriched data from more than one vendor, except cover images. These must be enabled for one vendor only.</p>
|
||||
<ol>
|
||||
<li value="1">Contact your vendor’s customer support department for help in obtaining your library’s connection and authentication information for this enriched data provider.</li>
|
||||
<li value="2">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="3">Double-click <b>Enriched Data</b>. The <b>Enriched Data</b> dialog box opens.</li>
|
||||
<li value="4">Click the <b>LibraryThing</b> tab.</li>
|
||||
<li value="5">Select <b>Enable tags and related titles</b> to display tags and related title links in PAC search results.</li>
|
||||
<li value="6">Select <b>Enable user reviews</b> to display reader ratings and the link to reader reviews. You can select either or both of these features.</li>
|
||||
<li value="7">Be sure the <b>Service</b> <b>URL </b>setting is<br /><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">http://ltfl.librarything.com/connector/connector.php?systype=polaris&id=</b></li>
|
||||
<li value="8">Type your account number in the <b>Account ID</b> box. Obtain your specific site setting from LibraryThing.</li>
|
||||
<li value="9">Click <b>OK</b>.</li>
|
||||
</ol>
|
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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_19683_Syndetics_Enriched"></a>Syndetics Enriched Data</h1>
|
||||
<p>If your library has access to enriched content from Bowker’s Syndetic Solutions or Syndetics Unbound, you can use the <b>Enriched data</b> PAC profile to enable the display of the following content in the PAC: </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Cover images (book jackets)</span> - Polaris automatically sends the ISBN, UPC, and OCLC number from the title’s MARC record to Syndetics. Be sure to include the UPC in the MARC records for these types of material to ensure that the appropriate cover images are displayed. Syndetics cover images may fail to display in search results for certain types of material, such as music CDs or DVDs, when there is no ISBN in the MARC record. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you allow patrons to save searches to run automatically, book jackets are displayed in the results based on the <b>Enriched Data</b> settings for the patron’s registered branch. For more information about setting up saved searches, see <a href="../PDOpower/Set_up_Polaris_PowerPAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up basic operating features for Polaris PowerPAC</span></a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Other Features</span> - When Other Features are enabled, your library can display content such as video/music profiles and video game profiles in PowerPAC product page drawers and Mobile PAC product page links. If available, the enriched content displays in the PAC for video, music, and video game titles based on real-time matching on the product’s UPC, OCLC number, and ISBN. The Syndetics formatting is retained where possible. Once the content has been enabled for your organization, use the following Administration profiles to specify how the content displays: Mobile PAC profile, <b>Product page categories:</b> <b>Configure</b> and PowerPAC profile, <b>Product page categories: Configure</b>. </p>
|
||||
<p><b>Syndetics Unbound Service</b> - When the Syndetics Unbound service is enabled, your library can display enriched content including: cover images, annotations, author biographies, "look inside book" feature, awards, recommendations, reader and professional reviews, other formats, tag clouds, and other content.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Syndetics also offers a <b>Find Similar Titles</b> link on the Polaris PowerPAC product page. The <b>Find similar titles</b> link opens a Web site in a secondary browser window where the patron can specify the characteristics of a title and get a list of similar titles available at the library.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For Syndetics port access requirements, see <a href="Enabling_Enriched_Data.htm#XREF_59815_Enriched_Data">Enriched Data Domains Requiring Port 80/443 Access</a>.</p>
|
||||
<p><a name="kanchor859"></a><a name="IX_enabling_Syndetics_2"></a><a name="kanchor860"></a><a name="IX_enabling_Syndetics_1"></a><a name="kanchor861"></a><a name="IX_enabling_Syndetics"></a><a name="kanchor862"></a><a name="IX_setting_up_enriched"></a><a name="kanchor863"></a><a name="IX_Syndetics"></a>To set up Polaris to use enriched data from Bowker’s Syndetic Solutions:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can enable and receive enriched data from more than one vendor, except cover images. These must be enabled for one vendor only.</p>
|
||||
<ol>
|
||||
<li value="1">Contact your vendor’s customer support department for help in obtaining your library’s connection and authentication information for this enriched data provider.</li>
|
||||
<li value="2">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="3">Double-click <b>Enriched data</b>. The <b>Enriched Data</b> dialog box opens.</li>
|
||||
<li value="4">Click the <b>Syndetics</b> tab.</li>
|
||||
<li value="5">If you receive cover images (book jackets) from Syndetics, click the <b>Cover Images</b> tab, and do the following:<ul><li>Select <b>Enable</b>.</li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you use Syndetics cover images for rotating book jackets on the portal page, you must also supply <b>Other Features</b> settings. See <a href="../PDOpower/Set_up_rotating_book_jackets.htm">Set up rotating book jackets</a>.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<div>
|
||||
<ul>
|
||||
<li>In the <b>URL prefix </b>box, type the Web address and path to the Syndetics content server or domain used for your account. The address must begin with <b>http://www.syndetics.com/</b></li>
|
||||
</ul>
|
||||
</div>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>PAC title lists and request pages use https, which is not supported by this prefix. If you want book jackets to be displayed on these pages, use the prefix <b>https://secure.syndetics.com/</b></p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If possible, use the Fully Qualified Domain Name instead of the IP address. If your infrastructure does not allow this, your Polaris Site Manager can help you work with Bowker Technical Support to resolve connectivity issues.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<div>
|
||||
<ul>
|
||||
<li>In the <b>URL suffix</b> box, type your client code after <b>&client=</b>.The suffix defines your specific account access information. Contact your vendor to obtain this setting.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</blockquote>
|
||||
<ol start="6">
|
||||
<li value="6">If you receive other Syndetics enriched data, such as video/music content and game profiles, click the <b>Other Features</b> tab, and do the following:<ol style="list-style-type: lower-alpha;"><li value="1">Select <b>Enable</b>.</li><li value="2">In the <b>URL prefix </b>box, type the Web address and path to the Syndetics content server or domain used for your account. The address must begin with <br /><b>http://www.syndetics.com/</b>. Contact your vendor to obtain the account-specific portion of this setting.</li><li value="3">In the <b>URL suffix</b> box, type your client code after <b>&client=.</b> Contact your vendor to obtain this setting.</li><li value="4">Click <b>OK</b>.</li></ol></li>
|
||||
<li value="7">If you use the Syndetics Unbound service, click the <b>Unbound</b> tab and do the following:<ol style="list-style-type: lower-alpha;"><li value="1">In the <b>Service URL</b> box, type the URL for the Syndetics Unbound JavaScript library.</li><li value="2">In the <b>Account ID</b> box, type your library's account ID for Syndetics Unbound.</li><li value="3">Click <b>OK</b>. </li></ol></li>
|
||||
</ol>
|
||||
<p>Once the enriched content is enabled, configure the display of this content using the <b>Product page categories: Configure </b>profiles for PowerPAC and Mobile PAC. See <a href="../PDOresults/Set_up_the_PowerPAC_product_page.htm#XREF_83468_Set_up_the">Set up the PowerPAC product page</a> and <a href="../PDOMobilePAC/Set_up_the_Mobile_PAC_title_product_page.htm#XREF_48248_Set_up_the_Mobile">Set up the Mobile PAC title (product) page</a>.</p>
|
||||
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|
||||
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|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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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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<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="Public Access Administration |Editing Messages and Labels" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOMessages.fm" /><title>Edit PowerPAC messages and labels</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOMessages/Edit_PowerPAC_messages_and_labels.htm">Open topic with navigation</a>
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<div role="main" id="mc-main-content">
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<h1><a name="XREF_59937_Change_a_public"></a>Edit PowerPAC messages and labels</h1>
|
||||
<p><a name="kanchor2549"></a><a name="IX_translating_PAC_messages"></a><a name="kanchor2550"></a><a name="IX_editing_multilingual"></a><a name="kanchor2551"></a><a name="IX_editing_PAC_1"></a><a name="kanchor2552"></a><a name="IX_editing_PAC"></a>You can edit messages on the system, library, or branch level. To edit messages, labels, and news headings for Polaris PowerPAC:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Multiple language strings</b>. The Language Strings dialog box appears. The <b>Field Name</b> column lists the messages and labels. The <b>Display Text </b>column lists the text that has been defined for each message or label.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />For more information, see <a href="PAC_Messages_and_Labels_Reference.htm">PAC Messages and Labels Reference</a>.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/langstringsdial_422x255.gif" style="width: 422;height: 255;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">If you have Polaris PowerPAC Multilingual Version, select the language you want to edit in the <b>Choose Language</b> box.</li>
|
||||
<li value="4">Highlight the text you want to change.</li>
|
||||
<li value="5">Open the text box by pressing <b>ENTER</b> or double-clicking the text.</li>
|
||||
<li value="6">Type the text for the message, label, or news heading. You can use letters, numbers, and spaces. Polaris PowerPAC can display approximately 150 characters and spaces in a single line for messages. Text strings work well as plain text. You can format messages to have up to four lines of text, with up to 250 characters. In this case, you can use well-formed XML or HTML tags to place bold and italic formatting in your messages. Use the tag <b><br/></b> to designate the start of a new line in the message. The formatting tags count as characters and there is a 255-character maximum.</li>
|
||||
<li value="7">To insert a diacritic character, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click <b>Diacritics</b>. The <b>Character Picker</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="LanguageStringsTrans.gif" style="margin-bottom: 0.000pt;width: 268;height: 356;" id="image0" src="LanguageStringsTrans_268x356.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select a graphic character set.</li>
|
||||
<li value="3">Select the character, and click <b>Insert</b>. The <b>Character Picker</b> dialog box closes.</li>
|
||||
</ol>
|
||||
<ol start="8">
|
||||
<li value="8">Press <b>ENTER</b> or select another message.</li>
|
||||
<li value="9">Repeat steps 4-8 for each message you want to edit.</li>
|
||||
<li value="10">Click <b>OK</b> on the dialog box.</li>
|
||||
<li value="11">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 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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|
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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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|
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<!DOCTYPE html>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOMessages/Editing_Messages_and_Labels.htm">Open topic with navigation</a>
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||||
<h1><a name="XREF_12013_Setting_Public"></a>Editing Messages and Labels</h1>
|
||||
<p>Many messages and labels that appear in Polaris PowerPAC are stored in your database. You can easily edit these and save your changes in Polaris Administration, using the PAC profile <b>Multiple language strings</b>. If you have Polaris PowerPAC Multilingual Version, you can edit the messages for each supported language. Using the same method, you can also edit and translate the labels for the <b>Narrow</b> and <b>Related</b> Web parts that are displayed with search results.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also use Polaris WebAdmin (Language Editor) to edit language strings in Polaris PowerPAC, Mobile PAC, and several other Polaris products. WebAdmin is installed by default with Polaris Web Server software. The server must be registered as a workstation in Polaris Administration, and both the workstation and staff user must have the System Administration <b>WebAdmin access: Allow</b> permission. Access WebAdmin through your browser and click <b>Help</b> for more information. See <a href="../PDOpower/Customizing_Language_Strings.htm#XREF_66839_Advanced">Customizing Language Strings</a> for details.</p>
|
||||
<p data-mc-conditions="Primary.Online,Primary.Hidden">See also:</p>
|
||||
<ul type="disc">
|
||||
<li data-mc-conditions="Primary.Online,Primary.Hidden"><a href="Edit_PowerPAC_messages_and_labels.htm#XREF_59937_Change_a_public">Edit PowerPAC messages and labels</a>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Online,Primary.Hidden"><a href="PAC_Messages_and_Labels_Reference.htm">PAC Messages and Labels Reference</a>
|
||||
</li>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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|
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|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOMessages/PAC_Messages_and_Labels_Reference.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>PAC Messages and Labels Reference</h1>
|
||||
<p><a name="kanchor5517"></a><a name="IX_messages_reference"></a><a name="kanchor5518"></a><a name="IX_PAC_reference_list"></a>You can edit the following messages and labels using the <b>Multiple language strings</b> PAC profile. See <a href="Edit_PowerPAC_messages_and_labels.htm">Edit PowerPAC messages and labels</a>.</p>
|
||||
<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 2in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 3in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.50in;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Field Name</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Description</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="TableBody">Default Display Text</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Hours of operation message</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">The message you specify here is displayed on the Polaris PowerPAC Hours page and the Mobile PAC Hours & Contact Info page. For more information about the PowerPAC Hours page, see <a href="../PDOpower/Set_Polaris_PowerPAC_features_on_the_menu_bar.htm#XREF_61605_Set_Polaris">Set Polaris PowerPAC features on the menu bar</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p style="text-align: center;">—</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Item availability label: Due date</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1"> </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Due</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Item availability text: Available</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Indicates an item is available to request or check out. This text is used instead of the circulation status when you do not display the detailed item status in the Availability view.</p>
|
||||
<p class="TableBody">Requirement: PAC profile settings Item Availability: Display status (Yes); Item Availability: Display detailed item status (No).</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Available</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Item availability text: No items found</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Indicates that a title does not have any items associated with it anywhere in the entire Polaris system.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">No items available</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Item availability text: No local items found</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Displayed when a selected title does not have linked items within the local area. The local area is defined by branches designated as local in the Item Availability Display Order policy table. See <a href="../PDOresults/Setting_Up_Local_and_System_Availability.htm#XREF_44795_Setting">Setting Up Local and System Availability</a>. This message displays if items do exist elsewhere in the Polaris system; otherwise, the message for the Item Availability text: No items found message is displayed. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">No items available locally</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Item availability text: Non-circulating</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Indicates that an item does not circulate.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Non-circulating</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Item availability text: Not available</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Indicates an item is not available for check-out. This text is used as a status replacement when you do not display the detailed item status in the Availability view.</p>
|
||||
<p class="TableBody">Requirement: PAC Profile settings Item Availability: Display status (Yes); Item Availability: Display detailed item status (No).</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Not Available</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Narrow search dashboard (Bibliographic): Assigned branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" rowspan="16">The Narrow search dashboard (Bibliographic) labels apply to the bibliographic elements that appear in the Narrow Web part, which can be displayed with the Polaris PowerPAC search results pages. See <a href="../PDOresults/Setting_PowerPAC_Narrow_Related_Search_Options.htm">Setting PowerPAC Narrow/Related Search Options</a>. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Assigned branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic):Authors</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Authors</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic):Availability</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Availability</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic):Dashboard label</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Narrow your search</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic): Database</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Database</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic): Language</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Language</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic): Reading Level</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Reading Level</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic): Literary Form</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Literary Form</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic): Popularity</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Popularity</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic): Publication Date</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Publication Date</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic): Record Owner</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Record Owner</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic): Related Words</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Related Words</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic): Series</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Series</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic): Subjects</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Subjects</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic): Target audience</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Target Audience</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Bibliographic): Type of Material</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Type of Material</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Community): Dashboard label</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" rowspan="6">The Narrow search dashboard (Community) labels apply to the Community Profiles elements that appear in the Narrow Web part. For more information, see<MadCap:conditionalText data-mc-conditions="Primary.Online"> <a href="../../Community Profiles/CommProfPAC/Set_Up_the_Narrow_Your_Search_Web_Part.htm">Set Up the Narrow Your Search Web Part</a>.</MadCap:conditionalText></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Narrow your search</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Community):Event date</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Event Date</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Community):Primary Name</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Organization Name</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Community): Services Available</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Services</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Community):Subject</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Subject</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Narrow search dashboard (Community):Type of organization</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Type of Organization</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron Access: Patron self-registration brief instruction</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displayed at the top of the patron self-registration form in Polaris PowerPAC. You can use this text to tell a new patron how to fill out the form, or include any message considered important to the self-registration process.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Please fill in the fields on this form and click Submit to register. Your online registration will be forwarded to the library. You can pick up your library card at the branch you specify in the form.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron Access: Privacy message</p>
|
||||
<p class="TableBody"><a name="kanchor5519"></a><a name="IX_privacy_message"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Confirmation message displayed when a patron initiates an action that saves information in connection with the patron account, such as saving a search or starting a reading history.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> The feature you have selected is associated with personal data in your patron account. Such data may be accessed by law enforcement personnel without your consent. Do you wish to continue?</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron Access: Self-registration acknowledgment message</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displayed when a patron successfully completes the self-registration form.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Thank you! Your registration has been recorded. Your library card will be ready for you at the library you designated in your registration.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron Access: Self-registration warning message</p>
|
||||
<p class="TableBody"><a name="kanchor5520"></a><a name="IX_self_registration_warning"></a>
|
||||
</p>
|
||||
<p class="TableBody"><a name="kanchor5521"></a><a name="IX_apostrophes_and"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Displays when a patron selects click here to register now on the PowerPAC patron logon pages. This message allows the library to comply with the Children’s Online Privacy Act. </p>
|
||||
<p class="TableBody">Requirement: Self-registration warning message enabled (PAC profile Patron Access Options)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">In compliance with the Children\’s Online Privacy Protection act, you must be 13 or older in order to complete this registration.</p>
|
||||
<p class="TableBody">Note:<br />In the default message, the apostrophe character is preceded by a backslash \ for programmatic purposes. In your custom text, you do not need to use the backslash before an apostrophe.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Related search dashboard (Bibliographic): Authors</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" rowspan="6">
|
||||
<p class="TableBody">The Related search dashboard (bibliographic) labels apply to the elements that appear in the Related Web part for bibliographic records, which can be displayed with the Polaris PowerPAC search results pages. For information about specifying bibliographic elements and their labels, see <a href="../PDOresults/Setting_PowerPAC_Narrow_Related_Search_Options.htm#XREF_37562_Setting_Related">Setting PowerPAC Narrow/Related Search Option<a href="../PDOresults/Setting_PowerPAC_Narrow_Related_Search_Options.htm#XREF_37562_Setting_Related">s</a>. </a></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Authors</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Related search dashboard (Bibliographic): Dashboard label</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Related searches</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Related search dashboard (Bibliographic): Other databases</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Other Databases</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Related search dashboard (Bibliographic): Other searches</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Other Searches</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Related search dashboard (Bibliographic):Series</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Series</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Related search dashboard (Bibliographic):Subjects</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Subjects</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Related search dashboard (Community): Dashboard label</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" rowspan="6">The Related search dashboard (Community) labels apply to the elements that appear in the Related Web part for community records. For more information,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Community Profiles/CommProfPAC/Set_Up_the_Related_Searches_Web_Part.htm">Set Up the Related Searches Web Part</a>.</MadCap:conditionalText></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Related Searches</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Related search dashboard (Community): Event Date</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Event Date</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Related search dashboard (Community): Primary Name</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Organization Name</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Related search dashboard (Community):Services Available</td>
|
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|
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</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Related search dashboard (Community): Subject</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Subject</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Related search dashboard (Community): Type of organization</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">Organization</td>
|
||||
</tr>
|
||||
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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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<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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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOMobilePAC.fm" /><title>Configuring the Mobile PAC Title Display</title>
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<h1><a name="XREF_13153_Configuring_the"></a>Configuring the Mobile PAC Title Display</h1>
|
||||
<p><a name="kanchor4309"></a><a name="IX_search_results_display_3"></a><a name="kanchor4310"></a>Using the Mobile PAC profile <b>Title Display: Configure</b>, you can do the following:</p>
|
||||
<ul type="disc">
|
||||
<li>Select which data elements (tags, subfields, and indicators) appear in the brief, summary, and full displays. The brief display is the information shown in initial search results. The summary information is displayed on the Mobile PAC product page for title. The full display appears when the user clicks <b>Details</b> on the product page.</li>
|
||||
<li>Show multiple instances of a single tag in the brief display: for example, multiple 856 $u fields.</li>
|
||||
<li>Specify different elements for monographs and serials.</li>
|
||||
<li>Edit existing data elements.</li>
|
||||
<li>Set the display order of data elements.</li>
|
||||
<li>Specify a custom label for each data element, and create translated versions of the data labels for languages you have licensed.</li>
|
||||
<li>Specify additional data elements by selecting the tags, indicator values, and subfields to include in each custom entity.</li>
|
||||
<li>Display a "requested" indicator for titles on which the patron has an active, pending, held, shipped, or located hold request. The indicator is a message: <b>You requested this on [date]</b>; the system supplies the date. The indicator can be displayed to logged-in patrons on the search results page, the title screen, the working title list, and saved title lists. The Brief and Full configuration view settings in the profile apply to both search results screens and title lists; that is, when you set the <b>Requested date</b> indicator to display in search results, it will also display in working and saved title lists.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />When enabled, the indicator is displayed only for requests that have been placed in Polaris. The requested indicator does not apply to integrated eContent titles.</p>
|
||||
<ul type="disc">
|
||||
<li>Copy all these settings from any organization to any other organization. </li>
|
||||
</ul>
|
||||
<p>The system uses the connection organization’s settings for the Mobile PAC profile <b>Title Display: Configure</b>, but the setup workflow is the same as that for PowerPAC. For detailed procedures, see <a href="../PDOresults/Configuring_the_PowerPAC_Title_Display.htm">Configuring the PowerPAC Title Display</a>.</p>
|
||||
<p>For libraries that use Polaris Community Profiles, a separate profile controls the Mobile PAC display of community information results, and a separate set of data elements is available for your community information displays. For details,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Community Profiles/CommProfPAC/Configuring_the_PAC_Community_Results_Display.htm#XREF_71986_Configuring_the">Configuring the PAC Community Results Display</a>.</MadCap:conditionalText></p>
|
||||
<p>The tables show the default title display configuration for Mobile PAC bibliographic search results.</p>
|
||||
<table class="TableStyle-BlueHeader" cellspacing="1" style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');width: auto;margin-left: 0;margin-right: auto;">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 2.12in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1" colspan="3">
|
||||
<p class="FM_TableHeading">Mobile PAC Brief Display - Monograph</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1" colspan="3">Mobile PAC Brief Display - Serial</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Entity</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Display Order</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Label</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Entity</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Display Order</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableHeading">Label</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Primary Title</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">1</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Title:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Primary Title</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">1</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Title:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Primary Author</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Author:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Primary Author</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Author:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Publication Year</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">3</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Publication Year:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Publication Year</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">3</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Publication Year:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Web Link (Short)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">4</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Web Site:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Web Link (Short)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">4</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="FM_TableBody">Web Site:</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<p class="FM_TableAnchor" />
|
||||
<p class="FM_TableAnchor" />
|
||||
<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');width: auto;margin-left: 0;margin-right: auto;" cellspacing="1" class="TableStyle-BlueHeader">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col style="width: 225px;" class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col style="width: 219px;" class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1" colspan="3">Mobile PAC Summary Display - Monograph</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1" colspan="3">Mobile PAC Summary Display - Serial</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Entity</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Display Order</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Label</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Entity</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Display Order</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableHeading">Label</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Primary Title</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">1</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Title:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Primary Title</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">1</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Title:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Primary Author</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Author:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Primary Author</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Author:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Publication Year</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">3</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Publication Year:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Publication Year</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">3</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Publication Year:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Web Link (Short)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">4</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Web Site:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Web Link (Short)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">4</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="FM_TableBody">Web Site:</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<p class="FM_TableAnchor" />
|
||||
<p class="FM_TableAnchor" />
|
||||
<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');border-left-style: solid;border-left-width: 1px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: solid;border-top-width: 1px;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;" cellspacing="1" class="TableStyle-BlueHeader">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.74in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 150px;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 94px;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1" colspan="3">Mobile PAC Full Display - Monograph</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1" colspan="3">Mobile PAC Full Display - Serial</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Entity</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Display Order</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Label</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Entity</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading">Display Order</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableHeading">Label</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Type of Material</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">1</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Format:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Type of Material</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">1</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Format:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Uniform Title (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Uniform Title:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Uniform Title (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Uniform Title:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Author (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">3</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Author:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Author (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">3</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Author:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Title (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">4</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Title:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Title (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">4</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Title:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Edition (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">5</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Edition:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Edition (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">5</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Edition:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Publisher (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Publisher, Date:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Publisher (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Publisher, Date:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Description (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">7</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Description:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Description (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">7</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Description:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Summary (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">8</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Summary:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Summary (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">8</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Summary:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Target Audience Note (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">9</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Target Audience Note:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Target Audience Note (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">9</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Target Audience Note:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Series (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">10</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Series:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Series (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">10</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Series:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Volume (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">11</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Volume:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Volume (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">11</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Volume:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Frequency (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">12</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Frequency:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Frequency (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">12</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Frequency:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Subjects</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">13</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Subjects:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Subjects</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">13</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Subjects:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Other Author (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">14</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Other Author:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Other Author (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">14</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Other Author:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Other Title (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">15</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Other Title:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Other Title (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">15</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Other Title:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Former Title (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">16</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Former Title:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Former Title (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">16</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Former Title:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Later Title (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">17</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Later Title:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Later Title (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">17</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Later Title:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Web Link (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">18</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Web Site:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Web Link (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">18</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Web Site:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">LCCN (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">19</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">LCCN:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">LCCN (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">19</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">LCCN:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">ISBN (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">20</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">ISBN:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">ISBN (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">20</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">ISBN:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">ISSN (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">21</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">ISSN:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">ISSN (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">21</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">ISSN:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">OCLC Control Number</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">22</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Other Number:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">OCLC Control Number</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">22</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Other Number:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">STRN (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">23</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"> STRN:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">STRN (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">23</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody"> STRN:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">GPO (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">24</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"> GPO Item No.:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">GPO (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">24</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody"> GPO Item No.:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">CODEN (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">25</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">CODEN:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">CODEN (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">25</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">CODEN:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Total System Item Count</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">26</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">System Availability:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Total System Item Count</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">26</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">System Availability:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Hold Request Count</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">27</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Current Holds:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Hold Request Count</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">27</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Current Holds:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Control Number</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">28</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Control Number:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Control Number</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">28</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Control Number:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Bibliographic Call Number</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">29</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"> Call Number:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Bibliographic Call Number</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">29</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody"> Call Number:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Course Reserve Count</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">30</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Course Reserves:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Course Reserve Count</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">30</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Course Reserves:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Medium (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">31</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Medium:</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Medium (Long)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">31</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="FM_TableBody">Medium:</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
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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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+74
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<h1><a name="XREF_58100_Credit_Card"></a>Credit Card Payments from Mobile PAC</h1>
|
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<p><a name="kanchor3175"></a><a name="IX_credit_card_payments_1"></a><a name="kanchor3176"></a><a name="IX_Mobile_PAC_6"></a><a name="kanchor3177"></a><a name="IX_Mobile_PAC_5"></a>Mobile PAC supports credit card payments for patron account charges and donations, using the any Polaris-supported gateway<MadCap:conditionalText data-mc-conditions="Primary.Online"> (see <a href="../../Patron_Services_Admin/PDPCreditCard/Setting_Up_E-Commerce.htm#XREF_47672_Setting_Up">Setting Up E-Commerce</a>).</MadCap:conditionalText> E-commerce for Mobile PAC is a separately licensed feature, but there is no additional cost for the license.</p>
|
||||
<p>When credit card payments for fines and fees are enabled, patrons can select charges to pay and click <b>Pay Fines</b> on the Fines and Fees page of the patron account. The Payment form opens, where the patron enters and submits billing and credit card information. </p>
|
||||
<p>If donations are enabled, the link appears in the footer of Mobile PAC pages and as a <b>Make a Donation</b> link on the Home page. To display these links, set the Mobile PAC profile <b>Navigation: Donations</b> to <b>Yes</b>. (The user can choose to display or suppress the <b>Make a Donation</b> link on the home page from the User Preferences page.)</p>
|
||||
<p>When the user taps the donation link, the donation form opens. Like Polaris PowerPAC, the user does not have to log on to make a donation.</p>
|
||||
<p>The user completes the form and taps <b>Next</b> to open the credit card Payment form, where the user supplies and submits billing and credit card information.</p>
|
||||
<p>For detailed information about setting up e-commerce in Polaris,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPCreditCard/Setting_Up_E-Commerce.htm#XREF_47672_Setting_Up">Setting Up E-Commerce</a>.</MadCap:conditionalText> Once you have set up e-commerce, use the Credit Card Payment parameter <b>Online payments: Configure</b> to set up credit card payments from Mobile PAC. </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>To accept Mobile PAC online payments, you must enable secure socket layer (SSL) in Polaris Administration. Set the <b>SSL: Enable</b> <b>Mobile PAC</b> parameter for the Web server to <b>Yes</b>.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Administration/PDserver/Setting_Web_Server_Parameters.htm#XREF_85345_Setting_Public">Setting Web Server Parameters</a>.</MadCap:conditionalText> Patrons must have SSL protocol enabled for their mobile device Web browser.</p>
|
||||
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|
||||
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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_67162_Enable_branch"></a>Enable Mobile PAC branch switching and set branch display order</h1>
|
||||
<p><a name="kanchor1565"></a><a name="IX_setting_for_Mobile_PAC_2"></a><a name="kanchor1566"></a><a name="IX_branch_switching"></a>The Mobile PAC home page includes a <b>Preferences</b> link. You can allow Mobile PAC users to change the connection branch on the Preferences page, and you can set a display order for the branch names.</p>
|
||||
<p>To set up branch switching:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and select the <b>Mobile PAC</b> tab in the details view.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Except where noted in this procedure, you can set these profiles at the system, library, or branch level.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click <b>Branch Switching: Enable</b>, and select <b>Yes</b>. This setting allows patrons to choose branches in the <b>Branch</b> list on the Mobile PAC Preferences page. The chosen branch’s Mobile PAC settings become effective. If you set this to <b>No</b>, the patron can connect only to the organization represented by the Mobile PAC connection URL. See <a href="Set_the_connection_URL.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set the Mobile PAC Connection URL</span></a>.</li>
|
||||
<li value="3">If you set <b>Branch switching: Enable</b> to <b>Yes</b>, set the PAC profile <b>Branch list Order</b> to determine the display order of the branches:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Select <b>Yes</b> to display the branch names in ascending alphabetical order by name.</li>
|
||||
<li>Select <b>No</b> to display the branch names in ascending numerical order by internal organization ID.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>This setting also affects Polaris PowerPAC.</p>
|
||||
<p class="indent2">With either setting, the system organization is always first. The setting for the current connection branch is used. The profile also controls the display order of the list of pick-up branches for requests, but the setting for the patron’s registered branch is used for the pick-up branch list.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Use the system-level PAC profile <b>Suppress branches </b>to suppress a branch from display in the <b>Switch to another branch</b> list. This setting also affects Polaris PowerPAC.</p>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<p><a name="kanchor1567"></a><a name="IX_setting_for"></a><a name="kanchor1568"></a><a name="IX_display_name_in_Mobile"></a><a name="kanchor1569"></a><a name="IX_branch_display_names"></a><span class="FM_BulletHead">Organization names</span> - Mobile PAC uses the <b>Display Name</b> defined in the organization record.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Administration/PDorgnizatn/Register_a_branch.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Registering a Branch</span></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>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_85514_Mobile_PAC_Basics"></a>Mobile PAC Basics</h1>
|
||||
<p><a name="kanchor4782"></a><a name="IX_interface"></a>Polaris Mobile PAC provides a simple interface that has been optimized for mobile devices. Basic functions are available directly from the home page.</p>
|
||||
<p><a name="kanchor4783"></a><a name="IX_Preferences_page"></a>Users can click <b>Preferences</b> to set which links appear on the home page, and other preferences such as connection organization, language, and display options. These settings persist from session to session for one year, so that common selections are already made when the user connects to Mobile PAC.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_92545_Installation">Installation</a>
|
||||
</li>
|
||||
<li><a href="#XREF_63828_Secure_Socket">Secure Socket Layer (SSL)</a>
|
||||
</li>
|
||||
<li><a href="#XREF_80829_Updating_Page">Updating Page Caches</a>
|
||||
</li>
|
||||
<li><a href="#XREF_29039_Analyzing_Polaris">Analyzing Polaris Mobile PAC Use</a>
|
||||
</li>
|
||||
<li><a href="#XREF_74210_Customizing_Mobile">Customizing Mobile PAC</a>
|
||||
</li>
|
||||
<li><a href="#XREF_16638_Mobile_PAC_Device">Mobile PAC Device Compatibility</a>
|
||||
</li>
|
||||
<li><a href="#XREF_86425_Trouble_Shooting">Troubleshooting</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Installation"></a><a name="XREF_92545_Installation"></a>Installation</h2>
|
||||
<p>You select Mobile PAC for installation when you install Polaris Web Server software. (By default, Mobile PAC is not selected for installation.)</p>
|
||||
<h2><a name="TOC_Secure_Socket_Layer_SSL2"></a><a name="XREF_63828_Secure_Socket"></a>Secure Socket Layer (SSL)</h2>
|
||||
<p><a name="kanchor4784"></a><a name="IX_secure_socket_layer_SSL_1"></a><a name="kanchor4785"></a><a name="IX_setting_for_Mobile_PAC"></a>Mobile PAC works without using SSL protocols (https:) to encrypt data, but personal data sent over the Internet is exposed to potential interception. If you have the appropriate site certificate, you can encrypt the entire Mobile PAC site to protect your patrons’ logon and library account information when they log on to request holds, renew items, or review their accounts. To enable data encryption, set the <b>SSL: Enable: Mobile PAC</b> parameter for the web server to <b>Yes</b>. For more information about SSL and Polaris,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Administration/PDserver/Setting_Web_Server_Parameters.htm#XREF_85345_Setting_Public">Setting Web Server Parameters</a>.</MadCap:conditionalText> (You can set SSL for Polaris PowerPAC with a separate parameter.)</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some older mobile phones do not support SSL.</p>
|
||||
<h2><a name="TOC_Updating_Page_Caches1"></a><a name="XREF_80829_Updating_Page"></a>Updating Page Caches</h2>
|
||||
<p><a name="kanchor4786"></a><a name="IX_updating_page_caches_1"></a><a name="kanchor4787"></a><a name="IX_updating_for_Mobile_PAC"></a><a name="kanchor4788"></a><a name="IX_updating_Mobile_PAC"></a>When you change Polaris Mobile PAC settings, you may need to update page caches to see the effects of your changes. Most cached information is stored at the application level on the web server. You can update that information with the <b>Reload</b> tool in Polaris WebAdmin (Language Editor). For more information, see the WebAdmin online help.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Reload function reloads settings only for those organizations whose settings have already been cached. You may have to do an IIS reset to see changes applied to other organizations. Hosted customers should contact Polaris Customer Support to perform an IIS reset. </p>
|
||||
<h2><a name="TOC_Analyzing_Polaris_Mobile"></a><a name="XREF_29039_Analyzing_Polaris"></a>Analyzing Polaris Mobile PAC Use</h2>
|
||||
<p><a name="kanchor4789"></a><a name="IX_analytics"></a><a name="kanchor4790"></a><a name="IX_setting_up_for_Mobile_PAC"></a><a name="kanchor4791"></a><a name="IX_in_Mobile_PAC"></a>Google Analytics is a free tool from Google that allows website administrators to record and analyze traffic on their sites. Like Polaris PowerPAC, Mobile PAC includes the JavaScript code for Google Analytics 4 in the page footer. To use this feature, open the Polaris Administration Mobile PAC profile <b>Mobile PAC Analytics</b>. The profile is available at the system, library, and branch levels. On the Google tab, select <b>Enable</b> and supply your Google Analytics 4 measurement ID.</p>
|
||||
<p>For more information about Google Analytics, and to obtain a measurement ID, go to: <span class="LinkArea"><a href="https://analytics.google.com/analytics/" target="_blank">https://analytics.google.com/analytics/</a></span>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you have already enabled Google Analytics for Polaris PowerPAC, you can use the same tracking code for Mobile PAC.</p>
|
||||
<p>Alternatively, you can supply your own JavaScript for site analysis. Open the <b>MobilePAC Analytics</b> profile. On the Custom tab, select <b>Enable</b>, and type your JavaScript code in the field provided.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Cell phones that do not support JavaScript ignore the JavaScript code, so these connections are not calculated in your site analysis.</p>
|
||||
<h2><a name="TOC_Customizing_Mobile_PAC"></a><a name="XREF_74210_Customizing_Mobile"></a>Customizing Mobile PAC</h2>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Text customization</span> - You can edit language strings for Mobile PAC pages in English and any licensed language using Polaris WebAdmin (Language Editor). For instructions, see the WebAdmin help file.</li>
|
||||
<li><span class="FM_BulletHead">Page customization</span> - With appropriate knowledge of XML, you can also customize Mobile PAC at the program level. For more information,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../PAC Customization/PACCustom/PAC_Customization.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">PAC Customization</span></a>.</MadCap:conditionalText></li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Mobile_Device_Detection"></a>Mobile Device Detection</h2>
|
||||
<p><a name="kanchor4792"></a><a name="IX_detecting"></a><a name="kanchor4793"></a><a name="IX_mobile_device_detection"></a><a name="kanchor4794"></a><a name="IX_link_to_Mobile_PAC"></a>In Polaris version 5.2 and earlier, checks in Polaris code help to ensure that mobile device users were automatically redirected to the Mobile PAC site if they connected to the Polaris PowerPAC site. </p>
|
||||
<p>Beginning with Polaris 5.5, mobile device users are not automatically redirected to the Mobile PAC site, since PowerPAC features responsive web design that adapts to the user's device. However, the Polaris PowerPAC page footer still displays a <b>Classic Mobile Site</b> link if the link has been set up and conditions are met as described in <a href="Set_the_connection_URL.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set the Mobile PAC Connection URL</span></a>.</p>
|
||||
<h2><a name="TOC_Mobile_PAC_Device"></a><a name="XREF_16638_Mobile_PAC_Device"></a>Mobile PAC Device Compatibility</h2>
|
||||
<p><a name="kanchor4795"></a><a name="IX_mobile_device"></a>To ensure compatibility with most mobile devices, Mobile PAC does not use any HTML syntax, such as HTML 5 or CSS3, that requires a more modern browser. Also, unlike PowerPAC, Mobile PAC's core functionality (searching, accessing the patron account, etc.) does not rely on JavaScript. Therefore, if a mobile device has JavaScript disabled, the user should be able to perform the majority of Mobile PAC functions, with the exception of some third-party products that require JavaScript, specifically NoveList and Google Maps. In some cases, the mobile device or browser may be too old to support Mobile PAC.</p>
|
||||
<h2><a name="TOC_Trouble_Shooting"></a><a name="XREF_86425_Trouble_Shooting"></a>Troubleshooting</h2>
|
||||
<p><a name="kanchor4796"></a><a name="IX_trouble_shooting"></a><a name="kanchor4797"></a><a name="IX_viewing_status_page"></a>You can get a quick idea of whether Mobile PAC is installed and running properly by viewing a status page. Go to:</p>
|
||||
<p><b>http://</b><span class="FM_Emphasis" style="font-style: italic;">[your PAC site]</span><b>/mobile/plsstatus</b>
|
||||
</p>
|
||||
<p>The Mobile PAC status page lists five status items, each with a <b>Success</b> or <b>Failure</b> status:</p>
|
||||
<ul type="disc">
|
||||
<li>AppCache initialized</li>
|
||||
<li>DisplayCache initialized</li>
|
||||
<li>Active SQL connection</li>
|
||||
<li>Active ERMS connection</li>
|
||||
<li>Test Keyword search</li>
|
||||
</ul>
|
||||
<p>If you see a <b>Failure </b>status for any of these five items, check for details in the Mobile PAC logs in <b>C:\ProgramData</b>. For assistance, contact your Site Manager.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<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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|
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</html>
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Setting Up Mobile PAC - Overview" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOMobilePAC.fm" /><title>Mobile PAC Results Settings</title>
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOMobilePAC/Mobile_PAC_Results_Settings.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="XREF_37369_Mobile_PAC_Results"></a>Mobile PAC Results Settings</h1>
|
||||
<p><a name="kanchor2159"></a><a name="IX_results"></a><a name="kanchor2160"></a><a name="IX_search_results"></a><a name="kanchor2161"></a><a name="IX_Mobile_PAC_1"></a>From the search results set, users can locate items, see more bibliographic information, and place hold requests. The initial search results display is a list of titles, with format icons and cover images if these are enabled.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can configure the title information displayed in this view. See <a href="Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the">Configuring the Mobile PAC Title Display</a>.</p>
|
||||
<p>By default, five titles are displayed per page, but the user can change this number on the Preferences page. The user can also sort the results list.</p>
|
||||
<p><a name="kanchor2162"></a><a name="IX_display_in_Mobile_PAC"></a>The initial search results display also includes links from the 856 MARC tag. The link text is displayed according to the following logic:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If there is text in the 856$z, it displays as a note but not as part of the web link.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">856$y - Link Text</span> - If the bibliographic record has an 856$y, the text in the first occurrence of this tag is used for the Web link display instead of the URL in the 856$u. </li>
|
||||
<li><span class="FM_BulletHead">856$3 - Material Specified</span> - If the bibliographic record does not have an 856$y, but it does have an 856$3, the text in the first occurrence of this tag is used for the Web link display instead of the URL in the 856$u.</li>
|
||||
<li><span class="FM_BulletHead">856$u - URL</span> - If the bibliographic record does not have an 856$y or an 856$3, the default web link text is <b>Web Site</b>. You can change the label using the Mobile PAC profile <b>Title Display: Configure</b>. For more information, see <a href="Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the">Configuring the Mobile PAC Title Display</a>.</li>
|
||||
</ul>
|
||||
<p>Mobile PAC supports integrated eContent. For details on this licensed feature, see EContent Vendors and Polaris.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_86217_Cover_Images">Cover Images</a>
|
||||
</li>
|
||||
<li><a href="#XREF_76863_Title_Product_Page">Title (Product) Page Links</a>
|
||||
</li>
|
||||
<li><a href="#XREF_87824_Find_It">Title Link: Find It</a>
|
||||
</li>
|
||||
<li><a href="#XREF_72648_Details">Title Link: Details</a>
|
||||
</li>
|
||||
<li><a href="#XREF_62273_Request_It">Title Link: Request It</a>
|
||||
</li>
|
||||
<li><a href="#XREF_45281_Purchase_or_Buy_It">Title Link: Purchase or Buy It Now</a>
|
||||
</li>
|
||||
<li><a href="#XREF_84431_Enriched_Content">Title Links: Enriched Content</a>
|
||||
</li>
|
||||
<li><a href="#XREF_53591_Map_It">Title Link: Map It</a>
|
||||
</li>
|
||||
<li><a href="#XREF_91756_Librarian_s_MARC">Title Link: Librarian’s (MARC) View</a>
|
||||
</li>
|
||||
<li><a href="Set_up_the_Mobile_PAC_title_product_page.htm#XREF_48248_Set_up_the_Mobile">Set up the Mobile PAC title (product) page</a>
|
||||
</li>
|
||||
<li><a href="Configuring_the_Mobile_PAC_Title_Display.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Configuring the Mobile PAC Title Display</span></a>
|
||||
</li>
|
||||
<li><a href="Polaris_Fusion_Results.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris Fusion Results</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Cover_Images"></a><a name="XREF_86217_Cover_Images"></a>Cover Images</h2>
|
||||
<p><a name="kanchor2163"></a><a name="IX_cover_images"></a><a name="kanchor2164"></a><a name="IX_in_Mobile_PAC_3"></a><a name="kanchor2165"></a><a name="IX_in_Mobile_PAC_2"></a>Cover images are displayed according to the connection organization’s settings for the content provider in the PAC profile <b>Enriched data</b>. For more information, see <a href="../PDOEnrich/Enabling_Enriched_Data.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enabling Enriched Data</span></a>. These settings also affect Polaris PowerPAC.</p>
|
||||
<p>In Mobile PAC, when cover images are enabled, the user can choose to hide them. The <b>Hide Covers</b> option appears at the bottom of each search results page. This may improve the display on certain mobile phones. When cover images are hidden, the title format (Type of Material, or TOM) is also displayed as text instead of an icon. This setting is saved on the device until the user chooses to display the images again.</p>
|
||||
<h2><a name="TOC_Title_Product_Page_Links"></a><a name="XREF_76863_Title_Product_Page"></a>Title (Product) Page Links</h2>
|
||||
<p>Users click a title in the search results list to see more choices related to the individual title. The following links may be displayed on the title (product) page:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Find It</span> - View availability information. See <a href="#XREF_87824_Find_It">Title Link: Find It</a>.</li>
|
||||
<li><span class="FM_BulletHead">Details</span> - View bibliographic information. See <a href="#XREF_72648_Details">Title Link: Details</a>.</li>
|
||||
<li><span class="FM_BulletHead">Request It</span> - Place a hold request. See <a href="#XREF_62273_Request_It">Title Link: Request It</a>.</li>
|
||||
<li><span class="FM_BulletHead">Purchase</span> - Purchase the title from a vendor’s web site. See <a href="#XREF_45281_Purchase_or_Buy_It">Title Link: Purchase or Buy It Now</a>.</li>
|
||||
<li><span class="FM_BulletHead">Enriched content links</span> - View third-party content such as summaries and reviews. See <a href="#XREF_84431_Enriched_Content">Title Links: Enriched Content</a>.</li>
|
||||
<li><span class="FM_BulletHead">Librarian’s View</span> - Display the MARC view for the title. See <a href="#XREF_91756_Librarian_s_MARC">Title Link: Librarian’s (MARC) View</a>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can configure the title information displayed in this view. See <a href="Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the">Configuring the Mobile PAC Title Display</a>.</p>
|
||||
<p>You can set the order of links on this page. See <a href="Set_up_the_Mobile_PAC_title_product_page.htm#XREF_48248_Set_up_the_Mobile">Set up the Mobile PAC title (product) page</a>.</p>
|
||||
<h2><a name="TOC_Title_Link_Find_It"></a><a name="XREF_87824_Find_It"></a>Title Link: Find It</h2>
|
||||
<p><a name="kanchor2166"></a><a name="IX_Find_It"></a><a name="kanchor2167"></a><a name="IX_Mobile_PAC_described"></a><a name="kanchor2168"></a><a name="IX_described_128"></a><a name="kanchor2169"></a><a name="IX_Find_It_availability"></a>This link displays summary availability information for items linked to the title. Like other Mobile PAC displays, the list uses the branch <b>Display Name</b> defined in the organization record. </p>
|
||||
<p>A branch is listed if it is selected for display as a system holding in the Item Availability Display Order policy table for the connection organization, and the branch is the Assigned Branch for at least one item linked to the title. Settings in the Item Availability Display Order policy table also determine the order in which branches are listed. (If at least one item is In at the branch, the summary availability information also includes the word <b>In</b>.) For more information about these settings, which are shared with Polaris PowerPAC, see <a href="../PDOresults/Setting_Up_Local_and_System_Availability.htm#XREF_44795_Setting">Setting Up Local and System Availability</a>.</p>
|
||||
<p>The user can click a branch name to see the call number and other information, if enabled, for that branch’s items. If item-level or first-available-copy requests are enabled, a <b>Request It</b> link is also available.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can suppress the Find It and Request links for designated types of material. See <a href="../PDOresults/Suppressing_Request_and_Availability_Options.htm#XREF_75202_Suppressing">Suppressing Request and Availability Options</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information about placing requests from Mobile PAC, see <a href="#XREF_62273_Request_It">Title Link: Request It</a>. For information about enabling item-level or first-available-copy requests,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPrequests/Setting_Up_Holds_and_ILL_Request_Processing.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Hold and ILL Loan Request Processing</span></a>.</MadCap:conditionalText></p>
|
||||
<p><a name="kanchor2170"></a><a name="IX_Mobile_PAC_setting"></a>The connection organization’s settings for the following PAC profiles determine what information is displayed for each item:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>These settings also affect Polaris PowerPAC.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Item Availability: Display detailed item status</b> - Set to <b>Yes</b> to display the specific item circulation status of unavailable items, such as <b>Lost</b> or <b>Bindery</b>. Set to <b>No</b> to display <b>No items available</b> or your own text for items that are unavailable for circulation for any reason. (You must also set <b>Item Availability: Display status</b> to <b>Yes</b>.)</li>
|
||||
<li><b>Item Availability: Display due date in detailed item status</b> - If you set <b>Item Availability: Display detailed item status</b> to <b>Yes, </b>you can set this parameter to display or suppress the item’s due date. (If you set <b>Item Availability: Display detailed item status</b> to <b>No</b>, you cannot display the due date.)</li>
|
||||
<li><b>Item Availability: Display status</b> - Set to <b>Yes</b> to display an item’s availability status. If you set this to <b>Yes</b>, also review the setting for <b>Item Availability: Display detailed item status.</b></li>
|
||||
<li><b>Item Availability: Display shelf location</b> - Set to <b>Yes</b> to display an item’s shelf location.</li>
|
||||
<li><b>Item Availability: Display type</b> - Set to <b>Yes</b> to display the item’s material type.</li>
|
||||
<li><b>Suppress item display</b> - Specify item circulation statuses that should prevent an item from being displayed in search results. When a circulation status is selected, items with this status are not displayed in PAC even when <b>Display in PAC</b> is checked in the item record.</li>
|
||||
</ul>
|
||||
<p>For more information, see <a href="../PDOresults/Displaying_PAC_Search_Results.htm#XREF_59622_Setting_Up_the">Displaying PAC Search Results</a>.</p>
|
||||
<h2><a name="XREF_90974_Text_It"></a>Text It in Mobile PAC</h2>
|
||||
<p><a name="kanchor2171"></a><a name="IX_text_message_call_3"></a><a name="kanchor2172"></a><a name="IX_text_messaging_from_1"></a><a name="kanchor2173"></a><a name="IX_Text_It_call_numbers"></a><a name="kanchor2174"></a><a name="IX_text_message_call_2"></a>From the Mobile PAC item availability display, a patron can send an email text message containing the item call number to his or mobile phone via the mobile phone carrier’s SMTP email service.</p>
|
||||
<p>When you enable this feature, a Text It link appears for each item in the item availability display for Mobile PAC search results. When the patron clicks <b>Text It</b>, the Text It form opens.</p>
|
||||
<p>If the user is logged in and the patron record includes a phone number that has been designated for TXT notification, the <b>Mobile phone number</b> and <b>Carrier</b> fields are already filled in. If the user is not logged in, or is logged in but does not have a phone number designated for TXT notification in the patron record, the user enters the mobile phone number and selects a carrier from the list. The carrier options are set in the system-level database table <b>Mobile Phone Carriers</b>. When the patron clicks <b>Send</b>, the text message is sent to the specified mobile phone.</p>
|
||||
<p>To display the Text It link in Mobile PAC, set the PowerPAC profile <b>Item availability: “Text it” feature enabled</b> to <b>Yes</b> (the default setting). This setting also controls the feature in Polaris PowerPAC. For details, see <a href="../PDOresults/Sending_Call_Numbers_by_Text_Message.htm#XREF_93756_Sending_Call">Sending Call Numbers by Text Message</a>.</p>
|
||||
<h2><a name="TOC_Title_Link_Details"></a><a name="XREF_72648_Details"></a>Title Link: Details</h2>
|
||||
<p><a name="kanchor2175"></a><a name="IX_Details"></a><a name="kanchor2176"></a><a name="IX_Mobile_PAC_2"></a><a name="kanchor2177"></a><a name="IX_setting_bibliographic_1"></a><a name="kanchor2178"></a><a name="IX_Details_bibliographic"></a>When the user clicks <b>Details</b> for a title, more bibliographic information is displayed.</p>
|
||||
<p>The connection organization’s settings for the Mobile PAC profile <b>Title display configure</b> control which bibliographic fields are displayed and their label text. For more information, see <a href="Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the">Configuring the Mobile PAC Title Display</a>.</p>
|
||||
<h2><a name="TOC_Title_Link_Request_It"></a><a name="XREF_62273_Request_It"></a>Title Link: Request It</h2>
|
||||
<p><a name="kanchor2179"></a><a name="IX_Request_it"></a><a name="kanchor2180"></a><a name="IX_Request_It_Mobile_PAC"></a>The user clicks <b>Request It</b> for a title to place a title-level hold request.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can suppress the Request It link for designated types of material.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../PDOresults/Suppressing_Request_and_Availability_Options.htm#XREF_75202_Suppressing">Suppressing Request and Availability Options</a>.</MadCap:conditionalText></p>
|
||||
<p>Hold requests from Mobile PAC are enabled from and use the settings in the <b>Holds Options</b> Request parameter. For more information about these settings,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPrequests/Managing_Hold_Requests.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Hold Requests</span></a>.</MadCap:conditionalText> Rules set for specific patron codes or specific items also apply to Polaris PowerPAC. </p>
|
||||
<p>When the patron clicks the <b>Request It</b> link, the logon page appears (see <a href="Patron_Log-In_Settings_for_Mobile_PAC.htm#XREF_76179_Patron_Log_On">Patron Logon Settings for Mobile PAC</a>). After logging in, the patron selects a pickup location from a list of locations. The default location is the patron’s home library (registered branch).</p>
|
||||
<p>Mobile PAC supports Borrow by Mail requests, and if these are enabled the patron can opt to have the requested item mailed instead of selecting a pick-up location. For more information about Borrow by Mail settings, see Setting Up Borrow by Mail Circulation.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Item-level or first-available-copy requests can be placed from the detailed item availability page (see <a href="#XREF_87824_Find_It">Title Link: Find It</a>) if these types of requests are enabled in the Holds Options Request parameter.</p>
|
||||
<p>The patron can then submit the request or cancel it. If the patron selects <b>Submit Request</b>, a hold request is sent to the library and a confirmation message is displayed if the request is successful. (If the request is not successful, the patron is informed that request cannot be placed and is advised to contact the library for more information.)</p>
|
||||
<h2><a name="TOC_Title_Link_Purchase_or"></a><a name="XREF_45281_Purchase_or_Buy_It"></a>Title Link: Purchase or Buy It Now</h2>
|
||||
<p><a name="kanchor2181"></a><a name="IX_in_Mobile_PAC_4"></a><a name="kanchor2182"></a><a name="IX_Mobile_PAC_3"></a><a name="kanchor2183"></a><a name="IX_Buy_It_Now_link"></a><a name="kanchor2184"></a><a name="IX_Purchase_link"></a>A <b>Purchase</b> link is available in the Title page for a title in Mobile PAC search results. When the user clicks the link, a search is launched for the title in a specified vendor’s Web site. As in Polaris PowerPAC, the purchase transaction takes place on the vendor’s site. For more information, see <a href="../PDOpurchase/Setting_Up_Purchase_Links.htm#XREF_99230_Setting_Up">Setting Up Purchase Links</a>.</p>
|
||||
<p>Mobile PAC also supports Polaris Bookstore, available by separate contract. Through Polaris Bookstore and Baker & Taylor Inc., your library can establish an online bookstore where patrons can purchase materials at a discount comparable to other major online retailers, and your library receives a portion of the sales as a donation. As in Polaris PowerPAC, if you enable both links, the <b>Buy It Now</b> link is displayed when the title is available at the Bookstore. The <b>Purchase</b> link is displayed when the title is unavailable at the Bookstore and the title has an ISBN. For more information about Polaris Bookstore, see <a href="../PDOpurchase/Setting_Up_Polaris_Bookstore.htm#XREF_17387_Setting_Up_Polaris">Setting Up Polaris Bookstore</a>.</p>
|
||||
<p>To enable the <b>Purchase</b> link, <b>Buy It Now</b> link (if you have a contract), or both, use the PAC profile <b>Purchase options</b>. Your settings also apply to Polaris PowerPAC. See <a href="../PDOpurchase/Enabling_Online_Book_Purchases.htm#XREF_22459_Enabling_Online">Enabling Online Book Purchases</a>.</p>
|
||||
<p>You can edit the <b>Purchase</b> and <b>Buy It Now</b> link labels using Polaris Language Editor (WebAdmin). The strings IDs are <b>MP_LBL_SEARCH_PURCHASE</b> and <b>MP_LBL_SEARCH_BUY_IT_NOW</b>.</p>
|
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<h2><a name="TOC_Title_Links_Enriched"></a><a name="XREF_84431_Enriched_Content"></a>Title Links: Enriched Content</h2>
|
||||
<p><a name="kanchor2185"></a><a name="IX_enriched_content"></a><a name="kanchor2186"></a><a name="IX_Mobile_PAC_4"></a>Enriched content from third-party sources is available in Mobile PAC search results, from links in the title (product) page.</p>
|
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<p class="NoteShade"><b>Tip:<br /></b>If you use NoveList or NoveList Select, and you run Mobile PAC in SSL mode, your NoveList URL must begin with <b>https://</b>.</p>
|
||||
<p>Mobile PAC shares enriched content settings with Polaris PowerPAC. For more information about setting up enriched data for PAC use, see <a href="../PDOEnrich/Enabling_Enriched_Data.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enabling Enriched Data</span></a>.</p>
|
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<h2><a name="TOC_Title_Link_Map_It"></a><a name="XREF_53591_Map_It"></a>Title Link: Map It</h2>
|
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<p><a name="kanchor2187"></a><a name="IX_Map_It_link"></a><a name="kanchor2188"></a><a name="IX_in_Mobile_PAC_5"></a>Using the JavaScript interface provided by Google Maps™, Mobile PAC  offers the Map It feature (also available in PowerPAC), which provides a visual guide to the location of items linked to titles in the patron’s search results list. When you enable this feature, the Mobile PAC Map It link is available to users who have enabled JavaScript on their mobile devices.</p>
|
||||
<p>When the user clicks <b>Map It</b> in the title product page (full display), a map displays bubble markers for branch locations that have linked items.</p>
|
||||
<p>The user can place the cursor over a marker bubble to see the branch name, or click the branch marker to see the branch’s address and hours.</p>
|
||||
<p>When the user clicks <b>Get Directions</b> in the hours window, directions to the branch are available from any address. The user enters the address and clicks Go!. (If the user is logged in, the primary address from the patron record is already filled in for convenience, but it can be changed.)</p>
|
||||
<p>As in PowerPAC, the Mobile PAC Map It link is displayed for titles whose <b># system items</b> count in the PAC brief display is greater than 0.</p>
|
||||
<p>Use the PAC profile <b>Google Maps</b> in Polaris Administration; check the <b>Enable in Mobile PAC</b> box to enable Map It in Mobile PAC. The profile is available at the system, library, and branch levels.</p>
|
||||
<p>Mobile PAC and PowerPAC share the same geographic center and zoom level settings. For detailed information about these settings, see <a href="../PDOresults/Map_It_Google_Maps_in_PAC.htm#XREF_33615_Map_It_in_Polaris">Map It (Google Maps) in PAC</a>.</p>
|
||||
<p>When you enable Map It for Mobile PAC, the link is automatically enabled for the Mobile PAC product page and placed by default at the end of the list for the enabled product page categories. You can change the position of the link on the page using the Mobile PAC profile <b>Product Page categories: Configure</b>. See <a href="Set_up_the_Mobile_PAC_title_product_page.htm#XREF_48248_Set_up_the_Mobile">Set up the Mobile PAC title (product) page</a>.</p>
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<h2><a name="TOC_Title_Link_Librarian_s"></a><a name="XREF_91756_Librarian_s_MARC"></a>Title Link: Librarian’s (MARC) View</h2>
|
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<p><a name="kanchor2189"></a><a name="IX_Librarian_s_View_link"></a><a name="kanchor2190"></a><a name="IX_displaying_in_Mobile_PAC_3"></a>When the user clicks the <b>Librarian’s View l</b>ink in the Title page for a title in Mobile PAC search results, the MARC record view is displayed.</p>
|
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<p>You can choose to display or suppress the <b>Librarian’s View</b> link with the PowerPAC profile <b>Librarians (MARC) view: Enable</b>. (This profile also affects Polaris PowerPAC). You can edit the <b>Librarian’s View</b> link label using Polaris WebAdmin (Language Editor). The string IDs is <b>MP_LBL_MARCVIEW_LIBRARIAN_VIEW.</b></p>
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<h1><a name="XREF_50367_Settings_for"></a>Specifying Mobile PAC Search Settings</h1>
|
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<p><a name="kanchor102"></a><a name="IX_Mobile_PAC"></a><a name="kanchor103"></a><a name="IX_overview_201"></a><a name="kanchor104"></a><a name="IX_searches"></a>Mobile PAC offers a quick search and an advanced search. Both options are keyword searches.</p>
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<p><a name="kanchor105"></a><a name="IX_described_127"></a><a name="kanchor106"></a><a name="IX_Mobile_PAC_quick_search"></a><span class="FM_BulletHead">Quick Searches </span>- When the user clicks <b>Search the Catalog</b> on the main page, the quick search page opens. In this type of search, the user simply types a search term in the <b>Search for</b> box and clicks <b>Search</b>. This search uses the search by, limit by, and sort by settings for quick searches from the PAC profile <b>Search settings defaults</b>. See <a href="Set_default_search_selections.htm">Set default search selections</a>. If the <b>Search by</b> setting in Polaris Administration is other than the default <b>Any Field</b> and the <b>Limit by</b> setting is other than the default <b>All formats</b> (TOM=*), the settings currently in effect appear below the <b>Search for</b> text box in Mobile PAC.</p>
|
||||
<p><a name="kanchor107"></a><a name="IX_Mobile_PAC_advanced"></a><a name="kanchor108"></a><a name="IX_advanced"></a><a name="kanchor109"></a><a name="IX_in_Mobile_PAC_described_1"></a><span class="FM_BulletHead">Advanced Search - </span>When the user clicks <b>Advanced Search</b> on the <b>Search</b> page, the advanced search page opens. On this page, users can select the <b>Search by</b> field, the <b>Limit by</b> filter, and a sort order. The default values for <b>Search by, Limit by, and</b> <b>Sort by</b> are taken from the advanced search settings in the PAC profile <b>Search settings defaults</b>. See <a href="Set_default_search_selections.htm#XREF_53385_Set_default_search">Set default search selections</a>. The selections in the drop-down list for the <b>Limit by</b> filter are taken from the PAC <b>Limit by display</b> policy table. The user can also set the number of titles per page in the search results. The options are 5 (default), 10, 25, and 50. </p>
|
||||
<p>The user’s selected search settings are retained until the user closes the browser, clicks <b>Reset</b>, or reopens the Advanced Search page by selecting the <b>Advanced Search</b> link on the quick search page. The <b>Reset</b> button resets all controls in the Advanced Search page to their default values and clears the text from the <b>Search for</b> box.</p>
|
||||
<p>When search results are displayed, if the user selects the <b>Search</b> link in the bread crumb trail at the top of the window, the options set for the user’s most recent search are retained on the Advanced Search page.</p>
|
||||
<p><a name="kanchor110"></a><a name="IX_setting_defaults_in_1"></a><a name="kanchor111"></a><a name="IX_default_search_settings_1"></a>To specify the default selections for quick and advanced searches:</p>
|
||||
<p class="NoteShade"><b>Important:<br></br></b>These settings also affect Polaris PowerPAC.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PAC</b> tab in the details view. Mobile PAC uses the settings for the user’s current connection branch.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>For information about allowing branch switching, see <a href="Setting_Up_Mobile_PAC_Connections.htm#XREF_41244_Setting_Up">Setting Up Mobile PAC Connections</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click <b>Search settings defaults</b>. The <b>Search Settings Defaults</b> dialog box opens.</li>
|
||||
<li value="3">Set the quick search defaults:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>Quick</b> tab.</li>
|
||||
<li value="2">Select the default search field in the <b>Search by</b> list. The setting applies to every quick search. The default is <b>Any Field</b>.</li>
|
||||
<li value="3">Select the default search filter in the <b>Limit by</b> list. The available selections depend on the organization’s settings in the PAC Limit By Display policy table. The default selection is <b>All formats</b> (that is, no filter; TOM=*).</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>You can change the labels of existing filters and set up custom filters. See <a href="../PDOSearching/Setting_Up_Search_Filters_Limit_By.htm#XREF_53464_Setting_Format">Setting Up Search Filters (Limit By)</a>.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="4">Select the default sort order for search results in the <b>Sort by</b> list. The setting applies to every quick search. The default selection is <b>Relevance</b>. This selection sorts results based on weighted keyword frequency and proximity, so that those most likely to meet the user’s needs appear first in the list. <b>Most Popular </b>sorts titles in the search results so that the titles most frequently checked out or requested over the past 120 days appear first in the list.</li>
|
||||
</ol>
|
||||
<p class="indent2">Options that include two categories sort results by the first category, then by the second category. For example, with <b>Author, then Title</b>, the titles are sorted alphabetically by author then, within each author’s works, alphabetically by title.</p>
|
||||
<ol start="4">
|
||||
<li value="4">Set the advanced search defaults:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>Advanced</b> tab.</li>
|
||||
<li value="2">Select the default search field in the <b>Search by</b> list. The default selection is <b>Any Field</b>.</li>
|
||||
<li value="3">Select the default search filter in the <b>Limit by</b> list. The default selection is <b>All formats</b> (that is, no filter; TOM=*).</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>You can change the labels of existing filters and set up custom filters. See <a href="../PDOSearching/Setting_Up_Search_Filters_Limit_By.htm#XREF_53464_Setting_Format">Setting Up Search Filters (Limit By)</a>.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="4">Select the default sort order for search results in the <b>Sort by</b> - <b>When searching local databases only</b> list. The default selection is <b>Relevance</b>.</li>
|
||||
</ol>
|
||||
<ol start="5">
|
||||
<li value="5">Click <b>Save</b>.</li>
|
||||
<li value="6">(Optional) To set automatic subsorting by title for certain sort types, set the PAC profile <b>Search: Sub-sort-by-title</b> to <b>Yes</b>. This allows patrons to quickly find a known title in a large results set. </li>
|
||||
</ol>
|
||||
<p class="indent2">When the profile is set to <b>Yes</b>, the records are first sorted by the selected sort option and then sorted alphabetically by title, ignoring nonfiling characters (respecting the value of the 245 second indicator). The setting does <span class="FM_Emphasis">not</span> affect these sort types: relevance, most popular, title, author then title, title then author, title then publication date, title then format, publication date then title, call number then title.</p>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>This setting affects both Polaris PowerPAC and Mobile PAC. The profile is available at the system, library, and branch levels. It is set to <b>No</b> by default; you may want to leave this setting if you find the automatic subsort impacts performance.</p>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">TOM (Type of Material)</span> - For more information about Type of Material and format icons in Polaris PAC applications,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Cataloging/PKTOMs/Type_of_Material_Codes_TOMs.htm#XREF_79954_Type_of_Material">Type of Material Codes (TOMs)</a></MadCap:conditionalText> and <a href="../PDOSearching/Setting_Up_Search_Filters_Limit_By.htm#XREF_53464_Setting_Format">Setting Up Search Filters (Limit By)</a>.</li>
|
||||
<li><span class="FM_BulletHead">Community Information</span> - Mobile PAC supports keyword searches for community information for libraries that use Polaris Community Profiles, a separately licensed feature. For more information,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Community Profiles/Community Profile Topics.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris Community Profiles Overview</span></a>.</MadCap:conditionalText></li>
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<h1><a name="XREF_74405_Setting_Up_New_and"></a>Setting Up New and Popular Titles in Mobile PAC</h1>
|
||||
<p><a name="kanchor1311"></a><a name="IX_New_and_Popular_Titles"></a><a name="kanchor1312"></a><a name="IX_overview_200"></a>The Mobile PAC home page displays a New and Popular Titles link. When the user clicks this link, <b>New at the Library</b>, <b>On Order Titles</b>, <b>Best Seller</b>, and <b>Popular at the Library</b> (most circulated) lists are displayed. When the user clicks a link in a list, such as <b>Books</b> under <b>New at the Library</b>, the appropriate search is launched in the library catalog.</p>
|
||||
<p><a name="kanchor1313"></a><a name="IX_setup_12"></a>To set up New and Popular Titles options:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can set the <b>New and Popular Titles</b> profile at the system, library, or branch level. The connection organization’s settings determine the options available to Mobile PAC users.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and select the <b>Mobile PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>New and Popular Titles.</b> The <b>New and Popular Titles</b> dialog box opens.</li>
|
||||
<li value="3">Select the <b>New at the Library</b> categories to include on the New and Popular page in Mobile PAC.</li>
|
||||
</ol>
|
||||
<p class="indent2">When the patron clicks a <b>New at the Library</b> category, the search is launched for titles in that category that have recently been added to your catalog. This feature uses the same processing as the New Titles Web part in Polaris PowerPAC. For details, see <a href="../PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_29931_Defining_Targeted">Defining Web Parts for Dashboards</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When the Mobile PAC connection is to a branch, the patron sees only new titles for that branch. When the Mobile PAC connection is to the system, the patron sees new titles for the whole system.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select the <b>Best Seller Lists</b> categories to include on the New and Popular page in Mobile PAC.</li>
|
||||
</ol>
|
||||
<p class="indent2">When a patron selects a title from one of these lists, a search for the title is launched in the Polaris database. The lists are updated automatically with content from IndieBound (formerly Book Sense), using the same process as Polaris PowerPAC. For details, see <a href="../PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_29931_Defining_Targeted">Defining Web Parts for Dashboards</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If a title in the Best Seller list is not in the catalog, the list item for the title is not a live link. As best-seller titles are added to the catalog, the links are updated when MobilePAC is reloaded using the Reload tool in Polaris Language Editor, or when an IIS reset is performed on the server. Polaris Hosted customers should contact Polaris Customer Support to perform an IIS reset. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select the <b>Popular </b>categories to include on the New and Popular page in Mobile PAC.</li>
|
||||
</ol>
|
||||
<p class="indent2">These categories use the same processing as the Most Circulated Web part in Polaris PowerPAC; that is, the <b>Popular</b> links launch searches for popular titles, authors, or subjects in the Polaris database, based on circulation statistics for the past 31 days. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select <b>Show on-order items</b> to provide links that launch searches for titles in the Polaris database that have linked items with a status of On-Order.</li>
|
||||
</ol>
|
||||
<p class="indent2">This feature uses the same processing as the On-Order Items Web part in Polaris PowerPAC. For details, see <a href="../PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_29931_Defining_Targeted">Defining Web Parts for Dashboards</a>.</p>
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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_74492_Patron_Account"></a>Patron Account (My Account) in Mobile PAC</h1>
|
||||
<p><a name="kanchor2779"></a><a name="IX_patron_account_features_2"></a><a name="kanchor2780"></a><a name="IX_Mobile_PAC_features"></a>To make the <b>My Account</b> link available, set the Mobile PAC profile <b>Navigation: Patron account</b> to <b>Yes</b>. This profile is available at the system, library, and branch levels. After the patron clicks the <b>My Account</b> link and logs in, the Account Summary screen opens.</p>
|
||||
<p>The top portion of the screen displays account information: patron name, barcode, registered branch, account expiration date, telephone number, email address, and any current blocks on the account. The lower portion displays links to the other patron account pages if these are enabled: messages, items checked out, hold requests, fines and fees, saved searches, reading list (reading history), update account information and preferences, and saved title lists.</p>
|
||||
<h2><a name="TOC_Messages"></a><a name="kanchor2781"></a><a name="IX_messages_5"></a>Messages</h2>
|
||||
<p><a name="kanchor2782"></a><a name="IX_messages_Mobile_PAC"></a><a name="kanchor2783"></a><a name="IX_in_Mobile_PAC_patron"></a>This link appears if you have enabled patron messages in the Polaris staff client. When the patron taps the <b>Messages</b> link, current messages from the library are listed. The patron can mark messages as read and delete them.</p>
|
||||
<p>For more information about setting up patron messaging in Polaris Administration,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_Patron_Messages.htm#XREF_53524_Setting_Up_Patron">Setting Up Patron Messages</a>.</MadCap:conditionalText> For information about posting messages to patron accounts,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services/PPregstr/Posting_Patron_Messages.htm#XREF_35384_Posting_Patron">Posting Patron Messages</a>.</MadCap:conditionalText></p>
|
||||
<h2><a name="TOC_Items_Checked_Out"></a><a name="XREF_93543_Items_Checked_Out"></a>Items Checked Out </h2>
|
||||
<p><a name="kanchor2784"></a><a name="IX_items_out_Mobile_PAC"></a><a name="kanchor2785"></a><a name="IX_in_Mobile_PAC_patron_1"></a>This patron account page lists all items currently checked out to the patron. To make this page available, set the Mobile PAC profile <b>Navigation: Items out</b> to <b>Yes</b>. This profile is available at the system, library, and branch levels. The system uses the setting for the patron’s registered branch.</p>
|
||||
<p>The patron can renew items by selecting the appropriate checkboxes and tapping <b>Renew</b>. If there is a charge for renewal, the item is marked with a dollar icon <img alt="DollarIcon.gif" style="margin-bottom: -6.000pt;width: 16;height: 20;" id="image1" src="DollarIcon_16x20.gif" />. As in other Polaris PAC applications, if the renewal is allowed, a message with the new due date appears. If the renewal fails, an appropriate message appears.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Mobile PAC shares the Polaris Administration settings for renewals, renewal charges, and blocks on renewals with Polaris PowerPAC. To allow renewals, set the PAC profile <b>Patron access: Renewals</b>. To set charges for renewals,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPfines/Charging_for_Checkout_and_Renewal.htm#XREF_94300_Charging_for">Charging for Checkout and Renewal</a>.</MadCap:conditionalText> To set blocks on renewals from PAC (and ebook circulation), use the Patron Services profile <b>Patron-initiated circulation: Blocking conditions</b>. For more information,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPblocks/Defining_Patron-Initiated_Circulation_Blocks.htm#XREF_16479_Defining_Patron">Defining Patron-Initiated Circulation Blocks</a>.</MadCap:conditionalText></p>
|
||||
<p>When you select an item in the Items Out list, detailed information about the item is displayed. The patron can also renew the item from this screen if the renewal is allowed.</p>
|
||||
<p>If the patron has currently checked out overdue items, the Items Out list also offers an option to estimate overdue fines. The patron taps <b>Estimate Overdue Fines</b> to display a view with a date option. The patron leaves today’s date or specifies a date in the future and taps <b>Estimate Overdue Fines</b>. The calculated accrued fines are displayed according to the specified date. (This feature is also available from the Fines and Fees page).</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the library has opted to include lost or claimed item overdue amounts in the estimate, these are included in the calculation. For details about estimated accrued fines settings,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPblocks/Calculating_and_Blocking_for_Estimated_Accrued_Fines.htm#XREF_11603_Calculating_and">Calculating, Blocking for, and Displaying Estimated Accrued Fines</a>.</MadCap:conditionalText></p>
|
||||
<h2><a name="TOC_Hold_Requests"></a>Hold Requests</h2>
|
||||
<p><a name="kanchor2786"></a><a name="IX_hold_requests_Mobile_PAC"></a><a name="kanchor2787"></a><a name="IX_in_Mobile_PAC_patron_2"></a>This patron account page lists the patron’s hold requests. To make this page available, set the Mobile PAC profile <b>Navigation: Requests</b> to <b>Yes</b>. This profile is available at the system, library, and branch levels. The system uses the setting for the patron’s registered branch.</p>
|
||||
<p>The patron can select requests with the appropriate status and cancel, suspend, or renew them.</p>
|
||||
<p>When the patron taps a title in the Hold Requests list, detailed information about the request is displayed. The patron can also cancel, suspend, or reactivate a request with the appropriate status from this detail page.</p>
|
||||
<p>All Polaris Administration settings for PAC hold requests apply to Mobile PAC. For more information,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPrequests/Setting_Up_Holds_and_ILL_Request_Processing.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Hold and ILL Loan Request Processing</span></a>.</MadCap:conditionalText></p>
|
||||
<h2><a name="TOC_Fines_And_Fees"></a>Fines and Fees</h2>
|
||||
<p><a name="kanchor2788"></a><a name="IX_fines_and_fees_Mobile_PAC"></a><a name="kanchor2789"></a><a name="IX_in_Mobile_PAC_patron_3"></a>This patron account page summarizes fines and fees on the patron account. To make this page available, set the Mobile PAC profile <b>Navigation: Fines & Fees</b> to <b>Yes</b>. This profile is available at the system, library, and branch levels. The system uses the setting for the patron’s registered branch.</p>
|
||||
<p>When the patron taps an item in the Fines and Fees List, detailed information about the transaction is displayed.</p>
|
||||
<p>If the connection branch and the patron’s registered branch accept credit card payments for fines and fees, the patron can select and pay charges from the Fines and Fees page. See <a href="Credit_Card_Payments_from_Mobile_PAC.htm#XREF_58100_Credit_Card">Credit Card Payments from Mobile PAC</a>.</p>
|
||||
<p>If the patron has overdue items, this page offers an option to estimate accrued fines, also available on the Items Out page. See <a href="#XREF_93543_Items_Checked_Out">Items Checked Out</a>.</p>
|
||||
<h2><a name="kanchor2790"></a>Claimed and Lost</h2>
|
||||
<p>This patron account page lists the patron's claimed and lost items. To make this page available, set the Mobile PAC profile <b>Navigation: Claimed and Lost</b> to Yes. See <a href="../PDOPatAcc/navMobPAC.htm">Enable display of claimed and lost items in Mobile PAC</a>.</p>
|
||||
<h2><a name="TOC_Saved_Searches"></a>Saved Searches</h2>
|
||||
<p><a name="kanchor2791"></a><a name="IX_saved_searches_Mobile_PAC"></a><a name="kanchor2792"></a><a name="IX_in_Mobile_PAC_patron_4"></a>This page shows the patrons’ saved searches, if the Search Agent has been enabled in Polaris Administration. For details, see <a href="Saved_Searches_Search_Agent_in_Mobile_PAC.htm#XREF_19924_Saved_Searches">Saved Searches (Search Agent) in Mobile PAC</a>.</p>
|
||||
<p>The patron can select saved searches and delete them from this page. When the patron taps a search name, details about the saved search are displayed. The patron can edit the name, notes, notification e-mail address and format, frequency, and number of times to run the search, and save the settings. (The saved search cannot be run manually from Mobile PAC.)</p>
|
||||
<h2><a name="TOC_Reading_History"></a>Reading History</h2>
|
||||
<p><a name="kanchor2793"></a><a name="IX_reading_history_Mobile"></a><a name="kanchor2794"></a><a name="IX_in_Mobile_PAC_patron_5"></a>This page shows the patron’s reading history, if reading histories have been enabled in Polaris Administration.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Reading_History_Options.htm#XREF_77421_Setting_Reading">Setting Reading History Options</a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you enable reading histories, a patron can start or stop a reading history on the Update Account and Preferences page. See <a href="#XREF_70550_Update_Account_and">Update Account and Preferences</a>. Reading histories are always enabled for Outreach Services patrons.</p>
|
||||
<p>When the patron taps a title in the reading history, detailed information about the title is displayed.</p>
|
||||
<p>To allow patrons to remove individual items from the reading history, set the PAC profile <b>Patrons can remove reading history</b> to <b>Yes</b>. This setting also applies to Polaris PowerPAC. The system uses the setting for the patron’s registered branch. The patron can check individual items and click <b>Delete Selected</b>, or click <b>Delete All</b>. When a patron removes an item from the reading history, the item is also removed from the reading history list in the staff client (Patron Status workform - Reader Services view).</p>
|
||||
<h2><a name="TOC_Saved_Lists_Title_Lists"></a>Saved Lists (Title Lists)</h2>
|
||||
<p>This page is available if you allow patrons to create and save title lists. The patron can copy or move titles from list to list, see details about and place requests for titles on a saved list, and e-mail selected titles or entire lists. For details, see <a href="Title_Lists_in_Mobile_PAC.htm#XREF_29838_Title_Lists_in">Title Lists in Mobile PAC</a>.</p>
|
||||
<h2><a name="TOC_Update_Account_and"></a><a name="XREF_70550_Update_Account_and"></a>Update Account and Preferences</h2>
|
||||
<p><a name="kanchor2795"></a><a name="IX_update_patron_account"></a><a name="kanchor2796"></a><a name="IX_updates_from_Mobile_PAC"></a>This page is available if you allow patrons to request updates to their accounts in Polaris Administration. Set these features with the PAC profile <b>Patron access options</b> (<b>Update Info </b>tabbed page). Your setting also applies to Polaris PowerPAC. For more information, see <a href="../PDOPatAcc/Set_up_online_patron_account_updates.htm#XREF_90160_Set_up_online">Set up online patron account updates</a>.</p>
|
||||
<p><a name="kanchor2797"></a><a name="IX_updating_patron"></a>The Update Account page also offers a link to update preferences. These options can include email address, phone numbers, the ability to start and stop the reading history, email format, preferred language, preferred notification method, and e-receipts preference.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the preferred notification method is set to email, an email address must be supplied. If the preferred method is phone, the patron must indicate the phone number to use for notification. If the patron chooses TXT Messaging or text message e-receipts, the patron must indicate the phone number to be used for TXT messages, and select a carrier for that number.</p>
|
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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_76179_Patron_Log_On"></a>Patron Logon Settings for Mobile PAC</h1>
|
||||
<p><a name="kanchor5345"></a><a name="IX_patron_log_on"></a><a name="kanchor5346"></a><a name="IX_from_Mobile_PAC"></a><a name="kanchor5347"></a><a name="IX_in_Mobile_PAC_9"></a>Mobile PAC users must log on to their patron accounts to place a hold request or access account information.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To make the <b>My Account </b>link available, set the Mobile PAC profile <b>Navigation: Patron account</b> to <b>Yes</b>. See <a href="Patron_Account_My_Account_in_Mobile_PAC.htm#XREF_74492_Patron_Account">Patron Account (My Account) in Mobile PAC</a>.</p>
|
||||
<p>Once logged on, the patron stays logged on until he or she deliberately logs off, disconnects from the Mobile PAC site, or is inactive for 20 minutes. When the patron is logged on, a <b>Log Out</b> link is available on every page.</p>
|
||||
<p>When the patron logs off, the Mobile PAC home page is displayed.</p>
|
||||
<h2><a name="TOC_User_Names"></a>User Names</h2>
|
||||
<p><a name="kanchor5348"></a><a name="IX_patron_user_names"></a><a name="kanchor5349"></a><a name="IX_in_Mobile_PAC_10"></a>Mobile PAC accepts user names as well as patron account barcodes, if patron user names are enabled for PAC use in Polaris Administration. For more information, see <a href="../PDOPatAcc/Set_patron_password_and_user_name_options.htm#XREF_49970_Control_patron">Set patron password and user name options</a>. The same PAC setting displays a link on the logon page to allow patrons who have a barcode and password to set up the user name.</p>
|
||||
<h2><a name="TOC_Remember_Me"></a>Remember Me</h2>
|
||||
<p><a name="kanchor5350"></a><a name="IX_Mobile_PAC_log_on"></a><a name="kanchor5351"></a><a name="IX_Remember_Me"></a>The <b>Remember me</b> checkbox is available on the logon screen by default. When the patron checks this box and logs on, the user name or barcode the patron entered is preserved from session to session by a cookie on the patron’s device. The next time the patron connects to Mobile PAC and chooses to log on, the information is already filled in. The cookie expires after one month. The patron must always enter the password, and can choose to clear the <b>Remember me</b> checkbox.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some browsers may retain the user name or barcode regardless of the Mobile PAC <b>Remember me</b> feature, depending on auto-save, auto-fill or other settings in the browser.</p>
|
||||
<p>In Polaris Administration, the Mobile PAC profile <b>Remember me: Enabled</b> controls whether this feature is available. The profile is available at the system level. If you set the profile to <b>No</b>, the <b>Remember me</b> checkbox does not appear on the logon screen.</p>
|
||||
<h2><a name="TOC_Log_In_Attempt_Limits"></a>Logon Attempt Limits</h2>
|
||||
<p><a name="kanchor5352"></a><a name="IX_log_on_attempt_limits"></a><a name="kanchor5353"></a><a name="IX_limiting_attempts_in"></a>You can limit the number of times a patron can attempt to log on before being forced to wait five minutes. In Polaris Administration, use the system-level PAC profile <b>Login retries</b> to enable or disable the limit and set the number (5-99) of attempts allowed. By default, the limit is enabled and five attempts are allowed. These settings also apply to Polaris PowerPAC.</p>
|
||||
<h2><a name="TOC_Forgotten_Passwords"></a>Forgotten Passwords</h2>
|
||||
<p><a name="kanchor5354"></a><a name="IX_passwords_forgotten"></a><a name="kanchor5355"></a><a name="IX_forgotten_e_mail_from_1"></a>Mobile PAC supports a <b>Forgot password?</b> link on the Account Log On page that appears when the patron selects a feature that requires logon. When the patron selects the link, a page opens where the patron supplies the username or barcode.</p>
|
||||
<p>A patron who wishes to create or reset a password can click a link in Mobile PAC and receive an email message containing a time-sensitive link to a Reset Password page where the patron can configure a new password. Libraries can use the new <b>Reset password link timeout duration</b> setting to specify the time period during which the time-sensitive password reset link remains valid. If no email address is present in the patron record, the system displays an error message.</p>
|
||||
<p> Your setting for this feature also applies to Polaris PowerPAC and Polaris ExpressCheck. For more information, see <a href="../PDOPatAcc/Set_up_online_patron_self-registration.htm#XREF_95374_Set_up_online">Set up online patron self-registration</a>.</p>
|
||||
<h2><a name="TOC_Active_Directory_Log_On"></a>Active Directory Logon to Mobile PAC</h2>
|
||||
<p>You can allow logon to PAC using Active Directory credentials instead of the Polaris patron barcode or username and password. This feature is particularly suitable in academic settings, enabling students to authenticate into Polaris PowerPAC and Mobile PAC using their campus network credentials established in Active Directory. For details, see <a href="../PDOPatAcc/Set_Up_PAC_Active_Directory_Log_On.htm#XREF_26310_Set_Up_PAC_Active">Set Up PAC Active Directory Log On</a>.</p>
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<h1><a name="XREF_67302_Patron_Registration"></a>Patron Registration in Mobile PAC</h1>
|
||||
<p><a name="kanchor3022"></a><a name="IX_patron_registration"></a><a name="kanchor3023"></a><a name="IX_enabling_for_Mobile_PAC_1"></a><a name="kanchor3024"></a><a name="IX_enabling_for_Mobile_PAC"></a>Mobile PAC supports online self-registration. To make this feature available and set self-registration options, use the PAC profile <b>Patron access options</b>. (Your settings for this profile also control self-registration for Polaris PowerPAC.) For more information, see <a href="../PDOPatAcc/Set_up_online_patron_self-registration.htm#XREF_95374_Set_up_online">Set up online patron self-registration</a>.</p>
|
||||
<p>When online self-registration is enabled and the user taps <b>My Account</b>, a <b>Create one</b> link is displayed on the log-on page.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To make the <b>My Account </b>link available, set the Mobile PAC profile <b>Navigation: Patron account</b> to <b>Yes</b>. See <a href="Patron_Account_My_Account_in_Mobile_PAC.htm#XREF_74492_Patron_Account">Patron Account (My Account) in Mobile PAC</a>.</p>
|
||||
<p>Self-registration in Mobile PAC is similar to Polaris PowerPAC functionality. When the user taps the registration link, the first screen displays the home library and postal code page. The user selects a registration branch, enters the postal code, and selects a country. When the user taps continue, the registration screen appears.</p>
|
||||
<p>Required fields, verification blocks, recipient’s email address, and other aspects of self-registration are set in the PAC profile <b>Patron access options</b>. (You can also provide the option to receive renewal receipts by email, TXT message, or both.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm">Setting Up eReceipts</a>.)</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the preferred notification method is set to email, an email address must be supplied. If the preferred method is phone, the patron must indicate the phone number to use for notification. If the patron chooses TXT Messaging, the patron must indicate the phone number to be used for TXT messages, and select a carrier for that number.</p>
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<h1><a name="XREF_16109_Polaris_Fusion"></a>Polaris Fusion Results</h1>
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<p><a name="kanchor5542"></a><a name="IX_Polaris_Fusion_results"></a><a name="kanchor5543"></a><a name="IX_digital_records_display_1"></a><a name="kanchor5544"></a><a name="IX_in_Mobile_PAC_search"></a>Mobile PAC supports Polaris Fusion (digital collection) searches and results. Materials in the digital collections may include images, video clips, sound files, and text files. To limit search results to digital collection materials, the user selects <b>Digital Collection</b> in the <b>Limit by</b> box on the Advanced search page. </p>
|
||||
<p>In the search results, the digital collection icon <img alt="formatid38.gif" style="width: 25.800pt;height: 21.033pt;margin-bottom: -6.000pt;" id="image0" src="formatid38.gif" /> identifies digital collection materials.</p>
|
||||
<p>When the user clicks a title, more choices related to the title are displayed. Digital collection titles with a single linked resource, such as one image, offer a link to that resource. If there are no access restrictions, the user can click the link to see the resource.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Image resources open in the same browser window. Other types of digital resources open in a new browser window to ease navigation back to Mobile PAC.</p>
|
||||
<p>When the user clicks a title with multiple linked resources, the title page displays a <b>Show Resources</b> link. The user clicks this link to see the attached resources.</p>
|
||||
<p>If a resource has restricted access, the user can request access by clicking the <b>place access request</b> link. If purchase is required, the access request page offers a link to the full library catalog.</p>
|
||||
<p>When the user clicks the full catalog link, the same search is launched and the title is displayed in Polaris PowerPAC. Like the <b>Full Site</b> link at the bottom of Mobile PAC pages, the <b>full library catalog</b> is the address specified in the parameter <b>URL of the PowerPAC’s root</b> for the Web server in Polaris Administration. See <a href="Set_the_Full_Site_link.htm#XREF_43059_Set_the_Fill_Site">Set the Full Site link</a>.</p>
|
||||
<p>For more information about setting up and using Polaris Fusion to manage digital collections, see the Polaris Fusion online Help.</p>
|
||||
</div>
|
||||
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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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<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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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Setting Up Mobile PAC - Overview" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOMobilePAC.fm" /><title>Saved Searches (Search Agent) in Mobile PAC</title>
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<h1><a name="XREF_19924_Saved_Searches"></a>Saved Searches (Search Agent) in Mobile PAC</h1>
|
||||
<p><a name="kanchor2075"></a><a name="IX_in_Mobile_PAC_7"></a><a name="kanchor2076"></a><a name="IX_saved_searches_Search"></a><a name="kanchor2077"></a><a name="IX_in_Mobile_PAC_6"></a>Registered patrons can save searches in Mobile PAC, and have the saved searches run automatically either weekly or monthly. Each search run looks for results that are new since the last run. The results are automatically sent to an e-mail address the patron specifies. By accessing their patron accounts, patrons can view, edit, and delete saved searches, or run them manually. (These features are also available in Polaris PowerPAC).</p>
|
||||
<p>To save a search, the patron first searches the catalog using the criteria he wants for the saved search, then clicks <b>Save Search </b>at the bottom of any page in the search results.</p>
|
||||
<p>If the patron has not logged on, the Log On page opens. After the patron logs on, he names the search, types an optional note, sets the notification criteria and number of times to run the search, and clicks <b>Save</b>.</p>
|
||||
<p>All saved searches sent to the same patron email address must be in the same email format. If the patron specifies a format different from existing saved searches when saving a new search, a message provides the options to specify a different format for the new search or to change all the others.</p>
|
||||
<p>Saved searches are available to delete, edit, or run manually from the patron account. On the My Account page, the patron clicks <b>Saved Searches</b> to access the list.</p>
|
||||
<p>On the Saved Searches page, the patron can check searches to delete, or select a search name to edit the settings or run the search manually.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>As in Polaris PowerPAC, the patron cannot edit the search criteria. Instead, the patron sets up and saves a new search, and deletes the old one if necessary.</p>
|
||||
<p>To allow patrons to save searches in Mobile PAC:</p>
|
||||
<ol>
|
||||
<li value="1">Set the PAC profile <b>Search agent: Enable</b> to <b>Yes</b>. </li>
|
||||
<li value="2">Set up the PAC parameter <b>Search agent parameters</b>. See <a href="../PDOpower/Set_up_Polaris_PowerPAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up basic operating features for Polaris PowerPAC</span></a>. Search agent settings also apply to Polaris PowerPAC.</li>
|
||||
</ol>
|
||||
<p>You can edit text strings related to Mobile PAC save search functions using Polaris WebAdmin (Language Editor). For more information about using WebAdmin, see WebAdmin online Help.</p>
|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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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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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOMobilePAC.fm" /><title>Set the Mobile PAC Full Site link</title>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_43059_Set_the_Fill_Site"></a>Set the Mobile PAC Full Site link</h1>
|
||||
<p><a name="kanchor3810"></a><a name="IX_from_Mobile_PAC_to"></a><a name="kanchor3811"></a><a name="IX_in_Mobile_PAC_1"></a><a name="kanchor3812"></a><a name="IX_setting_17"></a><a name="kanchor3813"></a><a name="IX_Full_site_link"></a>The <b>Full Site</b> link on the Mobile PAC home page is the URL specified in the parameter <b>URL of the PowerPAC’s root</b> for the Web server in Polaris Administration. This destination is typically your library web site. Do not change this setting unless your Polaris PowerPAC root URL changes.</p>
|
||||
<p>The <b>Full Site </b>link retains the user’s preference settings for connection organization and display language when connecting to Polaris PowerPAC. See <a href="Enable_branch_switching_and_set_branch_display_order.htm#XREF_67162_Enable_branch">Enable branch switching and set branch display order</a>.</p>
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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_92832_Set_the_connection"></a>Set the Mobile PAC Connection URL</h1>
|
||||
<p><a name="kanchor4299"></a><a name="IX_Mobile_PAC_connection"></a><a name="kanchor4300"></a><a name="IX_connection_URL"></a><a name="kanchor4301"></a><a name="IX_setting_for_Mobile_PAC_1"></a>The connection URL is the address the user enters to connect to your Mobile PAC catalog, the destination address when the mobile device user is automatically re-directed from Polaris PowerPAC (Polaris version 5.2 and earlier), and the destination address when the user selects the <b>Class Mobile Site</b> link in the PowerPAC page footer. To specify the connection URL for Mobile PAC:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Server </b>folder and expand the server for which you want to set Web parameters.</li>
|
||||
<li value="2">Select <b>Parameters</b> under the server. The PAC parameters tabbed page is displayed in the details view.</li>
|
||||
<li value="3">Double-click <b>URL of the Mobile PAC’s root</b> and type the full URL.</li>
|
||||
</ol>
|
||||
<p class="indent2">The default connection URL is <b>http://[localhost]/mobile</b>, which is the system organization.</p>
|
||||
<p class="indent2">If you plan to disable branch switching (see <a href="Enable_branch_switching_and_set_branch_display_order.htm#XREF_67162_Enable_branch">Enable branch switching and set branch display order</a>) and you want to specify a connection organization other than the system organization, add</p>
|
||||
<p class="indent2"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">/org/{orgid}</b>
|
||||
</p>
|
||||
<p class="indent2">to the end of the URL. For example, if the organization ID number is 25, type the URL in this format:</p>
|
||||
<p class="indent2"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">http://[localhost]/mobile/org/25</b>
|
||||
</p>
|
||||
<p class="indent2">The organization ID is the number in the title bar of the organization workform. It is also available on the Properties dialog box - About tabbed page for the organization, which you can open from the Polaris Administration Explorer.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you specify an organization that is suppressed from display in PAC, the connection organization defaults to the system. The system-level PAC profile <b>Suppress branches </b>controls which branches are suppressed from display. This profile also affects Polaris PowerPAC.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4 style="font-style: normal;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><a name="kanchor4302"></a><a name="IX_redirection_from_PowerPAC"></a><a name="kanchor4303"></a><a name="IX_from_Polaris_PowerPAC_to"></a><span class="FM_BulletHead">Link from PowerPAC</span> - A <b>Classic Mobile Site</b> link is displayed in the Polaris PowerPAC footer if Mobile PAC is licensed for your library and you have set a value for <b>URL of the Mobile PAC’s root</b> in Polaris Administration. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This feature does not apply to in-house workstations, as defined by the setting for patron actions in the PowerPAC profile <b>In-house access definitions</b>. This protects patron privacy if a PowerPAC user on an in-house workstation follows the <b>Mobile Site</b> link, perhaps logs into the patron account, and then leaves the workstation in Mobile PAC. (There is no inactivity timeout in Mobile PAC.) Staff members who need to access Mobile PAC can enter the URL directly into their workstation browsers. If you want the <b>Mobile Site</b> link to appear in PowerPAC for staff workstations, you must set the in-house definition to <b>In-house IP Addresses Table</b> only, and then make sure that no staff workstations appear in the In-House IP Address Table. For more information about in-house definition settings,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Administration/PDresourc/Identifying_In-House_Computers.htm#XREF_75055_Indentifying_In">Identifying In-House Computers</a>.</MadCap:conditionalText></p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><a name="kanchor4304"></a><a name="IX_connection_organization"></a><span class="FM_BulletHead">Connection organization from PowerPAC redirect</span> - When a redirection to Mobile PAC is made automatically (Polaris version 5.2 and earlier) or with the PowerPAC footer link, the PowerPAC connection organization is retained for the Mobile PAC connection. If the PowerPAC connection organization was the system, Mobile PAC uses the organization saved in the user’s Mobile PAC <b>Preferences</b> settings. See <a href="Enable_branch_switching_and_set_branch_display_order.htm#XREF_67162_Enable_branch">Enable branch switching and set branch display order</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a name="kanchor4305"></a><a name="IX_display_language_from"></a><span class="FM_BulletHead">Display language from PowerPAC redirect</span> - For multilingual versions, when a redirection to Mobile PAC is made automatically (Polaris version 5.2 and earlier) or with the PowerPAC footer link and the PowerPAC display language is not English, the language setting is retained for the Mobile PAC connection. If the PowerPAC display language was English, Mobile PAC uses the language saved in the user’s Mobile PAC <b>Preferences</b> settings.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a name="kanchor4306"></a><a name="IX_automatic_from_PowerPAC"></a><span class="FM_BulletHead">Automatic redirection</span> - In Polaris version 5.2 and earlier, PAC users with mobile devices are automatically redirected to Mobile PAC if they attempt to connect to Polaris PowerPAC on the home (portal) page, default search page, or patron account page. This feature accommodates libraries that have direct links from their library Web sites to search and patron account pages. Beginning with Polaris 5.5, users with mobile devices go directly to the appropriate PowerPAC page, which is designed to automatically adapt to the user's device.</p>
|
||||
</li>
|
||||
</ul>
|
||||
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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>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
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|
||||
<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>");
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|
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|
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|
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|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Setting Up Mobile PAC - Overview|Mobile PAC Results Settings" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOMobilePAC.fm" /><title>Set up the Mobile PAC title (product) page</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOMobilePAC/Set_up_the_Mobile_PAC_title_product_page.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="XREF_48248_Set_up_the_Mobile"></a>Set up the Mobile PAC title (product) page</h1>
|
||||
<p><a name="kanchor784"></a><a name="IX_Mobile_PAC_setup"></a><a name="kanchor785"></a><a name="IX_link_order_on_title"></a>To determine the display order of links on the Mobile PAC title page:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the permission <b>Modify product page categories: Allow</b> to do this procedure.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>Mobile PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Product page categories: Configure</b>. The <b>Product Page Categories: Configure</b> dialog box opens. The top portion lists the categories (features) that have been enabled for the organization.</li>
|
||||
<li value="3">To change the display order, select the category and click the appropriate arrow at the side of the dialog box to move the category up or down in the display order.</li>
|
||||
<li value="4">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Editing category labels</span> - The <b>Product Page Categories: Configure</b> dialog box lists the language string ID for each category for use in Polaris WebAdmin (Language Editor), where you can search for and edit the link labels. For more information, see WebAdmin online Help.</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Enabling categories</span> - The bottom portion of the <b>Product Page Categories: Configure</b> dialog box lists the features that are possible to display on the product page, but have not been enabled for the organization. For information about setting up the features that can be displayed on the product page, see:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Enriched content from third parties</span> - <a href="../PDOEnrich/Enabling_Enriched_Data.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enabling Enriched Data</span></a></li>
|
||||
<li><span class="FM_BulletHead">Librarian’s View</span> - Set the PowerPAC profile <b>Librarian’s (MARC) View: Enable</b> to <b>Yes</b>.</li>
|
||||
<li><span class="FM_BulletHead">Purchase/Buy It Now</span> - <a href="Mobile_PAC_Results_Settings.htm#XREF_45281_Purchase_or_Buy_It">Title Link: Purchase or Buy It Now</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also configure the product page for Polaris PowerPAC, using a separate profile. See <a href="../PDOresults/Configuring_the_PowerPAC_Product_Page.htm#XREF_92913_Configuring_the">Configuring the PowerPAC Product Page</a>.</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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<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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+99
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Setting Up Mobile PAC - Overview" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOMobilePAC.fm" /><title>Setting Up Ask Us in Mobile PAC</title>
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||||
<h1><a name="XREF_16451_Setting_Up_Ask_Us"></a>Setting Up Ask Us in Mobile PAC</h1>
|
||||
<p><a name="kanchor3885"></a><a name="IX_Ask_Us"></a><a name="kanchor3886"></a><a name="IX_Ask_Us_option_in_Mobile"></a><a name="kanchor3887"></a><a name="IX_in_Mobile_PAC_described"></a>As in Polaris PowerPAC, Mobile PAC users can send an “Ask Us” reference question to a designated library email address. When the user clicks the <b>Ask Us</b> link on the home page, and the library requires patrons to log on to use this feature, the logon page appears. Once logged on, the user can type the question and send it to the library.</p>
|
||||
<p>You set up a receiving email address on the branch level with the PAC profile <b>Patron access options</b>, then enable the feature specifically for Mobile PAC. As with Polaris PowerPAC, you can require a patron logon for Ask Us in Mobile PAC, or bypass the logon and allow anyone to send a question via Ask Us. In this case, a Guest button is displayed on the logon page.</p>
|
||||
<p><a name="kanchor3888"></a><a name="IX_Sent_From_address_2"></a>The Sent From email address on the message to the library is the email address the user has specified in the Ask Us form, if any. If no address is specified, the user has logged on as a patron, and the patron account includes an email address, that address is used. If no email address is specified in the Ask Us form or the patron account, or the patron has cleared the address from the form, the Sent From address is that specified in the PAC profile <b>Email notification: Email address of sender</b>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Any email from PAC, including Ask Us messages, requires you to specify the SMTP server in Polaris Administration. Double-click the PAC profile <b>Email notification: Server running SMTP service</b>, and type the domain name of the email SMTP server. This setting applies to all Polaris PAC applications and is also used by other Polaris processes, such as email notification.</p>
|
||||
<p><a name="kanchor3889"></a><a name="IX_displaying_Mobile_PAC"></a>To set up the Ask Us function in Mobile PAC:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>These settings also affect Polaris PowerPAC.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click <b>Patron Access options</b>. The <b>Patron Access Options</b> dialog box appears.</li>
|
||||
<li value="3">Click the <b>Ask Us</b> tab.</li>
|
||||
<li value="4">To specify the receiving address for Ask Us email messages, do these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click <b>Add, </b>and use the Find Tool to search for the staff member or members who should receive the Ask Us messages. </li>
|
||||
<li value="2">Select the names in the results list, right-click the highlighted names, and choose <b>Select</b> from the context menu. The<b> Patron Access Options</b> dialog box appears, and the selected names are displayed in the <b>E-mail to</b> list.</li>
|
||||
</ol>
|
||||
<ol start="5">
|
||||
<li value="5">Click <b>Apply</b> to apply your settings and continue working with Patron Access options, or click <b>Save</b> to save your settings and close the<b> Patron Access options</b> dialog box.</li>
|
||||
<li value="6">To make the Ask Us feature available in Mobile PAC, do these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>MobilePAC</b> tab in the details view of the Explorer.</li>
|
||||
<li value="2">Double-click <b>Navigation: Ask us</b>, and select <b>Yes</b>.</li>
|
||||
<li value="3">To require a patron logon for Ask Us, double-click <b>Ask Us: Require Login</b>, and set the value to <b>Yes</b>. If this value is set to <b>No</b>, a <b>Guest</b> button is displayed on the Ask Us logong page in Mobile PAC. The user can click <b>Guest</b> to send a question without logging on.</li>
|
||||
</ol>
|
||||
<ol start="7">
|
||||
<li value="7">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
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|
||||
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|
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<h1><a name="XREF_18315_Setting_a_Default"></a>Setting Up Mobile PAC - Overview</h1>
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<p><a name="kanchor2232"></a><a name="IX_overview_199"></a>Polaris Mobile PAC is a Web-based public access catalog that has been optimized for mobile devices, providing simplified access to most of the features available in Polaris PowerPAC. Any device with a Web browser can access the site, including mobile devices with browsers optimized for mobile use and computers with standard Web browsers. </p>
|
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<p>Polaris Mobile PAC works best with mobile devices where users navigate the interface in either of two ways: with a pointing device, where user touches the desired option or selects it with a stylus; or with navigation keys, where the user presses keys (such as arrow keys) on the device key pad to move the focus up or down in a list. Full functionality may not be available for cell phones without full keyboards or pointing devices.</p>
|
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|
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<br />Beginning with Polaris 5.5, Polaris PowerPAC features responsive web design so users can enjoy the same PowerPAC features regardless of device (desktop computer screens, tablets, or phones). </p>
|
||||
<p>Mobile PAC must be installed on a Polaris Web server and the library must have a current, valid license to make Mobile PAC available. Mobile PAC also offers a multilingual version, where users can select the display language on any page or set a language preference that persists from session to session. Polaris Administration settings control the features available in Mobile PAC. Mobile PAC shares some settings with Polaris PowerPAC. Other settings apply only to Mobile PAC.</p>
|
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<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Mobile_PAC_Basics.htm#XREF_85514_Mobile_PAC_Basics">Mobile PAC Basics</a>
|
||||
</li>
|
||||
<li><a href="Setting_Up_Mobile_PAC_Connections.htm#XREF_41244_Setting_Up">Setting Up Mobile PAC Connections</a>
|
||||
</li>
|
||||
<li><a href="Setting_Up_Mobile_PAC_Library_Information.htm#XREF_66089_Setting_Up_Library">Setting Up Mobile PAC Library Information</a>
|
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</li>
|
||||
<li><a href="New_Popular_Titles_in_Mobile_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up New and Popular Titles in Mobile PAC</span></a>
|
||||
</li>
|
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<li><a href="Setting_Up_Ask_Us_in_Mobile_PAC.htm#XREF_16451_Setting_Up_Ask_Us">Setting Up Ask Us in Mobile PAC</a>
|
||||
</li>
|
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<li><a href="Mobile_PAC_Search_Settings.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Specifying Mobile PAC Search Settings</span></a>
|
||||
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|
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<li><a href="Mobile_PAC_Results_Settings.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Mobile PAC Results Settings</span></a>
|
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</li>
|
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<li><a href="Saved_Searches_Search_Agent_in_Mobile_PAC.htm#XREF_19924_Saved_Searches">Saved Searches (Search Agent) in Mobile PAC</a>
|
||||
</li>
|
||||
<li><a href="Title_Lists_in_Mobile_PAC.htm#XREF_29838_Title_Lists_in">Title Lists in Mobile PAC</a>
|
||||
</li>
|
||||
<li><a href="Patron_Registration_in_Mobile_PAC.htm#XREF_67302_Patron_Registration">Patron Registration in Mobile PAC</a>
|
||||
</li>
|
||||
<li><a href="Patron_Log-In_Settings_for_Mobile_PAC.htm#XREF_76179_Patron_Log_On">Patron Log-In Settings for Mobile PAC</a>
|
||||
</li>
|
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<li><a href="Patron_Account_My_Account_in_Mobile_PAC.htm#XREF_74492_Patron_Account">Patron Account (My Account) in Mobile PAC</a>
|
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</li>
|
||||
<li><a href="Credit_Card_Payments_from_Mobile_PAC.htm#XREF_58100_Credit_Card">Credit Card Payments from Mobile PAC</a>
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<h1><a name="XREF_41244_Setting_Up"></a>Setting Up Mobile PAC Connections</h1>
|
||||
<p>To set up Mobile PAC connections, define the connection URL that the user enters to connect to your Mobile PAC; set the link to the full site; and specify whether patrons can switch branches.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_the_connection_URL.htm#XREF_92832_Set_the_connection">Set the connection URL</a>
|
||||
</li>
|
||||
<li><a href="Set_the_Full_Site_link.htm#XREF_43059_Set_the_Fill_Site">Set the Full Site link</a>
|
||||
</li>
|
||||
<li><a href="Enable_branch_switching_and_set_branch_display_order.htm#XREF_67162_Enable_branch">Enable branch switching and set branch display order</a>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOMobilePAC/Setting_Up_Mobile_PAC_Library_Information.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_66089_Setting_Up_Library"></a>Setting Up Mobile PAC Library Information</h1>
|
||||
<p><a name="kanchor1377"></a><a name="IX_displaying_in_Mobile_PAC_2"></a><a name="kanchor1378"></a><a name="IX_displaying_in_Mobile_PAC_1"></a><a name="kanchor1379"></a><a name="IX_displaying_in_Mobile_PAC"></a><a name="kanchor1380"></a><a name="IX_Library_Hours_Contact"></a>The Mobile PAC home page displays a link for library hours and contact information. When the connection organization is a library or branch, the link opens information about the current connection organization. When the connection organization is the system, the link opens a page where the user selects a library or branch to see that organization’s information.</p>
|
||||
<p>The specific hours are set in the Patron Services parameter <b>Hours of operation</b> for the connection organization. The address and telephone number are taken from the organization record.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The system-level PAC profile <b>Suppress branches</b> controls whether a branch is listed in the drop list of organizations. If you choose to suppress a branch, it is also suppressed from display on the <b>Preferences</b> page. See <a href="Enable_branch_switching_and_set_branch_display_order.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enable Mobile PAC branch switching and set branch display order</span></a>.</p>
|
||||
<p>You can choose to display a message in addition to, or instead of, the formatted hours table. You can also choose to display a link to the library’s Web site along with the address and telephone number.</p>
|
||||
<p><a name="kanchor1381"></a><a name="IX_setting_for_Mobile_PAC_3"></a>To specify the information that should appear on the Library Hours & Contact page:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and select the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">To display the organization’s hours formatted in a table, set the profile <b>Hours of operation: Display</b> to <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This setting also applies to Polaris PowerPAC.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The hours listed in the table on the Hours & Contact page are controlled by the settings in the Patron Services parameter <b>Hours of operation</b>. Even if you do not want to display the table on the Hours & Contact page, you must set up the organization’s schedule in the Patron Services parameter <b>Hours of operation</b>, because these settings also affect due dates and other circulation processes.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The <b>Hours of operation message</b> option below is useful for organizations with split hours or other conditions that the usual Hours of Operation table does not accommodate.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3"><a name="kanchor1382"></a><a name="IX_displaying_message_1"></a>To specify a message to display on the Hours & Contact page, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Double-click the <b>Hours of operation message</b> profile.</li></ol></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This setting also applies to Polaris PowerPAC.</p>
|
||||
</blockquote>
|
||||
<p class="indent4">The Language Strings dialog box opens.</p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="2">
|
||||
<li value="2">Select a language from the list of those licensed for Polaris PowerPAC.</li>
|
||||
<li value="3">Double-click the message field in the <b>Display text</b> column and type the message (up to 500 characters). </li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can insert diacritic characters in your message. Click <b>Diacritics</b>. In the <b>Character Picker</b> dialog box, select a graphic character set. Then select the character, and click <b>Insert</b>.</p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="4">
|
||||
<li value="4">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<ol start="4">
|
||||
<li value="4">To include a link to the library’s Web site along with the address and telephone number, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Open the <b>Profiles</b> folder for the organization, and select the <b>Mobile PAC</b> tab in the details view.</li><li value="2">Double-click <b>Navigation: Web site URL</b> and type the complete URL, beginning with <b>http://</b> </li></ol></li>
|
||||
</ol>
|
||||
<ol start="5">
|
||||
<li value="5">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p>You can also use the PAC profile <b>Multiple language strings</b> to specify the Hours of Operation message. This method may be more convenient if you have multiple PAC messages to customize. For more information, see <a href="../PDOMessages/Editing_Messages_and_Labels.htm#XREF_12013_Setting_Public">Editing Messages and Labels</a>.</p>
|
||||
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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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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOMobilePAC.fm" /><title>Title Lists in Mobile PAC</title>
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<h1><a name="XREF_29838_Title_Lists_in"></a>Title Lists in Mobile PAC</h1>
|
||||
<p><a name="kanchor4666"></a><a name="IX_in_Mobile_PAC_8"></a><a name="kanchor4667"></a><a name="IX_title_lists"></a>Patrons using Mobile PAC can develop and save title lists from search results. From the working title list, individual title information or the whole list can be sent by email, and working title lists can be saved to the patron account. Titles can be copied or moved among a patron’s title lists, and patrons can place requests and view availability information and enriched content for titles in a title list.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_50475_Creating_a_Working">Creating a Working List</a>
|
||||
</li>
|
||||
<li><a href="#XREF_48435_E_Mail_Options">Email Options</a>
|
||||
</li>
|
||||
<li><a href="#XREF_32768_Saving_Lists">Saving Lists</a>
|
||||
</li>
|
||||
<li><a href="#XREF_88730_Copying_and_Moving">Copying and Moving Titles Among Lists</a>
|
||||
</li>
|
||||
<li><a href="#XREF_95597_Title_Details">Title Details</a>
|
||||
</li>
|
||||
<li><a href="#Requeste" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Requested Indicator</span></a>
|
||||
</li>
|
||||
<li><a href="#XREF_29544_Setting_Up_Mobile">Setting Up Mobile PAC Title Lists</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Creating_a_Working_List"></a><a name="XREF_50475_Creating_a_Working"></a>Creating a Working List</h2>
|
||||
<p>To create a working list, the user taps the <b>Add to my list</b> link for a title returned in search results. The link is displayed in the initial results list and in the detailed view for a title. Working title lists are limited to 100 titles. When the user tries to add more, the system displays a message advising the user to save the list.</p>
|
||||
<p>After the title has been added, the link changes to <b>Remove</b>, which the user can tap to remove the title from the working list.</p>
|
||||
<p>When at least one title has been added to the working list, the bottom of each search results page displays links to access or clear the working list. The user clicks <b>Working list</b> to display the working list. You can choose a <b>Sort by</b> option at the top of the page and tap <b>Go</b> to sort the list according to your selection.</p>
|
||||
<h2><a name="TOC_E_Mail_Options"></a><a name="XREF_48435_E_Mail_Options"></a>Email Options</h2>
|
||||
<p>From the working list page, the user can check and delete individual titles from the working list, check individual titles and tap <b>EMail</b>, or tap <b>Email All</b> to send the entire list. When the user taps <b>Email </b>or<b> Email All</b>, the email page is displayed. Format options include <b>Brief Bibliographic</b> and <b>Full Bibliographic</b>.</p>
|
||||
<p>After selecting a format, the user types an email address and taps <b>Email</b>.</p>
|
||||
<p>Very long emails may exceed system or email service limits that prevent successful delivery. Very long emails may exceed system or email service limits that prevent successful delivery. In this case, the system displays an alert message. The user can tap <b>OK</b> to close the alert and send the email, or <b>Cancel</b> to return to the title list. The user can then select a different display format, or select fewer titles.</p>
|
||||
<h2><a name="TOC_Saving_Lists"></a><a name="XREF_32768_Saving_Lists"></a>Saving Lists</h2>
|
||||
<p>Logged on patrons can access the working list and any previously saved lists by clicking <b>My Lists</b> on the My Account page. The Saved Lists page is displayed.</p>
|
||||
<p>The working list is available for the current session. To create a new saved list, the patron taps <b>Create new saved title list</b>. The Create List page opens, where the patron can name and save the new list.</p>
|
||||
<p>The new list is saved with no titles in it. Titles can be copied or moved from the working list or an existing saved list to the new list (or to any other saved list.)</p>
|
||||
<h2><a name="TOC_Copying_and_Moving"></a><a name="XREF_88730_Copying_and_Moving"></a>Copying and Moving Titles Among Lists</h2>
|
||||
<p>From the Saved Lists page, the patron opens the list that contains the title to be copied or moved.</p>
|
||||
<p>From the list of titles, the patron checks the title or titles and taps <b>Copy</b> or <b>Move</b>. The Copy or Move page opens.</p>
|
||||
<p>The patron chooses a destination list from the saved lists in the patron account, and taps <b>Copy to</b> or <b>Move to</b>. The selected title is copied or moved to the destination list.</p>
|
||||
<h2><a name="TOC_Title_Details"></a><a name="XREF_95597_Title_Details"></a>Title Details</h2>
|
||||
<p>When the patron taps a title in the title list, the Title Detail page opens.</p>
|
||||
<p>From the Title Detail page, the patron can select a display format or tap the title link for further options on the product page; for example, viewing availability information, viewing detailed bibliographic information, placing a hold request on the title, viewing enriched data.</p>
|
||||
<h2><a name="Requeste"></a>Requested Indicator</h2>
|
||||
<p>You can display a "requested" indicator in Polaris PowerPAC and Mobile PAC title lists for titles on which the patron has an active, pending, held, shipped, or located hold request. The indicator is a message: <b>You requested this on [date]</b>; the system supplies the date. See <a href="../PDOresults/Configuring_the_PowerPAC_Title_Display.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Configuring the PowerPAC Title Display</span></a> and <a href="Configuring_the_Mobile_PAC_Title_Display.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Configuring the Mobile PAC Title Display</span></a>.</p>
|
||||
<h2><a name="TOC_Setting_Up_Mobile_PAC3"></a><a name="XREF_29544_Setting_Up_Mobile"></a>Setting Up Mobile PAC Title Lists</h2>
|
||||
<p>To provide the title list option in Mobile PAC, set the PowerPAC profile <b>Title list: Enable </b>to <b>Yes</b> in Polaris Administration. To allow patrons to email selected titles or entire lists, set the PowerPAC profile <b>Title list: Email </b>to <b>Yes</b>. These settings also apply to Polaris PowerPAC. See <a href="../PDOresults/Enabling_PAC_Title_Lists.htm#XREF_88060_Enabling_Polaris">Enabling PAC Title Lists</a>.</p>
|
||||
<p>You can edit text strings related to Mobile PAC title lists using Polaris Language Editor (WebAdmin). For more information, see WebAdmin online Help.</p>
|
||||
</div>
|
||||
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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_62110_Mobile_PAC"></a>Mobile PAC Profiles Reference</h1>
|
||||
<p><a name="kanchor4989"></a><a name="IX_reference_list_22"></a><a name="kanchor4990"></a><a name="IX_Mobile_PAC_reference_list"></a>These profiles are available on the Profiles, Mobile PAC tabbed page on the Administration Explorer, at the listed organizational levels.<br /></p>
|
||||
<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 5.07in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 484px;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Profile</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Org Levels</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Description</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="TableBody">Default Setting</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Ask us: Require login<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
<li>Library</li>
|
||||
<li>Branch</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Determines whether users must be registered patrons to send a question to the library by e-mail, using the Ask Us feature. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOMobilePAC/Setting_Up_Ask_Us_in_Mobile_PAC.htm#XREF_16451_Setting_Up_Ask_Us">Setting Up Ask Us in Mobile PAC</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes - Patrons must log in with a barcode and password to use Ask Us.</p>
|
||||
<p class="TableBody">If set to No, the Ask Us log-in page displays a Guest button that bypasses log-in.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Branch switching: Enable<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
<li>Library</li>
|
||||
<li>Branch</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Allows users to change connection branches. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOMobilePAC/Setting_Up_Mobile_PAC_Connections.htm#XREF_41244_Setting_Up">Setting Up Mobile PAC Connections</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Mobile PAC Analytics<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
<li>Library</li>
|
||||
<li>Branch</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specify Google Analytics or custom coding to track site usage. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOMobilePAC/Mobile_PAC_Basics.htm#XREF_29039_Analyzing_Polaris">Analyzing Polaris Mobile PAC Use</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Navigation: Ask us<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
<li>Library</li>
|
||||
<li>Branch</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Places the Ask Us link on the Mobile PAC home page. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOMobilePAC/Setting_Up_Ask_Us_in_Mobile_PAC.htm#XREF_16451_Setting_Up_Ask_Us">Setting Up Ask Us in Mobile PAC</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Navigation: Claimed and Lost</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
<li>Library</li>
|
||||
<li>Branch</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether claimed and lost items are displayed in the patron's Mobile PAC account.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> </td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Navigation: Donations</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
<li>Library</li>
|
||||
<li>Branch</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Places the Donations link on Mobile PAC pages. The system uses the setting for the patron’s registered branch. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOMobilePAC/Credit_Card_Payments_from_Mobile_PAC.htm#XREF_58100_Credit_Card">Credit Card Payments from Mobile PAC</a>.</MadCap:conditionalText> </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">No</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Navigation: Fines & fees<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
<li>Library</li>
|
||||
<li>Branch</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Places the Fines and Fees link on the Patron Account page. The system uses the setting for the patron’s registered branch. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOMobilePAC/Patron_Account_My_Account_in_Mobile_PAC.htm#XREF_74492_Patron_Account">Patron Account (My Account) in Mobile PAC</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Navigation: Items out<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
<li>Library</li>
|
||||
<li>Branch</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Places the Items checked out link on the Patron Account page. The system uses the setting for the patron’s registered branch. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOMobilePAC/Patron_Account_My_Account_in_Mobile_PAC.htm#XREF_74492_Patron_Account">Patron Account (My Account) in Mobile PAC</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Navigation: Patron account<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
<li>Library</li>
|
||||
<li>Branch</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Places the My Account link on the Mobile PAC home page. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOMobilePAC/Patron_Account_My_Account_in_Mobile_PAC.htm#XREF_74492_Patron_Account">Patron Account (My Account) in Mobile PAC</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Navigation: Requests<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
<li>Library</li>
|
||||
<li>Branch</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Places the Hold requests link on the Patron Account page. The system uses the setting for the patron’s registered branch. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOMobilePAC/Patron_Account_My_Account_in_Mobile_PAC.htm#XREF_74492_Patron_Account">Patron Account (My Account) in Mobile PAC</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Navigation: Web site URL<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
<li>Library</li>
|
||||
<li>Branch</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Displays the organization’s Web site address on the Hours and Contact page. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOMobilePAC/Setting_Up_Mobile_PAC_Library_Information.htm#XREF_66089_Setting_Up_Library">Setting Up Mobile PAC Library Information</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">New and Popular Titles <br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
<li>Library</li>
|
||||
<li>Branch</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Displays the <b>New and Popular</b> link on the home page, and sets up the lists of new, best seller, on-order, and most circulated (popular) titles. <![CDATA[ ]]><MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOMobilePAC/New_Popular_Titles_in_Mobile_PAC.htm#XREF_74405_Setting_Up_New_and">New & Popular Titles in Mobile PAC</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Product page categories: Configure<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
<li>Library</li>
|
||||
<li>Branch</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Determines the display order of links on the Mobile PAC product page for a title in search results. <![CDATA[ ]]><MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOMobilePAC/Set_up_the_Mobile_PAC_title_product_page.htm#XREF_48248_Set_up_the_Mobile">Set up the Mobile PAC title (product) page</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Remember me: Enable<br></br></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Displays the <b>Remember me</b> checkbox on the patron login page. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOMobilePAC/Patron_Log-In_Settings_for_Mobile_PAC.htm#XREF_76179_Patron_Log_On">Patron Log-In Settings for Mobile PAC</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="TableBody">Title Display: Configure<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<ul>
|
||||
<li>System</li>
|
||||
<li>Library</li>
|
||||
<li>Branch</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="TableBody">Specify the data elements that appear in the brief, full, and summary results for Mobile PAC bibliographic searches. You can customize and order the elements you select, and customize and translate their labels. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOMobilePAC/Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the">Configuring the Mobile PAC Title Display</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</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>
|
||||
+76
@@ -0,0 +1,76 @@
|
||||
<!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="Public Access Administration " 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>PAC Administration Profiles Reference</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPacProfs/PAC_Administration_Reference_Lists.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
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|
||||
<h1>PAC Administration Profiles Reference</h1>
|
||||
<p>These tables list the PAC, PowerPAC, Mobile PAC, and Children's PAC profiles in Polaris Administration and the organization level, description, and default setting for each profile.</p>
|
||||
<ul>
|
||||
<li><a href="PAC_Profiles_Reference.htm">PAC Profiles Reference</a>
|
||||
</li>
|
||||
<li><a href="../PDOPowerProfs/Polaris_PowerPAC_Profiles_Reference.htm">Polaris PowerPAC Profiles Reference</a>
|
||||
</li>
|
||||
<li><a href="../PDOMobileProfs/Mobile_PAC_Profiles_Reference.htm">Mobile PAC Profiles Reference</a>
|
||||
</li>
|
||||
<li><a href="../PDOchildProfs/Childrens_PAC_Profiles_Ref.htm">Children’s PAC Profiles Reference</a>
|
||||
</li>
|
||||
</ul>
|
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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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<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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPacProfs/PAC_Profiles_Reference.htm">Open topic with navigation</a>
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<div role="main" id="mc-main-content">
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||||
<h1><a name="XREF_61718_PAC_Profiles"></a>PAC Profiles Reference</h1>
|
||||
<p><a name="kanchor5607"></a><a name="IX_reference_list_20"></a><a name="kanchor5608"></a><a name="IX_PAC_reference_list_1"></a>These profiles are available on the Profiles, PAC tabbed page on the Administration Explorer at the levels listed. They affect aspects of Polaris PowerPAC and Polaris Mobile PAC.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information about Polaris Mobile PAC, <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> see <a href="../PDOMobilePAC/Setting_Up_Mobile_PAC.htm#XREF_18315_Setting_a_Default">Setting Up Mobile PAC</a>.</MadCap:conditionalText></p>
|
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<table class="TableStyle-BlueHeader" cellspacing="1" style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;">
|
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<col class="TableStyle-BlueHeader-Column-Column1" style="width: 5%;" />
|
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<col class="TableStyle-BlueHeader-Column-Column1" style="width: 5%;" />
|
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<col class="TableStyle-BlueHeader-Column-Column1" style="width: 75%;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 15%;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Profile</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Org Levels</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Description</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="TableBody">Default Setting</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Active directory logon</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Enables log-on to PowerPAC and Mobile PAC using network credentials instead of the Polaris barcode/username and password. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOPatAcc/Set_Up_PAC_Active_Directory_Log_On.htm#XREF_26310_Set_Up_PAC_Active">Set Up PAC Active Directory Log On</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">No</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Branch list order<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">For Polaris PowerPAC and Mobile PAC, sets the display order of branches in the Switch to another branch list if you allow patrons to switch connection branches. This profile also controls the display order of branches on the PowerPAC search options page, the self-registration page, and the donations page. The setting for the current connection branch is used. The profile also controls the display order of the list of pick-up libraries for requests, but in this case the setting for the patron’s registered branch is used. Set the profile to Yes to display the branch names in ascending alphabetical order by name. Set the profile to No to display the branch names in ascending numerical order by internal organization ID. In either case, the system organization is always first.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">No</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Default Polaris user in PAC<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies a user account for recording and reporting statistics. Leave this profile at the default setting.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Did you mean: Enabled</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies whether Did You Mean search suggestions are displayed in Polaris PowerPAC and Polaris PowerPAC Children’s Edition. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOSearching/Setting_Up_Did_You_Mean_Term_Checking.htm">Setting Up Did You Mean Term Checking</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes (suggestions are displayed)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Enriched data<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies the settings to receive cover images, reviews, ratings, and other enriched data content from your enriched data provider or providers. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOEnrich/Enabling_Enriched_Data.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enabling Enriched Data</span></a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Fines and Fees: Show history in detailed view<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">When set to Yes, displays a history section that includes date, type, amount, payment, and staff name for a selected fine or fee when a logged-in patron clicks the information icon for a fine or fee in the Fines & Fees page of the patron account in Polaris PowerPAC. The setting for the patron’s registered branch controls the display.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Google Maps<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Enables the Map It! feature in PowerPAC and/or Mobile PAC search results for the connection organization and sets the initial map center and zoom level. See <a href="../PDOresults/Map_It_Google_Maps_in_PAC.htm#XREF_33615_Map_It_in_Polaris" data-mc-conditions="Primary.Online,Primary.Hidden">Map It (Google Maps) in PAC</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Hours of operation: Display<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">(Polaris PowerPAC and Mobile PAC) When set to Yes, the organization’s Hours page includes a formatted schedule derived from the settings for the Patron Services parameter Hours of operation. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOpower/Set_Polaris_PowerPAC_features_on_the_menu_bar.htm#XREF_61605_Set_Polaris">Set Polaris PowerPAC features on the menu bar</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Hours of operation message<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">(Polaris PowerPAC and Mobile PAC) Displays a message on the organization’s Hours page. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOpower/Set_Polaris_PowerPAC_features_on_the_menu_bar.htm#XREF_61605_Set_Polaris">Set Polaris PowerPAC features on the menu bar</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Item availability: Display detailed item status</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies whether the Item Availability display includes item status information more detailed than Not Available. Set the profile to Yes to displays the detailed item status description.</p>
|
||||
<p class="TableBody">Requirement: Detailed item status descriptions are specified in the Circulation Statuses table (Database Tables).</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Item availability: Display due date in detailed item status<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies whether the Item Availability detailed item status display includes the item’s due date. </p>
|
||||
<p class="TableBody">Requirement: The PAC profile Item availability: Display detailed item status must also be set to Yes to display the due date</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Item availability: Display shelf location<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies whether the Item Availability display includes the item shelf location (for example, New Arrivals or Children’s Center).</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Item availability: Display type</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies whether the Item Availability display includes the material type (for example, books or audio cassettes) from the item record.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Item availability: Display status</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies whether the Item Availability display includes item availability status.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Item availability: Suppress for integrated eContent titles</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether availability information appears in the PAC for integrated eContent titles. See <a href="../PDOresults/suppressPACavail.htm" class="MCXref xref" data-mc-conditions="Primary.Online,Primary.Hidden"><span style="color: Blue;" class="mcFormatColor">Suppress eContent Availability Display in PAC</span></a><span>.</span></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">No</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Login retries<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Double-click to display the PAC Login Retries dialog box. Use this dialog box to enable a limit on the number of times a patron can attempt to log in before waiting 5 minutes to try again. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOPatAcc/Limit_log-in_attempts.htm#XREF_67979_Limit_log_in">Limit log-in attempts</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Most popular sort settings<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">This profile is used if the Most Popular sort option is selected in the Search Settings Defaults profile. It is set by default to apply 50% relevance and 50% popularity when Most Popular is the selected sort option. You can adjust this setting to factor relevance either more or less than 50% when results are sorted by popularity. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOSearching/Specify_level_of_relevance_applied_to_popularity_sort.htm">Specify level of relevance applied to popularity sort</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Multiple language strings<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Double-click to display the Language Strings dialog box. Use this dialog box to edit messages and news headings. If you have Polaris PowerPAC Multilingual Version, you can edit messages and headings in your choice of languages. See <a href="../PDOMessages/Editing_Messages_and_Labels.htm#XREF_12013_Setting_Public">Editing Messages and Labels</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron access options<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Double-click to display the Patron Access Options dialog box. Use this dialog box to set up patron account, self-registration features, suppress gender, send patrons a reset password link, and enforce phone number format validation. You can have different setup options for each organization. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron access: Display hold queue information<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Determines whether the holds queue column is displayed in the online patron account, and whether the patron receives a message about the current number of active requests for the material when she places a hold. The system uses the profile setting for the patron’s registered branch. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron access: Policy statement hyper text link<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies the URL or network path to the Web page for the library privacy policy. The link is displayed on the patron self-registration pages and at all patron log-in points when Single Login is enabled and the patron has not yet logged in.</p>
|
||||
<p class="TableBody"> Type the complete path to the privacy policy page.</p>
|
||||
<p>Requirement: Set Patron Access: policy statement hyper text link permitted to Yes.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron access: Policy statement hyper text link permitted</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Indicates whether a link to the Web page of the library privacy policy is displayed from the patron self-registration pages, and at all patron log-in points when Single Login is enabled and the patron has not yet logged in.</p>
|
||||
<p class="TableBody">If set to Yes, the privacy policy link For more information on our privacy policy, click here is displayed on the Select a home library page, and at all patron log-in points when Single Login is enabled and the patron has not yet logged in. If you set this profile to Yes, specify a URL for the privacy policy Web page using the profile Patron Access: policy statement hyper text link.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">No</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron access: Renewal <br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Indicates whether patrons can renew items from PAC. If this option is selected, you can also choose to allow renewals if the patron record will expire before the renewal due date. (You can also set up blocks that apply specifically to renewals from PAC. )</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron eReceipts</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Provides patrons the option of selecting e-mail renewal receipts, TXT message renewal receipts, or both, during patron self-registration and account updates. The patron’s registered branch must also enable eReceipts.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron library assigned and free text block default text<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies the text to display in the PAC patron account summary when a patron account has selected library-assigned blocks or free text blocks. The maximum number of characters is 255</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Library assigned bock</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patrons can remove reading history<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Determines whether patrons can remove individual items from their readings histories from the PAC patron account. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">No</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Purchase options<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">(Polaris PowerPAC) Specifies whether the Purchase link or Buy It Now link (Polaris Bookstore) is available in the results list, and contains the appropriate settings to set up the links. When a patron selects the link, an online bookstore Web site is displayed. See <a href="../PDOpurchase/Enabling_Online_Book_Purchases.htm#XREF_22459_Enabling_Online">Enabling Online Book Purchases</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Reset password link timeout duration</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies the time period, in minutes, during which the time-sensitive password reset link remains valid once a patron initiates the password reset process from either Polaris PowerPAC or Mobile PAC. Enter a value between 1 and 999 minutes. See the Polaris PowerPAC help for more information about the patron workflow for recovering, resetting, or creating a password.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">60</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Resource Groups: Search results settings</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Sets conditions for the display of eContent in PAC search results.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Search agent: Enable</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Provides patrons the ability to set up and save searches to run automatically at specified intervals. If the profile is set to Yes, the Search Agent option is available to patrons using Polaris PowerPAC and Mobile PAC. See <a href="../PDOstart/Public_Access_Administration.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Public Access Profiles and Parameters</span></a>.</p>
|
||||
<p class="TableBody">Requirements:</p>
|
||||
<p class="TableBody">Configure Search Agent Parameters (in Polaris Administration, PAC Parameters).</p>
|
||||
<p class="TableBody">To allow logged-in patrons to view a list of their saved searches in the Polaris PowerPAC dashboard, set the PowerPAC profile Single Login: Enable to Yes.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Search settings defaults<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies the default settings for Search by, Limit by, Sort by, and Using for each PAC search type as applicable. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDOSearching/Specifying_Default_Search_Settings.htm">Specifying Default Search Settings</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Search: Sub-sort-by-title</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies whether search results for many types of searches and sort orders are automatically subsorted by title. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDOSearching/Specifying_Default_Search_Settings.htm">Specifying Default Search Settings</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">No</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Suppress availability and requests<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies the primary types of material (TOMs) for which availability and request options should be suppressed from PowerPAC and Mobile PAC search results displays. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../PDOresults/Suppressing_Request_and_Availability_Options.htm#XREF_75202_Suppressing">Suppressing Request and Availability Options</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">No TOMs checked (all display)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Suppress branches</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>System</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies branches to suppress from list displays. For Polaris PowerPAC, suppresses selected branches from the connection branch list (Switch to another branch), the list of branches on the Search Options scoping page, the list of branches on the Advanced Search scoping page, and the list of branches on the donations page. For Mobile PAC, suppresses selected branches from the drop list of organizations on the Library Hours page and the Mobile PAC Preferences page.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">No branches checked (all display)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="TableBody">Suppress item display</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p>System</p>
|
||||
<p>Library</p>
|
||||
<p>Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="TableBody">Specifies the item circulation statuses that should prevent an item from being displayed in Polaris PowerPAC and Mobile PAC search results. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOresults/Suppressing_Items_from_Search_Results.htm#XREF_87532_Suppressing_Items">Suppressing Items from Search Results</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="TableBody">No statuses checked (all display)</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</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>
|
||||
+108
@@ -0,0 +1,108 @@
|
||||
<!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="Public Access Administration |Standard PAC Pages Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Polaris PowerPAC Children's Edition Pages Reference</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<link href="../../../Resources/TableStyles/BlueHeader.css" rel="stylesheet" data-mc-stylesheet-type="table" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPacProfs/Polaris_PowerPAC_Childrens_Pages_Reference.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Polaris PowerPAC Children's Edition Pages Reference</h1>
|
||||
<p>These files are located in the default root folder C:\Program Files\Polaris\[version]\PowerPAC on your Polaris PowerPAC server in the Children subfolder as noted.</p>
|
||||
<table class="TableStyle-BlueHeader" cellspacing="1" style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');width: 100%;margin-left: 0;margin-right: auto;">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 3.75in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 220px;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 960px;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Page</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">PageID</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="TableBody">Function</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">children\default.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;padding-left: 0px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">44</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">The default page appears when you connect to the Children’s Edition, and when you click the banner graphic to clear search results.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">children\events.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;padding-left: 0px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">45</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">The events page appears when you click the Events link on any Children’s Edition page. The page lists events specified by the library</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">children\fulldisplay.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;padding-left: 0px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">47</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">The full display page appears when you click the More Information link for a title, or the title name itself, in a search results list. The page displays detailed bibliographic and location information for the selected title.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">children\searchresults.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="text-align: center;padding-left: 0px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">46</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">The search results page displays the results of a search as a list of titles, with brief information about each title.</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</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>
|
||||
+339
@@ -0,0 +1,339 @@
|
||||
<!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="Public Access Administration |Standard PAC Pages Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Polaris PowerPAC Pages Reference</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<link href="../../../Resources/TableStyles/BlueHeader.css" rel="stylesheet" data-mc-stylesheet-type="table" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPacProfs/Polaris_PowerPAC_Pages_Reference.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Polaris PowerPAC Pages Reference</h1>
|
||||
<p>These files are located in the default root folder C:\Program Files\Polaris\[version]\PowerPAC on your Polaris PowerPAC server and in subfolders as noted.</p>
|
||||
<table class="TableStyle-BlueHeader" cellspacing="1" style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 30%;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 10%;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 60%;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Page</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">PageID</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="TableBody">Function</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">bookrequest.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">49</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
Request page displayed when a rotating book jacket image is clicked on the portal page.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">default.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">1</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">First page to appear when Polaris PowerPAC is accessed if the portal page is enabled. If you add custom html content to this page, be sure that it is responsive.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">help\default.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">7</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when All topics is selected on the Help menu.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">help\tutorials.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">8</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Obsolete</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">library\askus.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">2</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Ask Us on the Library Info menu is selected and the patron logs on. The page allows patrons to send an e-mail message to the library staff.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">library\events.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">3</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
Displayed when Events on the Library Info menu is selected. The Events page is where you can show information about upcoming library and community programs. If you add custom html content to this page, be sure that it is responsive. For information about editing the Events page, see <a href="../PDOpower/Add_text_to_the_Events_page.htm">Add text to the Events page</a>.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">library\hours.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">4</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Hours on the Library Info menu is selected. The Hours page is where you can list the times when the library is open to the public.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">library\policies.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">5</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Policies on the Library Info menu is selected. The Policies page is where you can list the lending and usage policies. If you add custom html content to this page, be sure that it is responsive. See <a href="../PDOpower/Add_text_to_the_Policies_page.htm">Add text to the Policies page</a>.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">library\vrquestion.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">43</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed after a patron selects the virtual reference link and logs on. This page allows the patron to send a question to the virtual reference service.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">library\website.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">6</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Web Site on the Library Info menu is selected. The Web Site page is where you can list links to library-selected Web pages in the library or on the Internet. If you add custom html content to this page, be sure that it is responsive.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">logon.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">17</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when any function is selected that requires the patron to log in. Patrons use this page to supply the patron account number or username and password.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">message.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">29</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Notifies the patron that something has been done, such as changing a password or address, or displays a message when a problem occurs.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">patronaccount\claimedandlost.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">69</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Claimed and Lost is selected on the My Account menu. This page displays the patrons claimed and lost items.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">patronaccount\coursereserves.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">58</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Courses is selected on the My Account menu and the patron is an instructor for an active course. The page reports circulation statistics for reserved course materials.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">patronaccount\default.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">9</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when the patron selects My Record on the My Account menu. This page displays the patron’s basic registration information.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">patronaccount\finesfees.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">14</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
Displayed when Fines & Fees is selected on the My Account menu. The Fines page lists the fines and fees the patron owes.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">patronaccount\itemsout.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">16</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Items Out is selected on the My Account menu. The Items Out page shows the items currently checked out by the patron.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">patronaccount\patroncommunity.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">64</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Licensed feature. Displayed when an organization representative selects Community on the My Account menu.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">patronaccount\readinghistory.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">31</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Reading History is selected on the My Account menu. The Reading History page displays a list of the items the patron has checked out since the reading history began.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">patronaccount\registerconnections.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">67</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Polaris Social. Displayed when a patron clicks the appropriate link on the PowerPAC log-on page. This page provides options for setting up a new ChiliFresh account or linking an existing account to the patron’s library account.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">patronaccount\requests.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">18</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Requests is selected on the My Account menu. The Request page lists the hold and interlibrary loan requests the patron has made.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">patronaccount\searchagent.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">40</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Saved Searches is selected on the My Account menu. The Saved Searches page lists information about saved (automatic) searches and provides links for editing and deleting the searches.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">patronaccount\selfregister.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">20</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when click here to register on any log-on page is selected. The Self Register page allows patrons to register for a library card.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">patronaccount\shoppingcart.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">57</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when My Shopping Cart is selected on the My Account menu. This page displays a list of digital materials a patron has placed in the shopping cart for purchase. Used with Polaris Fusion, a separately licensed product.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">patronaccount\social.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">66</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Polaris Social. Available to logged-in patrons from the PowerPAC patron account; displayed when the patron clicks Connections in the dashboard or the menu bar.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">patronaccount\virtualreference.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">33</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
Displayed when Virtual Reference is selected on the My Account menu. The Virtual Reference page provides access to transcripts of the patron’s interaction with a virtual reference service, if the service provides this feature.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\browse.aspx
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">52</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed in response to a Browse search. This page allows patrons to browse the appropriate index headings.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\changedatabases.aspx
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">50</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when the Select Databases link is chosen on a search page. This is the Other Databases page, where patrons can select Z39.50 databases to search simultaneously with the library catalog.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">search\communityinformation.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;">61</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Licensed feature. Displayed when the user selects Community Keyword on the Community menu.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\communityinformationbrowse.aspx
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;">62</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Licensed feature. Displayed when the user selects Community Browse on the Community menu.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">search\communityinformationfull.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;">63</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Licensed feature. Displayed when the user selects a community entry in the community search results list.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\communitylist.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">65</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
Licensed feature. The initial search results list for a community information search.
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\default.aspx?type=Advanced (before search)</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">24</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
Displayed when Advanced is selected from the Search menu. You set up and launch an advanced search from this page.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\default.aspx?type=Boolean (before search)
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">25</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Boolean is selected from the Search menu. You set up and launch a Boolean (command) search from this page.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\default.aspx?type=Browse (before search)</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">22</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Browse is selected from the Search menu. You set up and launch a browse search from this page</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\default.aspx?type=Course (before search)</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">48</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Course Reserves is selected from the Search menu. You set up and launch a search for course reserve records from this page.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\default.aspx?type=Exact (before search)</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">30</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Exact is selected from the Search menu.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\default.aspxtype=Keyword (before search)</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">21</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Keyword is selected from the Search menu. You set up and launch a keyword search from this page.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\default.aspx?type=Phrase (before search)</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">23</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when Phrase is selected from the Search menu. You set up and launch a phrase search from this page.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\misc\dictionary.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">N/A</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\misc\dictionary.aspx</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\misc\esources.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">34</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when E-Sources is selected from the Search menu. The e-Sources page provides links to the proprietary, non-Z39.50 databases available for patron searches.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\misc\thesaurus.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">N/A</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Obsolete</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\newreleases.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">35</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when you click a category in the New Titles Web part on the dashboard. The page displays title links for new library acquisitions.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\related.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">53</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displayed when you click More in the Related Web part on the dashboard for the search results page.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\searchresults.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">51</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displays the initial bib search results list (brief information).</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\title.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">54</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Displays the title product page when a title listed in search results is selected for full display.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">search\titlelist.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">56</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Title list page, displayed when you click My Lists in the Search menu.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">social\profile.aspx</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">68</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">Read-only page that displays the public profile of any of the “social” users in PowerPAC (as opposed to the patronaccount/social.aspx page which is the patron’s own profile page).</td>
|
||||
</tr>
|
||||
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|
||||
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|
||||
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPacProfs/Standard_PAC_Pages_Reference.htm">Open topic with navigation</a>
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|
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<h1>Standard PAC Pages Reference</h1>
|
||||
<p>This topic lists the Polaris PowerPAC and Children’s Edition pages and when they are displayed. You can use this information to decide which, if any, Web parts should be assigned to the dashboard for a specific page (see <a href="../PDOpower/Defining_Web_Parts_for_Dashboards.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}" data-mc-conditions="Primary.Online,Primary.Hidden"><span style="color: Blue;" class="mcFormatColor">Defining Web Parts for Dashboards - Overview</span></a>), or to edit the pages as part of customizing Polaris PowerPAC for your library.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Polaris_PowerPAC_Pages_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Polaris PowerPAC Pages Reference</span></a>
|
||||
</li>
|
||||
<li><a href="Polaris_PowerPAC_Childrens_Pages_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Polaris PowerPAC Children's Edition Pages Reference</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2>Web Page IDs for User-Defined Pages</h2>
|
||||
<p>Polaris PowerPAC and Polaris PowerPAC Children’s Edition are based on ASP.NET programming. All .aspx and .ascx files are directly editable, but you should back up your changes to preserve them from being overwritten when the application is updated and reinstalled. For more information,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../PAC Customization/PACCustom/PAC_Customization.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">PAC Customization</span></a>.</MadCap:conditionalText></p>
|
||||
<p>If you create a custom page with the user-defined template /Custom/CustomPage-template.aspx, you may want to set the PageID value so that the appropriate Web parts are displayed in the dashboard. The default value is 1, which means that your custom page will display the same Web parts as the default PowerPAC portal page (default.aspx). To get a different set of Web parts on your custom page, you change the default PageID value to that of an existing standard page. Simply search your custom file for PageID and change the value at each occurrence.</p>
|
||||
<p class="NoteShade"><b>Example:</b>
|
||||
<br />You have created a new Web page for a patron account function. If you want the Web parts that normally display on the default patron account page to be displayed on your new custom page, change the webpageid value to 9.</p>
|
||||
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|
||||
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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_24067_Patron_Log_On"></a>Controlling Patron Account Login and Access</h1>
|
||||
<p>Use the following Polaris Administration settings to control PAC login and access to patron account information: </p>
|
||||
<p><a name="kanchor2086"></a><a name="IX_single_log_on_overview"></a><a name="kanchor2087"></a><a name="IX_in_PAC_1"></a><b>Single Login: Enable</b> (PowerPAC profile) - If this profile is set to <b>Yes</b>, a <b>Log In/Register</b> option is displayed in the My Account menu and in the page footer. A <b style="font-size: 11pt;">Log In</b> link is also displayed at the top of the page. This allows a patron to log in once for a session, instead of each time a function requires identification. When patrons provide log-in information for the first time (for example, in requesting a hold), they remain logged in until they select a log-out option, or until the Polaris PowerPAC session times out.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you change this profile, you must clear the page cache. See <a href="../PDOMobilePAC/Mobile_PAC_Basics.htm#TOC_Updating_Page_Caches1" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Updating Page Caches</span></a>. If you do not, you may see unexpected results, and it may be possible for a patron to see another patron’s account information at a library workstation.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACLogIn.png" alt="" />
|
||||
</p>
|
||||
<p>When the patron has logged in, the PowerPAC page displays the patron’s name and the <b>Log Out</b> option in the dashboard and at the top of the the page. The patron can click or tap the <b style="font-size: 11pt;">Welcome</b> link to display the Items Out page for the patron's account. When a patron logs in from the My Account menu, the Items Out page is automatically displayed</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACLogOut.png" alt="" />
|
||||
</p>
|
||||
<p>The logged-in patron can select an option in the <b>My Account</b> menu or on the dashboard to see their record, the items they have checked out, hold requests, fines and fees, and saved searches. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Single Login profile also allows Polaris to cache patron log-in information for e-sources authentication. See <a href="../PDOeSources/Setting_Up_E-Source_Targets.htm#XREF_31243_Setting_Up_E">Setting Up E-Source Targets</a>.</p>
|
||||
<p>Polaris Mobile PAC allows a single log-in until the patron deliberately logs out, disconnects from the Mobile PAC site, or is inactive for 20 minutes. See <a href="../PDOMobilePAC/Patron_Log-In_Settings_for_Mobile_PAC.htm#XREF_76179_Patron_Log_On">Patron Log-In Settings for Mobile PAC</a>.</p>
|
||||
<p><b>Patron Access: policy statement hyper text link permitted</b> and <b>Patron Access: policy statement hyper text link </b>(PAC profile)<b> </b>- Enable the hyperlink text and define the text. See <a href="Set_up_a_privacy_statement_link_Polaris_PowerPAC.htm#XREF_85339_Set_up_a_prviacy">Set up a privacy statement link (Polaris PowerPAC)</a>. </p>
|
||||
<p><b>Login retries </b>(PAC profile) - Limits the number of times a patron can attempt to log into the PAC without success. See <a href="Limit_log-in_attempts.htm#XREF_67979_Limit_log_in">Limit log-in attempts</a>.</p>
|
||||
<p><b>Patron inactivity timeout </b>(PowerPAC profile) - Specifies the period of inactivity after which a logged-in patron at a library (in-house) workstation is automatically logged out. See <a href="Set_an_inactivity_timeout_for_in-house_workstations.htm#XREF_92905_Set_an_inactivity">Set an inactivity timeout for in-house workstations</a>.</p>
|
||||
<p><b>Active directory logon </b>(PAC profile) - Allows a PAC log-on using Active Directory credentials instead of the Polaris patron barcode or username and password. This feature is particularly suitable in academic settings, enabling students to authenticate into Polaris PowerPAC and Mobile PAC using their campus network credentials established in Active Directory. The user must have a Polaris patron record, but the authentication uses the user’s network ID, contained in a Polaris patron record User Defined Field (UDF), rather than the patron record barcode and password. Although a patron record barcode is required by Polaris, it will not be used for any PAC authentication. When the user attempts to log in from Polaris PowerPAC or Mobile PAC, the log-in page prompts for the network credentials instead of the usual Polaris barcode/username and password. For set-up instructions, see <a href="Set_Up_PAC_Active_Directory_Log_On.htm#XREF_26310_Set_Up_PAC_Active">Set Up PAC Active Directory Log On</a>.</p>
|
||||
<p><b>Navigation: Patron account </b>(PowerPAC and Mobile PAC profiles) - When this profile is set to <b>Yes</b>, the <b>My Account</b> option is displayed on the Polaris PowerPAC menu bar.</p>
|
||||
<p><b>Navigation: Fines & fees</b> (PowerPAC and Mobile PAC profiles) - When this profile is set to <b>Yes</b>, the <b>Fines & Fees</b> option is displayed on the My Account menu. </p>
|
||||
<p><b>Navigation: Items Out</b> (PowerPAC and Mobile PAC profiles) - When this profile is set to <b>Yes</b>, the <b>Items Out</b> option is displayed on the My Account menu and summary information is displayed in the patron account page dashboard.</p>
|
||||
<p><b>Navigation: My Record</b> - When the profile is set to <b>Yes</b>, the <b>My Record</b> option is displayed on the My Account menu.</p>
|
||||
<p><b>Navigation: Requests</b> (PowerPAC and Mobile PAC profiles) - When this profile is set to <b>Yes</b>, the <b>Requests</b> option is displayed on the My Account menu, summary information is displayed in the patron account page dashboard, and a link to the list of requests is displayed when a request is placed. </p>
|
||||
<p><b>Navigation: Claimed and Lost</b> (PowerPAC and Mobile PAC profiles) - When this profile is set to <b>Yes</b>, the Claimed and Lost view is displayed in the patron account.</p>
|
||||
<p><a name="kanchor2088"></a><a name="IX_displaying_in_PAC_10"></a><b>Patron access: Display hold queue information</b> (PAC profile) - When this profile is set to <b>Yes</b>, the position of a patron’s request in the holds queue is displayed on the Requests page of the patron account. </p>
|
||||
<p><b>Patron Access: Renewal </b>(PAC profile) - When the <b>Renewal permitted </b>option is checked, patrons can renew all or selected items from the Items Out page in the patron account. If the <b>Allow renewal if patron registration will expire</b> option is selected, the patron sees the expiration message in PAC but the renewal is allowed. The system uses the setting of the governing library for patron blocks.</p>
|
||||
<p><b>Patron access options</b> (PAC profile) - Use the options available in this profile to set up self-registration; specify defaults; set password options; specify the reminder notices that patrons can opt out of receiving; specify the contact information the patron can change; specify the associated patron information that is displayed for patrons who have associations; specify which custom fields display and whether they are required; specify whether patrons can send "Ask us" emails. See <a href="Setting_Patron_Account_Options.htm#XREF_68457_Setting_Patron">Setting Patron Account Options.</a></p>
|
||||
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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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|
||||
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPatAcc/Display_and_require_PCDFs_in_patron_update_pages_in_PAC.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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|
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<h1>Display and require PCDFs in patron update pages in PAC</h1>
|
||||
<p>To display patron custom data fields (PCDFs) in the patron update pages in the PAC, and to specify that certain patron custom data fields are required:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron Access options</b>. The <b>Patron Access Options</b> dialog box appears.</li>
|
||||
<li value="3">Select the <b>Preferences </b>tab. </li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the <b>Custom Field Display</b> tab to display the available PCDFs.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="custdisp00562.gif" style="margin-bottom: 0.000pt;width: 287;height: 151;" id="image20" src="custdisp00562_287x151.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">To display a PCDF in the patron account update page in the PAC, select the left checkbox under <b>Label</b>.</li>
|
||||
<li value="3">To indicate that a displayed PCDF is a required field, select the PCDF and click <b> Change Required Status</b>. The <b>Required</b> setting changes from <b>No </b>(the default) to <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2" data-mc-conditions="Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_Patron_Custom_Data_Fields.htm#XREF_37348_Setting_UP_Patron">Setting Up Patron Custom Data Fields</a>. </p>
|
||||
<ol start="4">
|
||||
<li value="4">Click <b>Apply</b> when you are finished setting up the PCDFs.</li>
|
||||
</ol>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPatAcc/Display_and_require_UDFs_in_patron_update_pages_in_PAC.htm">Open topic with navigation</a>
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|
||||
<h1>Display and require UDFs in patron update pages in PAC</h1>
|
||||
<p>To display user-defined fields (UDFs) in the patron update pages in the PAC, and to specify that certain user-defined fields are required:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron Access options</b>.The <b>Patron Access Options</b> dialog box appears.</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the <b>Preferences </b>tab. The available UDFs are listed on the <b>UDF Display</b> subtab.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="prefpage.gif" style="width: 257.497pt;height: 302.342pt;margin-bottom: 0.000pt;" id="image19" src="prefpage.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">To display UDFs in the patron account update pages in the PAC, select the left checkbox under <b>User defined fields to display</b>.</li>
|
||||
<li value="3">To indicate that a displayed UDF is a required field, select the <b>Required</b> checkbox.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_User-Defined_Fields.htm">Setting Up User-Defined Fields</a>. </MadCap:conditionalText>
|
||||
</p>
|
||||
<ol start="3">
|
||||
<li value="3">Click <b>Apply</b> when you are finished setting up the UDFs.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<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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+129
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOPatAcc.fm" /><title>Enable patron account access - PowerPAC</title>
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<h1><a name="XREF_37912_Enable_patron"></a>Enable patron account access - PowerPAC</h1>
|
||||
<p><a name="kanchor2408"></a><a name="IX_patron_access_options"></a>To allow patrons to view their accounts from Polaris PowerPAC, and to specify the available account features:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Separate Mobile PAC profiles control patron account access, navigation, and features in Mobile PAC. See <a href="../PDOMobilePAC/Patron_Account_My_Account_in_Mobile_PAC.htm">Patron Account (My Account) in Mobile PAC</a>.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Navigation: Patron Account</b>, and set the value to <b>Yes</b>. When this profile is set to <b>Yes</b>, the <b>My Account</b> option is displayed on the Polaris PowerPAC menu bar.</li>
|
||||
<li value="3">Set the following PowerPAC profiles to control what features you offer when patrons access their accounts:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><a name="kanchor2409"></a><a name="IX_PowerPAC_1"></a><a name="kanchor2410"></a><a name="IX_PowerPAC"></a><a name="kanchor2411"></a><a name="IX_setting_access"></a><b>Navigation: Fines & Fees</b> - Specifies whether patrons can view the fines and fees associated with their library accounts. When the profile is set to <b>Yes</b>, the <b>Fines & Fees</b> option is displayed on the My Account menu. The system uses the setting for the patron’s registered branch.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><a name="kanchor2412"></a><a name="IX_suppressing_history"></a><b>Note:<br /></b>Patrons can select an information icon <img alt="InfoIconBlue.gif" style="margin-bottom: -4.000pt;width: 19;height: 18;" id="image2" src="InfoIconBlue_19x18.gif" /> to see detailed information about an individual fine or fee. The history section on the details page includes the date, type, amount, payment, and staff name associated with the fine or fee. If you prefer to suppress the history section, set the PAC profile <b>Fines & Fees: Show history in detailed view</b> to <b>No</b>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you plan to accept online credit card payments, set <b>Navigation: Fines & Fees</b> to <b>Yes</b>.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPCreditCard/Setting_Up_E-Commerce.htm">Setting Up E-Commerce</a>.</MadCap:conditionalText></p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><a name="kanchor2413"></a><a name="IX_displaying_in_patron"></a><b>Navigation: Items Out</b> - Specifies whether patrons can view a list of the items checked out to their account. When the profile is set to <b>Yes</b>, the <b>Items Out</b> option is displayed on the My Account menu and summary information is displayed in the patron account page dashboard. The system uses the setting for the patron’s registered branch.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you want to allow patrons to renew items from the Items Out page, set this option using the PAC profile <b>Patron Access: Renewal Permitted</b>. See step 4.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><a name="kanchor2414"></a><a name="IX_see_also_patron_account"></a><a name="kanchor2415"></a><a name="IX_setting_access_1"></a><b>Navigation: My Record</b> - Specifies whether patrons can view their library registration information. When the profile is set to <b>Yes</b>, the <b>My Record</b> option is displayed on the My Account menu.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a name="kanchor2416"></a><a name="IX_PAC_patron_account_1"></a><b>Navigation: Requests</b> - Specifies whether patrons can view a list of the titles they have requested. When the profile is set to <b>Yes</b>, the <b>Requests</b> option is displayed on the My Account menu, summary information is displayed in the patron account page dashboard, and a link to the list of requests is displayed when a request is placed. The system uses the setting for the patron’s registered branch. The page shows the status of each request, and allows the patron to cancel, suspend and reactivate requests. From the Requests page, the patron can also see detailed information about each request.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a name="kanchor2417"></a><a name="IX_holds_queue_position_in"></a><a name="kanchor2418"></a><a name="IX_displaying_in_PAC_11"></a><b>Patron access: Display hold queue information</b> - Specifies whether the position of a patron’s request in the holds queue is displayed on the Requests page of the patron account, and whether the patron receives a message about the current number of active requests for the material when she places a hold. The profile setting for <span class="FM_Emphasis">the patron’s registered branch</span> controls whether the holds queue information is displayed. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You may want to suppress the holds queue information because it can be confusing in certain circumstances. For example, a request may be first in the queue, but if it is overridden for some reason, it may not be filled first. Also, if a branch uses primary and secondary routing groups, the queue position of a request may change if the request is sent to the secondary routing group. For more information about holds processing,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPrequests/Setting_Up_Holds_and_ILL_Request_Processing.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Hold and ILL Loan Request Processing</span></a>.</MadCap:conditionalText></p>
|
||||
<ol start="4">
|
||||
<li value="4"><a name="kanchor2419"></a><a name="IX_allowing_1"></a>To allow patrons to renew items from Polaris PowerPAC and Mobile PAC, do these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>PAC</b> tab in the details view of the Administration Explorer.</li>
|
||||
<li value="2">Double-click <b>Patron Access: Renewal</b>, and select <b>Renewal permitted</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">When this option is checked, patrons can renew all or selected items from the Items Out page in the patron account. (When the profile is set to <b>No</b>, the renewal links are not displayed on the Items Out page.)</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Even when you permit renewals, renewal options are not displayed for items that cannot be renewed.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">To allow renewals where the patron registration will expire before the renewal due date, select <b>Allow renewal if patron registration will expire</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">If this option is selected, the patron sees the expiration message in PAC but the renewal is allowed. The system uses the setting of the governing library for patron blocks.</p>
|
||||
<ol start="5">
|
||||
<li value="5">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor2420"></a><a name="IX_in_PAC_patron_account"></a><span class="FM_BulletHead">Patron messages</span> - You can allow staff to post library-defined or free-text messages to patron accounts. Patrons can then read and delete the messages from the PowerPAC or Mobile PAC patron account. For more information about setting up patron messages,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_Patron_Messages.htm#XREF_53524_Setting_Up_Patron">Setting Up Patron Messages</a>.</MadCap:conditionalText> For more information about posting patron messages in the staff client,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services/PPregstr/Posting_Patron_Messages.htm#XREF_35384_Posting_Patron">Posting Patron Messages</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Blocks on renewals and ebook circulation</span> - You can set blocking conditions that apply to renewals and ebook circulation from the PAC or renewals by telephone.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPblocks/Defining_Patron-Initiated_Circulation_Blocks.htm#XREF_16479_Defining_Patron">Defining Patron-Initiated Circulation Blocks</a>.</MadCap:conditionalText> You can also block renewal from PAC if an associated patron has exceeded the 2nd level fine amount as determined by the governing library for patron blocks, or if the associated patron has exceeded the maximum overdue limit as determined by the governing library for patron blocks. For more information about setting up blocking relationships,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services/PPregstr/Patron_Associations.htm#XREF_55300_Patron_Associations">Patron Associations</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Hold/ILL requests </span>- You set conditions for requests from PAC with Requests parameters.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPrequests/Setting_Up_Holds_and_ILL_Request_Processing.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Hold and ILL Loan Request Processing</span></a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Online registration, password changes, and account updates</span> - See <a href="Setting_Patron_Account_Options.htm#XREF_68457_Setting_Patron">Setting Patron Account Options</a>.</li>
|
||||
<li><span class="FM_BulletHead">Setting a staff override password</span> - See <a href="Set_patron_password_and_user_name_options.htm#XREF_49970_Control_patron">Set patron password and user name options</a>.</li>
|
||||
<li><span class="FM_BulletHead">Allowing credit card payments</span> -<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPCreditCard/Setting_Up_E-Commerce.htm#XREF_47672_Setting_Up">Setting Up E-Commerce</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Search agent (saved searches)</span> - If you offer search agent functionality, patrons can view and work with their saved searches from the patron account pages. See <a href="../PDOstart/Public_Access_Administration.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Public Access Profiles and Parameters</span></a>.</li>
|
||||
<li><span class="FM_BulletHead">Ask Us</span> - Using Ask Us, registered patrons can log in and send an email message to designated library staff members. See <a href="../PDOMobilePAC/Set_up_and_start_Ask_Us1.htm#XREF_44046_Set_up_Ask_Us">Set up and start Ask Us</a>. You can optionally offer this feature to guest users (no logon required).</li>
|
||||
<li><span class="FM_BulletHead">3M PAMS</span> - 3M™ <a name="XREF_smart_cards_setting_for"></a>Public Access Management System “smart cards” allow patrons to log in by placing a smart card in a reader. See <a href="../PDOpower/Set_up_Polaris_PowerPAC.htm">Set up Polaris PowerPAC</a>.</li>
|
||||
<li><span class="FM_BulletHead">Polaris® ExpressCheck™</span> - Use the SelfCheck Unit parameter <b>Polaris ExpressCheck: Options</b> to control access to the patron account from ExpressCheck.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<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>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
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|
||||
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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_67979_Limit_log_in"></a>Limit log-in attempts</h1>
|
||||
<p><a name="kanchor5104"></a><a name="IX_setting_15"></a>You can limit the number of times a patron can attempt to log in before being forced to wait 5 minutes. To limit the number of times a patron can attempt to log in before the waiting period is enforced:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These settings apply to the following PAC applications:<br />Polaris PowerPAC - Main log-in page, hold request page<br />Polaris PowerPAC Children’s Edition - Hold request page<br />Mobile PAC - Main log-in page</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder at the system level, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Login retries</b>. The <b>PAC Login Retries</b> dialog box appears.</li>
|
||||
<li value="3">Select <b>Enable limit on login retries</b>.</li>
|
||||
<li value="4">Set the number of attempts (5-99) allowed before the patron must wait 5 minutes.</li>
|
||||
<li value="5">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<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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<h1><a name="XREF_26310_Set_Up_PAC_Active"></a>Set up PAC Active Directory logon</h1>
|
||||
<p>You can allow users to log on to PAC using network credentials (Active Directory logon) instead of the Polaris patron record barcode/username and password. ActiveDirectory logon has these requirements and limitations:</p>
|
||||
<ul type="disc">
|
||||
<li>The Polaris production server must be in the same domain as the Active Directory service.</li>
|
||||
<li>The library must designate a user-defined field (UDF) to contain the network ID in the patron record. Staff can search for patron records by this UDF if trouble-shooting is necessary. For information about setting up UDFs,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_User-Defined_Fields.htm#XREF_64065_User_Defined">Setting Up User-Defined Fields</a>.</MadCap:conditionalText></li>
|
||||
<li>
|
||||
<p class="FM_Task">The Polaris patron record barcode and password will not work to log on to the patron record in PAC. Because the network ID is the standard for access and the Polaris patron barcode/password cannot be used to log on, the library must limit the user’s ability to manage this Polaris patron data by suppressing certain options from PAC. In Polaris Administration, suppress the following options with the PAC profile <b>Patron access options</b> (see <a href="Setting_Patron_Account_Options.htm#XREF_68457_Setting_Patron">Setting Patron Account Options</a>):</p>
|
||||
<ul type="disc">
|
||||
<li>Create a username - On the Log In tabbed page (system level only), clear the <b>Enable patron username</b> checkbox.</li>
|
||||
<li>Change passwords - On the Log In tabbed page, clear the <b>Patron can change password</b> checkbox.</li>
|
||||
<li>Manage forgotten passwords - On the Log In tabbed page (system level only), clear the <b>E-mail forgotten password </b>checkbox.</li>
|
||||
<li>Register for a patron account online - On the Self-registration tabbed page, clear the<b> Patron can self-register</b> checkbox.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>SIP applications, such as third-party self-check, will not work with the Active Directory credentials. They require the Polaris patron record barcode and password. </li>
|
||||
<li>Offline Polaris will not work with the Active Directory credentials. It requires the Polaris patron record barcode and password.</li>
|
||||
</ul>
|
||||
<p>See <a href="#XREF_32717_Active_Directory" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Active Directory Log On in PAC</span></a>.</p>
|
||||
<p><a name="kanchor771"></a><a name="IX_in_PAC_setup"></a><a name="kanchor772"></a><a name="IX_Active_Directory_logon"></a>To allow users to log on to PAC using network credentials instead of the Polaris patron record barcode/username and password: </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These settings apply to both Polaris PowerPAC and Mobile PAC.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the system, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Active directory logon</b>. The <b>Active Directory Logon</b> dialog box appears.</li>
|
||||
<li value="3">Select <b>Enable</b>.</li>
|
||||
<li value="4">Select the UDF (user-defined field) that contains the network ID from the list.</li>
|
||||
<li value="5">The options are the UDFs defined for the system.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_User-Defined_Fields.htm#XREF_64065_User_Defined">Setting Up User-Defined Fields</a>.</MadCap:conditionalText></li>
|
||||
<li value="6">Enter the network domain name (maximum 25 characters).</li>
|
||||
<li value="7">Click <b>Save</b>.</li>
|
||||
<li value="8">Suppress user name, password, and self-registration options from display in PAC, using the PAC profile <b>Patron access options</b>. See <a href="Enable_patron_account_access_-_PowerPAC.htm#XREF_37912_Enable_patron">Enable patron account access - PowerPAC</a>. </li>
|
||||
<p class="NoteShade"><b>Important:<br /></b>There are no programmatic relationships between the <b>Active Directory Logon</b> settings and the <b>Patron access options </b>settings that control patron usernames, passwords, or self-registration. You must suppress these options in Polaris Administration as described here.</p>
|
||||
<li value="9">Using Polaris Language Editor (WebAdmin), reload Polaris PowerPAC and Mobile PAC.</li>
|
||||
</ol>
|
||||
<h2><a name="XREF_32717_Active_Directory"></a>Active Directory Log On in PAC</h2>
|
||||
<p>When the Active Directory option is enabled, the PAC log-on page displays <b>Username</b> and <b>Password</b> fields. The user enters the network ID (username) and password. If the password is correct and the username matches that entered in a single patron record UDF, the user is logged on. The <b>Username</b> field label can be edited in Polaris Language Editor (WebAdmin).</p>
|
||||
<p>Authentication fails in the following situations:</p>
|
||||
<ul type="disc">
|
||||
<li>The credentials cannot be validated according to network validation rules (for example, the user has entered a Polaris patron barcode instead of the network username). A message is displayed: <b>You have entered an invalid ID or password. Please try again</b>. </li>
|
||||
<li>The ID (username) entered does not match the designated UDF in any patron record. A message is displayed: <b>Your library account cannot be verified. Please contact the library for assistance.</b></li>
|
||||
<li>The ID entered matches the designated UDF in more than patron record. A message is displayed: <b>Your ID matches more than one library record. Please contact the library for assistance.</b></li>
|
||||
</ul>
|
||||
<p>These messages can be edited in Polaris Language Editor (WebAdmin). The language strings are:</p>
|
||||
<ul type="disc">
|
||||
<li><b>PACML_ADLOGON_FAILED</b> (invalid ID or password)</li>
|
||||
<li><b>PACML_ADLOGON-NOPATRON</b> (library account cannot be verified)</li>
|
||||
<li><b>PACML_ADLOGON_MULTPATRON</b> (more than one library record)</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<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_92905_Set_an_inactivity"></a>Set an inactivity timeout for in-house workstations</h1>
|
||||
<p><a name="kanchor4183"></a><a name="IX_setting_16"></a>To automatically log out patrons from in-house workstations after a specified period of inactivity:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These settings do not apply to patrons who are not logged in or those working outside the library.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron inactivity timeout</b>. The <b>Patron Inactivity Timeout </b>dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PatInactivityTO.png" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>Enable patron inactivity timeout for in-house workstations</b> to enable the inactivity timeout.</li>
|
||||
<li value="4">Set the time after which the patron is logged out and the specified page (see step 5) is displayed. You can specify a time from 1 to 20 minutes.</li>
|
||||
<li value="5">Specify the page to display after the inactivity period and automatic logout:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Select <b>Default PowerPAC home page </b>to return to the page you have specified as the PowerPAC home page. See <a href="../PDOpower/Set_up_Polaris_PowerPAC.htm">Set up Polaris PowerPAC</a>.</li>
|
||||
<li>Select <b>URL</b> and type the <span class="FM_Emphasis">complete</span> URL of the page that should be displayed (255 characters maximum).</li>
|
||||
</ul>
|
||||
<ol start="6">
|
||||
<li value="6">Click <b>OK</b> to save your settings.</li>
|
||||
</ol>
|
||||
<h2><a name="XREF_26075_Patron_Inactivity"></a>Patron Inactivity Timer</h2>
|
||||
<p>The patron inactivity timer starts only when a patron has stopped doing any of the following actions: clicking Polaris product buttons, links, cover images; clicking in the PowerPAC portion of the browser window; or entering a credit card payment. When any of these actions occur, activity is registered and the inactivity timer is restarted. Actions that are not counted as activity include resizing or moving the browser window; accessing browser menu options; scrolling; or accessing any third-party resource that opens in a lightbox, frameset, or new browser window.</p>
|
||||
<p>When this feature is enabled, the browser status bar displays a count-down timer when 60 seconds are left before automatic logout. In addition, an alert box displays the following message 30 seconds before the session is due to time out: <b>Your session will end in 30 seconds</b>. </p>
|
||||
<p>If the user clicks the <b>Continue session</b> button in the timeout alert box, the session timeout clock restarts, and the user remains on the current page. If a lightbox was open, it remains open. If the user does not click the <b>Continue session</b> button, the session ends, and the page defined in the <b>Patron inactivity timeout profile</b> displays. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When a credit card payment is submitted, the Patron Inactivity Timeout value is calculated by adding it to the credit card gateway timeout set in the Credit Card parameter <b>Online payments: Configure</b> plus 90 seconds. </p>
|
||||
<p>The count-down timer text can be edited in Polaris Language Editor (string ID <b>PACML_TIMEOUMSG</b>).</p>
|
||||
<p>The following language strings can be edited in Polaris Language Editor:</p>
|
||||
<ul>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_TIMEOUTALERT</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_TIMEOUTALERT2</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_CONTINUESESSION</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_TIMWINTITLE</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_TIMEOUTCLICK</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_TIMEOUTSECONDS</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The number of seconds cannot be modified.</p>
|
||||
<p class="NoteShade"><b>Note - Secure Socket Layer (SSL):<br /></b>If SSL is enabled for the entire site, the 60-second countdown timer appears in the status bar only if you add the site to the trusted sites list in Internet Explorer. For more information about SSL,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Administration/PDserver/Setting_Web_Server_Parameters.htm#XREF_80364_Secure_Socket">Secure Socket Layer (SSL)</a> and <a href="../../Administration/PDserver/Set_the_entire_PowerPAC_site_to_https_only.htm#XREF_85304_Set_the_entire">Set the entire PowerPAC site to https only</a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Note - Firefox browsers:<br /></b>You may need to clear the browser history to make the timer work correctly.</p>
|
||||
<p>To display the count-down timer in the status bar, select <b>Tools, Options, Content</b> tabbed page, and click <b>Advanced</b>. On the Advanced JavaScript Settings dialog box, select <b>Change status bar text</b>.</p>
|
||||
<p>The automatic logoff applies only to in-house workstations. A workstation is typically considered to be in-house if it is registered in Polaris Administration (staff client workstations) or if the workstation’s IP address is listed in the In-House IP Addresses database table. If you use Polaris PowerPAC on workstations within the library and you are enabling the patron inactivity timeout, be sure to list them in the In-House IP Addresses database table.</p>
|
||||
<p>For information about registering client workstations in Polaris Administration,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Administration/PDresourc/Setting_Up_Workstations.htm#XREF_70555_Setting_Up">Setting Up Workstations</a>.</MadCap:conditionalText></p>
|
||||
<p>For information about listing PowerPAC workstations in the In-House IP Addresses database table,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Administration/PDresourc/Identifying_In-House_Computers.htm#XREF_75055_Indentifying_In">Identifying In-House Computers</a>.</MadCap:conditionalText></p>
|
||||
<p>You can determine whether the system checks both the In-House IP Addresses table and the registered workstations (the default setting), or only the In-House IP Addresses table, to determine whether a workstation is in-house.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Administration/PDresourc/Set_criteria_for_determining_in-house_location.htm#XREF_29900_Set_criteria_for">Set criteria for determining in-house location</a>. </MadCap:conditionalText></p>
|
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<h1><a name="kanchor758"></a>Set patron associations display in PAC</h1>
|
||||
<p><a name="kanchor759"></a>If your library uses associated patrons functionality to link patron accounts together, you can specify whether to display the "block me" and/or "allow me" settings for associated patrons in the PAC. </p>
|
||||
<p>To <a name="kanchor760"></a>specify the settings that patrons can see about their associated patrons in the PowerPAC and Mobile PAC:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron access options</b>. The <b>Patron Access Options</b> dialog box opens.</li>
|
||||
<li value="3">Select the <b>Preferences</b> tab.</li>
|
||||
</ol>
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<p class="indent2">
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<img src="../../../Resources/Images/PACPatAccAssocSA_301x388.png" style="width: 301;height: 388;" alt="" />
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||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select the <b>Associated Patrons</b> checkbox, and select one or both of these checkboxes:<ul><li><b>Show 'Block me' setting</b> - When this checkbox is selected for a branch, patrons registered at this branch can see whether they are blocked when their associated patrons are blocked.</li><li><b>Show 'Allow me' setting</b> - When this checkbox is selected for a branch, patrons registered at this branch can see whether they are permitted to pick up and check out held items for their associated patrons.</li></ul></li>
|
||||
<li value="5">Click <b>Save</b>.</li>
|
||||
</ol>
|
||||
<h2>Associated Patron Display in PowerPAC</h2>
|
||||
<p style="mc-hyphenate: never;">If both the <b>Associated Patrons</b> options (<b>Show 'Block me' setting</b> and <b>Show 'Allow me' setting</b>) are selected in the <b>Patron Access Options</b> profile for the branch, patrons registered at that branch who have associations can access their account in PowerPAC, expand the <b>Associated Patrons</b> area, and see the block and allow settings for each of their associated patrons.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACAssocPatronsPPAC.png" alt="" />
|
||||
</p>
|
||||
<h2>Associated Patron Display in Mobile PAC</h2>
|
||||
<p>If both the <b>Associated Patrons</b> options (<b>Show 'Block me' setting</b> and <b>Show 'Allow me' setting</b>) are selected in the <b>Patron Access Options</b> profile for the branch, patrons registered at that branch who have associations can access their account in Mobile PAC, expand the <b>Associated Patrons</b> area by selecting the right arrow, and see the block and allow settings for each associated patron.</p>
|
||||
<h4><i>Patron account in Mobile PAC</i>
|
||||
</h4>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACAssocPatronsMPAC1.png" alt="" />
|
||||
</p>
|
||||
<h4><i>Block and Allow settings for associated patrons in Mobile PAC</i>
|
||||
</h4>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACAssocPatronsMPAC2.png" alt="" />
|
||||
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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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPatAcc/Set_patron_password_and_user_name_options.htm">Open topic with navigation</a>
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<h1><a name="XREF_49970_Control_patron"></a>Set patron password and username options</h1>
|
||||
<p><a name="kanchor362"></a><a name="IX_enabling_6"></a><a name="kanchor363"></a><a name="IX_numeric"></a><a name="kanchor364"></a><a name="IX_forgotten_e_mail_from"></a><a name="kanchor365"></a><a name="IX_staff_override"></a><a name="kanchor366"></a><a name="IX_online_change_set_up"></a>To set the password and username options offered to patrons using Polaris PowerPAC or Mobile PAC:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Complete this procedure for each branch that allows patron self-registration.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, select <b>Profiles</b> > <b>PAC</b>.</li>
|
||||
<li value="2">Double-click <b>Patron access options</b>. <p>The <b>Patron Access Options</b> dialog appears.</p></li>
|
||||
<li value="3">Select the <b>Log In</b> tab.</li>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/patron_access_log_in_tab_300x389.png" style="vertical-align: baseline;border-left-style: solid;border-left-width: ;border-left-color: #000000;border-right-style: solid;border-right-width: ;border-right-color: #000000;border-top-style: solid;border-top-width: ;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: ;border-bottom-color: #000000;width: 300;height: 389;" alt="" />
|
||||
</p>
|
||||
<li value="4">To allow patrons to change their passwords online, select the <b>Patron can change password</b> checkbox.</li>
|
||||
<li value="5">To specify an override password for staff, perform these steps:</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>A staff member can use the staff override password to help a patron access the account in case the password has been forgotten. Once in the account, if the <b>Patron can change password</b> box is selected, the patron can specify a new password by selecting a link on the PAC patron account page.</p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the <b>Enable staff override</b> checkbox.</li>
|
||||
<li value="2">Type a password in the <b>PAC override password</b> box. The password can be 4 to 16 characters (letters and numbers), but cannot include spaces.</li>
|
||||
</ol>
|
||||
<li value="6">(System level only) To allow patrons to set up and change usernames, select <b>Enable patron username</b>.</li>
|
||||
<p><a name="kanchor367"></a><a name="IX_format"></a>A patron can enter their username instead of a barcode when signing in to use PAC functions such as viewing their account or placing a hold request. The username is displayed in the patron account in PAC, and the patron barcode is masked to display only the last four digits. The username is also accepted for signing in to third-party self-service devices (devices that rely on SIP or SIP2) and in Polaris ExpressCheck. </p>
|
||||
<p>The username must be a minimum of 4 and a maximum of 50 alphanumeric characters, and cannot contain spaces. It must begin with a letter. The following special characters are also allowed: <b>-</b> (dash), <b>_</b> (underscore), <b>.</b> (period), and <b>@</b> (at). The username must not contain two special characters next to each other, and cannot match an existing patron barcode.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Patron usernames are not available to staff. Staff cannot assign them during patron registration, they are not searchable or available for reports, and they are not displayed in the patron record. Only patrons can create or change usernames.</p>
|
||||
<li value="7">(System level only) To allow patrons to receive an email message containing a time-sensitive link to reset their password, select <b>E-mail reset password link</b>.</li>
|
||||
<p>When this option is set, the PAC, MobilePAC, or Polaris ExpressCheck sign in pages include a <b>Forgot password?</b> link. When the patron selects the link, an email message containing a time-sensitive link to reset their password is sent to both the primary and alternate email addresses in the patron record. If no email address is present in the patron record, the system displays an error message.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the patron has forgotten both their username and their password, they must contact the library. Staff can assign a new password. Using this and the barcode, the patron can set up a new username.</p>
|
||||
<li value="8">To restrict passwords to numeric characters (PINs), select <b>Passwords must be numeric only</b>.</li>
|
||||
<p>This option is useful if you use Polaris Phone Attendant and allow patrons to sign in by telephone to hear information about their accounts. (Alternatively, you can allow alphanumeric passwords from the Phone Attendant.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Telephony_Admin/PTInboundTel/Set_Phone_Attendant_options_for_specific_lines.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Phone Attendant Options for Specific Lines</span></a>.)</MadCap:conditionalText> If you choose to enable this option, existing alphanumeric passwords will continue to work but only numeric passwords are accepted when a new account is created or when a patron password is changed from the staff client or from PAC.</p>
|
||||
<li value="9">Select <b>Apply</b> to apply your settings and continue working with Patron Access options, or select <b>Save</b> to save your settings and close the Patron Access options dialog.</li>
|
||||
<li value="10">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
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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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<h1><a name="XREF_85339_Set_up_a_prviacy"></a>Set up a privacy statement link (Polaris PowerPAC)</h1>
|
||||
<p><a name="kanchor5498"></a><a name="IX_displaying_link_in_PAC"></a>You can display a link to the library’s privacy policy (<i>For more information on our privacy policy, click here</i>) on the patron self-registration pages and at all patron log-in points when Single Login is enabled and the patron has not yet logged in.</p>
|
||||
<p> To display the link in Polaris PowerPAC:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron Access: policy statement hyper text link permitted</b>, and set the value to <b>Yes</b>.</li>
|
||||
<li value="3">Double-click <b>Patron Access: policy statement hyper text link</b>, and type the complete URL to the Web page for the library privacy policy.</li>
|
||||
<li value="4">Select <b>File</b>, <b>Save</b>.</li>
|
||||
</ol>
|
||||
<p>See<MadCap:conditionalText data-mc-conditions="Primary.Online"> also: <a href="../../Patron_Services_Admin/PDPCreditCard/creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</MadCap:conditionalText></p>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPatAcc/Set_up_and_start_Ask_Us.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_44046_Set_up_Ask_Us"></a>Set up and start Ask Us</h1>
|
||||
<p><a name="kanchor466"></a><a name="IX_See_also_Ask_Us_1"></a><a name="kanchor467"></a><a name="IX_overview_195"></a>With the Ask Us feature, patrons can use Polaris PowerPAC or Mobile PAC to send a reference question to a designated library email address. You set up a receiving email address on the branch level, then enable the feature in PowerPAC, Mobile PAC, or both. You can require a patron logon, or bypass the logon and allow anyone to send a question via Ask Us.</p>
|
||||
<p><a name="kanchor468"></a><a name="IX_Sent_From_address_1"></a>The Sent From email address on the message to the library is the email address the user has specified in the Ask Us form, if any. If no address is specified, the user has logged in as a patron, and the patron account includes an email address, that address is used. If no email address is specified in the Ask Us form or the patron account, or the patron has cleared the address from the form, the Sent From address is that specified in the PAC profile <b>Email notification: Email address of sender</b>.</p>
|
||||
<p class="NoteShade"><a name="kanchor469"></a><a name="IX_specifying_server_for_1"></a><a name="kanchor470"></a><a name="IX_specifying_for_PAC_Ask_Us_1"></a><b>Note:<br /></b>Any email message from PAC, including Ask Us messages, requires you to specify the SMTP server in Polaris Administration. Double-click the PAC profile <b>Email notification: Server running SMTP service</b>, and type the domain name of the email SMTP server.</p>
|
||||
<p><a name="kanchor471"></a><a name="IX_setting_up_e_mail"></a>To set up the email addresses to receive questions sent from the PAC, and to start the Ask Us function:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron Access options</b>. The <b>Patron Access Options</b> dialog box appears.</li>
|
||||
<li value="3">Click the <b>Ask Us</b> tab.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dPatronAccAskUs.gif" style="width: 257.497pt;height: 302.342pt;margin-bottom: 0.000pt;" id="image21" src="dPatronAccAskUs.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To specify the receiving address for Ask Us email messages, do these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click <b>Add, </b>and use the Find Tool to search for the staff member or members who should receive the Ask Us messages. </li>
|
||||
<li value="2">Select the names in the results list, right-click the highlighted names, and choose <b>Select</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The<b> Patron Access Options</b> dialog box appears, and the selected names are displayed in the <b>E-mail to</b> list.</p>
|
||||
<ol start="5">
|
||||
<li value="5">Click <b>Apply</b> to apply your settings and continue working with patron access options, or click <b>Save</b> to save your settings and close the <b>Patron Access Options</b> dialog box.</li>
|
||||
<li value="6">To make the Ask Us feature available in Polaris PowerPAC, do these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>PowerPAC</b> tab in the details view of the Explorer.</li>
|
||||
<li value="2">Double-click <b>Navigation: Ask us,</b> and select <b>Yes</b>.</li>
|
||||
<li value="3">To require a patron login for Ask Us, double-click <b>Ask Us: Require Login</b>, and set the value to <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">If this value is set to <b>No</b>, a <b>Guest</b> button is displayed on the Ask Us logon page in Polaris PowerPAC. The user can click <b>Guest</b> to send a question without logging on. </p>
|
||||
<ol start="7">
|
||||
<li value="7">To make the Ask Us feature available in Mobile PAC, do these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>MobilePAC</b> tab in the details view of the Explorer.</li>
|
||||
<li value="2">Double-click <b>Navigation: Ask us</b>, and select <b>Yes</b>.</li>
|
||||
<li value="3">To require a patron login for Ask Us, double-click <b>Ask Us: Require Login</b>, and set the value to <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">If this value is set to <b>No</b>, a <b>Guest</b> button is displayed on the Ask Us logon page in Mobile PAC. The user can click <b>Guest</b> to send a question without logging on.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Libraries that use Polaris Community Profiles and ContentXChange should set this option to <b>No</b> so that logon is not required. Organizations can place the Ask Us feature on their own Web sites, where any visitor to the site can send a question to the library. For more information,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Administration/PDquickref/Administration_Shortcut_Keys.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a>.</MadCap:conditionalText></p>
|
||||
<ol start="8">
|
||||
<li value="8">Select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<p>The ContentXChange Ask Us widget uses the Ask Us settings for the organization specified in the <b>ContentXChange widgets link to:</b> box on the Community Record workform.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Community Profiles/CommProfStaffClient/Enter_basic_community_information_in_the_staff_client.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enter Basic Community Information in the Staff Client</span></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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPatAcc/Set_up_online_patron_account_updates.htm">Open topic with navigation</a>
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<h1><a name="XREF_90160_Set_up_online"></a>Set up online patron account updates </h1>
|
||||
<p><a name="kanchor1684"></a><a name="IX_updates_from_PAC_1"></a>You can allow patrons to request updates to their patron account information in Polaris PowerPAC or Mobile PAC and opt out of receiving certain email reminder notices.</p>
|
||||
<div class="NoteShade"><b>Notes</b>:<ul><li><p>When patrons request certain updates to their account information online, Polaris blocks the patron from checking out materials until staff verify the update.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="file:///C:/Git/Polaris ILS/Content/PolarisStaffHelp/Patron_Services/PPblocks/Resolve_a_Verify_Patron_block.htm#XREF_55711_Verify_patron_self">Resolve a Verify Patron block</a>.</MadCap:conditionalText></p></li><li>For Patron Access Options, PowerPAC and Mobile PAC honor system administration settings as follows:<ul><li>If the patron is signed in, the system uses the setting for the patron's registered branch.</li><li>If the patron is not signed in, the system uses the setting for the connection branch.</li></ul></li></ul></div>
|
||||
<p>To set up online patron account updates:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron Access options</b>. <br />The<b> Patron Access Options</b> dialog box appears.</li>
|
||||
<li value="3">Click the <b>Contact Info</b> tab.<br /><img src="../../../Resources/Images/PatronAccessOP_ContactInfo.png" alt="" /></li>
|
||||
<li value="4">Select <b>Patron can change notification method</b> to allow patrons to change their notification method online. This option does not place a verification block on the patron account.</li>
|
||||
<li value="5">Select <b>Confirmation e-mail to patron</b> to have the system send an acknowledgment message by email to the patron when he or she submits a request to change account information.
|
||||
<p class="indent2">When you enable this option, a single email message is sent soon after the patron clicks <b>Submit Change Request</b>. The message is sent to both the primary and alternate email addresses. If the patron record does not have an email address, no message is sent.</p></li>
|
||||
<li value="6">Select <b>Patron address - Change allowed</b> to allow patrons to change their physical address online, then select one of the following options:
|
||||
<ul><li><b>Patron can submit change request</b> places a verification block on the patron account when the patron requests a change, and an email message is sent to the library staff, so library staff can verify and add the address.</li><li><b>Patron can change without verification</b> allows a patron to change the address online without incurring a verification block. <br /></li></ul><p class="NoteShade"><b>Note</b>: PowerPAC and Mobile PAC perform basic validation against the postal codes table when updating the patron address, regardless of which option you select.</p></li>
|
||||
<li value="7">Select <b>E-mail address - Change allowed</b> to allow patrons to change an email address online, then select one of the following options:
|
||||
<ul type="disc"><li><b>Patron can submit change request</b> places a verification block on the patron account when the patron requests a change, and an email message is sent to the address specified on this tabbed page.</li><li><b>Patron can change without verification</b> allows a patron to change the email address online without incurring a verification block.</li></ul></li>
|
||||
<li value="8">Select <b>Phone number - Change allowed</b> to allow patrons to change a contact telephone number online, then select one of the following options:
|
||||
<ul type="disc"><li><b>Patron can submit change request</b> places a verification block on the patron account when the patron requests a change, and an email message is sent to the address specified on this tabbed page.</li><li><b>Patron can change without verification</b> allows a patron to change the phone number online without incurring a verification block.</li><li><a name="kanchor1685"></a><a name="IX_enable_for_PAC_patron"></a><b>Enable phone validation</b> (system level only) specifies whether Polaris validates phone numbers when they are entered in the Update Preferences page in Polaris PowerPAC or Mobile PAC. Libraries that require their patrons to enter an initial 1 with the phone number should leave this option cleared.
|
||||
|
||||
<p class="NoteShade"><b>Note:<br /></b>In Mobile PAC, when validation is not enabled, each phone number option is one entry field, similar to Polaris PowerPAC. When validation is enabled, each phone number option has three entry fields (area code/prefix/four-digit number).</p></li></ul></li>
|
||||
<li value="9">Select the patron codes that can request account updates online. (Clear the appropriate patron code checkboxes to prevent these patrons from requesting account updates online.)</li>
|
||||
<li value="10">(Optional) You can click <b>Add</b> to add patron codes or <b>Delete</b> to delete them.</li>
|
||||
<li value="11"><a name="kanchor1686"></a><a name="IX_e_mail_to_staff_on"></a>To allow patrons to opt out of receiving certain reminder notices, select from the following options:
|
||||
<ul><li>
|
||||
Almost overdue/Auto-renew
|
||||
</li><li>Patron record expiration
|
||||
</li><li>Inactive patron
|
||||
</li></ul></li>
|
||||
<li value="12">Select <b>Save </b>or<b> Apply</b>.</li>
|
||||
<li value="13">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4>
|
||||
Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Verify borrower blocks</span> - Patrons who have requested the specified account updates online are automatically blocked from check-out and renewal at the staff circulation desk until a library staff member has reviewed the change. (The block is not applied if you have chosen to allow the change without verification.) In addition, you can set Polaris to block renewals online or by telephone.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPblocks/Defining_Patron-Initiated_Circulation_Blocks.htm#XREF_16479_Defining_Patron">Defining Patron-Initiated Circulation Blocks</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">EReceipts</span> - If the patron’s registered branch has enabled eReceipts<MadCap:conditionalText data-mc-conditions="Primary.Online"> (see <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm">Setting Up eReceipts</a>)</MadCap:conditionalText>, that organization can also offer the option to receive email receipts, TXT receipts, or both for renewals from PAC. The option is available from both patron self-registration and account updates from PAC. To enable eReceipt preference options in PAC, use the PAC profile <b>Patron eReceipts</b>, available at the system, library, or branch level.</li>
|
||||
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPatAcc/Set_up_online_patron_self-registration.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_95374_Set_up_online"></a>Set up online patron self-registration </h1>
|
||||
<p><a name="kanchor1040"></a><a name="IX_setting_up_27"></a><a name="kanchor1041"></a><a name="IX_PAC_options_1"></a><a name="kanchor1042"></a><a name="IX_PAC_options"></a>Polaris creates a a patron record when a patron registers for a new library account online from Polaris PowerPAC or Mobile PAC. Polaris uses your self-registration format, if you have one defined. By default, Polaris issues the patron a temporary barcode beginning with <b>PACREG</b>. The temporary barcode allows the patron to do certain operations online, such as request a hold, but blocks the patron from checking out materials until the new record is verified by staff. </p>
|
||||
<p>You can also set Polaris to send an automatic notification email to a library staff account. When the notification arrives, staff members can review the registration information and create the library card.</p>
|
||||
<p><b>To allow patrons to register for either type of barcode online</b>
|
||||
</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Do this procedure for each branch that allows patron self-registration.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron access options</b>. The <b>Patron Access Options</b> dialog opens.<p class="indent2"><img src="../../../Resources/Images/PatronAccessOps.png" alt="" /></p></li>
|
||||
<li value="3">On the <b>Self-registration</b> tabbed page, select the <b>Patron can self-register</b> checkbox to make online registration available. <a name="kanchor1043"></a><a name="IX_disabling_self_1"></a><a name="kanchor1044"></a><a name="IX_disabling_self"></a>When this option is selected, patrons see a <b>register now</b> link on PAC logon pages such as the Patron Account logon page and the Ask Us logon page. Clearing the checkbox removes the link, and self-registration is not available.</li>
|
||||
<li value="4">To specify a staff address for automatic notification email, do the following:
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">Click <b>Add.</b> The Polaris Find Tool appears.</li><li value="2">Search for the staff member or members who should receive the registration notification messages, and select their names in the results list.</li><li value="3">Right-click the highlighted names, and choose <b>Select</b> from the context menu. The <b>Patron Access Options</b> dialog appears, and the selected names appear in the <b>E-mail to</b> list.</li></ol></li>
|
||||
<li value="5">To enable a message regarding self-registration, select the <b>Self-registration warning message enabled</b> checkbox. This message allows the library to comply with the Children’s Online Privacy Act. For information about editing the text of this message, see <a href="../PDOMessages/Editing_Messages_and_Labels.htm">Editing Messages and Labels</a>.</li>
|
||||
<li value="6"><a name="kanchor1045"></a><a name="IX_displaying_in_PAC_self"></a>To display user-defined fields in the patron self-registration pages in the PAC, and to specify that certain user-defined fields are required, do the following:
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">Select the <b>UDF Display</b> tab to display the available user-defined fields (UDFs).</li></ol><p class="indent2"><img src="../../../Resources/Images/UDFDisplayOps.png" alt="" /></p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="2">Under <b>User defined fields to display</b>, select the UDFs you want to display.</li><li value="3">To indicate that a selected UDF is a required field, select the <b>Required</b> checkbox.</li></ol><p class="indent2"><MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_User-Defined_Fields.htm">Setting Up User-Defined Fields</a>.</MadCap:conditionalText></p></li>
|
||||
<li value="7"><a name="kanchor1046"></a><a name="IX_displaying_in_PAC_self_1"></a>To display patron custom data fields (PCDFs) in the patron self-registration pages in the PAC, and to specify that certain PCDFs are required, do the following:
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">Select the <b>Custom Field Display</b> tab to display the available PCDFs.</li></ol><p class="indent2"><img src="../../../Resources/Images/CustomFieldDisplay.png" alt="" /></p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="2">To display a PCDF in the patron self-registration page in the PAC, select a checkbox under <b>Label</b>.</li><li value="3">To indicate that a PCDF is a required field, select the PCDF, and click <b>Change Required Status</b>. The status changes from <b>No </b>(the default) to <b>Yes</b>.</li></ol><p class="indent2"><MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_Patron_Custom_Data_Fields.htm#XREF_37348_Setting_UP_Patron">Setting Up Patron Custom Data Fields</a>.</MadCap:conditionalText></p></li>
|
||||
<li value="8">To continue setting self-registration display preferences, do the following:<ol style="list-style-type: lower-alpha;"><li value="1"><a name="kanchor1047"></a><a name="IX_requiring_for_self"></a>To require a birth date for self-registration, select <b>Birth date required</b>. <div class="NoteShade"><p><b>Notes</b>:</p><ul><li><p><a name="kanchor1048"></a><a name="IX_PAC_self_registration_1"></a>When it is included in PAC self-registration, the system uses the birth date to check for duplicate patron records in addition to the first name and last name. If no birth date is supplied, duplicate checking uses only the first and last names.
|
||||
<br /></p></li><li><p><span class="mc-variable III_Variables.CoName_SuperShort variable">Innovative</span> recommends requiring the Birth date field if your library wants to restrict checkouts and holds based on the patron's age. See "Using Age-Related Loan Policies" in the Leap documentation for more information.</p></li></ul></div></li><li value="2">To allow patrons to proceed through the self-registration without selecting a gender, select <b>Suppress gender selection</b>.</li><li value="3">To include a verification block on all patrons who self-register in the PAC, Mobile PAC, or Polaris API, select <b>Patron self-registration block</b>.</li><li value="4">To require a duplicate detection check on a patron's information during self-registration, select <b>Perform Duplicate Detection</b>. To disable duplicate detection on patron information entered in PowerPAC, MobilePAC, or Polaris API, clear <b>Perform Duplicate Detection</b>.
|
||||
<div class="NoteShade"><b>Note</b>:</div><div class="NoteShade">To completely disable duplicate detection on patron information entered in PowerPAC, MobilePAC, or Polaris API, ensure the following option is also cleared:
|
||||
<ol><li value="1"><p>Open the Polaris Administration Explorer, and select <b>Parameters</b> > <b>Patron Services </b>> <b>Duplicate Detection Options</b>.<br /><a class="MCPopupThumbnailLink MCPopupThumbnailPopup" href="../../../Resources/Images/PartronServDupDetect_box.png" data-mc-popup-alt="Duplicate detection options, Name on Identification setting"><img class="MCPopupThumbnail img" data-mc-width="589" data-mc-height="525" src="../../../Resources/Images/PartronServDupDetect_box_thumb_200_0.png" style="mc-thumbnail: popup;mc-thumbnail-max-width: 200px;mc-thumbnail-max-height: auto;" alt="Duplicate detection options, Name on Identification setting" title="Click to expand" tabindex="" /></a></p></li><li value="2"><p>Ensure the <b>Name on Identification (First and Last)</b> > <b>PAC</b> option is cleared.</p></li></ol></div></li></ol></li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Click the <b>Defaults</b> tab, and specify the default values for patron records created through self-registration:
|
||||
|
||||
<div class="NoteShade"><b>Notes:<br /></b>Library staff members can change the default values when they review the online registration.</div><div class="NoteShade">The default notification method is set by the Patron Services parameter <b>Express patron registration options</b>.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPpatacct/Set_express_registration_default_values_and_required_fields.htm#XREF_65301_Set_express">Set express registration default values and required fields</a>.</MadCap:conditionalText></div><ul type="disc"><li><b>Patron code</b> - Select the patron code to assign to all self-registered patrons. You might want all self-registered patrons to have the same code assigned to the majority of your patrons, or you might have a patron code specifically identifying self-registered patrons.</li><li><b>Language</b> - Select the default language for self-registered patrons.</li><li><b>Statistical Class</b> - Select the default statistical classification for self-registered patrons.</li><li><b>Expiration term</b> - Set the default period of time before the library card expires. To set a date according to the current date (such as two years from today), select <b>months</b> or <b>years</b> in the second <b>Expiration term</b> box, and enter a number in the first box. To set a precise date, select <b>exact date</b> in the second <b>Expiration term</b> box; then click the calendar icon and choose a date from the calendar in the first box (or enter the date in the format shown in the <b>Expiration term</b> box).</li><li><b>Address check term -</b> Set the default period of time when the registration address should be verified. To set a date according to the current date (such as two years from today), select<b><b style="font-weight: bold;">months</b> </b>or<b> years</b> in the second<b><b> Address check term</b><![CDATA[ ]]></b>box, and enter a number in the first box. To set a precise date, select <b>exact date </b>in the second <b>Address check term</b> box; then click the calendar icon and choose a date from the calendar in the first box (or enter the date in the format shown in the<b><![CDATA[ ]]></b><b>Address check term</b> box).</li></ul></li>
|
||||
<li value="10">To specify default values for user-defined fields (UDFs) in PAC self-registration pages, do the following:
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">On the <b>Defaults </b>tabbed page, select the <b>UDFs</b> subtab to display the UDFs for your organization.</li></ol><p class="indent2"><img alt="userDefPAC.gif" style="margin-bottom: 0.000pt;width: 296;height: 132;" id="image12" src="userDefPAC_296x132.gif" /> </p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="2">To specify a default value for a text field, enter the text.</li><li value="3">To specify a default value for a dropdown list, select an option in the list.</li></ol><p class="NoteShade"><b>Note:<br /></b> For the best usability, specify a default option if you require a drop-menu UDF. If you don't, the field is blank in a new record. The user must select an option, but it might not be obvious they need to do so.</p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="4">Click <b>Apply</b> to apply your settings.</li></ol></li>
|
||||
<li value="11">To specify default values for patron custom data fields (PCDFs) in PAC self-registration pages, do the following:
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">On the <b>Defaults </b>tabbed page, select the <b>Custom Fields</b> subtab to display the PCDFs that are available for your organization.</li></ol><p class="indent2"><img alt="custdefPAC.gif" style="margin-bottom: 0.000pt;width: 336;height: 215;" id="image13" src="custdefPAC_336x215.gif" /> </p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="2">Select the data field, and do the following:
|
||||
|
||||
<p class="NoteShade"><b>Note:<br /></b>A Date field type cannot have a default value.</p><ul type="disc"><li>String custom field - When you select a string field type, you can enter a default value of up to 255 characters.
|
||||
|
||||
<p class="indent2"><img alt="patdefStr.gif" style="margin-bottom: 0.000pt;width: 289;height: 167;" id="image14" src="patdefStr_289x167.gif" /> </p></li><li><b>Boolean custom field</b> - When you select a Boolean field type, you can select a default value of <b>Yes</b> or <b>No</b>. Boolean fields appear as checkboxes in the patron registration forms. If the default is set to <b>Yes</b>, the checkbox is selected. If the default is <b>No</b>, the checkbox is cleared.
|
||||
|
||||
|
||||
<p class="indent2"><img alt="pacdefBoo.gif" style="margin-bottom: 0.000pt;width: 293;height: 178;" id="image15" src="pacdefBoo_293x178.gif" /> </p></li><li><b>Integer custom field</b> - When you select an Integer field type, you can enter a default value of up to 255 numbers in the box.
|
||||
|
||||
|
||||
<p class="indent2"><img alt="pacdefInt.gif" style="width: 213.886pt;height: 118.845pt;margin-bottom: 0.000pt;" id="image16" src="pacdefInt.gif" /> </p></li></ul></li><li value="3">After defining the default value for a field, click <b>Set Default</b>.</li></ol></li>
|
||||
<li value="12">When you are finished making changes, click <b>Apply</b>.</li>
|
||||
<li value="13">Click <b> Save</b>, and close the dialog box.</li>
|
||||
</ol>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Remove block on self-registered patron record - </span>
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Patron_Services/PPblocks/Resolve_a_Verify_Patron_block.htm#XREF_55711_Verify_patron_self">Resolve a Verify Patron block</a>.</MadCap:conditionalText>
|
||||
</li>
|
||||
<li><a name="kanchor1049"></a><a name="IX_notification_preference"></a><span class="FM_BulletHead">Notification preference</span> - The default notification preference for self-registered patrons is the notification setting for the Patron Services parameter <b>Express patron registration options</b> (<b>General defaults</b> tab). The patron can choose another method from the dropdown list during self-registration, and staff can change the notification preference when they verify the registration. You can filter the methods available for selection;<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPnotices/Set_up_notification_methods_e-mail_options_and_export_location.htm#XREF_68419_Set_up_notice">Set up notification methods, e-mail options, and export location</a>.</MadCap:conditionalText> If the patron chooses <b>Phone</b>, the patron must indicate the phone number to use for notification. If the patron chooses <b>TXT Messaging</b>, the patron must indicate the phone number to be used for TXT messages, and select a carrier for that number.</li>
|
||||
<li><span class="FM_BulletHead">EReceipts</span> - If the patron’s registered branch has enabled eReceipts<MadCap:conditionalText data-mc-conditions="Primary.Online"> (see <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm">Setting Up eReceipts</a>),</MadCap:conditionalText> that organization can also offer the option to receive e-mail receipts, TXT receipts, or both for renewals from PAC. The option is available from both patron self-registration and account updates from PAC. To enable eReceipt preference options in PAC, use the PAC profile <b>Patron eReceipts</b>, available at the system, library, or branch level.</li>
|
||||
<li><a name="kanchor1050"></a><a name="IX_registered_branch"></a><span class="FM_BulletHead">Registered branch</span> - The patron chooses a registered branch from a list during self-registration. The order of branches in the list is controlled by the PAC profile <b>Branch list order</b>. The setting for the current connection branch is used. When the profile is set to <b>Yes,</b> the branch names appear in ascending alphabetical order by name. When the profile is set to <b>No, </b>the branch names appear in ascending numerical order by internal organization ID. With either setting, the system organization is always first. </li>
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<h1><a name="XREF_68457_Setting_Patron"></a>Setting Patron Access Options - Overview</h1>
|
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<p><a name="kanchor4020"></a><a name="IX_patron_access_options_1"></a>You can use the <b>Patron access options</b> PAC profile in Polaris Administration to specify the options that are available to patrons for registering or updating their account information from the PowerPAC or Mobile PAC. </p>
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<div class="NoteShade"><b>Note</b>:
|
||||
<p>For Patron Access Options, PowerPAC and Mobile PAC honor system administration settings as follows:</p><ul><li>If the patron is signed in, the system uses the setting for the patron's registered branch.</li><li>If the patron is not signed in, the system uses the setting for the connection branch.</li></ul></div>
|
||||
<p>The Patron Access Options dialog box has separate tabs to specify the following types of patron account settings:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />In addition to the patron account options, you can set holds options that enable patrons to change the hold pickup branch.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Enable_patrons_pickup.htm">Set hold options: Enable patrons to change the holds pickup branch from the PAC</a>.</MadCap:conditionalText></p>
|
||||
<ul type="disc">
|
||||
<li><b>Self-registration</b> - Enable self-registration and set up the fields for the form. This tab includes two subtabs for UDF and Custom Field Display. </li>
|
||||
<li><b>Defaults</b> - Set defaults for patron code, language, expiration term, address check date, and UDFs/Custom Fields.</li>
|
||||
<li><b>Log in</b> - Enable patrons to change their passwords, set up user names, create passwords, receive e-mail messages for forgotten passwords and set other log in options. </li>
|
||||
<li><b>Contact Info </b>- Enable patrons to submit changes to their account contact information and opt out of receiving reminder notices. </li>
|
||||
<li><b>Preferences</b> - Select options for displaying settings for associated patrons; define the UDF and Custom Field display and which fields are required.</li>
|
||||
<li><a name="kanchor4021"></a><a name="IX_See_also_Ask_Us"></a><a name="kanchor4022"></a><a name="IX_overview_194"></a><b>Ask Us</b> - Enable patrons to send a reference question to a designated library email address. You set up a receiving email address on the branch level, then enable the feature in PowerPAC, Mobile PAC, or both. You can require a patron logon, or bypass the logon and allow anyone to send a question via Ask Us.The Sent From email address on the message to the library is the email address the user has specified in the Ask Us form, if any. If no address is specified, the user has logged in as a patron, and the patron account includes an email address, that address is used. If no email address is specified in the Ask Us form or the patron account, or the patron has cleared the address from the form, the Sent From address is that specified in the PAC profile <b>Email notification: Email address of sender</b>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><a name="kanchor4023"></a><a name="IX_specifying_server_for"></a><a name="kanchor4024"></a><a name="IX_specifying_for_PAC_Ask_Us"></a><b><b>Note</b>:<br /></b>Any email from PAC, including Ask Us messages, requires you to specify the SMTP server in Polaris Administration. Double-click the PAC profile <b>Email notification: Server running SMTP service</b>, and type the domain name of the email SMTP server.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li href="Set_up_online_patron_self-registration.htm#XREF_95374_Set_up_online"><a href="Set_up_online_patron_self-registration.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up online patron self-registration </span></a>
|
||||
</li>
|
||||
<li href="Set_up_online_patron_self-registration.htm#XREF_95374_Set_up_online"><a href="Set_patron_password_and_user_name_options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set patron password and username options</span></a>
|
||||
</li>
|
||||
<li><a href="Set_up_online_patron_account_updates.htm#XREF_90160_Set_up_online">Set up online patron account updates</a>
|
||||
</li>
|
||||
<li><a href="Set_patron_associations_display_in_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set patron associations display in PAC</span></a>
|
||||
</li>
|
||||
<li><a href="Display_and_require_UDFs_in_patron_update_pages_in_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Display and require UDFs in patron update pages in PAC</span></a>
|
||||
</li>
|
||||
<li><a href="Display_and_require_PCDFs_in_patron_update_pages_in_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Display and require PCDFs in patron update pages in PAC</span></a>
|
||||
</li>
|
||||
<li><a href="../PDOMobilePAC/Set_up_and_start_Ask_Us1.htm">Set up and start Ask Us</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_12013_Setting_Public"></a>Setting Up Patron Account Access and Options</h1>
|
||||
<p>If you permit access to patron accounts from the PAC, patrons can log on to view and cancel requests, view and renew items out, estimate fines on currently overdue items, and view fines and fees. Depending on the features you offer, they can also manage messages, view their reading histories, pay fines or make donations by credit card, work with saved search agent searches, or view transcripts of sessions with a virtual reference service. </p>
|
||||
<p>Additional Administration settings allow users to set up a new patron account from the PAC, create and change user names and passwords, and request address changes. You can also offer email communication with the library (Ask Us) to registered patrons and guests. In addition to the patron account options, you can set holds options that enable patrons to change the hold pickup branch.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Enable_patrons_pickup.htm">Set hold options: Enable patrons to change the holds pickup branch from the PAC</a>.</MadCap:conditionalText></p>
|
||||
<div class="NoteShade"><b>Notes</b>:<ul><li><p><b>Important</b>: Certain patron account settings apply to both Polaris PowerPAC and Mobile PAC. You may need to clear the page cache to see the results of some changes in either PAC. See <a href="../PDOMobilePAC/Mobile_PAC_Basics.htm#TOC_Updating_Page_Caches1" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Updating Page Caches</span></a>. Patrons cannot access their accounts from the PowerPAC Children's Edition.</p></li><li>For Patron Access Options, PowerPAC and Mobile PAC honor system administration settings as follows:<ul><li>If the patron is signed in, the system uses the setting for the patron's registered branch.</li><li>If the patron is not signed in, the system uses the setting for the connection branch.</li></ul></li></ul></div>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Controlling_Patron_Account_Login_Access.htm">Controlling Patron Account Login and Access </a>
|
||||
</li>
|
||||
<li><a href="Setting_Patron_Account_Options.htm#XREF_68457_Setting_Patron">Setting Patron Account Options</a>
|
||||
</li>
|
||||
<li><a href="claimlostSA.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Displaying Claimed and Lost Items in Patron Accounts in PAC</span></a>
|
||||
</li>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1>Displaying Claimed and Lost Items in Patron Accounts in PAC</h1>
|
||||
<p>The PowerPAC and Mobile PAC <b>Navigation: Claimed and Lost </b>profiles are available at the System, Library, and Branch levels. When a patron logs into the PowerPAC or Mobile PAC, the profile setting for the patron's registered branch determines whether claimed and lost items are displayed. </p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="navPowPAC.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Enable display of claimed and lost items in PowerPAC</span></a>
|
||||
</li>
|
||||
<li><a href="navMobPAC.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Enable display of claimed and lost items in Mobile PAC</span></a>
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gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPatAcc/navMobPAC.htm">Open topic with navigation</a>
|
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</p>
|
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<div class="nocontent">
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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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|
||||
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|
||||
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|
||||
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|
||||
<h1>Enable display of claimed and lost items in Mobile PAC</h1>
|
||||
<p>To enable claimed and lost items to display in the patron account view in Mobile PAC:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration > Explorer</b>.</li>
|
||||
<li value="2">Select the organization (System, Library, or Branch).</li>
|
||||
<li value="3">Select <b>Profiles</b>, and select the <b>Mobile PAC</b> tab.</li>
|
||||
<li value="4">Double-click <b>Navigation: Claimed and Lost</b>, and select<b> Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/cllostmob_456x205.gif" style="width: 456;height: 205;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">If this profile is set to <b>Yes</b> for the patron's registered branch, when the patron logs into Mobile PAC, any items that were claimed or declared lost are displayed on the Claimed and Lost view. See the example below.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/MobilePACClaimView.png" alt="" />
|
||||
</p>
|
||||
</div>
|
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</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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<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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</body>
|
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</html>
|
||||
+79
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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="Public Access Administration |Setting Up Patron Account Access and Options|Displaying Claimed and Lost Items in Patron Accounts in PAC" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Enable display of claimed and lost items in PowerPAC</title>
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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gtag('js', new Date());
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/* ]]> */</script>
|
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</head>
|
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<body>
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||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPatAcc/navPowPAC.htm">Open topic with navigation</a>
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</p>
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|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
|
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor3728"></a>Enable display of claimed and lost items in PowerPAC</h1>
|
||||
<p>To enable claimed and lost items to display in the patron account view in PowerPAC:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration > Explorer</b>.</li>
|
||||
<li value="2">Select the organization (System, Library, or Branch).<br /></li>
|
||||
<li value="3">Select <b><a name="kanchor3729"></a>Profiles</b>, and select the<b> PowerPAC</b> tab.</li>
|
||||
<li value="4">Double-click <b>Navigation: Claimed and Lost</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/cllostpow_482x217.gif" style="width: 482;height: 217;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">If this profile is set to <b>Yes</b> for the patron's registered branch, when the patron logs into his or her account in PowerPAC, any claimed or lost items the patron has are displayed in the Claimed and Lost view. See the example below.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACClaimedLost_566x142.png" style="width: 566;height: 142;" alt="" />
|
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</p>
|
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|
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 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>
|
||||
<div>
|
||||
<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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</html>
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+1349
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+81
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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="Public Access Administration |[%=System.LinkedTitle%]" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>Auto-Search Suggestions - PowerPAC</title>
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../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" />
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOSearching/Auto-Search_Suggestions_-_PowerPAC.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_71675_Providing"></a>Auto-Suggest in PowerPAC</h1>
|
||||
<p><a name="kanchor5754"></a><a name="IX_in_PAC"></a><a name="kanchor5755"></a><a name="IX_automatic_in_PowerPAC"></a>The system-level Cataloging parameter <b>Auto-suggest feature enabled</b> controls whether the auto-suggest feature is available in both Polaris PowerPAC and the staff client Find Tool. (For details on the applicable Find Tool searches,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Polaris_Basics/PIfindrec/Doing_a_Keyword_Search.htm#XREF_97688_Automatic">Automatic Suggestions in Keyword or Phrase Searching</a>.)</MadCap:conditionalText> If you set this parameter to <b>No</b>, automatic search suggestions are suppressed in both PAC and the Find Tool.</p>
|
||||
<p>By default, quick, keyword, and phrase searches in Polaris PowerPAC offer suggested search terms as you type. A user can ignore the suggestions and continue to type the search term, or click a suggestion to launch the search for the suggested term.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The auto-suggest feature is not available for numeric search access points, such as ISBN and ISSN, in keyword searches.</p>
|
||||
<p>To hide suggestions for the PAC session, the PowerPAC user can click <b>Hide Suggestions</b> at the bottom of the suggestion list.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/RelatedWordsSA_614x175.png" style="width: 614;height: 175;" alt="" />
|
||||
</p>
|
||||
<p>To show the suggestions after hiding them, the user clicks the arrow in the search text box.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/RelatedWordsSA.png" alt="" />
|
||||
</p>
|
||||
<h2><a name="TOC_Secure_Socket_Layer_SSL1"></a><a name="XREF_22662_Secure_Socket"></a>Secure Socket Layer (SSL) and Auto-Suggest</h2>
|
||||
<p><a name="kanchor5756"></a><a name="IX_Secure_Socket_Layer"></a>The ERMS Daemon is a service that provides storage, processing, and access to electronic resources. When <b>ERMS Server</b> is selected during Polaris server software installation, an ERMS Port Configuration dialog box appears. Use this dialog box to change the default listening ports if necessary. The <b>HTTPS Port</b> option is disabled by default. If you will use HTTPS (Secure Socket Layer) for the entire Polaris PowerPAC site, select the <b>HTTPS Port </b>checkbox and enter the HTTPS port (normally 443). This allows auto-suggest features to function properly when site-wide Secure Socket Layer is in use.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you will use Secure Socket Layer to protect patron account information only (not site-wide HTTPS), do not check the <b>HTTPS Port</b> option. For more information about Secure Socket Layer,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Polaris_Basics/PIfindrec/Doing_a_Keyword_Search.htm#XREF_80364_Secure_Socket">Secure Socket Layer (SSL)</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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<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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</html>
|
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+367
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|
||||
<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |[%=System.LinkedTitle%]" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Customizing Search by Labels</title>
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOSearching/Customizing_Search-by_Labels.htm">Open topic with navigation</a>
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<h1>Customizing <i style="font-weight: bold;">Search by</i><b> </b>Labels</h1>
|
||||
<p><a name="kanchor695"></a><a name="IX_customizing_labels"></a>You can edit the search field (<b>Search by</b>) labels in Polaris WebAdmin (Language Editor). Your custom labels are displayed in Polaris PowerPAC but the default system labels are used in the Polaris Administration profile for search setting defaults. See <a href="Set_PAC_search_setting_defaults.htm#XREF_25268_Set_PAC_search">Set PAC search setting defaults</a>. The table shows the default labels and the corresponding language string in Polaris WebAdmin. For more information about using Polaris WebAdmin, see WebAdmin online help.</p>
|
||||
<table class="TableStyle-BlueHeader" style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 2.29in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 2.53in;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Search By Option<br /> Default Label</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Code</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Language String ID</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Any Field</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">KW</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1607</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Title</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">TI</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1608</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Author</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">AU</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1609</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Subject</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">SU</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1610</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">General notes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">NOTE</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1611</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Publisher</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">PUB</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1612</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Genre</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">GENRE</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1613</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Series</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">SE</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1614</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">ISBN<br />[International Standard Book Number]</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">ISBN</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1615</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">ISSN<br />[International Standard serial Number]</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">ISSN</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1616</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">LCCN<br />[Library of Congress Control Number]</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">LCCN</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1617</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Publisher No.<br />[Publisher’s number]</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">PN</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1618</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">LC<br />[Library of Congress call number option for browse searches]</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">LC</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1642</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Dewey<br />[Dewey call number option for browse searches]</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">DD</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1643</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Call Number<br />[Local call number option for browse searches]</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">LOCAL</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1624</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">SuDoc<br />[Superintendent of Documents classification number (identifier)]</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">SUDOC</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1639</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">CODEN<br />[Identifier for scientific and technical periodical titles]</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">CODEN</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1640</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">STRN<br />[Standard technical report number (identifier)]</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">STRN</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1641</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Control Number<br />[Not exposed in default user interface, but available as a search access point by editing the configuration file SearchByOptions.xml.]</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">CN</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_CNUMBER</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Item Barcode<br />[Not exposed in default user interface, but available as a search access point by editing the configuration file SearchByOptions.xml.]</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">BC</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_BARCODE</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Course Name</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">CRSNA</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1647</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Course Number/Section</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">CRSNO</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1648</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Course Abbreviation</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">CRSABBR</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1649</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">School/Division Name</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">CRSSCHL</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1650</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Department Name</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">CRSDPT</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1651</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Instructor Name</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="TableBody">CRSINST</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="TableBody">PACML_SEARCHBARS_XSL_1652</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</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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<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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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |[%=System.LinkedTitle%]" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>PAC Search Agent (Saved Searches)</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOSearching/PAC_Search_Agent_Saved_Searches.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_12013_Setting_Public"></a>Setting Up Saved Searches in the PAC</h1>
|
||||
<p><a name="kanchor3875"></a><a name="IX_see_also_search_agent_PAC"></a><a name="kanchor3876"></a><a name="IX_setting_up_for_PAC"></a><a name="kanchor3877"></a><a name="IX_See_search_agent"></a><a name="kanchor3878"></a><a name="IX_overview_183"></a>Using the search agent, registered patrons can save any search except browse searches, and have the saved searches run automatically either weekly or monthly. (Patrons can also run a saved search manually, at any time.) Saved search criteria have full Unicode support; that is, saved searches can contain non-ASCII characters. Each search run looks for results in the local database that are new since the last run. The results are automatically sent to an email address the patron specifies. By accessing their patron accounts, patrons can view, edit, and delete saved searches. The result count displayed in the PAC patron account shows the total number of new records found in all weekly and/or monthly runs (excluding the initial run).</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Saved searches return results from the local database only, even if the original search included remote databases.</p>
|
||||
<p>You specify a maximum number of titles to return in the email message. If the maximum is exceeded, the email message includes a link that allows the patron to retrieve the entire set of new titles. Resource groups are honored in saved searches, and a logon link is displayed for eContent in the search results email message. If the patron’s registered branch is a member of a resource group for the econtent, the patron can access the eContent.</p>
|
||||
<p>The system also stores a “DaysToBacktrack” value, set to 180 days. This allows records that did not match the search criteria in a previous run, but that match now (for example, because a record’s <b>Display in PAC</b> setting has been changed) to be reported once they become available.</p>
|
||||
<p>The search agent is available in Polaris PowerPAC and Mobile PAC. The example shows the <b>Save Search</b> option in the PowerPAC dashboard.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/RelatedWordsSA.png" alt="" />
|
||||
</p>
|
||||
<p>For each organization that makes the search agent available, you can specify how many searches a patron can have currently saved, the maximum total number of new titles that can be returned when a search is run, and the number of times a search can be run. You specify whether to offer weekly search runs, monthly search runs, or both, and designate a “from” address to appear in the email message that delivers the search results to the patron.</p>
|
||||
<p>The SQL job <b>SDIDaily</b><span style="font-weight: bold;"> </span>runs nightly to process the appropriate saved searches. That is, on any given night, both the weekly and monthly searches scheduled to run on that date are processed. Any errors in the job are reported in an error log, which is placed by default in <b>C:\ProgramData\Polaris\[version]\Logs\SDIAgent </b>(server installation). If there is a datalink (instance), the default location is <b>C:\ProgramData\Polaris\[version]\[DataLinkName]\Logs\SDIAgent. </b></p>
|
||||
<p><a name="kanchor3879"></a><a name="IX_setting_up_22"></a>To set up and enable the search agent:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Search agent parameters</b>. The Search Agent Parameters dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="SearchAgentParameters.gif" style="margin-bottom: 0.000pt;width: 291;height: 151;" id="image67" src="SearchAgentParameters_291x151.gif">
|
||||
</img> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">In the <b>Number of Saved Searches</b> box, type the maximum number of searches a patron can have saved at a time.</li>
|
||||
<li value="4">In the <b>Maximum Number of Search Results Returned</b> box, type the maximum number of titles that any run of a saved search can return <span class="FM_Emphasis">after filtering for newness</span>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The default value is 500. Since 500 is a potentially large number to include in an e-mail message, you may want to set this to a lower number. (The minimum value is 1, and the maximum value is 1000.) </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">In the <b>Number of Times to Run a Saved Search</b> box, type the maximum number of times a saved search can be run.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>Patrons can set the number of times to run a saved search, up to the maximum you specify with this setting.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Specify what search frequencies to offer to patrons by selecting either or both of the following options:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Select the <b>Allow Weekly Searches</b> checkbox to offer patrons the option of running a saved search weekly.</li>
|
||||
<li>Select the <b>Allow Monthly Searches</b> checkbox to offer patrons the option of running a saved search monthly.</li>
|
||||
</ul>
|
||||
<p class="indent2">The frequency options you specify are displayed in the form that patrons complete when they save searches. The form always offers the additional option <b>Suspend</b>, which the patron might use to stop the search for a period of time.</p>
|
||||
<ol start="7">
|
||||
<li value="7">To set up a “from” address for the notification e-mail, type the address in the <b>Notification “from” Address</b> box. The address can be a real address or a fictitious account. The address must contain the @ symbol; for example, <b>yoursearch@yourlibrary.org</b></li>
|
||||
<li value="8">Click <b>OK</b> on the dialog box.</li>
|
||||
<li value="9"> In the Administration Explorer, open the <b>Profiles</b> folder for the organization, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="10">Double-click <b>Search Agent: Enable</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor3880"></a><a name="IX_displaying_searches_in"></a><b>Note:<br></br></b>To allow logged-in patrons to view a list of their saved searches in the dashboard area of the Polaris PowerPAC window, set the PowerPAC profile <b>Single Login: Enable</b> to <b>Yes</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="11">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3881"></a><a name="IX_book_jacket_images_in"></a><span class="FM_BulletHead">Book jacket images in search agent results</span> - When a saved search is run, book jackets are displayed in the results based on the <b>Enriched Data</b> setting for the patron’s registered branch. See <a href="../PDOresults/Setting_PowerPAC_Narrow_Related_Search_Options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting PowerPAC Narrow/Related Search Options</span></a>.</li>
|
||||
<li><a name="kanchor3882"></a><a name="IX_patron_e_mail_format"></a><span class="FM_BulletHead">Patron email format</span> - All saved searches sent to the same patron email address must be in the same email format. If the patron specifies a format different from existing saved searches when saving a new search, a message provides the options to specify a different format for the new search or to change all the others.</li>
|
||||
<li><span class="FM_BulletHead">Mobile PAC interface</span> - See <a href="../PDOSocial/Polaris_Social_with_ChiliFresh_Connections.htm#XREF_19924_Saved_Searches">Saved Searches (Search Agent) in Mobile PAC</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<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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+137
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |[%=System.LinkedTitle%]" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>Related Words in PowerPAC Searches</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOSearching/RelatedWords.htm">Open topic with navigation</a>
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<h1>Related Words in PowerPAC Searches</h1>
|
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<p><a name="kanchor333"></a><a name="kanchor334"></a>When you enable the Related Words feature, PowerPAC users can choose to add records containing related words as well as the literal typed search term to keyword and phrase search results. "Related words" include words formed from stemming (for example, regular plurals and verb endings such as walk, walks, walker, walked, walking, but not irregular forms such as mouse/mice or run/ran) and synonyms. Synonyms include common nicknames, proper name variations, and spelling variations. The <b>Include related words</b> link is enabled by default; the connection library's setting determines whether to display the option (see <a href="#Enabling" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enabling Related Words</span></a>).</p>
|
||||
<p>The <b>Include related words</b> link is available for keyword and phrase search results when:</p>
|
||||
<ul>
|
||||
<li>The user enters search terms for a keyword or phrase search and clicks or taps the search icon <img src="../../../Resources/Images/RelatedWordsSA_21x21.png" style="vertical-align: middle;border-left-style: solid;border-left-width: 0px;border-left-color: ;border-right-style: solid;border-right-width: 0px;border-right-color: ;border-top-style: solid;border-top-width: 0px;border-top-color: ;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: ;width: 21;height: 21;" alt="" />.</li>
|
||||
<li>The user does a keyword or phrase search from the Advanced Search screen.</li>
|
||||
<li>The user selects an <b>Other Searches</b> entry in the Related Searches dashboard.</li>
|
||||
</ul>
|
||||
<p>The link appears only if additional records are found when the stemming and synonyms rules are applied.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/RelatedWordsSA_652x173.png" style="width: 652;height: 173;" alt="" />
|
||||
</p>
|
||||
<p> If the user clicks the link, additional records are retrieved. The search results list is then refreshed, and the <b>Include related words</b> link disappears until the user does a new search. Any facets that had been selected become unselected for the new search results, and a Related Words facet, if enabled, is added to the top of the <b>Narrow your search</b> dashboard element. See <a href="#Related" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Related Words Facet</span></a>.</p>
|
||||
<p>The link becomes available again when a search is relaunched; for example:</p>
|
||||
<ul>
|
||||
<li>The user changes the search terms, the <b>Search by</b> selection, or the <b>Limit by</b> selection, and clicks or taps the search icon.</li>
|
||||
<li>The user updates a selection in <b>More Search Options</b>.</li>
|
||||
<li>The user updates a selection in <b>Select Databases</b>.</li>
|
||||
</ul>
|
||||
<p>The default <b>Include related words</b> strings are <b>Include related words (nnn more titles)</b> (plural) or  <b>Include related words ({0} more title)</b> (singular). You can change the string in Polaris WebAdmin (Language Editor). The PowerPAC string ID for the plural statement is PACML_INCLUDE_RELATED_WORDS_LINK_TEXT. The PowerPAC string ID for the singular statement is PACML_INCLUDE_RELATED_WORDS_SINGUAL.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="#Search" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Search Results Including Related Words</span></a>
|
||||
</li>
|
||||
<li><a href="#Related" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Related Words Facet</span></a>
|
||||
</li>
|
||||
<li><a href="#Overnigh" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Overnight Processing for Related Words</span></a>
|
||||
</li>
|
||||
<li><a href="#Enabling" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enabling Related Words</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="Search"></a>Search Results Including Related Words</h2>
|
||||
<p>The search results with related words depend on the user's <b>Search By</b> selection and return only records containing the related word in the same field ( <b>Any Field</b>, <b>Title</b>, <b>Author</b>, <b>Subject</b>, <b>General notes</b>, <b>Publisher</b>, <b>Genre</b>, and <b>Series</b>). The related words option does not apply to number searches (<b>ISBN</b>, <b>ISSN</b>, <b>LCCN</b>, <b>Publisher no.</b>, <b>SuDoc</b>, <b>CODEN</b>, <b>STRN</b>).</p>
|
||||
<p>For phrase search results that include related words:</p>
|
||||
<ul>
|
||||
<li>Individual words in the phrase are processed for related words separately. For example, a phrase search for "fate and fury" retrieves titles with phrases such as "fate and furies," "fates and furies," and "fates and fury."</li>
|
||||
<li>The system checks the synonyms table for individual words in the phrase. For example, a phrase search for "colour purple" retrieves titles with "color purple."</li>
|
||||
<li>The phrase as a whole is NOT checked for synonyms. For example, a phrase search for "united kingdom" does NOT retrieve titles with "uk." Stemming and synonym pair matching is limited to individual keywords. That is, related terms map a keyword to another keyword. Mapping a single keyword to multiple keywords or multiple keywords to a single keyword is not supported.</li>
|
||||
</ul>
|
||||
<p>Like the user's literal search term, related words appear in italics in the search results on the brief, summary and full displays in PowerPAC. Relevancy ranking also applies to search results that include related words. A match on the exact form of the word carries more weight than a match on other forms.</p>
|
||||
<h2><a name="Related"></a>Related Words Facet</h2>
|
||||
<p>A Related Words facet is available as the first filter on the Narrow Your Search dashboard when the user has selected <b>Include related words</b> for search results. The filter consists of two checkbox options: <b>See what was added (nnn titles)</b>, and <b>See original results (nnn titles)</b>. </p>
|
||||
<p style="text-align: center;">
|
||||
<img src="../../../Resources/Images/RelatedWordsSA.png" alt="" />
|
||||
</p>
|
||||
<ul>
|
||||
<li>To see only the related words records, select only <b>See what was added</b>.</li>
|
||||
<li>To see only the original search results without the related words records, select only <b>See original results</b>.</li>
|
||||
<li>To see the original search results PLUS the related words records, check or uncheck both checkboxes.</li>
|
||||
</ul>
|
||||
<p>You can control the display of the Related Words facet in system administration with the PowerPAC profile <b>Dashboards: Narrow your search & related searches</b>. The facet is set to display by default. For more information about this profile, see <a href="../PDOresults/Setting_PowerPAC_Narrow_Related_Search_Options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting PowerPAC Narrow/Related Search Options</span></a>.</p>
|
||||
<h2><a name="Overnigh"></a>Overnight Processing for Related Words</h2>
|
||||
<p>A step in the nightly CJ K Keyword Processing job applies processing rules and a Synonyms table to keywords in the BibliographicKeywords table. The job output goes to the BibliographicKeywordRelations table, which the search engine uses to find records containing words that are related to the user's search terms. </p>
|
||||
<h2><a name="Enabling"></a>Enabling Related Words</h2>
|
||||
<p><a name="kanchor335"></a>To enable related words in Polaris PowerPAC search results:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the PowerPAC connection organization, and click the <b>PowerPAC</b> tab in the details view. </li>
|
||||
<li value="2">Select the PowerPAC profile <b>Related words options</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/RelatedWordsSA_480x176.png" style="width: 480;height: 176;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To enable the feature if it is not enabled, select <b>Enable 'Include related words' link on keyword and phrase search results</b>. <br /><br />When this option is checked, overnight processing occurs (see <a href="#Overnigh" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Overnight Processing for Related Words</span></a>) and the <b>Include related words</b> option appears on the search results screen. If the feature is not enabled, overnight processing occurs, but the <b>Include related words</b> option does not appear on the search results screen.</li>
|
||||
<li value="4">(Optional) Specify a maximum number of titles for the search results; if the maximum is exceeded, the <b>Include related words option</b> is not displayed. The default value is 1000 results. Note that including related words increases the number of titles in the search results list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Be sure the value specified here does not exceed the number specified in the PowerPAC profile <b>Result set: Maximum number of records to return</b> for the same organization. If it does exceed <b>Result set</b> maximum, the link will never be suppressed.<br /></p>
|
||||
<ol data-mc-continue="true">
|
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<li value="5">Click <b>OK</b>.</li>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>Searching Record Sets (Polaris PowerPAC)</title>
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<h1><a name="XREF_95837_Publishing_a"></a>Searching Record Sets (Polaris PowerPAC)</h1>
|
||||
<p><a name="kanchor2701"></a><a name="IX_record_set_link_in_PAC"></a><a name="kanchor2702"></a><a name="IX_publishing_link_in_PAC_1"></a><a name="kanchor2703"></a><a name="IX_publishing_link_in_PAC"></a>You can create a bibliographic record set in the Polaris staff client and publish the URL to the record set on your Polaris PowerPAC portal page, to a page dashboard, or to your website pages. One or multiple record sets can be referenced by a single URL, and you can specify a sort order for the results. For information on creating record sets,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Cataloging/PKrecordset/Using_Cataloging_Record_Sets.htm">Using Cataloging Record Sets</a>.</MadCap:conditionalText> For information about making record sets available in PowerPAC, see <a href="../PDOpower/Defining_Web_Parts_for_Dashboards.htm">Defining Web Parts for Dashboards</a>.</p>
|
||||
<p>When the patron clicks the URL link, a catalog search is launched for the titles in the record set. The Polaris PowerPAC results set consists of the titles in the record set, formatted according to your organization’s settings for PowerPAC search results and including all the title information that your PAC normally displays. You can use this feature to integrate bibliographies such as summer reading lists with your catalog and make them readily accessible to your patrons.</p>
|
||||
<p><a name="kanchor2704"></a><a name="IX_PAC_search_access_points"></a>This feature uses two search access points that are also available for Boolean searches in Polaris PowerPAC: <b>brs</b> - Record set control number; <b>brsn</b> - Record set name</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_70882_Record_Set_Control">Record Set Control Number Searches</a>
|
||||
</li>
|
||||
<li><a href="#XREF_44862_Record_Set_Name">Record Set Name Searches</a>
|
||||
</li>
|
||||
<li><a href="#XREF_36610_Sort_Order">Sort Order</a>
|
||||
</li>
|
||||
<li><a href="#XREF_11620_Record_Set_Results">Record Set Results</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Record_Set_Control"></a><a name="XREF_70882_Record_Set_Control"></a>Record Set Control Number Searches</h2>
|
||||
<p>To set up a record set link with the record set control number, structure the URL like this:</p>
|
||||
<p><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">http://{PowerPACURL}/polaris/view.aspx?brs=bibrecordsetid</b>
|
||||
</p>
|
||||
<p>Where <b>bibrecordsetid</b> is the Polaris control number for the bibliographic record set.</p>
|
||||
<p class="NoteShade"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example (single record set by number)<br /></span><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">http://mylibrary.org/polaris/view.aspx?brs=1234</b>
|
||||
</p>
|
||||
<p>Separate multiple record set control numbers with commas.</p>
|
||||
<p class="NoteShade"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example (multiple record sets by number):<br /></span><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">http://mylibrary.org/polaris/view.aspx?brs=1234,12345,123456</b>
|
||||
</p>
|
||||
<h2><a name="TOC_Record_Set_Name_Searches"></a><a name="XREF_44862_Record_Set_Name"></a>Record Set Name Searches</h2>
|
||||
<p>To set up a record set link with the record set name, structure the URL like this:</p>
|
||||
<p><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">http://{PowerPACURL}/polaris/view.aspx?brsn='bibrecordsetname'</b>
|
||||
</p>
|
||||
<p>Where <b>bibrecordsetname</b> is the name of the record set. Enclose the name in single quotation marks.</p>
|
||||
<p class="NoteShade"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example (single record set by name):<br /></span><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">http://mylibrary.org/polaris/view.aspx?brsn='MyRecordSet'</b>
|
||||
</p>
|
||||
<p>This format also works with a record set name that contains spaces.</p>
|
||||
<p class="NoteShade"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example (record set name with spaces):<br /></span><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">http://mylibrary.org/polaris/view.aspx?brsn='Science Fiction Book Club'</b>
|
||||
</p>
|
||||
<p>Separate multiple record set names with commas, enclosing each name in single quotation marks.</p>
|
||||
<p class="NoteShade"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example (multiple record sets by name):<br /></span><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">http://mylibrary.org/polaris/view.aspx?brs='TotSummer','TeenSummer','AdultSummer'</b>
|
||||
</p>
|
||||
<h2><a name="TOC_Sort_Order"></a><a name="XREF_36610_Sort_Order"></a>Sort Order</h2>
|
||||
<p>By default, the PAC search results (the titles in the record set) are sorted by author, then title. You can specify a different sort option using this format:</p>
|
||||
<p><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">http://{PowerPACURL}/view.aspx?brs={bibrecordsetid}&sort={sortoption}</b>
|
||||
</p>
|
||||
<p class="NoteShade"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example (results sorted by call number):<br /></span><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">http://mylibrary.org/polaris/view.aspx?brs=1234&sort=CALL</b>
|
||||
</p>
|
||||
<p>The following table lists the mnemonics for the valid sort options:</p>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;float: alignleft;width: 486.32pt;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" cellspacing="1" class="TableStyle-BlueHeader">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Sort Order</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Mnemonic</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Sort Order</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Mnemonic</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr style="height: 30.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 139.954pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Relevance</p>
|
||||
</td>
|
||||
<td style="width: 94.954pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=RELEVANCE</b>
|
||||
</p>
|
||||
</td>
|
||||
<td style="width: 157.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Title, then Author</p>
|
||||
</td>
|
||||
<td style="width: 94.204pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=TI_AU</b>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 18.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 139.954pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Most Popular</p>
|
||||
</td>
|
||||
<td style="width: 94.954pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=MP</b>
|
||||
</p>
|
||||
</td>
|
||||
<td style="width: 157.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Title, then Publication Date</p>
|
||||
</td>
|
||||
<td style="width: 94.204pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=TI_PD</b>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 18.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 139.954pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Author</p>
|
||||
</td>
|
||||
<td style="width: 94.954pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=AU</b>
|
||||
</p>
|
||||
</td>
|
||||
<td style="width: 157.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Title, then Format</p>
|
||||
</td>
|
||||
<td style="width: 94.204pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=TI_TOM</b>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 18.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 139.954pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Title</p>
|
||||
</td>
|
||||
<td style="width: 94.954pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=TI</b>
|
||||
</p>
|
||||
</td>
|
||||
<td style="width: 157.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Publication Date, then Author</p>
|
||||
</td>
|
||||
<td style="width: 94.204pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=PD_AU</b>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 18.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 139.954pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Call Number</p>
|
||||
</td>
|
||||
<td style="width: 94.954pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=CALL</b>
|
||||
</p>
|
||||
</td>
|
||||
<td style="width: 157.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Publication Date, then Title</p>
|
||||
</td>
|
||||
<td style="width: 94.204pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=PD_TI</b>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 18.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 139.954pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Publication Date</p>
|
||||
</td>
|
||||
<td style="width: 94.954pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=PD</b>
|
||||
</p>
|
||||
</td>
|
||||
<td style="width: 157.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Call Number, then Author</p>
|
||||
</td>
|
||||
<td style="width: 94.204pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=CALL_AU</b>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 18.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 139.954pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Author, then Title (default)</p>
|
||||
</td>
|
||||
<td style="width: 94.954pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=AU_TI</b>
|
||||
</p>
|
||||
</td>
|
||||
<td style="width: 157.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Call Number, then Title</p>
|
||||
</td>
|
||||
<td style="width: 94.204pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=CALL_TI</b>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 18.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 139.954pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Author, then Publication Date</p>
|
||||
</td>
|
||||
<td style="width: 94.954pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=AU_PD</b>
|
||||
</p>
|
||||
</td>
|
||||
<td style="width: 157.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Call Number, then Publication Date</p>
|
||||
</td>
|
||||
<td style="width: 94.204pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">&sort=CALL_PD</b>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<h2><a name="TOC_Record_Set_Results"></a><a name="XREF_11620_Record_Set_Results"></a>Record Set Results</h2>
|
||||
<p>Record sets may contain any number of records, but the number of records displayed in the PAC is limited by the setting in Polaris Administration for the PowerPAC profile <b>Result set: Maximum number of records to return</b>. Searches for multiple record sets return results in one results list.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Bibliographic records that are suppressed from display in PAC are not included in the results set.</p>
|
||||
<p>If records are added, edited, or removed from the record set, the changes are reflected in the result set. If you have enabled the Search Agent for Polaris PowerPAC, patrons can save the search, have it run automatically, and receive notification of any changes.</p>
|
||||
<p>If the record set itself is deleted, and you do not remove the URL from the Web page or dashboard, the standard Web error message for “page not found” is displayed when a patron clicks the URL.</p>
|
||||
</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">
|
||||
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<h1><a name="XREF_90700_Searching_in_PAC"></a>Setting Search Options for Polaris PowerPAC</h1>
|
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<p>Polaris PowerPAC search features can be tailored to your library catalog and your patrons’ needs. (Certain settings described here also affect Polaris Mobile PAC. For details, see <a href="../PDOSocial/Polaris_Social_with_ChiliFresh_Connections.htm#XREF_50367_Settings_for">Mobile PAC Search Settings</a>.)</p>
|
||||
<p>See also:</p>
|
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<ul type="disc">
|
||||
<li><a href="Specifying_Default_Search_Settings.htm#XREF_11567_Specifying_Default">Specifying Default Search Settings</a>
|
||||
</li>
|
||||
<li><a href="Setting_Up_Search_Filters_Limit_By.htm#XREF_53464_Setting_Format">Setting Up Search Filters (Limit By)</a>
|
||||
</li>
|
||||
<li><a href="Setting_Available_Search_Types.htm#XREF_30104_Setting_Polaris">Setting Available Search Types</a>
|
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</li>
|
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<li><a href="RelatedWords.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Related Words in PowerPAC Searches</span></a>
|
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</li>
|
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<li><a href="PAC_Search_Agent_Saved_Searches.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Saved Searches in the PAC</span></a>
|
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</li>
|
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<li><a href="Setting_Up_Did_You_Mean_Term_Checking.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Did You Mean Term Checking</span></a>
|
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</li>
|
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<li><a href="Auto-Search_Suggestions_-_PowerPAC.htm#XREF_71675_Providing">Auto-Search Suggestions - PowerPAC</a>
|
||||
</li>
|
||||
<li><a href="Searching_Record_Sets_Polaris_PowerPAC.htm#XREF_95837_Publishing_a">Searching Record Sets (Polaris PowerPAC)</a>
|
||||
</li>
|
||||
<li><a href="../PDODeepLinks/Deep_Links_to_Polaris_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Deep Links to Polaris PowerPAC and Mobile PAC</span></a>
|
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</li>
|
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<li><a href="../PDOccl/PAC_CQL_Commands_Access_Points.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">PAC CQL Commands and Access Points</span></a>
|
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</li>
|
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<li><a href="Customizing_Search-by_Labels.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Customizing Search by Labels</span></a>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>Set up availability search filters for PAC</title>
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<h1><a name="XREF_83520_Set_an"></a>Set up availability search filters for PAC</h1>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When a patron selects remote databases to search along with the local Polaris database, and an availability search filter is selected, the availability search filter is applied to the Polaris database but not to the selected remote databases.</p>
|
||||
<p>To place an availability search filter in the Polaris PAC <b>Limit by</b> list:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Policy Tables folder for the organization, and select <b>PAC Limit By Display</b>. The <b>PAC Limit By Display</b> table appears in the details view.</li>
|
||||
<li value="2">Click <img alt="btnInsert00547.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image22" src="btnInsert00547_28x27.gif" /> in the <b>PAC Limit By Display</b> table. The <b>Insert PAC Limit By Display</b> dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACLimitByInsert.png" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type a name for your availability filter in the <b>Description</b> box. This name appears in the <b>Limit by</b> list in PAC.</li>
|
||||
<li value="4">In the <b>CCL Filter</b> box, type the following command:</li>
|
||||
</ol>
|
||||
<p class="indent4"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">AVAILABILITY > 0</b>
|
||||
</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>AVAILABILITY</b> access point works only for values greater than 0. (<b>AVAILABILITY = 0</b> is not valid.)</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <b>OK</b>. The<b> Insert PAC Limit by Display</b> dialog box closes, and the table displays your changes.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>When Polaris ILS is installed, the default selection is <b>All formats</b>, which specifies no filter on the search. You may want to change the description of this selection—to <b>No limits, </b>for example—if your list includes custom filters. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">To set the order of options in the <b>Limit by</b> list, select a filter in the table and click <img alt="btnUpArrow00549.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image24" src="btnUpArrow00549_28x27.gif" /> or <img alt="btnDownArrow00550.gif" style="margin-bottom: -4.000pt;width: 28;height: 26;" id="image25" src="btnDownArrow00550_28x26.gif" />. Repeat this step until the list is ordered the way you want it. The higher an enabled item is positioned in the table (the lower the <b>Display Order</b> number), the closer to the top the item appears in the <b>Limit by</b> list. The first enabled item in the table is always the top item in the <b>Limit by</b> list.</li>
|
||||
<li value="7">Select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">More about search filters</span> - See <a href="Setting_Up_Search_Filters_Limit_By.htm#XREF_53464_Setting_Format">Setting Up Search Filters (Limit By)</a>.</li>
|
||||
<li><span class="FM_BulletHead">Defining local branches for availability</span> - See <a href="../PDOresults/Set_up_the_local_system_item_availability_display.htm#XREF_21672_Add_a_Item">Set up the local/system item availability display</a>.</li>
|
||||
<li><span class="FM_BulletHead">Suppressing items by circulation status</span> - See <a href="../PDOresults/Suppress_items_by_circulation_status.htm#XREF_47643_Suppress_items_by">Suppress items by circulation status</a>.</li>
|
||||
<li>Availability facet for filtering search results - See <a href="../PDOresults/Setting_PowerPAC_Narrow_Related_Search_Options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting PowerPAC Narrow/Related Search Options</span></a></li>
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</ul>
|
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|
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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>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></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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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>Set up type of material/custom search filters for PAC</title>
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||||
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||||
<h1><a name="XREF_62858_Specify_PAC_search"></a>Set up type of material/custom search filters for PAC</h1>
|
||||
<p><a name="kanchor2944"></a><a name="IX_setting_up_PAC"></a><a name="kanchor2945"></a><a name="IX_setting_up_21"></a>To specify what format/types of material are listed in the <b>Limit by</b> list as search filters in Polaris PowerPAC and Mobile PAC, set up your own filters, and specify the default (top) filter for the <b>Limit by</b> list:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For a list of the Type of Material codes, see <a href="../PDOpower/Type of Material Filters.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Type of Material Filters</span></a>. For a list of CQL codes that you can use to create custom filters, see <a href="../PDOresults/Setting_PowerPAC_Narrow_Related_Search_Options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting PowerPAC Narrow/Related Search Options</span></a>.</p>
|
||||
<ol>
|
||||
<li value="1"><a name="kanchor2946"></a><a name="IX_setting_Limit_by_options"></a><a name="kanchor2947"></a><a name="IX_settings_1"></a>In the Administration Explorer tree view, open the Policy Tables folder for the organization, and select <b>PAC Limit By Display</b>. The PAC Limit by Display table appears in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PACLimitDisTable.gif" style="margin-bottom: 0.000pt;width: 417;height: 213;" id="image11" src="LimitPoltable_417x213.gif" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">To work with a standard format/type of material, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the format and click <img alt="btnUpdate.gif" style="margin-bottom: -6.000pt;width: 27;height: 27;" id="image12" src="btnUpdate_27x27.gif" />. The Modify PAC Limit by Display dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PACLimitMod.gif" style="margin-bottom: 0.000pt;width: 269;height: 117;" id="image13" src="PACLimitMod_269x117.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">To change the name of the format/type of material, type the new name in the <b>Description</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This setting affects only the names as listed in the PAC <b>Limit by</b> list. The tooltip associated with each format icon in PAC search results always displays the default name of the format, as does the detailed information for a title.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3"><a name="kanchor2948"></a><a name="IX_suppressing_Polaris"></a><a name="kanchor2949"></a><a name="IX_setting_up_Polaris_4"></a>To display or suppress the format/type of material in the PAC <b>Limit by</b> list, select <b>Yes</b> (display) or <b>No</b> (suppress) in the <b>Enabled</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent4">Set <span style="font-style: italic;">all</span> the table entries to <b>No</b> to suppress the <b>Limit by</b> list from display.</p>
|
||||
<p class="NoteShade"><a name="kanchor2950"></a><a name="IX_digital_records_display"></a><a name="kanchor2951"></a><a name="IX_display_in_PAC_2"></a><b>Note:<br /></b>The Digital Collection format/type of material identifies materials such as images, sound files, video clips, and text files. It is intended for use with Polaris Fusion™, a separately licensed feature. Contact the Polaris Customer Sales Department for more information about Polaris Fusion.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="4">Click <b>OK</b>. The Modify PAC Limit by Display dialog box closes, and the table displays your changes.</li>
|
||||
</ol>
|
||||
<ol start="3">
|
||||
<li value="3">To set up a custom filter, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click <img alt="btnInsert.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image14" src="btnInsert_28x27.gif" /> in the PAC Limit By Display table. The Insert PAC Limit By Display dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="indent4">
|
||||
<img alt="PACLimitInsert.gif" style="margin-bottom: 0.000pt;width: 307;height: 134;" id="image15" src="PACLimitInsert_307x134.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Type the filter name in the <b>Description</b> box. This name appears in the <b>Limit by</b> list in PAC.</li>
|
||||
<li value="3">Type the CQL search command for the filter in the <b>CCL Filter</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can construct a filter that limits search results to titles with at least one linked item that is available. See <a href="Set_up_availability_search_filters_for_PAC.htm#XREF_83520_Set_an">Set up availability search filters for PAC</a>.</p>
|
||||
<p class="indent4">You can type any valid CQL command. Refer to <a href="../PDOresults/Setting_PowerPAC_Narrow_Related_Search_Options.htm#XREF_16524_PAC_CCL_Commands">PAC CQL Commands & Access Points</a>. (If the command is not valid, the PAC search will return no results.) If the patron leaves the search term blank, the search finds all the titles that satisfy the CQL command.</p>
|
||||
<p class="NoteShade"><b>Examples:<br /></b>A filter that allows patrons to search quickly for mysteries on DVD:<br />Description: <b>DVD Mysteries<br /></b>CQL Filter: <b>TOM=DVD and GENRE=mystery</b></p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="4">Click <b>OK</b>. The Insert PAC Limit by Display dialog box closes, and the table displays your changes.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>When Polaris ILS is installed, the default selection is <b>All formats</b>, which specifies no filter on the search. You may want to change the description of this selection—to <b>No limits, </b>for example—if your list includes custom filters. </p>
|
||||
<ol start="4">
|
||||
<li value="4">To set the order of options in the <b>Limit by</b> list, select a filter in the table and click <img alt="btnUpArrow.gif" style="margin-bottom: -4.000pt;width: 24;height: 22;" id="image16" src="btnUpArrow_24x22.gif" /> or <img alt="btnDownArrow.gif" style="margin-bottom: -4.000pt;width: 23;height: 22;" id="image17" src="btnDownArrow_23x22.gif" />. Repeat this step until the list is ordered the way you want it.</li>
|
||||
</ol>
|
||||
<p class="indent2"><a name="kanchor2952"></a><a name="IX_setting_default_Polaris"></a>The higher an enabled item is positioned in the table (the lower the <b>Display Order</b> number), the closer to the top the item appears in the <b>Limit by</b> list. The first enabled item in the table is the top item in the <b>Limit by</b> list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
<h4><span style="font-size: 12pt; font-weight: normal; font-style: italic;">Related Information</span>
|
||||
</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Setting a default search filter by search type</span> - You can specify a <b>Limit by</b> default setting for each search type that includes this feature. See <a href="Specifying_Default_Search_Settings.htm#XREF_11567_Specifying_Default">Specifying Default Search Settings</a>.</li>
|
||||
<li><span class="FM_BulletHead">Deleting a search filter</span> - Select a custom filter in the PAC Limit by Display policy table, and click <img alt="btnDelete.gif" style="margin-bottom: -4.000pt;width: 27;height: 25;" id="image18" src="btnDelete_27x25.gif" />. You cannot delete standard formats/types of materials. The <b>Protected</b> column indicates whether a filter can be deleted. If the value is <b>Yes</b>, you cannot delete the filter.</li>
|
||||
<li><span class="FM_BulletHead">Modifying a search filter</span> - Select the filter in the PAC Limit by Display policy table, and click <img alt="btnUpdate00545.gif" style="margin-bottom: -6.000pt;width: 27;height: 26;" id="image19" src="btnUpdate00545_27x26.gif" />. You can modify the description, CQL command, and the <b>Enabled</b> setting for a custom filter. You can modify only the description and the <b>Enabled</b> setting for standard formats/types of materials. The <b>Protected</b> column indicates whether the CQL command can be edited for a filter. If the value is <b>Yes</b>, you cannot edit it.</li>
|
||||
<li><a name="kanchor2953"></a><a name="IX_ebooks_and_electronic_1"></a><a name="kanchor2954"></a><a name="IX_ebooks_and_electronic"></a><span class="FM_BulletHead">EContent</span> - The definition of electronic resources includes any ebooks that contain 07/00=c<MadCap:conditionalText data-mc-conditions="Primary.Online"> (see <a href="../../Cataloging/PKTOMs/Type_of_Material_Codes_TOMs.htm">Type of Material Codes (TOMs)</a>).</MadCap:conditionalText> If you want ebooks to be excluded from searches for electronic resources, change the <b>Enabled</b> setting for the standard electronic resource (TOM=elr) to <b>No. </b>Then create a custom Limit by filter for electronic resources that excludes ebooks: <b>TOM=elr not TOM=ebk</b> and enable your custom filter for display.</li>
|
||||
<li><span class="FM_BulletHead">Narrowing search results</span> - The <b>Narrow</b> Web part is displayed in the dashboard by default with the patron’s search results. When the patron selects a filter with this feature, the filter is applied to the current results set. See <a href="../PDOresults/Setting_PowerPAC_Narrow_Related_Search_Options.htm#XREF_37562_Setting_Related">Setting PowerPAC Narrow/Related Search Options</a>.</li>
|
||||
<li><a name="kanchor2955"></a><a name="IX_collections_scoping_by_1"></a><a name="kanchor2956"></a><a name="IX_scoping_PAC_searches_by"></a><a name="kanchor2957"></a><a name="IX_collections_scoping_by"></a><a name="kanchor2958"></a><a name="IX_collections_scoping_PAC"></a><span class="FM_BulletHead">Scoping searches by collection</span> - To offer an option to scope searches by collection, set the PowerPAC profile <b>Search options: Limit by collection enabled</b> to <b>Yes</b>. This setting places the Collections option on the More Search Options light box in Polaris PowerPAC.</li>
|
||||
</ul>
|
||||
<p class="indent4">
|
||||
<img src="../../../Resources/Images/PACDidYouMeanLess.png" alt="" />
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor2959"></a><a name="IX_PAC_search_scoping"></a><span class="FM_BulletHead"><span class="FM_BulletHead">Scoping searches by language</span> -</span> To allow search scoping by the languages specified in the MARC Language Scoping Display table, set the PowerPAC profile <b>Scoping: Use MARC language scoping display table</b> to <b>Yes</b>. For more information about this table,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Administration/PDsearch/Setting_Language_Display.htm">Setting Language Display</a>.</MadCap:conditionalText> If you select No, all languages defined by the MARC 21 format are displayed for search scoping on the Search Options page of Polaris PowerPAC.</li>
|
||||
</ul>
|
||||
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|
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<h1><a name="XREF_30104_Setting_Polaris"></a>Setting Available Search Types</h1>
|
||||
<p><a name="kanchor1704"></a><a name="IX_PowerPAC_search_types"></a><a name="kanchor1705"></a><a name="IX_search_types"></a>You can make the following kinds of searches available in Polaris PowerPAC, in addition to the Quick Search feature:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Keyword</span> - Search for a word or multiple words (in any order) in bibliographic record fields.</li>
|
||||
<li><span class="FM_BulletHead">Browse</span> - Browse the title, author, subject, series, and call number indexes in the library catalog database.</li>
|
||||
<li><span class="FM_BulletHead">Phrase</span> - Search for multiple words (in order) in bibliographic record fields.</li>
|
||||
<li><span class="FM_BulletHead">Exact</span> - Search for multiple words (in order) in bibliographic record fields, including stop words.</li>
|
||||
<li><span class="FM_BulletHead">Advanced</span> - Do a complex keyword search by typing keywords and selecting And, Or, and Not operators.</li>
|
||||
<li><span class="FM_BulletHead">Boolean</span> - Search by typing a CQL (Common Query Language) command.</li>
|
||||
<li><span class="FM_BulletHead">Course reserves</span> - Search for course records and associated reserved items (available only if your Polaris contract includes course reserves)</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Options for community information keyword and browse searches are also available if your Polaris installation includes Polaris Community Profiles, a separately licensed feature. For more information,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../PDOSocial/Polaris_Social_with_ChiliFresh_Connections.htm#XREF_14778_Setting_Community">Setting Community Search Options for PAC</a>.</MadCap:conditionalText></p>
|
||||
<p>You control what searches are available with settings that display or suppress options on the Search menu.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACDidYouMeanLess.png" alt="" />
|
||||
</p>
|
||||
<p><a name="kanchor1706"></a><a name="IX_setting_in_Polaris_1"></a>To set the search types available in Polaris PowerPAC:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Set the following profiles to display or suppress the appropriate search types; by default, all are set to <b>Yes</b> (available):</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Navigation: Advanced</b>
|
||||
</li>
|
||||
<li><b>Navigation: Boolean</b>
|
||||
</li>
|
||||
<li><b>Navigation: Browse</b>
|
||||
</li>
|
||||
<li><b>Navigation: Course reserves</b> (available by contract)</li>
|
||||
<li><b>Navigation: Exact</b>
|
||||
</li>
|
||||
<li><b>Navigation: Keyword</b>
|
||||
</li>
|
||||
<li><b>Navigation: Phrase</b>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="3">
|
||||
<li value="3">Select <b>File</b>, <b>Save</b>.</li>
|
||||
</ol>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Quick search setup (Polaris PowerPAC) - </span>You can offer a quick search feature on the portal page that includes search option buttons. See <a href="../PDOpower/Customizing_Portal_Page_Features.htm">Customizing Portal Page Features</a>.</li>
|
||||
<li><span class="FM_BulletHead">Search filters (Limit by)</span> - PAC offers a set of standard formats/types of material and custom search filters in the <b>Limit by</b> list. Users can select a filter before launching a quick, keyword, phrase, exact, or advanced search. See <a href="Setting_Up_Search_Filters_Limit_By.htm#XREF_53464_Setting_Format">Setting Up Search Filters (Limit By)</a>.</li>
|
||||
<li><span class="FM_BulletHead">Default search settings</span> - Users can select various settings for each type of search. For example, for keyword searches, patrons can set a search field, search filter, search database, and sort order for the results. You can set the default selections for these options. See <a href="Specifying_Default_Search_Settings.htm#XREF_11567_Specifying_Default">Specifying Default Search Settings</a>.</li>
|
||||
<li><span class="FM_BulletHead">Remote databases (Z39.50 search targets) for PAC searches</span> - See <a href="../PDOz3950/Managing_Federated_Search_Targets.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Federated Search Targets </span></a>.</li>
|
||||
<li><span class="FM_BulletHead">Subscription databases for PAC searches</span> - See <a href="../PDOeSources/Managing_E-Sources.htm">Managing E-Sources</a>.</li>
|
||||
<li><span class="FM_BulletHead">Course reserve functions</span> - See <a href="../PDOresults/Configuring_the_PowerPAC_Title_Display.htm">Setting Up Course Reserves</a>. </li>
|
||||
<li><span class="FM_BulletHead">Search results display</span> - You can determine what data to display in PAC search results. See <a href="../PDOresults/Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a>.</li>
|
||||
<li><span class="FM_BulletHead">Search Agent</span> - Using the search agent, patrons can save searches and have them run automatically. The PAC parameter <b>Search Agent Parameters</b> controls search agent functions for both Polaris PowerPAC and Mobile PAC. When the search agent is enabled, the <b>Save Search</b> link is available in the Polaris PowerPAC and Mobile PAC. See <a href="PAC_Search_Agent_Saved_Searches.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Saved Searches in the PAC</span></a>.</li>
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<h1><a name="XREF_74041_Setting_Up_Did_You"></a>Setting Up Did You Mean Term Checking</h1>
|
||||
<p><a name="kanchor2228"></a><a name="IX_PAC_search_suggestions"></a>When Did You Mean is enabled, suggestions are displayed on the search results page if there would be results in the Polaris database when the user clicks or taps a suggestion. Potential results in the Polaris database take into account any <span class="bold">Search by</span>, <span class="bold">Limit by</span>, and <span class="bold">More Search Options</span> selections, as well as resource groups, that were in effect when the search was launched. However, if the user changes a selection in the <span class="bold">Limit By</span> dropdown list or a selection in <span class="bold">More Search Options</span> and then clicks or taps the Did You Mean suggestion without launching the search again, the new selections are ignored.</p>
|
||||
<p class="NoteShade"><span class="bold">Note:</span>
|
||||
<br />If the user is also searching a remote database, Did You Mean suggestions may display even if there will be no results in the Polaris database, in case the remote database will return results. No attempt is made to determine if there will be hits in the remote database due to concerns about processing time.</p>
|
||||
<p> If enabled, the Did You Mean function applies to quick, keyword, phrase, and exact phrase searches in Polaris PowerPAC, and to searches typed in the <b>Look for</b> bar in Polaris PowerPAC Children’s Edition. Additional suggestions, if any, are displayed in line when the user clicks or taps <b>More</b>. The illustration is an example from Polaris PowerPAC.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACDidYouMeanLess_635x171.png" style="width: 635;height: 171;" alt="" />
|
||||
</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACDidYouMeanLess_640x187.png" style="width: 640;height: 187;" alt="" />
|
||||
</p>
|
||||
<p>The user can click or tap <b>Less</b> to collapse the list of suggestions and display only the first suggestion.</p>
|
||||
<p>The Did You Mean process identifies a possible search suggestion or suggestions in a Did You Mean Overrides table match, a sound value (metaphone) match in the underlying SearchSuggestions table, or one or more matches in the spell check dictionary. </p>
|
||||
<p>At least one bibliographic record will be retrieved if the user follows the suggestion. If the process returns multiple suggestions, each suggestion is checked individually and is not displayed in the suggestion list if it produces zero hits. Any returned records must have <span class="bold">Display in PAC</span> checked. When multiple suggestions are returned, the first suggestion is displayed with a "more" link, which opens a small pop-up window that shows the other suggestions. Multiple matching suggestions show all the suggestions that will return at least one record.</p>
|
||||
<p>When the user clicks or taps a Did You Mean suggestion, there may be a pause while the search is conducted; the pause is most noticeable when CQL filters from the <span class="bold">Limit by</span> list were applied to the search. Processing is limited to 10 seconds. The user is not prevented from doing other actions during processing time, but if another action is taken, the Did You Mean results are not returned. No additional search transaction is logged when the user clicks a Did You Mean suggestion.</p>
|
||||
<p>You can set whether Did You Mean suggestions are displayed at all, for PowerPAC only, whether they are displayed when there are search results or only when there are none. In addition, in the Did You Mean Overrides database table, you can specify your own Did You Mean suggestions for specific search terms to be displayed instead of the program’s suggestions.</p>
|
||||
<p><a name="kanchor2229"></a><a name="IX_adding_entries_20"></a><a name="kanchor2230"></a><a name="IX_setting_up_23"></a>To set up Did You Mean search suggestions and optionally specify override suggestions:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click the profile <b>Did You Mean: Enabled</b>, and set the profile to <b>Yes.</b> This setting displays Did You Mean search suggestions in Polaris PowerPAC and Polaris PowerPAC Children’s Edition.</li>
|
||||
<li value="3">(PowerPAC only) On the PowerPAC profile tab, double-click the profile <b>Did You Mean: Suggestions are to display even when hits are returned,</b> and set the profile to <b>Yes</b> to display Did You Mean search suggestions when a search returns hits.</li>
|
||||
</ol>
|
||||
<p class="indent2">When this profile is set to <b>No</b> (the default), Did You Mean search suggestions are displayed only when a search returns no hits at all. If you think patrons will find the search suggestions confusing when they already have satisfactory results, set the profile to <b>No</b>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This profile does not apply to Polaris PowerPAC Children’s Edition. In the Children’s Edition, when Did You Mean is enabled, suggestions are displayed only when a search produces no hits.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>File </b>><b> Save</b>.</li>
|
||||
<li value="5">To set override suggestions, follow these steps:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You may want to wait to set overrides until you have an idea of the common mistakes your patrons may make.</p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Database Tables</b> folder for the organization, and select <b>Did You Mean Overrides</b>. The Did You Mean Overrides table appears in the details view.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You can modify this table at the system, library, or branch level, but your changes affect all organizations in the system.</p>
|
||||
<p class="indent2">
|
||||
<img alt="DidYouMeanTbl.gif" style="width: 283.782pt;height: 198.036pt;margin-bottom: 0.000pt;" id="image71" src="DidYouMeanTbl.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Click <img alt="btnInsert00551.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image72" src="btnInsert00551_28x27.gif" /> to display the<b> Insert: Did You Mean Overrides</b> dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="insertdidumeanover.gif" style="width: 269.536pt;height: 66.042pt;margin-bottom: 0.000pt;" id="image73" src="insertdidumeanover.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">In the <b>Phrase</b> box, type the search term as your patrons may enter it.</li>
|
||||
<li value="4">In the <b>Override Phrase</b> box, type the Did You Mean suggestion that you want to be displayed instead of any system-generated suggestion.</li>
|
||||
</ol>
|
||||
<p class="indent2">These fields are not case-sensitive.</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>A unique local place name is commonly misspelled. You can enter the common misspelling in the <b>Phrase</b> box, and the correct spelling in the <b>Override Phrase</b> box. Your override phrase will always be suggested for the misspelled term.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You may find that the system suggests inappropriate terms for terms that the patron intended. For example, the patron types <b>amelia bedelia</b> (correct), but the system suggests <b>Amalia Delia</b>.You can enter a correctly spelled term in the <b>Phrase</b> box and the identical term in the <b>Override Phrase</b> box. In this case, when the patron enters the term correctly, no Did You Mean suggestion will be displayed. </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="5">Click <b>OK</b>.</li>
|
||||
<li value="6">The new entry is displayed in the Did You Mean Overrides database table for the organization. <b>Modification pending</b> appears in the status bar.</li>
|
||||
<li value="7">Repeat steps a-f until you have listed all the overrides for the organization.</li>
|
||||
</ol>
|
||||
<ol start="6">
|
||||
<li value="6">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor2231"></a><a name="IX_changing_entries"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <span style="font-weight: bold;"><img alt="btnUpdate00552.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image74" src="btnUpdate00552_28x27.gif" />.</span></li>
|
||||
<li><span class="FM_BulletHead">Delete an entry</span> - Select the entry and click <span style="font-weight: bold;"><img alt="btnDelete00553.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image75" src="btnDelete00553_28x27.gif" />.</span></li>
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<h1><a name="XREF_53464_Setting_Format"></a>Setting Up Search Filters (Limit By)</h1>
|
||||
<p>You can set up search filters that PAC users can select to limit search results. PowerPAC users can select a filter before launching a quick, keyword, phrase, exact, or advanced search. For example, a patron can filter a keyword search to return only DVDs. The filters are also available to Mobile PAC users who use the Mobile PAC Advanced search. </p>
|
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<p style="text-align: center;">
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||||
<img src="../../../Resources/Images/PACDidYouMeanLess.png" alt="" />
|
||||
</p>
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||||
<p>Use the PAC Limit by Display policy table to specify the search filters available to PAC users in the <b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Limit by</b> drop-down list, and the order in which the filters are listed. The PAC Limit by Display policy table is available at the system, library, or branch level. The organization level at which the table is opened determines the entries you see in the list, and you can view and change entries for the selected organization only. This table can be displayed with the Administration Explorer.</p>
|
||||
<p class="NoteShade"><span>Note:</span>
|
||||
<br />These System Administration permissions are required to modify this table: <span>Access administration: Allow</span>; <span>Access tables: Allow</span>; <span>Modify PAC limit by display table: Allow</span></p>
|
||||
<p class="indent2">
|
||||
<img src="LimitPoltable_481x245.gif" style="width: 481;height: 245;" alt="" />
|
||||
</p>
|
||||
<p>You can include the following types of filters in the <b>Limit by</b> list:</p>
|
||||
<p class="NoteShade"><a name="kanchor4038"></a><a name="IX_applying_to_remote"></a><a name="kanchor4039"></a><a name="IX_limit_by_filters_in_PAC"></a><b>Note:<br /></b>If a PAC user enters a search term, selects the local database and one or more remote databases, and selects a <b>Limit by</b> option, the Limit by filters will be applied to the remote databases that can support that filter. If the remote database is unable to use the filter, it will be applied only to the local results. Results may be returned from the remote databases using the search string without the filter. If an unsupported filter was removed from a search of a remote database, a message appears in the Search Status box.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Type of material (TOM) filters</span> - Polaris PowerPAC offers a set of standard formats/types of material and custom search filters in the <b>Limit by</b> list. In the PAC Limit by Display policy table, you can modify the description and the <b>Enabled</b> setting for standard formats/types of materials, but you cannot edit the CQL command for these standard filters. The TOM Limit by filters are used in Z39.50 searches of remote databases, but not in MuseGlobal databases. For MuseGlobal databases, the TOM limiter is discarded because MuseGlobal databases cannot interpret this limiter and would return zero results if this limiter were included in the search.</li>
|
||||
<li><span class="FM_BulletHead">Custom filters</span> - Use CQL commands to set up custom filters for the <b>Limit by </b>list. You can combine standard type of material codes with other CQL commands to create custom search filters. See <a href="../PDOccl/PAC_CQL_Commands_Access_Points.htm">PAC CQL Commands & Access Points</a>.</li>
|
||||
<li><a name="kanchor4040"></a><a name="IX_setting_PAC_search"></a><a name="kanchor4041"></a><a name="IX_availability_Polaris_1"></a><a name="kanchor4042"></a><a name="IX_availability_Polaris"></a><span class="FM_BulletHead">Availability filters</span><span style="font-size: 12.0pt;"> - </span>You can also use the PAC Limit by Display policy table to set up search filters that limit search results to titles with at least one available linked item. The patron selects the filter in the <b>Limit by</b> list before launching the search. If a PowerPAC or Mobile PAC connection is at the system level, the search results include all titles with at least one available item. If the connection is at the branch level, the results include all titles that have at least one linked available item assigned to that branch or the other branches defined as <b>Local</b> in the branch’s Item Availability Display Order table. (At either level, items with a suppressed circulation status are not included, and items where <b>Display in PAC</b> is not checked in the linked bibliographic record are not included.) </li>
|
||||
</ul>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_up_type_of_material_custom_search_filters_for_PAC.htm">Set up type of material/custom search filters for PAC</a>
|
||||
</li>
|
||||
<li><a href="Set_up_availability_search_filters_for_PAC.htm">Set up availability search filters for PAC</a>
|
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<h1><a name="kanchor529"></a><a name="IX_adjusting_relevancy_in"></a><a name="kanchor530"></a><a name="IX_adjusting_level_of_1"></a><a name="kanchor531"></a><a name="IX_adjusting_relevancy"></a><a name="kanchor532"></a><a name="IX_adjusting_level_of"></a><a name="XREF_25477_Specify_level_of"></a>Specify level of relevance applied to popularity sort</h1>
|
||||
<p>The system-level PAC profile, <b>Most popular sort settings</b>, automatically incorporates relevance into the <b>Most popular </b>sort option if this sort is selected for search results in the PowerPAC or Mobile PAC. The Polaris default setting provides a 50/50 balance between popularity and relevancy when the <b>Most popular sort </b>option is selected. If you want the sort to consider only the popularity of the titles, adjust the setting in the Most Popular Sort Settings dialog box to 100% popularity. If you adjust the sort settings and do not like the results, click <b>Revert</b> to return to the default setting of 50% popularity and 50% relevance.</p>
|
||||
<p>To adjust the relevancy factor applied to most popular sorting of search results in the PowerPAC or Mobile PAC:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder at the System level, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Most popular sort settings</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="mostpopsortdial2.gif" style="width: 196.779pt;height: 84.231pt;margin-bottom: 0.000pt;" id="image8" src="mostpopsortdial2.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To adjust the Polaris default sort settings of 50/50, either click on an up or down arrow or move the slider. The <b>% Relevance</b> number increases as you move the slider right, and the <b>% Popularity</b> number increases as you move the slider left.</li>
|
||||
</ol>
|
||||
<p class="indent2">If you find that this adjustment is not what you expected, click <b>Revert </b>to restore the 50/50 default. </p>
|
||||
<p class="indent2">Any changes made to this dialog box are reflected immediately in PAC search results.</p>
|
||||
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<h1><a name="XREF_11567_Specifying_Default"></a>Specifying Default Search Settings</h1>
|
||||
<p><a name="kanchor2155"></a><a name="IX_default_settings_1"></a><a name="kanchor2156"></a><a name="IX_search_settings_default"></a>Patrons can set various options for each type of search in Polaris PowerPAC. For example, for keyword searches, patrons can set a search field (<b>Search by</b>) and search filter (<b>Limit by</b>) for the search, and then sort the returned results by any of several options.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACDidYouMeanLess.png" alt="" />
|
||||
</p>
|
||||
<p>You use the PAC profile <b>Search settings defaults</b> to specify the default settings for search field, search filter, and sort order.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Set_PAC_search_setting_defaults.htm#XREF_25268_Set_PAC_search">Set PAC search setting defaults</a>
|
||||
</li>
|
||||
<li><a href="Specify_level_of_relevance_applied_to_popularity_sort.htm#XREF_25477_Specify_level_of">Specify level of relevance applied to popularity sort</a>
|
||||
</li>
|
||||
<li><a href="Customizing_Search-by_Labels.htm">Customizing Search by Labels</a>
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||||
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<h1><a name="XREF_34237_Enabling_Enriched"></a>Polaris Social with ChiliFresh Connections</h1>
|
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<p><a name="kanchor5309"></a><a name="IX_Polaris_Social"></a><a name="kanchor5310"></a><a name="IX_overview_196"></a>With Polaris Social, the library’s catalog becomes a gateway to a worldwide network of readers, allowing patrons to share the books they read, see what others are reading, and discover new books based on the social network connected to a title. Polaris Social offers integrated social functions in Polaris PowerPAC through a collaboration with ChiliFresh Connections, with interactions embedded in Polaris PowerPAC. Navigation to and from each ChiliFresh Connections feature is seamless, and users enjoy a single, unified interface in Polaris PowerPAC. Features include single sign-on through PAC; the ability to set up a patron profile; create lists of books that other readers can see; follow what readers with similar tastes are reading; see the network of patrons connected to a title; add recommendations, reviews and tags to titles, and more. For information about ChiliFresh Connections, see <a href="http://www.chilifresh.com/">www.chilifresh.com</a>.</p>
|
||||
<p>While ChiliFresh provides the library system administration options for controlling feature display and functionality, Polaris designates the placement of the ChiliFresh Connections features in Polaris PowerPAC. Accessing ChiliFresh Connections features from PowerPAC requires no further authentication once patron logon occurs in Polaris PowerPAC, and the patron has registered for the first time in ChiliFresh Connections. Patrons can manage Connections user account information as part of My Account in Polaris PowerPAC. For any catalog items in the ChiliFresh database, patrons can add tags and view library users. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> The font type and color scheme for ChiliFresh Connections information displayed in Polaris PowerPAC matches the PowerPAC theme. The PowerPAC display does not use any font or color customizations created by patrons in ChiliFresh Connections.</p>
|
||||
<p class="NoteShade">In the Polaris themes/shared folder, ChiliFresh Connections has its own style sheet (chilifresh.css). Customers who have a custom theme and wish to override the default chilifresh.css file should copy the file from the themes/shared folder to the custom theme folder and edit the custom version accordingly. Unlike the main styles.css page with overrides, the custom chilifresh.css page must contain <i>all</i> the CSS classes from the default version.</p>
|
||||
<p>Polaris Social with ChiliFresh Connections is a separately licensed feature at the branch level. You can also offer reviews from ChiliFresh under a separate ChiliFresh contract, without offering the full features of ChiliFresh Connections. However, ChiliFresh reviews without ChiliFresh Connections require separate patron authentication. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PDOEnrich/ChiliFresh_Enriched_Data.htm#XREF_91063_ChiliFresh">ChiliFresh Enriched Data</a>.</MadCap:conditionalText></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_27383_Exporting_Records">Exporting Records to the ChiliFresh Database</a>
|
||||
</li>
|
||||
<li><a href="#XREF_48388_Patron_Log_In_and">Patron Log-In and ChiliFresh Connections Registration</a>
|
||||
</li>
|
||||
<li><a href="#XREF_37273_Social_Features_in">Social Features in the PowerPAC Patron Account</a>
|
||||
</li>
|
||||
<li><a href="#XREF_48788_Social_Features_in">Social Features in Search Results</a>
|
||||
</li>
|
||||
<li><a href="#XREF_65294_Set_Up_ChiliFresh">Set Up ChiliFresh Connections in Polaris Administration</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Exporting_Records_to_the"></a><a name="XREF_27383_Exporting_Records"></a>Exporting Records to the ChiliFresh Database</h2>
|
||||
<p><a name="kanchor5311"></a><a name="IX_exporting_records_for"></a><a name="kanchor5312"></a><a name="IX_exporting_records_to"></a>To display Chilifresh Connections content in PAC, you must initially export a file containing all your library’s MARC bibliographic information to ChiliFresh. Use the Polaris staff client <b>Utilities, Export</b> function to upload the records, using the default option <b>Extract All Final MARC 21 Records</b>. Instructions are available on the ChiliFresh Connections Admin page. For subsequent exports of newly acquired titles, define the appropriate date range for the export using the <b>Extract Only MARC 21 Records Added/Changed from Date</b> option.</p>
|
||||
<h2><a name="TOC_Patron_Log_In_and"></a><a name="XREF_48388_Patron_Log_In_and"></a>Patron Login and ChiliFresh Connections Registration</h2>
|
||||
<p><a name="kanchor5313"></a><a name="IX_patron_log_in_for"></a><a name="kanchor5314"></a><a name="IX_patron_log_in"></a>Within PowerPAC, a patron can easily link his or her library account to a new or existing ChiliFresh account. Once the link is established, the patron logs on with library account credentials to access Connections features within PowerPAC.</p>
|
||||
<p>A patron who has not logged on can start this process by clicking or tapping any Connections function that requires logon. For example, the registration process can be initiated from search results Connections functions in the patron’s search results, or by clicking or tapping <b>Connections</b> on the menu bar and logging on.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACChiliTab1_516x263.png" style="width: 516;height: 263;" alt="" />
|
||||
</p>
|
||||
<p>Once logged on, the patron receives a sign-up message for social features, and can click or tap a link to connect the library account to a new or existing ChiliFresh account.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACChiliSignup.png" alt="" />
|
||||
</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACChiliSignUpPage.png" alt="" />
|
||||
</p>
|
||||
<p>For new accounts, the patron clicks or taps the <b>Create a nickname</b> option, supplies a nickname, and specifies the birth date. The nickname is the public name exposed to other users of Polaris Social functions. If the library’s setup with ChiliFresh requires a birth date and the patron is under 13, a message is displayed and the sign-up is canceled. To link an existing ChiliFresh account, the patron clicks or taps <b>Use an existing ChiliFresh Connections account</b> and supplies the email address and password associated with the account.</p>
|
||||
<p>A similar process occurs when a patron who has not logged on clicks or taps a ChiliFresh feature such as <b>Rate or review</b> in search results.</p>
|
||||
<p>After the library account and the ChiliFresh account are linked, the patron who is logged into PAC does not have to log on to ChiliFresh Connections to use those Connections features in PAC that require logon.</p>
|
||||
<p>Logging off in PowerPAC also logs the patron off the ChiliFresh Connections account.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> Logging on to ChiliFresh Connections from outside PowerPAC does not log the user on to the PowerPAC (library) account.</p>
|
||||
<p>When the library account and the ChiliFresh account are linked, deleting an existing Connections account from the ChiliFresh Connections site removes the shared logon credential from PAC. The patron can create a new shared logon credential between the PAC patron account and Connections by re-registering with Connections via PAC, as described above.</p>
|
||||
<h2><a name="TOC_Social_Features_in_the"></a><a name="XREF_37273_Social_Features_in"></a>Social Features in the PowerPAC Patron Account</h2>
|
||||
<p><a name="kanchor5315"></a><a name="IX_patron_account_features_1"></a><a name="kanchor5316"></a><a name="IX_patron_account_features"></a>Social features are available to logged on patrons from the PowerPAC patron account. The patron can click or tap <b>Connections</b> in the dashboard or <b>Connections</b> in the menu bar to display these features. </p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACChiliFeatures.png" alt="" />
|
||||
</p>
|
||||
<p>The Connections account page offers links for invitations, comments, messages, recommendations, and suggested connections. Each of these features opens in a lightbox. Below, five content “drawers” contain ChiliFresh Connections user account data. They are initially displayed as collapsed, but the user can choose to expand individual drawers, expand all, or collapse all.</p>
|
||||
<p>ChiliFresh Connections notifies patrons by email when they receive a new message, recommendation, invitation, or comment. The email message contains a logon link to the email recipient’s PAC branch. ChiliFresh Connections defines this notification functionality, including text of the email message and which Connections actions will initiate a notification.</p>
|
||||
<h3><a name="XREF_57118_Bookshelves_Drawer"></a><span style="font-size: 12pt;">Bookshelves Drawer</span>
|
||||
</h3>
|
||||
<p>Bookshelves may include <b>My library</b>, <b>My current reads</b>, <b>My wishlist</b>, and any custom bookshelves (lists) the patron has created.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACChiliBookshelf_464x270.png" style="width: 464;height: 270;" alt="" />
|
||||
</p>
|
||||
<p>Books can be added to any bookshelf by clicking or tapping the <b>Search for more books</b>link. (Books can also be added to bookshelves from the patron’s search results. See <a href="#XREF_48788_Social_Features_in">Social Features in Search Results</a>.) If a bookshelf currently has contents, the list can be sorted by <b>Latest</b>, <b>Author</b>, <b>Title</b>, <b>Ascending alphabetical</b>, or <b>Descending alphabetical</b>.</p>
|
||||
<p>Icons next to each title offer options to remove the title from the bookshelf, set the title as a current read, or move the title to another shelf. The illustration above shows the interface when the patron chooses to move the title to another shelf.</p>
|
||||
<h3><a name="XREF_35004_Friends_and"></a><span style="font-size: 12pt;">Friends and Followers Drawer</span>
|
||||
</h3>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACChiliFriends.png" alt="" />
|
||||
</p>
|
||||
<p>This drawer displays five sections:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">My friends</span> - The patron’s ChiliFresh Connections friends. The patron can invite friends, see all friends, or browse library users to find other Connections users registered at the library. Each library user’s name is accompanied by an Add Friend icon <img alt="ChiliAddFriend.gif" style="margin-bottom: -8.000pt;width: 31;height: 31;" id="image6" src="ChiliAddFriend_31x31.gif" />. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Users following me</span> - Users who follow the logged-in patron.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Following users</span> - Users whom the logged-in patron follows. You can also select <b>View recent updates</b> to see recent activity.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Find users</span> - The logged-in patron can search for any ChiliFresh Connections user by user name or email address. When the patron selects the link for another ChiliFresh Connections user, that user’s profile page is displayed. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>On that page, the logged-in patron can click or tap a title to display the brief title information in PowerPAC, as in the patron’s own profile. The social drawers are also the same. The following features are available by clicking the icons:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Add to friends</span>
|
||||
<img alt="ChiliAddFriend00563.gif" style="margin-bottom: -4.000pt;width: 31;height: 31;" id="image9" src="ChiliAddFriend00563_31x31.gif" /> - Sends a friend request to the ChiliFresh user; if the user accepts, he or she is added to the patron’s friends list.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Send message</span>
|
||||
<img alt="ChiliFreshSendMsgIcon.gif" style="margin-bottom: -4.000pt;width: 31;height: 28;" id="image10" src="ChiliFreshSendMsgIcon_31x28.gif" /> - Sends a message to this user.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Add comment to corkboard</span>
|
||||
<img alt="ChiliAddComment.gif" style="margin-bottom: -4.000pt;width: 31;height: 30;" id="image11" src="ChiliAddComment_31x30.gif" /> - This option adds a comment to the user’s Comments list, and sends the user an e-mail alert.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Follow/unfollow this user</span>
|
||||
<img alt="ChiliFreshFollowIcon.gif" style="margin-bottom: -3.781pt;width: 31;height: 29;" id="image12" src="ChiliFreshFollowIcon_31x29.gif" /> - Adds the patron to the Followers list on the ChiliFresh user’s profile and adds the ChiliFresh user to the Following list on the patron’s profile (or reverses the operation).</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h3>Reviews Drawer</h3>
|
||||
<p>This drawer displays the reviews the patron has already submitted. The patron can select a title to display search results for that title in PowerPAC. Reviews can be added from search results. See <a href="#XREF_48788_Social_Features_in">Social Features in Search Results</a>.</p>
|
||||
<h3><span style="font-size: 12pt;">Edit My Profile Drawer</span>
|
||||
</h3>
|
||||
<p>The patron can edit the Connections profile picture, nickname, “My Interests” (favorite authors, books, movies), and Facebook, Twitter, or LinkedIn link settings. The ChiliFresh site provides more information about these link settings.</p>
|
||||
<h3><a name="XREF_62793_Link_to"></a><span style="font-size: 12pt;">Link to Connections Drawer</span>
|
||||
</h3>
|
||||
<p>This drawer is a link to the ChiliFresh Connections site, which opens in a lightbox. The system uses the linked ChiliFresh Connections authentication for the logged on patron to log on to the ChiliFresh Connections site.</p>
|
||||
<p>
|
||||
<img alt="ChiliFreshSite.gif" style="margin-bottom: 0.000pt;width: 470;height: 363;" id="image15" src="ChiliFreshSite_470x363.gif" />
|
||||
</p>
|
||||
<p>After the patron makes account changes in the Chilifresh Connections lightbox window, the PowerPAC patron account drawer content is refreshed when the account page is refreshed.</p>
|
||||
<h3><a name="TOC_Social_Features_in"></a><a name="kanchor5317"></a><a name="IX_search_results_features_1"></a><a name="kanchor5318"></a><a name="IX_search_results_features"></a><a name="XREF_48788_Social_Features_in"></a><span style="font-size: 12pt;">Social Features in Search Results</span>
|
||||
</h3>
|
||||
<h4><i>Ratings and Reviews</i>
|
||||
</h4>
|
||||
<p>Logged on users can rate titles, add reviews, and read reviews from other readers. The user clicks or taps <b>Rate or review</b> (for titles with no previous reviews) or <b>Review</b> (for titles with previous ratings or reviews) to open this feature in a lightbox. This illustration shows a title with no previous reviews.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/SAcheckoutrecopt.gif" alt="" />
|
||||
</p>
|
||||
<h4><i>Add to Shelf</i>
|
||||
</h4>
|
||||
<p>In PowerPAC initial (brief) search results, an option to add the title to a ChiliFresh Connections bookshelf is displayed under other Chilifresh content, such as the book jacket image and the ratings/reviews link. </p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/SAcheckoutrecopt.gif" alt="" />
|
||||
</p>
|
||||
<p>When the logged-in patron selects <b>Add to Shelf</b>, a list of bookshelves associated with the patron’s account is displayed (see <a href="#XREF_57118_Bookshelves_Drawer">Bookshelves Drawer</a>).</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> If the patron is not logged in, he or she is prompted to do so.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/SAcheckoutrecopt.gif" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If the title has already been added to one of patron’s bookshelves, the displayed link is <b>Already on Shelf</b>. </p>
|
||||
<p>When the patron selects a bookshelf, the bookshelf opens in a lightbox, with the newly-added title at the top. Icons next to each title offer options to remove the title from the bookshelf, set the title as a current read, recommend the title to a friend, or move to the title to another shelf. The patron can also click or tap <b>Manage shelves</b>. This option opens a light box where the patron can set up a new bookshelf, specify a default bookshelf, delete custom bookshelves, and choose a bookshelf for display in the lightbox.</p>
|
||||
<p>
|
||||
<img alt="ChiliManageShelf.gif" style="margin-bottom: 0.000pt;width: 486;height: 209;" id="image21" src="ChiliManageShelf_486x209.gif" />
|
||||
</p>
|
||||
<h3><span style="font-size: 12pt;">More Options</span>
|
||||
</h3>
|
||||
<p>More options are available from the product page (full display) of a title in PAC. The product page includes the <b>Add to Shelf/Already on Shelf</b> option. In addition, the patron can select <b>More Options</b> to display additional ChiliFresh Connections options:</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACChiliMoreOptions_637x234.png" style="width: 637;height: 234;" alt="" />
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Related Users</span> - Selecting this link displays a lightbox that lists users who have taken an action on the item, such as adding it to their shelf or reviewing it. Selecting a Connections user in the lightbox opens the public profile display of that user (see <a href="#XREF_35004_Friends_and">Friends and Followers Drawer</a>).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Related Items</span> - This option displays a lightbox with “you might also like” titles related to the currently displayed title. ChiliFresh determines what titles are “related.” Selecting any item from the list of related items launches a search in PowerPAC and displays the product page for the selected title.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Tags</span> - Selecting <b>Tags</b> opens the Connections tags widget in a lightbox. The patron may add a new tag or select an existing one. Selecting a tag in the lightbox navigates within the lightbox to the ChiliFresh Connections list of titles associated with that tag; selecting a title launches a search and displays the brief result for the title.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Comment</span> - The patron can select this option to add the title as a favorite or post a comment. The Playback option shows any existing discussion (comment thread).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Share</span> - Selecting any of the options in the Share lightbox shares a deep link to the PowerPAC product page for the title via e-mail or on the appropriate social media site.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="indent4">
|
||||
<img alt="ChiliShare.gif" style="width: 313.040pt;height: 83.279pt;margin-bottom: 0.000pt;" id="image23" src="ChiliShare.gif" />
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Recommend</span> - The patron can recommend the title to another Connections user, or email the recommendation to a friend.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="indent4">
|
||||
<img alt="ChiliMoreRecommend.gif" style="margin-bottom: 0.000pt;width: 451;height: 218;" id="image24" src="ChiliMoreRecommend_451x218.gif" />
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Go to Connections</span> - This option opens the ChiliFresh Connections site in a lightbox. See <a href="#XREF_62793_Link_to">Link to Connections Drawer</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Set_Up_ChiliFresh"></a><a name="XREF_65294_Set_Up_ChiliFresh"></a>Set Up ChiliFresh Connections in Polaris Administration</h2>
|
||||
<p><a name="kanchor5319"></a><a name="IX_setup_for_Polaris_Social"></a><a name="kanchor5320"></a><a name="IX_setup_11"></a>Open the PAC profile <b>Enriched data</b> for the PowerPAC connection organization. On the ChiliFresh - Other Features tabbed page, select <b>Enable</b> and supply your ChiliFresh Service URL, account ID, and API key. See Set up enriched data - ChiliFresh.</p>
|
||||
<p>For information about port 80/443 access requirements, <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">see Enriched Data Domains Requiring Port 80/443 Access.</MadCap:conditionalText></p>
|
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<h1><a name="XREF_99938_Polaris"></a>Public Access Administration Overview</h1>
|
||||
<p>Your library organization can use the settings in Polaris Administration to manage how your public access catalog appears and functions. In addition to the options available in Polaris Administration, Polaris provides customization features. See <a href="../../PAC Customization/PACCustom/PAC_Customization.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">PAC Customization</span></a>.</p>
|
||||
<p>See the following topics for information on the options for managing your PAC:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If your library uses Polaris Community Profiles, you can specify how these records are displayed in the PAC. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Community Profiles/CommProfPAC/Community_Setup_for_PAC_Display.htm">Community Setup for PAC Display</a></MadCap:conditionalText>.</p>
|
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<p data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../PDOstart/Review_and_set_public_access_profiles_and_parameters.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Review and set public access profiles and parameters</span></a>
|
||||
</p>
|
||||
<p class="indent2" data-mc-conditions="Primary.Hidden,Primary.Online">General instructions for setting the profiles and parameters that control public access features.</p>
|
||||
<p><a href="../../PDOpower/Administering_Polaris_PowerPAC.htm">Setting Up Polaris PowerPAC - Overview</a>
|
||||
</p>
|
||||
<p class="indent2">Updating page caches; privacy; accessibility; use analysis; basic set-up; banner graphics; branch switching; themes (skins); portal page features; content carousels; dashboards; RSS feeds; virtual reference; online help; editing language strings.</p>
|
||||
<p><a href="../../PAC Customization/PACCustom/Customizing_Search_By_Sort_By.htm">Setting Search Options for Polaris PowerPAC</a>
|
||||
</p>
|
||||
<p class="indent2">Default settings for PAC searches; setting up search filters; setting available search types for Polaris PowerPAC; record set searches for Polaris PowerPAC; setting up the search agent (saved searches); automatic search suggestions; “Did You Mean” search term suggestions.</p>
|
||||
<p><a href="../PDOresults/Displaying_PAC_Search_Results.htm#XREF_59622_Setting_Up_the" data-mc-conditions="Primary.Online,Primary.Hidden">Displaying PAC Search Results</a> </p>
|
||||
<p class="indent2">Specifying search results data and display options; setting up the title (product) page for individual titles; recently viewed titles; settings for Feature It promotions; narrow and related searches options; suppressing request and availability options for specific types of material; cross-reference display; local and system availability; call numbers by text message; item-specific display settings; shelf locations; highlighting titles with local items (Polaris PowerPAC); mapping item availability in Polaris PowerPAC; Google Preview for search results; title lists in Polaris PowerPAC; social bookmarking and sharing in Polaris PowerPAC.</p>
|
||||
<p><a href="../../EContent Integration/EContentPAC/Managing_EContent_in_the_PAC.htm">Managing Integrated EContent in the PAC</a>
|
||||
</p>
|
||||
<p class="indent2">Managing patron access to integrated eContent; specifying availability display; controlling patron-initiated circulation of eContent from the PAC. </p>
|
||||
<p><a href="../PDOpurchase/Enabling_Online_Book_Purchases.htm#XREF_22459_Enabling_Online">Enabling Online Book Purchases</a> </p>
|
||||
<p class="indent2">Setting up links to online bookstores for titles in Polaris PowerPAC search results; Polaris Bookstore.</p>
|
||||
<p><a href="../PDOMessages/Editing_Messages_and_Labels.htm#XREF_12013_Setting_Public">Editing Messages and Labels</a> </p>
|
||||
<p class="indent2">Editing and translating standard messages for Polaris PowerPAC in Polaris Administration; reference list of messages and labels.</p>
|
||||
<p><a href="../PDOpower/Customizing_Language_Strings.htm">Customizing Language Strings</a> </p>
|
||||
<p class="indent2">Using Polaris WebAdmin (Language Editor) to customize English and other licensed language strings in all the parts of Polaris that support multiple languages (overview).</p>
|
||||
<p data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../PDOchild/Polaris_PowerPAC_Children_Ed.htm#XREF_99628_Customizing_the">Polaris PowerPAC Children’s Edition</a> </p>
|
||||
<p class="indent2" data-mc-conditions="Primary.Hidden,Primary.Online">Setting up and customizing Polaris PowerPAC Children’s Edition; for example: themes; dashboards; search filters; “canned” searches (categories); results display.</p>
|
||||
<p data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../PDOMobilePAC/Setting_Up_Mobile_PAC.htm#XREF_18315_Setting_a_Default">Setting Up Mobile PAC</a> </p>
|
||||
<p class="indent2" data-mc-conditions="Primary.Hidden,Primary.Online">Mobile PAC set-up basics; settings for searches and results; patron registration, log-in and account features; credit card payments.</p>
|
||||
<p><a href="../PDOSocial/Polaris_Social_with_ChiliFresh_Connections.htm#XREF_34237_Enabling_Enriched">Polaris Social with ChiliFresh Connections</a> </p>
|
||||
<p class="indent2">Integrated social features in Polaris PowerPAC: exporting records; log-on; patron account features; search results features; setup.</p>
|
||||
<p><a href="../PDOPacProfs/PAC_Profiles_Reference.htm#XREF_61718_PAC_Profiles">PAC Profiles Reference</a> </p>
|
||||
<p class="indent2">Reference list of general PAC profiles as they appear in Polaris Administration.</p>
|
||||
<p><a href="../PDOPowerProfs/Polaris_PowerPAC_Profiles_Reference.htm#XREF_65996_Web_Interface">Polaris PowerPAC Profiles Reference</a> </p>
|
||||
<p class="indent2">Reference list of Polaris PowerPAC profiles as they appear in Polaris Administration.</p>
|
||||
<p data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../PDOchildProfs/Childrens_PAC_Profiles_Ref.htm#XREF_81866_Public_Client">Children’s PAC Profiles Reference</a> </p>
|
||||
<p class="indent2" data-mc-conditions="Primary.Online,Primary.Hidden">Reference list of Polaris PowerPAC Children’s Edition profiles as they appear in Polaris Administration.</p>
|
||||
<p><a href="../PDOMobileProfs/Mobile_PAC_Profiles_Reference.htm#XREF_62110_Mobile_PAC">Mobile PAC Profiles Reference</a> </p>
|
||||
<p class="indent2">Reference list of Mobile PAC profiles as they appear in Polaris Administration.</p>
|
||||
<p><a href="../PDOPacProfs/Standard_PAC_Pages_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Standard PAC Pages Reference</span></a>
|
||||
</p>
|
||||
<p class="indent2">Reference list of standard pages for Polaris PowerPAC and Polaris PowerPAC Children’s Edition.</p>
|
||||
<p data-mc-conditions="Primary.Hidden,Primary.Online">See also the following topics in the Public Access Administration Guide:</p>
|
||||
<p data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../PDOz3950/Managing_Federated_Search_Targets.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Managing Federated Search Targets </span></a>
|
||||
</p>
|
||||
<p class="indent2" data-mc-conditions="Primary.Online,Primary.Hidden">How to organize remote databases so that patrons can select them in the PowerPAC’s Select Databases page to search simultaneously; setting up databases using Z39.50 search protocol; setting up databases that use other search protocols provided in partnership with MuseGlobal; setting up use conditions and access conditions; setting up follow-on searching.</p>
|
||||
<p data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../PDOeSources/Managing_E-Sources.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Managing E-Sources</span></a>
|
||||
</p>
|
||||
<p class="indent2" data-mc-conditions="Primary.Online,Primary.Hidden">Setting up and organizing e-sources, which are proprietary, non-Z39.50 databases that the library offers to patrons for searching in Polaris PowerPAC. Setup examples; E-Source connection report.</p>
|
||||
<p data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../PDOEnrich/Enabling_Enriched_Data.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Enabling Enriched Data</span></a>
|
||||
</p>
|
||||
<p class="indent2" data-mc-conditions="Primary.Online,Primary.Hidden">Settings that integrate third-party book jacket images and additional title content in Polaris PowerPAC search results.</p>
|
||||
<p data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../PDOPatAcc/Setting_Up_Patron_Account_Access.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Patron Account Access and Options</span></a>
|
||||
</p>
|
||||
<p class="indent2" data-mc-conditions="Primary.Online,Primary.Hidden">Settings that affect patron account access in Polaris PowerPAC and Mobile PAC: enabling account access; limiting log-in attempts; inactivity timeout; patron account features; self-registration and online updates; patron passwords and user names; patron e-mail (Ask Us).</p>
|
||||
<p class="indent2"> </p>
|
||||
<p class="indent2"> </p>
|
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<p class="indent2"> </p>
|
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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_13445_Add_a_new_category"></a>Add a New Category</h1>
|
||||
<p><a name="kanchor2763"></a><a name="IX_constructing_1"></a>You can define categories at the system, library, or branch level. To add a category or subcategory for Children’s PAC searches:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Profiles folder for the organization, and select the <b>Children’s PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Category construction</b>. The <b>Children’s PAC Category Configuration</b> dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dCategoryDx.gif" style="width: 162.046pt;height: 158.342pt;margin-bottom: 0.000pt;" id="image8" src="dCategoryDx.gif" /> </p>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>Existing categories and subcategories are represented by folder icons. Click the plus sign by a category to display its contents (subcategories and targets). To view specific characteristics of any category, subcategory, or target, select the item and click <b>Modify</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select (highlight) the folder to which you want to add a category.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The top-level Root category is always listed. The link for any category or target on the next level under Root is displayed directly on the Children’s PAC home page. If you do not select an existing folder, the category is added directly under the Root group.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>Add Category</b>. The <b>Add Category</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dAddCategoryDx.gif" style="margin-bottom: 0.000pt;width: 207;height: 202;" id="image9" src="dAddCategoryDx_207x202.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">In the <b>Display Name</b> box, type a category name. The Display Name identifies the new category in the Category Configuration dialog box and in Children's PAC. If no category icon is defined, the Display Name is directly displayed as a link on the Children’s PAC home page. If an icon is defined for the category, the category is displayed as a link when the icon is selected. (See step 8.)</li>
|
||||
<li value="6">To insert a diacritic character in the display name, follow these steps:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you frequently enter diacritics, you can add Input Method Editor (IME) keyboards and switch back and forth from the English keyboard to the international keyboards.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Cataloging/PKcreate/Enter_diacritics_characters_using_an_IME_keyboard.htm#XREF_58239_Enter_diacritics">Enter diacritics/characters using an IME keyboard</a>.</MadCap:conditionalText></p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click <b>Diacritics</b>. The <b>Character Picker</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="LanguageStringsTrans.gif" style="width: 191.359pt;height: 253.640pt;margin-bottom: 0.000pt;" id="image10" src="LanguageStringsTrans.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select a graphic character set.</li>
|
||||
<li value="3">Select the character, and click <b>Insert</b>. The <b>Character Picker</b> dialog box closes.</li>
|
||||
</ol>
|
||||
<ol start="7">
|
||||
<li value="7">(Optional) Type any text in the <b>Display Message</b> box that should be displayed below the category <b>Display Name</b> and above the matrix or list of targets.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dDisplayMessage.gif" style="width: 247.558pt;height: 106.589pt;margin-bottom: 0.000pt;" id="image11" src="dDisplayMessage.gif" /> </p>
|
||||
<p class="NoteShade"><b><b>Tip:<br /></b></b>You can insert diacritic characters in the display message. See step 6.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Type the file name for the category icon graphic in the <b>Icon File Name</b> box. In the Children’s PAC interface, the patron can click the category icon to see subcategories or targets.</li>
|
||||
</ol>
|
||||
<p class="indent2">Type only the file name. Polaris constructs the appropriate URL to the <b>categories</b> folder of the theme the patron has selected, or to the default theme if you do not allow theme selection.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Be sure to place the category icon graphic file in the <b>categories</b> folder for <span class="FM_Emphasis">each theme you offer</span>. Although the actual image can be different, the filename must be the same in each theme. For example, if you specify a category icon graphic file <b>pets.gif</b>, the <b>categories</b> folder for each theme must contain a graphic file called <b>pets.gif</b>. Otherwise, if a theme is chosen that does not include the appropriate category icon graphic file, the interface displays a missing link. For more information about themes, see <a href="Managing_Themes.htm#XREF_53821_Managing_Themes">Managing Themes</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Select or clear the <b>Tooltip Preview</b> checkbox. If the <b>Tooltip Preview</b> box is checked, targets for this category are displayed when the cursor hovers over the category link in the Children’s PAC interface. To display tooltip previews, you must also specify an icon file name for the category (see step 7).</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Use the Children’s PAC profile <b>Number of tooltip entries displayed</b> to set the maximum number of tooltip entries to display. You must also check the <b>Preview Search Target</b> box for each target you want to display in the tooltip. See <a href="Add_a_new_search_target_to_a_category.htm#XREF_36705_Add_a_new_search">Add a new search target to a category</a> for more information about setting up targets.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="10">Click <b>OK</b> on the<b> Add Category</b> dialog box. The <b>Add Category</b> dialog box closes. The new category is displayed in the <b>Category Configuration</b> dialog box.</li>
|
||||
<li value="11">Click <b>OK</b> on the<b> Category Configuration</b> dialog box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To display categories in the Children’s PAC interface, be sure the Children’s PAC profile <b>Categories: Enable</b> is set to <b>Yes</b> for the organization.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="12">Add targets to the new category. See <a href="Add_a_new_search_target_to_a_category.htm#XREF_36705_Add_a_new_search">Add a new search target to a category</a>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Copy a category</span> - See <a href="Copy_a_category_or_target.htm#XREF_27160_Copy_a_category_or">Copy a category or target</a>.</li>
|
||||
<li><span class="FM_BulletHead">Delete a category or subcategory </span>- Select the category, and click <b>Delete</b>.</li>
|
||||
<li><span class="FM_BulletHead">Edit the settings for a category</span> - Select the category, and click <b>Modify</b>.</li>
|
||||
<li><span class="FM_BulletHead">Translate category names</span> - If your library system has purchased other language versions of Polaris PowerPAC Children’s Edition, you can translate the category name or all category names. See <a href="Translate_a_category_or_target.htm#XREF_19894_Translate_a">Translate a category or target</a> and <a href="Translate_all_categories_and_targets.htm#XREF_22298_Translate_all">Translate all categories and targets</a>.</li>
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<h1><a name="XREF_36705_Add_a_new_search"></a>Add a New Search Target to a Category</h1>
|
||||
<p><a name="kanchor5693"></a><a name="IX_adding_targets_to"></a>Within a category, a target may be displayed as a text link in a list of links, or as a graphic link in a matrix of target graphics. To set up a new search target of either display type, and add it to a category:</p>
|
||||
<ol>
|
||||
<li value="1">Double-click <b>Category construction</b> on the Children’s PAC Profiles tabbed page for the organization. The<b> Children’s PAC Category Configuration</b> dialog box appears.</li>
|
||||
<li value="2">Select the category (folder) to which you want to add the new search target.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can add a target directly under the Root level. In this case, the target link displays directly on the home page.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can view the structure of default targets to get ideas about how to set up targets. Select a default target and click <b>Modify</b> to view the target.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>Add Target</b>. The <b>Add Children’s PAC Search Target</b> dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dAddCatTargetDx.gif" style="margin-bottom: 0.000pt;width: 229;height: 273;" id="image12" src="dAddCatTargetDx_229x273.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">In the <b>Display Name</b> box, type a target name. The Display Name identifies the new target in the Category Configuration dialog box and on the Children's PAC home page.</li>
|
||||
<li value="5">To insert a diacritic character in the display name, follow these steps:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you frequently enter diacritics, you can add Input Method Editor (IME) keyboards and switch back and forth from the English keyboard to the international keyboards.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Cataloging/PKcreate/Enter_diacritics_characters_using_an_IME_keyboard.htm#XREF_58239_Enter_diacritics"> Enter diacritics/characters using an IME keyboard</a>.</MadCap:conditionalText></p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click <b>Diacritics</b>. The <b>Character Picker</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="LanguageStringsTrans00564.gif" style="margin-bottom: 0.000pt;width: 268;height: 356;" id="image13" src="LanguageStringsTrans00564_268x356.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select a graphic character set.</li>
|
||||
<li value="3">Select the character, and click <b>Insert</b>. The <b>Character Picker</b> dialog box closes.</li>
|
||||
</ol>
|
||||
<ol start="6">
|
||||
<li value="6">If you want this target to be part of a matrix of search targets for the category, do these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Type the name of the target icon file in the <b>Icon File Name</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The search target icon is displayed in Polaris PowerPAC Children’s Edition as a link, which you can click to launch the search. All targets with icons in a specific category are grouped together in the matrix. If you do not specify an icon, the target is displayed as a simple text link in a list with any other text-link targets.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Be sure to place the target icon graphic file in the <b>categories</b> folder for <span class="FM_Emphasis">each theme you offer</span>. Although the actual image can be different, the filename must be the same in each theme. For example, if you specify a target icon graphic file <b>dogs.gif</b>, the <b>categories</b> folder for each theme must contain a graphic file called <b>dogs.gif</b>. Otherwise, if a theme is chosen that does not include the appropriate target icon graphic file, the interface displays a missing link. For more information about themes, see <a href="Managing_Themes.htm#XREF_53821_Managing_Themes">Managing Themes</a>.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">If you want to display text along with the target icon in the matrix, type the text in the <b>Icon Display Name</b> box. (If you specify an Icon Display Name, be sure you specify an Icon File Name.)</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can insert diacritic characters in the icon display name. See step 5.</p>
|
||||
<ol start="7">
|
||||
<li value="7">Select a target type:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Search</span> - Launches a defined search in the Polaris database. This target type is identified by a database icon <img alt="dTargetSearch.gif" style="width: 12.983pt;height: 11.483pt;margin-bottom: -2.500pt;" id="image14" src="dTargetSearch.gif" /> in the Category Configuration dialog box. If you select this target type, also do step 8.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you want all search targets in this category to be organized in a matrix, specify both an Icon Display Name and a corresponding Icon File Name for each search target. Otherwise, the search target is displayed as a text link.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Bibliography</span> - Displays a search link. The link launches a search for titles you specify. This target type is identified by a book icon <img alt="dTargetBib.gif" style="width: 15.876pt;height: 12.902pt;margin-bottom: -1.000pt;" id="image15" src="dTargetBib.gif" /> in the Category Configuration dialog box. If you select this target type, also do step 9.</li>
|
||||
<li><span class="FM_BulletHead">URL</span> - Displays a text link that connects to a Web site. This target type is identified by a Web Site icon  in the Category Configuration dialog box. If you select this target type, also do step 10.</li>
|
||||
</ul>
|
||||
<ol start="8">
|
||||
<li value="8">If you selected <b>Search</b> as the target type, input the search command as a Common Query Language (CQL) command in the <b>Search</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">If the search string does not begin with <b>FIND</b>, the system automatically adds <b>Find </b>before the search is launched. For more information about using CQL search commands, see <a href="../PDOccl/PAC_CQL_Commands_Access_Points.htm#XREF_16524_PAC_CCL_Commands">PAC CQL Commands & Access Points</a>.</p>
|
||||
<p class="indent2"><span class="FM_Emphasis">Exception:</span> You cannot set up a phrase search with quotation marks in the <b>Search</b> box; instead, use the AND operator. For example, if you are setting up a subject search for the subject heading $aAnimals$xAdaptation$vJuvenile films, type<br /><b>su=animals AND su=adaptation AND su=juvenile films<br /></b>(not su= “Animals--Adaptation--Juvenile films”).</p>
|
||||
<ol start="9">
|
||||
<li value="9">If you selected <b>Bibliography</b> as the target type, add titles to the bibliography by following these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click <b>Add</b> next to the Bibliography box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dAddToBibTarget.gif" style="width: 171.096pt;height: 204.834pt;margin-bottom: 0.000pt;" id="image17" src="dAddToBibTarget.gif" /> </p>
|
||||
<p class="indent2">The Polaris Find Tool is displayed.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Use the Find Tool to locate and select the bibliographic record for the title you want to add to the bibliography. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When the search is launched in the Children’s PAC, any search filters you defined in the Children’s PAC profile <b>Default search limits</b> are applied. If a title you selected does not meet the search filter criteria, it is not displayed in the search results.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">Repeat these steps to add each title to the bibliography. You can add up to 120 titles.</li>
|
||||
</ol>
|
||||
<p class="indent2">You can multi-select records from the Find Tool results. </p>
|
||||
<ol start="10">
|
||||
<li value="10">If you selected <b>URL</b> as the target type, input the complete URL for the Web page search target in the <b>URL</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">To allow live-link Web targets, set the Children’s PAC profile <b>Web access: Enable</b> to <b>Yes</b>. Libraries where children’s Internet access is a concern should use lockdown software or set this profile to <b>No</b>. In this case the URL target appears as text only, and does not allow Web access.</p>
|
||||
<ol start="11">
|
||||
<li value="11">Select or clear the <b>Preview Search Target</b> checkbox.</li>
|
||||
</ol>
|
||||
<p class="indent2">If you are adding a target directly under the Root level, the <b>Preview Search Target</b> box is not available, since the interface does not display the preview target link if it is not associated with a category.</p>
|
||||
<p class="indent2">If the <b>Preview Search Target</b> box is checked, the target Display Name is displayed as a link under the category to which the target belongs.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The preview search target does not automatically display once the category is selected. If you want the same target link to be displayed once the category is selected, set it up again under the appropriate category, leaving <b>Preview Search Target</b> unchecked. You can copy and edit a target. See <a href="Copy_a_category_or_target.htm#XREF_27160_Copy_a_category_or">Copy a category or target</a>.</p>
|
||||
<p class="indent2">To display preview search targets, you must also specify an icon file name for the <span class="FM_Emphasis">category</span> (see <a href="Add_a_new_category.htm#XREF_13445_Add_a_new_category">Add a new category</a>).</p>
|
||||
<p class="indent2">The illustration shows an example of preview search targets:</p>
|
||||
<p class="indent2">
|
||||
<img alt="dPreviewTargets.gif" style="margin-bottom: 0.000pt;width: 278;height: 120;" id="image18" src="dPreviewTargets_278x120.gif" /> </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If the Preview Search Target box is checked for a target, the target icon is displayed with a small red flag in the Category Configuration dialog box. For example, the search target icon <img alt="dTargetSearch00565.gif" id="image19" src="dTargetSearch00565.gif" /> changes to <img alt="dTargetSearchPrev.gif" id="image20" src="dTargetSearchPrev.gif" />.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="12">Click <b>OK</b> on the <b>Add Children’s PAC Search Target </b>dialog box. The <b>Add Children’s PAC Search Target</b> dialog box closes. The new target is displayed in the <b>Category Configuration</b> dialog box.</li>
|
||||
<li value="13">Click <b>OK</b> on the Category Configuration dialog box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To display the categories in the Children’s PAC interface, be sure the Children’s PAC profile <b>Categories: Enable</b> is set to <b>Yes</b> for the organization.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Copy a target, and place the copy in another category</span> - See <a href="Copy_a_category_or_target.htm#XREF_27160_Copy_a_category_or">Copy a category or target</a>.</li>
|
||||
<li><span class="FM_BulletHead">Remove a target from a category</span> - In the <b>Category Configuration</b> dialog box, select the target you want to remove from the category, and click <b>Delete</b>.</li>
|
||||
<li><span class="FM_BulletHead">Edit the settings for a target</span> - In the<b> Category Configuration</b> dialog box, select the target you want to edit, and click <b>Modify</b>.</li>
|
||||
<li><span class="FM_BulletHead">Translate categories and targets</span> - If your library system has purchased other language versions of Polaris PowerPAC Children’s Edition, you can translate the category and target names. See <a href="Translate_a_category_or_target.htm#XREF_19894_Translate_a">Translate a category or target</a>, and <a href="Translate_all_categories_and_targets.htm#XREF_22298_Translate_all">Translate all categories and targets</a>.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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|
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gtag('js', new Date());
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|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOchild/Add_text_to_children_Events_page.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_93879_Add_text_to_the"></a>Add text to the children’s Events page</h1>
|
||||
<p><a name="kanchor1770"></a><a name="IX_events_page_editing"></a><a name="kanchor1771"></a><a name="IX_editing_for_PowerPAC_1"></a>The Events page is displayed when a patron selects the <b>Events</b> link on the Polaris PowerPAC Children’s Edition pages. Since Polaris PowerPAC Children’s Edition uses an Events page distinct from Polaris PowerPAC, you can focus the page on events specifically for children.</p>
|
||||
<p> To add events or other text to the events page:</p>
|
||||
<ol>
|
||||
<li value="1">On the Web server, open the file <b>Polaris </b><span class="FM_Emphasis">[version]</span><b>/PowerPAC/children/events.aspx</b> in any HTML or text editor.</li>
|
||||
<li value="2">Find the following section:</li>
|
||||
</ol>
|
||||
<p class="indent2"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">SessionObject.GetLanguageString("CPACML_EVENTS_1000")%>:</div></b>
|
||||
</p>
|
||||
<p class="indent4"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;"><p>&nbsp;</p></b>
|
||||
</p>
|
||||
<p class="indent4"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;"><p>&nbsp;</p></b>
|
||||
</p>
|
||||
<p class="indent4"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;"><p>&nbsp;</p></b>
|
||||
</p>
|
||||
<p class="indent2">Each segment <b><p>&nbsp;</p> </b>creates a separate line on the Events page.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you need more than three lines, copy the segment <b><p>&nbsp;</p> </b>and paste it after the last segment <b><p>&nbsp;</p></b>, pasting once for each additional line you require.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">For each line, insert your text between <b>&nbsp; </b>and <b></p></b>. You can format the text with basic HTML tags.</li>
|
||||
<li value="4">Save the file.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To display the Events link on the Polaris PowerPAC Children’s Edition pages, set the Children’s PAC profile <b>Navigation: Events</b> to <b>Yes</b>.</p>
|
||||
</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>
|
||||
+85
@@ -0,0 +1,85 @@
|
||||
<!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="Public Access Administration |Polaris PowerPAC Children’s Edition" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOchild/Administering_PowerPAC_Children_Ed.htm">Open topic with navigation</a>
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<div class="nocontent">
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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="XREF_72436_Setting_Public"></a>Administering PowerPAC Children’s Edition</h1>
|
||||
<p><a name="kanchor4935"></a><a name="IX_see_Polaris_PowerPAC_1"></a><a name="kanchor4936"></a><a name="IX_setting_up_28"></a>Through Polaris Administration settings, you can set up and customize the following kinds of functions in Polaris PowerPAC Children’s Edition:</p>
|
||||
<ul type="disc">
|
||||
<li>Themes (general appearance of the pages)</li>
|
||||
<li>Dashboards, including library-defined lists</li>
|
||||
<li>Pre-defined search limits, such as target audience=juvenile and designated collections (for example, children’s periodicals)</li>
|
||||
<li>Search categories</li>
|
||||
<li>Item availability information</li>
|
||||
<li>Feature availability, such as online Help and Events page</li>
|
||||
</ul>
|
||||
<p>An organization’s settings control the features and functions the patron sees when connected to that organization. You can set most Children’s PAC profiles at the system, library, and branch levels. If you are making settings unique to an organization, the Children’s PAC URL must include the organization ID.</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>http://library/Polaris/children/default.aspx?<span style="font-weight: bold;">SessionOrgID=33</span></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_up_Polaris_PowerPAC_Children_Ed.htm#XREF_25047_Set_up_Polaris">Set up Polaris PowerPAC Children’s Edition</a>
|
||||
</li>
|
||||
<li><a href="Add_text_to_children_Events_page.htm#XREF_93879_Add_text_to_the">Add text to the children’s Events page</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
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|
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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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</body>
|
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</html>
|
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+81
@@ -0,0 +1,81 @@
|
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Polaris PowerPAC Children’s Edition|Managing Themes" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOchild.fm" /><title>Assign themes</title>
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gtag('js', new Date());
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOchild/Assign_themes.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
<h1><a name="XREF_31167_Assign_themes"></a>Assign themes</h1>
|
||||
<p><a name="kanchor456"></a><a name="IX_assigning_1"></a>When you assign themes, you make them available as choices from the Children’s PAC. You can assign the themes that are provided with Polaris, or your own custom themes (see <a href="Construct_a_theme.htm#XREF_72680_Construct_a_theme">Construct a theme</a>). To assign themes at the system, library, or branch level:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and select the <b>Children’s PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Theme assignment</b>. The <b>Theme Assignment</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/ThemeAssignCPAC.png" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To make a theme available for selection in Polaris PowerPAC Children’s Edition, select the theme in the Unassigned Themes list, and click <b>Assign</b>. The theme is added to the Assigned Themes list.</li>
|
||||
<li value="4">To designate an assigned theme as the default theme, select the theme in the Assigned Themes list, and click <b>Assign Default Theme</b>.</li>
|
||||
<li value="5">Click <b>OK</b> on the dialog box. The dialog box closes, and your settings are automatically saved.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To display the theme options, set the Children’s PAC profiles <b>Select theme: Enable</b> and <b>Dashboards: Enable</b> to <b>Yes</b> for the organization.</p>
|
||||
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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>
|
||||
<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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</html>
|
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+105
@@ -0,0 +1,105 @@
|
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Polaris PowerPAC Children’s Edition|Managing Themes" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOchild.fm" /><title>Construct a Theme</title>
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||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOchild/Construct_a_theme.htm">Open topic with navigation</a>
|
||||
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|
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|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
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|
||||
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|
||||
<h1><a name="XREF_72680_Construct_a_theme"></a>Construct a Theme</h1>
|
||||
<p><a name="kanchor5736"></a><a name="IX_themes_setting_up"></a><a name="kanchor5737"></a><a name="IX_constructing"></a>To construct a theme:</p>
|
||||
<ol>
|
||||
<li value="1">Set up a unique folder for the theme on the Web server, in <b>Polaris/PowerPAC/children/themes/</b><span class="FM_Emphasis">language folder</span><b>.</b></li>
|
||||
<li value="2">Create the subfolders <b>categories</b> and <b>formats</b> in the new theme folder (or copy them from an existing theme folder).</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You may want to copy the style sheet (.css) file from a default theme to your own theme folder and then edit the file as you wish, rather than constructing a style sheet from scratch.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">In the Administration Explorer tree view, open the <b>Profiles</b> folder at the system level, and select the <b>Children’s PAC</b> tab in the details view.</li>
|
||||
<li value="4">Double-click <b>Theme Construction</b>.The <b>Theme Construction</b> dialog box is displayed.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/ThemeConstructCPAC.png" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Theme Construction</b> dialog box lists the default themes that are included with Polaris (Antique, Ocean, and Treasure), and any custom themes that have already been defined. You cannot edit the default themes.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To use an existing theme as the basis of a new theme, select the theme and click <b>Copy</b>. Then select the copy and click <b>Edit</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <b>Add</b>. The Add Theme dialog box is displayed.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/AddThemeCPAC.png" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Type a name for the theme in the <b>Display Name</b> box. The display name identifies the theme in Polaris Administration profiles and on the Polaris PowerPAC Children’s Edition interface.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Cursor Type</b> field is not functional.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">In the appropriate <b>File Name</b> boxes, type the filenames for the page graphic elements and for the stylesheet, as listed in the <b>Description </b>column.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The system constructs the appropriate URL. Type only the filename. For example, for the page background image, you might type the filename <b>background.gif</b>. For the style sheet, you might type the filename <b>stylesheet.css.</b></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Type the name of the theme folder you created in step 1 in the <b>Default Image Path</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Type only the folder name. The system constructs the appropriate URL for the theme files to <b>Polaris/PowerPAC/children/themes/</b><span class="FM_Emphasis">language folder</span><b>/</b><span class="FM_Emphasis">your folder</span> on the server, based on the theme folder you specify. All the files for the theme must be located in the same folder.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Click <b>OK</b> on the dialog box. The dialog box closes, and your settings are automatically saved.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">Making themes available</span> - See <a href="Assign_themes.htm#XREF_31167_Assign_themes">Assign themes</a> for information about making the new theme available for selection in Polaris PowerPAC Children’s Edition.</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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<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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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Polaris PowerPAC Children’s Edition|Managing Search Categories" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOchild.fm" /><title>Copy a category or target</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOchild/Copy_a_category_or_target.htm">Open topic with navigation</a>
|
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|
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<div class="nocontent">
|
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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_27160_Copy_a_category_or"></a>Copy a category or target</h1>
|
||||
<p><a name="kanchor2942"></a><a name="IX_copying_6"></a>You can copy categories and targets you have already defined, and place the copies in any categories you choose. When you copy a category, you also copy the contents (subcategories and targets) of the category. To copy a category or target into another category:</p>
|
||||
<ol>
|
||||
<li value="1">Double-click <b>Category construction</b> on the Children’s PAC Profiles tabbed page for the organization. The <b>Children’s PAC Category Configuration</b> dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Click the plus sign by any category folder to display the contents of the folder.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the category or target you want to copy.</li>
|
||||
<li value="3">Click <b>Copy.</b></li>
|
||||
<li value="4">Select the category folder into which you want to place the copy of the category or target.</li>
|
||||
<li value="5">Click <b>Paste</b>. The copied category or target is displayed in the selected folder. </li>
|
||||
<li value="6">Click <b>OK</b> to save your settings.</li>
|
||||
</ol>
|
||||
</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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<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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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOchild.fm" /><title>Customize the Children’s PAC item availability display</title>
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||||
<h1><a name="XREF_60869_Customize_the"></a>Customize the Children’s PAC item availability display</h1>
|
||||
<p><a name="kanchor5706"></a><a name="IX_setup_Children_s_Edition"></a>To customize the item availability display in Polaris PowerPAC Children’s Edition:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>Children’s PAC</b> tab in the details view.</li>
|
||||
<li value="2"><a name="kanchor5707"></a><a name="IX_displaying_in_PowerPAC_1"></a><a name="kanchor5708"></a><a name="IX_branch_locations"></a>To display the item’s owning branch, double-click <b>Item Availability: Display branch location</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Single-branch libraries may want to set this profile to <b>No</b> to save space in the availability display.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3"><a name="kanchor5709"></a><a name="IX_in_PowerPAC_Children_s_1"></a><a name="kanchor5710"></a><a name="IX_local_and_system_levels"></a>Double-click <b>Item Availability: Display local and system levels </b>to set which items are shown in the availability display. Select <b>Yes</b> or <b>No</b>:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Yes</b> - If the logged-on branch is the system, information about items that are designated to display in PAC and owned throughout the system is displayed. If the logged-on branch is a local branch, only items held by that branch are displayed. If none are owned by the local branch, the system-level items are displayed.</li>
|
||||
<li><b>No</b> - If the logged-on branch is the system, information about items owned throughout the system is displayed. If the logged-on branch is a local branch, only the local items are displayed. If none are owned by the local branch, no items are displayed.</li>
|
||||
</ul>
|
||||
<p class="indent2">The Item Availability Display Order table determines which branches’ items should be displayed as “system” and which should be displayed as “local.” See <a href="../PDOresults/Set_up_the_local_system_item_availability_display.htm#XREF_21672_Add_a_Item">Set up the local/system item availability display</a>.</p>
|
||||
<ol start="4">
|
||||
<li value="4"><a name="kanchor5711"></a><a name="IX_displaying_in_Children_s_1"></a><a name="kanchor5712"></a><a name="IX_shelf_locations_Children"></a>To display the items’ shelf locations, double-click <b>Item Availability: Display shelf location</b>, and select <b>Yes</b>.</li>
|
||||
<li value="5"><a name="kanchor5713"></a><a name="IX_displaying_in_PowerPAC_2"></a><a name="kanchor5714"></a><a name="IX_circulation_status_1"></a>To display the items’ circulation status, double-click <b>Item Availability: Display status</b>, and select <b>Yes</b>.</li>
|
||||
<li value="6">If you chose to display item status, specify the status text:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Double-click <b>Item availability text: Available</b>, and type the text that indicates an item is available. The default is <b>In Library</b>.</li>
|
||||
<li>Double-click <b>Item availability text: Not available</b>, and type the text that indicates an item is not available. The default is <b>Checked Out</b>.</li>
|
||||
</ul>
|
||||
<ol start="7">
|
||||
<li value="7"><a name="kanchor5715"></a><a name="IX_call_numbers_Children_s"></a><a name="kanchor5716"></a><a name="IX_item_level_in_Children_s"></a>To display item-level call numbers, double-click <b>Item Availability: Display call number</b>, and select <b>Yes</b>.</li>
|
||||
<li value="8"><a name="kanchor5717"></a><a name="IX_collections_Children_s"></a><a name="kanchor5718"></a><a name="IX_displaying_in_PowerPAC_3"></a>To display the items’ collection information, double-click <b>Item Availability: Display collection</b>, and select <b>Yes</b>. If the library does not use collections, you may want to set this profile to <b>No</b> to save space in the availability display.</li>
|
||||
<li value="9"><a name="kanchor5719"></a><a name="IX_displaying_in_PowerPAC_4"></a><a name="kanchor5720"></a><a name="IX_material_type_Children_s"></a>To display the items’ material types, double-click <b>Item Availability: Display type</b>, and select <b>Yes</b>.</li>
|
||||
<li value="10"><a name="kanchor5721"></a><a name="IX_displaying_in_PowerPAC_5"></a><a name="kanchor5722"></a><a name="IX_public_notes_Children_s"></a>To make public notes from the item record available, double-click <b>Item Availability: Display notes</b>, and select <b>Yes</b>. This setting displays a note icon for items whose records include public notes. Users can click the icon to read the note.</li>
|
||||
<li value="11">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
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|
||||
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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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|
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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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|
||||
<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="Public Access Administration |Polaris PowerPAC Children’s Edition" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOchild.fm" /><title>Customizing the Children’s Results Display</title>
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<h1><a name="XREF_48842_Customizing_the"></a>Customizing the Children’s Results Display</h1>
|
||||
<p><a name="kanchor1147"></a><a name="IX_displaying_in_Children_s"></a><a name="kanchor1148"></a><a name="IX_availability_display"></a>When a patron selects a title or the <b>More</b> link for a title in the search results, Polaris PowerPAC Children’s Edition displays detailed information about the title and the items associated with it.</p>
|
||||
<p>
|
||||
<img alt="FullView.gif" style="margin-bottom: 0.000pt;width: 393;height: 251;" id="image26" src="FullView_393x251.gif" /> </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The format/type of material icons in Polaris PowerPAC Children’s Edition are the same as those used in Polaris PowerPAC. For a list, see <a href="../PDOSearching/Setting_Up_Search_Filters_Limit_By.htm">Setting Up Search Filters (Limit By)</a>.</p>
|
||||
<p>Using Children’s PAC profiles, you can specify what information displays about the associated items, including branch location, collection, shelf location, call number, status, and material type. You can set these profiles at the system, library, or branch level.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_94824_Web_Access_from">Web Access from Children’s PAC</a>
|
||||
</li>
|
||||
<li><a href="Customize_children_item_availability_display.htm#XREF_60869_Customize_the">Customize the children’s item availability display</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="XREF_94824_Web_Access_from"></a>Web Access from Children’s PAC</h2>
|
||||
<p><a name="kanchor1149"></a><a name="IX_securing_in_PowerPAC"></a>If the title information includes a Web link, you can specify whether children can access the associated Web site. Web links are indicated by the Web Site icon next to a title, and by the URL link text in the detailed information for the title. To allow Web access, set the Children’s PAC profile <b>Web access: Enable</b> to <b>Yes</b> at the system, library, or branch level. When the patron clicks the Web Site icon, the Web site opens in a new browser window.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Libraries concerned about children’s Internet access should use lockdown software or set the profile <b>Web access: Enable </b>to <b>No</b>. If this profile is set to <b>No</b>, the globe icon and URL links are not “live.”<a name="XREF_97735_Integrated"></a></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>
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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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<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_93373_Filter_and_scope"></a>Filter children’s searches</h1>
|
||||
<p><a name="kanchor1721"></a><a name="IX_setting_in_PowerPAC"></a><a name="kanchor1722"></a><a name="IX_filtering_searches"></a>To set filters on searches from Polaris PowerPAC Children’s Edition, and to allow subject searches scoped by fiction or non-fiction:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and select the <b>Children’s PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Default search limits</b>. The <b>Children’s PAC Default Search Limit</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/DefSearchLimitCPAC.png" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To filter searches with a free-text filter, type the Common Query Language command in the <b>Default free text search limit</b> box, beginning with the Boolean operator <b>and</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The system constructs the full search command when the user launches a search. The first part of the command (before <b>and</b>) is determined by the user’s selection in the interface. Your filter determines the second part. The default filter is <b>AND TA=j</b>, which limits the results to titles with a juvenile target audience.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Structure multi-part filters in either of these two ways:<br /><b>AND TA=j OR TA=a OR TA=b<br />AND TA={list}j, a, b {/list}<br /></b><span class="FM_Emphasis">Not valid:<br /></span><b>AND TA= j, a, b</b></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To limit search results to titles in certain collections, select the collections in the <b>Collections </b>list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you have collections set up for children’s periodicals, this is a good way to include the periodicals in Children’s PAC search results, since serials records do not include target audience information. The results include titles from the collection <b>OR</b> the specified target audience filter.</p>
|
||||
<p class="indent2">Combining free-text and collections filters works best if you select only the collections intended for children. If all collections are selected, and you specify a free-text filter, the search applies the free-text filter but ignores the collections. If no free-text filter is specified, all the collections are searched, but records that do not specify a collection are ignored. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <b>OK</b> on the dialog box.</li>
|
||||
<li value="6">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
</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>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></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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+77
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<h1><a name="XREF_33712_Managing_Dashboards"></a>Managing Children’s Dashboards</h1>
|
||||
<p><a name="kanchor5059"></a><a name="IX_See_also_dashboards"></a><a name="kanchor5060"></a><a name="IX_in_Polaris_PowerPAC_6"></a><a name="kanchor5061"></a><a name="IX_Web_parts_in_dashboard"></a>Web parts on the dashboard can provide links to pre-defined searches or Web sites or deliver messages or instructions. They are displayed in the dashboard at the side of the pages in Polaris PowerPAC and Polaris PowerPAC Children’s Edition. Different Web parts can be displayed on different pages. You set up Web parts at the system level for use by any or all branches.</p>
|
||||
<p>
|
||||
<img alt="dChildrensDashboard.gif" style="margin-bottom: 0.000pt;width: 439;height: 219;" id="image4" src="dChildrensDashboard_439x219.gif" /> </p>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>The Select a Theme Web part is displayed on all pages when the Children’s PAC profiles <b>Select theme: Enable</b> and <b>Dashboards: Enable</b> are set to <b>Yes</b>.</p>
|
||||
<p>Separate Polaris Administration profiles control Web parts for Polaris PowerPAC and Polaris PowerPAC Children’s Edition, but the process for setting up Web parts is the same for both PACs (see <a href="../PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_29931_Defining_Targeted">Defining Web Parts for Dashboards</a>):</p>
|
||||
<ul type="disc">
|
||||
<li>Using the Children’s PAC profile <b>Dashboards: Web Part Construction</b>, you define limits for automated lists and set up custom Web parts at the system level. See <a href="../PDOpower/Create_a_custom_Web_part.htm#XREF_89711_Add_a_custom">Create a custom Web part</a>.</li>
|
||||
<li>Using the Children’s PAC profile <b>Dashboards: Web Page / Web Part Assignment</b>, you assign Web parts to specific Children's PAC pages at the branch level. See <a href="../PDOpower/Assign_Web_parts_to_public_pages.htm">Assign Web parts to public pages</a>. For a summary of Polaris PowerPAC Children’s Edition pages, see <a href="../PDOPacProfs/Polaris_PowerPAC_Childrens_Pages_Reference.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris PowerPAC Children's Edition Pages Reference</span></a>.</li>
|
||||
</ul>
|
||||
<p>Web parts set up for Polaris PowerPAC are available to be assigned to Children's PAC pages, and Web parts set up for Polaris PowerPAC Children’s Edition are available to be assigned to Polaris PowerPAC pages. However, the New Titles Web part provided by Polaris may not be useful for Polaris PowerPAC Children’s Edition, since the New Titles Web part elements are links that launch searches for recent additions to your catalog, regardless of the titles’ target audience.</p>
|
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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_22505_Constructing"></a>Managing Search Categories</h1>
|
||||
<p><a name="kanchor5048"></a><a name="IX_Categories_children_s"></a><a name="kanchor5049"></a><a name="IX_overview_198"></a>Polaris PowerPAC Children’s Edition offers targets (predefined searches or Web links), organized in categories and subcategories. Children can use categories to find information without typing a search string. When the Children’s PAC profile <b>Categories: Enable</b> is set to <b>Yes</b>, the default page of the Children’s PAC displays the defined search categories.</p>
|
||||
<p>
|
||||
<img alt="dChildPacCategor.gif" style="margin-bottom: 0.000pt;width: 345;height: 169;" id="image7" src="dChildPacCategor_345x169.gif" /> </p>
|
||||
<p>Polaris PowerPAC Children’s Edition includes a set of default categories and targets that you can use as they are, or edit to suit your purposes. You can also set up your own categories at the system, library, and branch levels. Using the Children’s PAC profile <b>Category construction</b>, you define the categories and subcategories, and the targets to include in the categories and subcategories. You can offer the following types of search targets:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Search</span> - Launches a defined search in the Polaris database, and displays the results.</li>
|
||||
<li><span class="FM_BulletHead">Bibliography</span> - Launches a search for titles you specified when you set up the target.</li>
|
||||
<li><span class="FM_BulletHead">URL</span> - Connects to a Web site, which opens in a new browser window. The Polaris PowerPAC Children’s Edition session is maintained.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To allow live-link Web targets, set the Children’s PAC profile <b>Web access: Enable</b> to <b>Yes</b>. If this profile is set to <b>No</b>, the URL targets appear as text only.</p>
|
||||
<p>A search target or subcategory can belong to as many categories as you wish. You can copy and paste search targets and categories to organize them in any way that suits the needs of your users. If you have Polaris PowerPAC Children’s Edition multilingual version, you can translate category and target names so that they are displayed in the language the user has selected.</p>
|
||||
<p>You can display a category or subcategory as a text link, an image link, or both. When a category link is selected, all the subcategory and target links are displayed. If icons are defined for search targets, these are organized in a matrix of links. If no icons are defined, the search targets are also displayed as a list of text links.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Add_a_new_category.htm#XREF_13445_Add_a_new_category">Add a new category</a>
|
||||
</li>
|
||||
<li><a href="Add_a_new_search_target_to_a_category.htm#XREF_36705_Add_a_new_search">Add a new search target to a category</a>
|
||||
</li>
|
||||
<li><a href="Copy_a_category_or_target.htm#XREF_27160_Copy_a_category_or">Copy a category or target</a>
|
||||
</li>
|
||||
<li><a href="Translate_a_category_or_target.htm#XREF_19894_Translate_a">Translate a category or target</a>
|
||||
</li>
|
||||
<li><a href="Translate_all_categories_and_targets.htm#XREF_22298_Translate_all">Translate all categories and targets</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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]]></div>
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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_53821_Managing_Themes"></a>Managing Themes</h1>
|
||||
<p><a name="kanchor5897"></a><a name="IX_overview_197"></a>Themes determine the page appearance (background, icons, and other page elements) of Polaris PowerPAC Children’s Edition. When you enable themes, children can choose a theme from the options you specify. You can offer some or all the themes that are shipped with Polaris PowerPAC Children’s Edition, and you can develop your own themes.</p>
|
||||
<p>
|
||||
<img alt="Themes.gif" style="margin-bottom: 0.000pt;width: 384;height: 212;" id="image0" src="Themes_384x212.gif" /> </p>
|
||||
<p>Themes are developed at the system level, but you can assign them at the system, library, or branch level, so that each branch can control which (if any) theme options are available. The default theme—the theme that is displayed when users first connect to Polaris PowerPAC Children’s Edition—can also be set at the system, library, or branch level.</p>
|
||||
<p>Themes are stored in folders that contain sets of image files and a style sheet (.css) file that controls aspects of general page appearance, such as fonts, links, and colors. Each theme has a unique folder on the Web server (<b>Polaris/PowerPAC/children/themes/<language folder></b>). For example, files for the default Treasure theme (English) are located in the folder <b>Polaris/PowerPAC/children/themes/1033/treasure.</b> If you are constructing your own theme, set up a unique folder for your files on the Web server, in <b>Polaris/PowerPAC/children/themes/<language folder></b>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Each language is represented by a number. English is represented by 1033, so theme folders for the English version are stored in <b>Polaris/PowerPAC/children/themes/1033</b>. If you have Polaris PowerPAC Children’s Edition Multilingual Version, and you want to offer the same theme in other language versions, place the theme folder in all the appropriate language folders.</p>
|
||||
<p>Theme folders also contain the image files specified for category and format icons, since these images can change when a different theme is chosen. Categories contain predefined targets, such as searches or Web site URLs. For more information about setting up categories, see <a href="Managing_Search_Categories.htm#XREF_22505_Constructing">Managing Search Categories</a>. Format icons identify the type of material of a title listed in search results, such as a book or a musical sound recording.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Construct_a_theme.htm#XREF_72680_Construct_a_theme">Construct a theme</a>
|
||||
</li>
|
||||
<li><a href="Assign_themes.htm#XREF_31167_Assign_themes">Assign themes</a>
|
||||
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|
||||
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|
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<h1><a name="XREF_99628_Customizing_the"></a>Polaris PowerPAC Children’s Edition</h1>
|
||||
<p>Polaris PowerPAC Children’s Edition is the public access Web interface designed specifically for children’s use. Children can connect to the library’s catalog and services from within the library, or from a remote location such as home or school.</p>
|
||||
<p>Polaris PowerPAC Children’s Edition is available by specific contract to your library. If your Polaris installation does not include Polaris PowerPAC Children’s Edition, the features described in this section are not available.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>When you change Polaris PowerPAC Children’s Edition settings, you may need to update page caches to see the effects of your changes. See <a href="../PDOMobilePAC/Mobile_PAC_Basics.htm#TOC_Updating_Page_Caches1" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Updating Page Caches</span></a>.</p>
|
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<p class="NoteShade" style="font-style: italic;"><b>Note:<br /></b>Polaris PowerPAC and Polaris PowerPAC Children’s Edition are based on ASP.NET programming code. All .aspx page files are editable, and other advanced customizations are available. For more information, see<MadCap:conditionalText data-mc-conditions="Primary.Online"> <a href="../../PAC Customization/PACCustom/PAC_Customization.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">PAC Customization</span></a>.</MadCap:conditionalText></p>
|
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<p class="NoteShade"><b>Note:</b>
|
||||
<br />Polaris PowerPAC version 5.5 and later features responsive web design that adapts to the user's device (desktop computer, tablet, or smart phone). Polaris PowerPAC Children's Edition does not use responsive design, and is best used from a desktop computer or tablet.<br /></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Administering_PowerPAC_Children_Ed.htm#XREF_72436_Setting_Public">Administering PowerPAC Children’s Edition</a>
|
||||
</li>
|
||||
<li><a href="Managing_Themes.htm#XREF_53821_Managing_Themes">Managing Themes</a>
|
||||
</li>
|
||||
<li><a href="Managing_Children_Dashboards.htm#XREF_33712_Managing_Dashboards">Managing Children’s Dashboards</a>
|
||||
</li>
|
||||
<li><a href="Setting_Children_Search_Limits.htm#XREF_48097_Setting_Up">Setting Children’s Search Limits</a>
|
||||
</li>
|
||||
<li><a href="Managing_Search_Categories.htm#XREF_22505_Constructing">Managing Search Categories</a>
|
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</li>
|
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<li><a href="Customizing_Children_Results_Display.htm#XREF_48842_Customizing_the">Customizing the Children’s Results Display</a>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOchild.fm" /><title>Set Children’s Search Buttons</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOchild/Set_children_search_buttons.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_82470_Set_children_s"></a>Set Children’s Search Buttons</h1>
|
||||
<p><a name="kanchor4112"></a><a name="IX_in_PowerPAC_Children_s"></a><a name="kanchor4113"></a><a name="IX_search_buttons"></a>To set which search buttons are available for text searches in Polaris PowerPAC Children’s Edition:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and select the <b>Children’s PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click the following profiles and set them to <b>Yes</b> or <b>No</b>:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Search button visibility: Anywhere button</b> - Launches keyword search in all fields</li>
|
||||
<li><b>Search button visibility: Authors button</b> - Launches keyword search for author</li>
|
||||
<li><b>Search button visibility: Fiction button</b> - Launches search term subject search scoped to fiction</li>
|
||||
<li><b>Search button visibility: Non-Fiction button</b> - Launches search term subject search scoped to non-fiction</li>
|
||||
<li><b>Search button visibility: Series button</b> - Launches keyword search for series name</li>
|
||||
<li><b>Search button visibility: Subject button</b> - Launches keyword search for subject</li>
|
||||
<li><b>Search button visibility: Title button</b> - Launches keyword search for title</li>
|
||||
</ul>
|
||||
<p class="indent2">By default, each is set to <b>Yes</b> (search button is displayed). </p>
|
||||
<p class="indent2">If all seven profiles are set to <b>No</b>, the <b>Look for </b>text field remains displayed although no buttons appear. However, the user can type text in the field and press <b>ENTER</b>. A keyword search in all fields (<b>Anywhere</b>) is launched. This feature is available regardless of what buttons are displayed.</p>
|
||||
<ol start="3">
|
||||
<li value="3">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><a name="kanchor4114"></a><a name="IX_PAC_search_suggestions_1"></a><span class="FM_BulletHead">Did You Mean</span> - When you enable “did you mean” search term checking, the search results page includes a suggested alternate search term if one can be identified. You can click the alternate term to launch a search on that term. The Did You Mean function applies to quick, keyword, phrase, and exact phrase searches in Polaris PowerPAC, and to searches typed in the <b>Look for</b> bar in Polaris PowerPAC Children’s Edition when there are no results. See <a href="../PDOSearching/Setting_Up_Did_You_Mean_Term_Checking.htm">Setting Up Did You Mean Term Checking</a>.</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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<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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<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="Public Access Administration |Polaris PowerPAC Children’s Edition|Administering PowerPAC Children’s Edition" 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_25047_Set_up_Polaris"></a>Set up Polaris PowerPAC Children’s Edition</h1>
|
||||
<p><a name="kanchor1970"></a><a name="IX_basic_set_up_1"></a>To set basic operating features for Polaris PowerPAC Children’s Edition:</p>
|
||||
<ol>
|
||||
<li value="1">Set up the Polaris PowerPAC Web server in Polaris Administration. See<MadCap:conditionalText data-mc-conditions="Primary.Online"> <a href="../../Administration/PDserver/Setting_Up_Server_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Server Records</span></a>.</MadCap:conditionalText></li>
|
||||
<li value="2">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and select the <b>Children’s PAC</b> tab in the details view.</li>
|
||||
<li value="3"><a name="kanchor1971"></a><a name="IX_allowing_in_PowerPAC"></a><a name="kanchor1972"></a><a name="IX_remote_users_1"></a>To allow remote connections to Polaris PowerPAC Children’s Edition, double-click <b>Remote user: Enable</b>, and select <b>Yes</b>. If you use Polaris PowerPAC Children’s Edition only in the library, and you do not offer remote access, set this profile to <b>No</b>.</li>
|
||||
<li value="4"><a name="kanchor1973"></a><a name="IX_enabling_7"></a><a name="kanchor1974"></a><a name="IX_themes_enabling"></a>To allow patrons to select a theme for the Children's PAC interface, double-click<b> Select theme: Enable</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This setting displays theme options in the dashboard area of the Polaris PowerPAC Children’s Edition pages. If you want to display theme options, you must also set <b>Dashboards: Enable</b> to <b>Yes</b>. See step 5.</p>
|
||||
<p class="indent2">Polaris PowerPAC Children’s Edition includes several default themes, and you can define your own. For more information, see <a href="Managing_Themes.htm#XREF_53821_Managing_Themes">Managing Themes</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5"><a name="kanchor1975"></a><a name="IX_enabling_in_Children_s"></a><a name="kanchor1976"></a><a name="IX_dashboards_displaying"></a>To display the dashboard on Polaris PowerPAC Children’s Edition pages, double-click <b>Dashboards: Enable</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">Polaris PowerPAC Children’s Edition includes automated Web parts for dashboards, and you can define your own. For more information, see <a href="Managing_Children_Dashboards.htm#XREF_33712_Managing_Dashboards">Managing Children’s Dashboards</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6"><a name="kanchor1977"></a><a name="IX_enabling_in_PowerPAC_2"></a><a name="kanchor1978"></a><a name="IX_events_page_enabling_1"></a>To allow users to view an events page, double-click <b>Navigation: Events</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">This setting displays the <b>Events</b> link in the upper right portion of the Polaris PowerPAC Children’s Edition pages. When the user selects the link, the Events page is displayed. For information about editing this page, see <a href="Add_text_to_children_Events_page.htm#XREF_93879_Add_text_to_the">Add text to the children’s Events page</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7"><a name="kanchor1979"></a><a name="IX_with_searches_PowerPAC"></a><a name="kanchor1980"></a><a name="IX_help_with_searches"></a>To allow users to get quick help with searches, double-click <b>Navigation: Help</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">This setting displays the <b>Help</b> bookworm link in the upper right portion of the Polaris PowerPAC Children’s Edition pages.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Polaris PowerPAC Children’s Edition uses Did You Mean search suggestions. See <a href="../PDOSearching/Setting_Up_Did_You_Mean_Term_Checking.htm">Setting Up Did You Mean Term Checking</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8"><a name="kanchor1981"></a><a name="IX_link_to_Polaris_PowerPAC"></a><a name="kanchor1982"></a><a name="IX_in_Polaris_PowerPAC_5"></a>To display a link to Polaris PowerPAC on Polaris PowerPAC Children’s Edition pages, double-click <b>Navigation: PowerPAC</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">This setting displays the <b>Go to Polaris</b> link at the bottom left corner of the Polaris PowerPAC Children’s Edition pages. If the user selects this link on the home page, the Polaris PowerPAC home page is displayed. If the user selects this link on the search results page, the same search is launched in Polaris PowerPAC.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4 style="font-style: italic;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Themes</span> - You can offer default appearance themes for Polaris PowerPAC Children’s Edition pages, or create your own. See <a href="Managing_Themes.htm#XREF_53821_Managing_Themes">Managing Themes</a>.</li>
|
||||
<li><span class="FM_BulletHead">Searching</span> - You can set search filters to focus search results for children. See <a href="Setting_Children_Search_Limits.htm#XREF_48097_Setting_Up">Setting Children’s Search Limits</a>. In addition, categories offer predefined searches or links. See <a href="Managing_Search_Categories.htm#XREF_22505_Constructing">Managing Search Categories</a>.</li>
|
||||
<li><a name="kanchor1983"></a><a name="IX_results_set_size_1"></a><a name="kanchor1984"></a><a name="IX_maximum_results_set_1"></a><span class="FM_BulletHead">Search performance</span> - Searches with large results sets may decrease performance if your server capacity is limited. To improve performance, you can adjust the maximum number of records to return. The Children’s PAC profile <b>Result set: Maximum number of records to return</b>, available at the system, library, and branch levels, controls this limit.</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>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Results Display</span> - See <a href="Customizing_Children_Results_Display.htm#XREF_48842_Customizing_the">Customizing the Children’s Results Display</a>.</li>
|
||||
<li><a name="kanchor1985"></a><a name="IX_Polaris_PowerPAC_2"></a><span class="FM_BulletHead">Requests</span> - You set requests options (enable requests, specify whether item-level requests are offered, and select a default pickup branch) for Polaris PowerPAC Children’s Edition with the Request parameter <b>Hold options</b>. If the library charges fees for hold requests, patrons cannot request holds from Polaris PowerPAC Children’s Edition.</li>
|
||||
<li><span class="FM_BulletHead">Editing text on Polaris PowerPAC Children’s Edition pages</span> - You can edit most of the text on Polaris PowerPAC Children’s Edition pages, and preserve your changes from being overwritten if the application is updated and reinstalled. See <a href="../PDOpower/Customizing_Language_Strings.htm#XREF_66839_Advanced">Customizing Language Strings</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
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|
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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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|
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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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<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="Public Access Administration |Polaris PowerPAC Children’s Edition" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOchild/Setting_Children_Search_Limits.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_48097_Setting_Up"></a>Setting Children’s Search Limits</h1>
|
||||
<p><a name="kanchor638"></a><a name="IX_filters_overview"></a><a name="kanchor639"></a><a name="IX_search_filters"></a><a name="kanchor640"></a><a name="IX_searching_overview_1"></a>In Polaris PowerPAC Children’s Edition, users can search for a title in the library catalog by typing a word or words and selecting a field to search (<b>Anywhere</b>, <b>Subjects</b>, <b>Titles</b>, <b>Authors</b>, or <b>Series</b>). You control which of these choices are available. In addition, you can display <b>Fiction</b> and <b>Non-Fiction</b> buttons that launch subject searches for the search text, scoped to fiction or non-fiction. See <a href="Set_children_search_buttons.htm#XREF_82470_Set_children_s">Set children’s search buttons</a>.</p>
|
||||
<p>
|
||||
<img alt="SearchString.gif" style="margin-bottom: 0.000pt;width: 299;height: 144;" id="image5" src="SearchString_299x144.gif" /> </p>
|
||||
<p>You can also filter all searches to make the results more useful for children by setting a free-text filter (expressed as a Common Query Language search term), by specifying which collections should be searched, or by using a combination of the two strategies. See <a href="Filter_children_searches.htm#XREF_93373_Filter_and_scope">Filter children’s searches</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Polaris PowerPAC Children’s Edition also offers targets (predefined searches or Web links), organized in categories and subcategories. Children can use categories to find information without typing a search string. See <a href="Managing_Search_Categories.htm#XREF_22505_Constructing">Managing Search Categories</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>In addition to the filtering and scoping options you set, Polaris PowerPAC Children’s Edition is designed to display item availability information only if there are items available at the local branch. You can set it so that item availability information is displayed for items at other branches if there are no items assigned to the local branch. See <a href="Customize_children_item_availability_display.htm#XREF_60869_Customize_the">Customize the children’s item availability display</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_children_search_buttons.htm#XREF_82470_Set_children_s">Set children’s search buttons</a>
|
||||
</li>
|
||||
<li><a href="Filter_children_searches.htm#XREF_93373_Filter_and_scope">Filter children’s searches</a>
|
||||
</li>
|
||||
</ul>
|
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 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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<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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<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="Public Access Administration |Polaris PowerPAC Children’s Edition|Managing Search Categories" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta charset="utf-8" />
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|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOchild.fm" /><title>Translate a category or target</title>
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<h1><a name="XREF_19894_Translate_a"></a>Translate a category or target</h1>
|
||||
<p><a name="kanchor2693"></a><a name="IX_translating_children_s_1"></a><a name="kanchor2694"></a><a name="IX_translating"></a><a name="kanchor2695"></a><a name="IX_translating_children_s"></a>If your library system has other language versions of Polaris PowerPAC Children’s Edition, you can translate the names of categories and targets. To translate categories or targets one at a time:</p>
|
||||
<ol>
|
||||
<li value="1">Double-click <b>Category construction</b> on the Children’s PAC Profiles tabbed page for the organization. The<b> Children’s PAC Category Configuration</b> dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Click the plus sign by any category folder to display the contents of the folder.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the category or target you want to translate.</li>
|
||||
<li value="3">Click <b>Modify</b>. If you selected a category, the<b> Edit Category</b> dialog box opens. If you selected a target, the <b>Edit Children’s PAC Search Target</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dEditTargetDx.gif" style="width: 142.571pt;height: 172.056pt;margin-bottom: 0.000pt;" id="image21" src="dEditTargetDx.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>Translate</b> by the name you want to translate.</li>
|
||||
</ol>
|
||||
<p class="indent2">If you selected a category, you can translate the category name and the display message, if any (see <a href="Add_a_new_category.htm#XREF_13445_Add_a_new_category">Add a new category</a>). If you selected a target, you can translate the display name and the icon display name, if any (see <a href="Add_a_new_search_target_to_a_category.htm#XREF_36705_Add_a_new_search">Add a new search target to a category</a>).</p>
|
||||
<p class="indent2">The <b>Language Strings</b> dialog box opens.</p>
|
||||
<p class="indent2">
|
||||
<img alt="dLanguageStringsDx.gif" style="margin-bottom: 0.000pt;width: 281;height: 172;" id="image22" src="dLanguageStringsDx_281x172.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select a language from the <b>Choose Language</b> box. The options are determined by the language versions of Polaris PowerPac Children’s Edition purchased by your library system.</li>
|
||||
<li value="6">Click the box in the language column next to the target or category name you want to translate, and type the translated word in the box.</li>
|
||||
<li value="7">To insert a diacritic character, follow these steps:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you frequently enter diacritics, you can add Input Method Editor (IME) keyboards and switch back and forth from the English keyboard to the international keyboards.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Cataloging/PKcreate/Enter_diacritics_characters_using_an_IME_keyboard.htm#XREF_58239_Enter_diacritics">Enter diacritics/characters using an IME keyboard</a>.</MadCap:conditionalText></p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click <b>Diacritics</b>. The <b>Character Picker</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="LanguageStringsTrans00566.gif" style="margin-bottom: 0.000pt;width: 268;height: 356;" id="image23" src="LanguageStringsTrans00566_268x356.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select a graphic character set.</li>
|
||||
<li value="3">Select the character, and click <b>Insert</b>. The <b>Character Picker</b> dialog box closes.</li>
|
||||
</ol>
|
||||
<ol start="8">
|
||||
<li value="8">Click <b>OK</b> on the <b>Language Strings</b> dialog box. </li>
|
||||
<li value="9">Click <b>OK</b> on the<b> Edit </b>dialog box.</li>
|
||||
<li value="10">Click <b>OK</b> on the <b>Children’s PAC Category Configuration</b> dialog box.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><a href="Translate_all_categories_and_targets.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Translate all categories and targets</span></a>
|
||||
</p>
|
||||
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|
||||
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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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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<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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+97
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<!DOCTYPE html>
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<h1><a name="XREF_22298_Translate_all"></a>Translate all categories and targets</h1>
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<p><a name="kanchor2939"></a><a name="IX_translating_all_children"></a><a name="kanchor2940"></a><a name="IX_translating_1"></a><a name="kanchor2941"></a><a name="IX_translating_children_s_2"></a>If your library system has purchased other language versions of Polaris PowerPAC Children’s Edition, you can translate all the names of categories and targets to a language of your choice. To view and translate categories and targets:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You must set the translations at the system level.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the system, and select the <b>Children’s PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Multiple language strings</b>. The <b>Language Strings</b> dialog box lists all the category names, category display messages, target display names, and icon display names defined for your Polaris PowerPAC Children’s Edition.</li>
|
||||
</ol>
|
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<p class="indent2">
|
||||
<img alt="CPACMultipleLangStrings.gif" style="margin-bottom: 0.000pt;width: 296;height: 180;" id="image24" src="CPACMultipleLangStrings_296x180.gif" /> </p>
|
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<ol data-mc-continue="true">
|
||||
<li value="3">Select a language from the <b>Choose Language</b> box. The options are determined by the language versions of Polaris PowerPAC Children’s Edition purchased by your library system.</li>
|
||||
<li value="4">Click the box in the language column next to each name you want to translate, and type the translated word in the box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also edit the English names. Click the English word you want to edit, and type a new word in the space.</p>
|
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<ol data-mc-continue="true">
|
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<li value="5">To insert a diacritic character, follow these steps:</li>
|
||||
</ol>
|
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|
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<ol style="list-style-type: lower-alpha;">
|
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<li value="1">Click <b>Diacritics</b>. The<b> Character Picker </b>dialog box opens.</li>
|
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</ol>
|
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<p class="indent2">
|
||||
<img alt="LanguageStringsTrans00567.gif" style="margin-bottom: 0.000pt;width: 268;height: 356;" id="image25" src="LanguageStringsTrans00567_268x356.gif" /> </p>
|
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<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
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<li value="2">Select a graphic character set.</li>
|
||||
<li value="3">Select the character, and click <b>Insert</b>. The<b> Character Picker</b> dialog box closes.</li>
|
||||
</ol>
|
||||
<ol start="6">
|
||||
<li value="6">Click <b>OK</b> on the <b>Language Strings</b> dialog box.</li>
|
||||
<li value="7">Select <b>File </b>><b> Save</b>.</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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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_81866_Public_Client"></a>Children’s PAC Profiles Reference</h1>
|
||||
<p><a name="kanchor5488"></a><a name="IX_Children_s_PAC_reference"></a><a name="kanchor5489"></a><a name="IX_reference_list_23"></a>These profiles are available on the Profiles, Children’s PAC tabbed page on the Administration Explorer, at the listed organizational levels.</p>
|
||||
<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;" class="TableStyle-BlueHeader" cellspacing="1">
|
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|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
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<col class="TableStyle-BlueHeader-Column-Column1" style="width: 2.39in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 2.43in;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Profile</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Org Levels</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Description</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="TableBody">Default Setting</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allow hold requests if charging for holds</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Determines whether hold requests are allowed from Children’s PAC if the system charges for holds. If set to <b>Yes</b>, hold requests are allowed and a message concerning the charge is displayed when the request is placed. The patron can continue or cancel the request.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> No (hold requests cannot be placed from Children’s PAC if the system charges for hold requests)</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Categories: Enable</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether library-defined categories are available for searching. See <a href="../PDOchild/Managing_Search_Categories.htm#XREF_22505_Constructing">Managing Search Categories</a>.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
<p class="TableBody">Requirement: If yes, define categories with the profile <b>Category construction</b></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Category construction</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays the Category Construction dialog box. Set up subject categories, define search targets within the categories, and edit existing categories and targets. See <a href="../PDOchild/Managing_Search_Categories.htm#XREF_22505_Constructing">Managing Search Categories.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Polaris PowerPAC Children’s Edition includes a set of default categories.</p>
|
||||
<p class="TableBody">Requirement: Set <b>Categories: Enable</b> to <b>Yes</b> (<b>Children’s PAC</b> profiles)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Dashboards: Enable</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether library-defined elements and theme choices are displayed in lists on the left portion (“dashboard”) of the Children’s PAC interface. See <a href="../PDOchild/Managing_Children_Dashboards.htm#XREF_33712_Managing_Dashboards">Managing Children’s Dashboards</a>, and <a href="../PDOchild/Managing_Themes.htm#XREF_53821_Managing_Themes">Managing Themes.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Dashboards: Webpage/web part assignment</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays the Web Page - Web Part Configuration dialog box. Specify which Web parts to display in the dashboard on specific Web pages for the Children’s PAC at each branch. See <a href="../PDOchild/Managing_Children_Dashboards.htm#XREF_33712_Managing_Dashboards">Managing Children’s Dashboards.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Requirements:</p>
|
||||
<p class="TableBody">Define Web parts at the system level, using the profile <b>Dashboards: Web part construction </b>(<b>Children’s PAC</b> profiles).</p>
|
||||
<p class="TableBody">Set <b>Dashboards: Enable</b> to <b>Yes</b> (<b>Children’s PAC</b> profiles) to display dashboards in the Children’s PAC.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Dashboards: Web part construction</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays the Web Part Editor dialog box. Create custom Web parts (title searches, URLs, free text, and polls), and limit the number of items on automated Web parts. See <a href="../PDOchild/Managing_Children_Dashboards.htm#XREF_33712_Managing_Dashboards">Managing Children’s Dashboards.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Requirements:</p>
|
||||
<p class="TableBody">Assign the Web parts to specific Children’s PAC pages using the profile <b>Dashboards: Web page / web part assignment </b>(<b>Children’s PAC</b> profiles).</p>
|
||||
<p class="TableBody">Set <b>Dashboards: Enable</b> to <b>Yes</b> (<b>Children’s PAC</b> profiles) to display dashboards in the Children’s PAC.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Default search limits</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays the Children’s PAC Default Search Limit dialog box. Specify a search filter, expressed as a Common Query Language search term, in the <b>free text search limit</b> box. In addition, you can specify which collections defined in the system should be included in Children’s PAC search results. See <a href="../PDOchild/Setting_Children_Search_Limits.htm#XREF_48097_Setting_Up">Setting Children’s Search Limits.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"><b>AND TA=j</b> (limits results to records where the target audience is juvenile); no collections selected</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Item availability text: Available</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies the text that indicates an item is available.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">In Library</p>
|
||||
<p class="TableBody">Requirement: Set <b>Item Availability: Display status</b> to <b>Yes </b>(<b>Children’s PAC</b> profiles)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Item availability text: Not available</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies the text that indicates an item is not available.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Checked Out</p>
|
||||
<p class="TableBody">Requirement: Set <b>Item Availability: Display status</b> to <b>Yes </b>(<b>Children’s PAC</b> profiles)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Item availability: Display branch location</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether the item’s assigned branch is displayed.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Item availability: Display call number</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether to show the call number from the item record in the Availability view.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Item availability: Display collections</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether the collection information from the item record is displayed.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Item availability: Display local and system levels</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines which items are included in search results availability information. See <a href="../PDOchild/Customize_children_item_availability_display.htm#XREF_60869_Customize_the">Customize the children’s item availability display.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes. If the logged-on branch is the system, information about items that are designated to display in PAC and owned throughout the system is displayed. If the logged-on branch is a local branch, only items held by that branch are displayed. If none are owned by the local branch, the system-level items are displayed.</p>
|
||||
<p class="TableBody">If set to No, if the logged-on branch is the system, information about items owned throughout the system is displayed. If the logged-on branch is a local branch, only the local items are displayed. If none are owned by the local branch, no items are displayed.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Item availability: Display notes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether a note icon is displayed for items that include public notes. Patrons can click the icon to read the note.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Item availability: Display shelf location</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether the item’s shelf location is displayed.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Item availability: Display status</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether the circulation status of an item is displayed in the item information.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Item availability: Display type</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether the material type (information about physical format from the item record) is displayed in the item information.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Multiple language strings</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays a dialog box that allows you to specify a language and translate all search categories and targets from English to the language of your choice. Other languages are available in this dialog box only if your library system has purchased other language versions of Polaris PowerPAC Children’s Edition. You can also edit the English names. See <a href="../PDOchild/Translate_all_categories_and_targets.htm#XREF_22298_Translate_all">Translate all categories and targets.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">No translations (lists English categories and targets only)</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Navigation: Events</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether the Children’s PAC interface includes the Events button, which is used to access a library-maintained Events page. See <a href="../PDOchild/Add_text_to_children_Events_page.htm#XREF_93879_Add_text_to_the">Add text to the children’s Events page.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Navigation: Help</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether the Children’s PAC interface includes the Help button, which is used to access online Help for the Children’s PAC.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Navigation: PowerPAC</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether a link to Polaris PowerPAC is displayed in the Children’s PAC interface.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Number of tooltip entries displayed</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">For categories, defines the number of targets that display in a tooltip when the cursor hovers over the category link. See <a href="../PDOchild/Managing_Search_Categories.htm#XREF_22505_Constructing">Managing Search Categories.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">5</p>
|
||||
<p class="TableBody">Requirements: </p>
|
||||
<p class="TableBody">Use the profile <b>Category construction</b> (<b>Children’s PAC</b> profiles) to set up search categories.</p>
|
||||
<p class="TableBody">Set the profile <b>Categories: Enable</b> to <b>Yes</b> (<b>Children’s PAC</b> profiles) to display the defined search categories in the Children’s PAC.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Remote user: Enable</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allows access to the Children’s PAC from workstations outside the library.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes. Remote users can access the Children's PAC interface.</p>
|
||||
<p class="TableBody">If set to No, Children’s PAC access is available only from workstations defined in the In-House IP Addresses database table.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Results set: Maximum number of records to return</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Sets the maximum number of records that can be returned in a results set. If you experience decreased performance for searches with large results due to limited server capacity, you can lower the maximum number of records to return. However, relevancy ranking may be less effective at lower maximum values.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">1,000 (maximum = 10,000)</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Results set: Do not sort if it contains more than this many records</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1"><a name="kanchor5490"></a><a name="IX_Children_s_PAC_profile"></a>Sets the maximum number of records that a record set can contain and still be sorted. If you experience decreased performance for searches with large results due to limited server capacity, you can lower the maximum number of records that can be sorted.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">1,000 (maximum)</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Search button visibility: Anywhere button</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays a search button that launches a keyword search in all fields. See <a href="../PDOchild/Set_children_search_buttons.htm#XREF_82470_Set_children_s">Set children’s search buttons.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Search button visibility: Authors button</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays a search button that launches a keyword search for author. See <a href="../PDOchild/Set_children_search_buttons.htm#XREF_82470_Set_children_s">Set children’s search buttons.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Search button visibility: Fiction button</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays a search button that launches a keyword subject search scoped to fiction. See <a href="../PDOchild/Set_children_search_buttons.htm#XREF_82470_Set_children_s">Set children’s search buttons.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Search button visibility: Non-Fiction button</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays a search button that launches a keyword subject search scoped to non-fiction. See <a href="../PDOchild/Set_children_search_buttons.htm#XREF_82470_Set_children_s">Set children’s search buttons.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Search button visibility: Series button</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays a search button that launches a keyword search for series name. See <a href="../PDOchild/Set_children_search_buttons.htm#XREF_82470_Set_children_s">Set children’s search buttons.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Search button visibility: Subjects button</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays a search button that launches a keyword search for subject. See <a href="../PDOchild/Set_children_search_buttons.htm#XREF_82470_Set_children_s">Set children’s search buttons.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Search button visibility: Titles button</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays a search button that launches a keyword search for title. See <a href="../PDOchild/Set_children_search_buttons.htm#XREF_82470_Set_children_s">Set children’s search buttons.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Select theme: Enable</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allows users of Children’s PAC to select an interface theme from choices you specify. See <a href="../PDOchild/Managing_Themes.htm#XREF_53821_Managing_Themes">Managing Themes.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Yes</p>
|
||||
<p class="TableBody">Requirements:</p>
|
||||
<p class="TableBody">Specify which themes are available as choices with the profile <b>Theme assignment </b>(<b>Children’s PAC</b> profiles).</p>
|
||||
<p class="TableBody">Set <b>Dashboards: Enable</b> to <b>Yes </b>(<b>Children’s PAC</b> profiles), because the theme options are displayed in the dashboard.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Theme assignment</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays the Theme Assignment dialog box, where you can specify which library-defined or system-provided interface themes are available as choices from the Children’s PAC. You can also set a default theme here. See <a href="../PDOchild/Managing_Themes.htm#XREF_53821_Managing_Themes">Managing Themes</a> for more information.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">Requirements: </p>
|
||||
<p class="TableBody">Set up and edit themes at the system level, with the Children’s PAC profile <b>Theme construction </b>(<b>Children’s PAC</b> profiles).</p>
|
||||
<p class="TableBody">Set the profile <b>Select theme: Enable</b> to <b>Yes</b> (<b>Children’s PAC</b> profiles) to display the assigned themes in the Children’s PAC</p>
|
||||
<p class="TableBody">Set <b>Dashboards: Enable</b> to <b>Yes</b> (<b>Children’s PAC</b> profiles) for the organization, because the theme options are displayed in the dashboard.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Theme construction</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays the Theme Construction dialog box. Set up and edit themes for the Children’s PAC interface. See <a href="../PDOchild/Managing_Themes.htm#XREF_53821_Managing_Themes">Managing Themes</a> for more information</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Requirement: Specify which themes are available to specific organizations using the <b>Children’s PAC</b> profile <b>Theme assignment</b>.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Web access: Enable</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Allows live Web links in Children’s PAC search results. See <a href="../PDOchild/Customizing_Children_Results_Display.htm#XREF_48842_Customizing_the">Customizing the Children’s Results Display.</a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="TableBody">No - Web links are text-only, and do not allow Internet access.</p>
|
||||
<p class="TableBody">If set to Yes, users can click the Web Site icon or a web link to view the site.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></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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|
||||
</body>
|
||||
</html>
|
||||
+102
@@ -0,0 +1,102 @@
|
||||
<!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="Public Access Administration |Managing E-Sources" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOeSources.fm" /><title>E-Source Reports</title>
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<!-- Global site tag (gtag.js) - Google Analytics -->
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOeSources/E-Source_Reports.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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|
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<h1><a name="XREF_59405_E_Source"></a>E-Source Reports</h1>
|
||||
<p><a name="kanchor2712"></a><a name="IX_e_sources"></a><a name="kanchor2713"></a><a name="IX_report_16"></a><a name="kanchor2714"></a><a name="IX_report_15"></a>The <b>E-Source</b> report lists the subscription databases you have set up for searching from the PAC e-sources page, organized by branch. Information about each e-source includes the name, description, connection URL, message, categories/subcategories, restriction data, and connection data. You can filter the report by organization. To access this report, select <b>Utilities, Reports and Notices</b> from the Polaris Shortcut bar, and select <b>PAC</b> in the Polaris Reports dialog box. For information on generating reports,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Polaris_Basics/PIreports/Using_Polaris_Standard_Reports.htm#XREF_32945_Getting_Started">Using Polaris Standard Reports</a>.</MadCap:conditionalText></p>
|
||||
<p><a name="kanchor2715"></a><a name="IX_logging_transactions"></a>For the purposes of custom reports, you can choose to log the transaction when a patron accesses an e-source target:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><b>Transaction</b> - E-Source Access</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Transaction code</b> - 2201</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Transaction subtypes</b>
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p>239 - Remote User flag</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>240 - Selected Language ID</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>241 - Name of e-source selected to view</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>7 - Patron Code (if patron logged on)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>123 - Patron Assigned Branch (if patron logged on)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>33 - Patron Statistical Code (if patron logged on) </p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<p>For information about logging transactions,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Administration/PDlogging/Collecting_Transaction_Statistics.htm#XREF_75344_Logging">Collecting Transaction Statistics</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>Example - E-Source Target Get Transfer Type</h1>
|
||||
<p>This procedure lists how to enter a URL and view source code to set up connection authentication to Gale as an example of get transfer type. See <a href="Set_up_an_e-source_target.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up an e-source target</span></a> for a detailed procedure on setting up e-sources.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Database suppliers may require different authentication routines for different databases. Therefore, the authentication setup for one Gale database may differ from the setup for another Gale database. The following procedure is an example only. You must contact your vendor to get your library-specific connection information.</p>
|
||||
<ol>
|
||||
<li value="1">On the PowerPAC profiles tab for the organization, double-click <b>Categorization of ESource targets</b>.</li>
|
||||
<li value="2">Click <b>Add Target</b> on the <b>ESource Categorization</b> dialog box to display the <b>Add ESource Target</b> dialog box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If the library has an existing subscription with the supplier that uses IP authentication, the logon page is automatically bypassed. You can access the logon page by working from an IP outside the subscribed range.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Open a Web browser, and access the online logon form for Gale at <b>http://gale.cengage.com</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="Gale1.gif" style="margin-bottom: 0.000pt;width: 513;height: 307;" id="image10" src="Gale1_513x307.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Copy the URL for the logon form that now displays in the browser address bar and paste it into the URL field on the <b>Add ESource Target</b> dialog box. (Keep the browser window open.)</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>As a general rule, if the URL contains a question mark, copy all the text before the question mark. Do not copy the question mark or any text following it.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Return to the browser menu bar, and select <b>Page, View Source.</b> The HTML source code for the log-in page is displayed in your default text editor.</li>
|
||||
<li value="6">Determine the transfer method by following these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select <b>Edit, Find</b> (or press <b>CTRL+F</b>) to display a Find dialog box.</li>
|
||||
<li value="2">Search for the text string <b>form</b> or <b>method</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="Gale2.gif" style="width: 362.378pt;height: 219.894pt;margin-bottom: 0.000pt;" id="image11" src="Gale2.gif" /> </p>
|
||||
<p class="indent2">The transfer method is <b>get</b>.</p>
|
||||
<ol start="7">
|
||||
<li value="7">On the Add E-Source Target dialog box, set the Transfer Type to <b>Get</b>.</li>
|
||||
<li value="8">On the source code window, determine the logon parameters by following these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select <b>Edit, Find</b> (or press <b>CTRL+F</b>) to display a Find dialog box.</li>
|
||||
<li value="2">Search for the text string <b>input</b>. Ignore <b>input type= “hidden”</b> entries. Look for associated <b>name=</b> statements.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="Gale3.gif" style="margin-bottom: 0.000pt;width: 480;height: 200;" id="image12" src="Gale3_480x200.gif" /> </p>
|
||||
<p class="indent2">For the purposes of this example, the Gale log-in form requires two parameters. Each parameter has a name (<b>userName</b> and <b>password</b>) that you enter in the <b>Name</b> box on the Connection Data tabbed page of the <b>Add ESource Target</b> dialog box (see step 9). Each parameter also requires a value specific to your organization.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Vendors with multiple databases usually require a separate set of parameters for each database. Typically, two parameters in the set are your library’s user name and password; a third parameter is named <b>db</b> and the value is the code for the specific database.</p>
|
||||
<ol start="9">
|
||||
<li value="9">On the Connection Data tabbed page of the <b>Add ESource Target</b> dialog box, set the first Gale parameter by following these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Type <b>userName</b> in the <b>Name</b> box.</li>
|
||||
<li value="2">Type your organization’s subscriber name (as determined by your organization and Gale) in the <b>Value</b> box.</li>
|
||||
<li value="3">Click <b>Add</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The first parameter is listed in the <b>Parameter</b> box.</p>
|
||||
<ol start="10">
|
||||
<li value="10">Set the second Gale parameter by following these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Type <b>password</b> in the <b>Name</b> box.</li>
|
||||
<li value="2">Type your organization’s password (as determined by your organization and Gale) in the <b>Value</b> box.</li>
|
||||
<li value="3">Click <b>Add</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The second parameter is listed in the <b>Parameter</b> box.</p>
|
||||
<ol start="11">
|
||||
<li value="11">Close the logon source code window, and exit from the browser.</li>
|
||||
<li value="12">On the <b>Add ESource Target</b> dialog box, specify a description and a message, if you wish, and set any access restrictions. See <a href="Set_up_an_e-source_target.htm">Set up an e-source target</a>.</li>
|
||||
<li value="13">Close the <b>Add ESource Target</b> dialog box, and save your changes. See <a href="Set_up_an_e-source_target.htm">Set up an e-source target</a>.</li>
|
||||
</ol> </div>
|
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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>Example - E-Source Target Post Transfer Type</h1>
|
||||
<p>This procedure lists how to enter a URL and view source code to set up connection authentication to EBSCOhost as an example of post transfer type. See <a href="Set_up_an_e-source_target.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up an e-source target</span></a> for a detailed procedure on setting up e-sources.</p>
|
||||
<ol>
|
||||
<li value="1">On the PowerPAC profiles tab for the organization, double-click <b>Categorization of ESource targets</b>.</li>
|
||||
<li value="2">Click <b>Add Target</b> on the<b> ESource Categorization</b> dialog box to display the <b>Add ESource Target</b> dialog box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If the library has an existing subscription with the supplier that uses IP authentication, the logon page is automatically bypassed. You can access the logon page by working from an IP outside the subscribed range.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Open a Web browser, and access the online log-in form for the vendor. The example shows EBSCO at <b>http://search.ebscohost.com</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="Ebsco1.gif" style="margin-bottom: 0.000pt;" id="image5" src="Ebsco1.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Copy the URL in the browser address bar, and paste it into the URL field on the <b>Add ESource Target</b> dialog box. (Keep the browser window open.)</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>As a general rule, if the URL contains a question mark, copy all the text before the question mark. Do not copy the question mark or any text following it.</p>
|
||||
<p class="indent2">
|
||||
<img alt="EbscoAdd1.gif" style="margin-bottom: 0.000pt;width: 237;height: 264;" id="image6" src="EbscoAdd1_237x264.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Return to the browser menu bar, and select <b>Page, View Source</b>. The HTML source code for the logon page is displayed in your default text editor.</li>
|
||||
<li value="6">Determine the transfer method by following these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select <b>Edit, Find</b> (or press <b>CTRL+F</b>) to display a Find dialog box.</li>
|
||||
<li value="2">Search for the text string <b>form</b> or <b>method</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="Ebsco2.gif" style="margin-bottom: 0.000pt;width: 412;height: 300;" id="image7" src="Ebsco2_412x300.gif" /> </p>
|
||||
<p class="indent2">The transfer method in this example is <b>post</b>.</p>
|
||||
<ol start="7">
|
||||
<li value="7">On the <b>Add ESource Target</b> dialog box, set the Transfer Type to <b>Post</b>.</li>
|
||||
<li value="8">On the source code window, determine the logon parameters by following these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select <b>Edit, Find</b> (or press <b>CTRL+F</b>) to display a Find dialog box.</li>
|
||||
<li value="2">Search for the text string <b>input</b>. Ignore <b>input type= “hidden”</b> entries. Look for associated <b>name=</b> statements.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="Ebsco3.gif" style="width: 308.568pt;height: 216.863pt;margin-bottom: 0.000pt;" id="image8" src="Ebsco3.gif" /> </p>
|
||||
<p class="indent2">For the purposes of this example, the EBSCOhost logon form requires two parameters. Each parameter has a name (<b>user</b> and <b>password</b>) that you enter in the <b>Name</b> box on the Connection Data tabbed page of the <b>Add ESource Target</b> dialog box (see step 9). Each parameter also requires a value specific to your organization.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Vendors with multiple databases usually require a separate set of parameters for each database. Typically, two parameters in the set are your library’s user name and password; a third parameter is named <b>db</b> and the value is the code for the specific database.</p>
|
||||
<ol start="9">
|
||||
<li value="9">On the Connection Data tabbed page of the <b>Add ESource Target</b> dialog box, set the first EBSCOhost parameter by following these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Type <b>user</b> in the <b>Name</b> box.</li>
|
||||
<li value="2">Type your organization’s subscriber name (as determined by your organization and EBSCO) in the <b>Value</b> box.</li>
|
||||
<li value="3">Click <b>Add</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The first parameter is listed in the <b>Parameter</b> box.</p>
|
||||
<ol start="10">
|
||||
<li value="10">Set the second EBSCOhost parameter by following these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Type <b>password</b> in the <b>Name</b> box.</li>
|
||||
<li value="2">Type your organization’s password (as determined by your organization and EBSCO) in the <b>Value</b> box.</li>
|
||||
<li value="3">Click <b>Add</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The second parameter is listed in the <b>Parameter</b> box. </p>
|
||||
<p class="indent2">
|
||||
<img alt="EbscoAdd2.gif" style="margin-bottom: 0.000pt;width: 237;height: 264;" id="image9" src="EbscoAdd2_237x264.gif" /> </p>
|
||||
<ol start="11">
|
||||
<li value="11">Close the logon source code window, and exit from the browser.</li>
|
||||
<li value="12">On the<b> Add ESource Target</b> dialog box, specify a description and a message, if you wish, and set any access restrictions. See <a href="Set_up_an_e-source_target.htm">Set up an e-source target</a>.</li>
|
||||
<li value="13">Close the <b>Add ESource Target</b> dialog box, and save your changes. See <a href="Set_up_an_e-source_target.htm">Set up an e-source target</a>.</li>
|
||||
</ol>
|
||||
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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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<h1><a name="XREF_12013_Setting_Public"></a>Managing E-Sources</h1>
|
||||
<p><a name="kanchor5641"></a><a name="IX_See_also_e_sources"></a><a name="kanchor5642"></a><a name="IX_See_e_sources"></a><a name="kanchor5643"></a><a name="IX_overview_184"></a>E-sources are subscription databases presented as search links on an e-sources page in Polaris PowerPAC. The library may limit access to specific e-sources, often to comply with the terms of the database subscription.</p>
|
||||
<p>Unlike federated databases, which can be searched simultaneously along with the local catalog, e-source databases are searched separately. When the patron selects an e-source target, the patron uses the provider’s interface for searching (not the PowerPAC interface). When the e-source session is finished, the Polaris PowerPAC session is resumed.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also offer remote databases that can be searched simultaneously in PowerPAC. See <a href="../PDOz3950/Managing_Federated_Search_Targets.htm">Managing Federated Search Targets</a>.</p>
|
||||
<p>To set up e-source targets, you need to get the appropriate connection information from the e-source provider and enter it in the PowerPAC profile, <b>Categorization of e-source targets</b>.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Setting_Up_E-Source_Targets.htm#XREF_31243_Setting_Up_E">Setting Up E-Source Targets</a>
|
||||
</li>
|
||||
<li><a href="Organizing_E-Source_Targets.htm#XREF_98377_Organizing_E">Organizing E-Source Targets</a>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Online"><a href="../../Polaris_Basics/PIreports/PAC_Reports.htm#E-Source">E-Source Reports</a>
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<h1><a name="XREF_98377_Organizing_E"></a>Organizing E-Source Targets</h1>
|
||||
<p><a name="kanchor5139"></a><a name="IX_organizing_1"></a>By default, all e-source targets are displayed as a single (potentially long) list on the PAC e-Source page. To make it easier for patrons to find e-source targets, you can organize the targets list into categories and subcategories. For example, you might organize e-source targets by subject matter categories, such as Business and Education, and perhaps define subcategories within these categories. You can set up categories at the system, library, or branch level. If categories are not set up for an organization, the organization scheme from the parent level is used.</p>
|
||||
<p>A specific e-source target can be represented in multiple categories. You can add a target to a category when you set up the target, or you can copy targets from other categories. The copied targets are linked, so if you modify a target in one category, the same change is made to the linked targets in other categories. Categories can be copied, pasted, renamed, and deleted.</p>
|
||||
<p><a name="kanchor5140"></a><a name="IX_organizing_categories"></a>To organize the library’s e-source targets into categories and subcategories:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Categorization of ESource targets</b>. The <b>ESource Target Categorization</b> dialog box appears.</li>
|
||||
<li value="3">To add a category, do these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select (highlight) the folder to which you want to add a category. <b>Root,</b> the default category, cannot be copied, deleted, or renamed. If you are adding a new category to the root level, select <b>Root</b>. If you are adding a subcategory to an existing category, select the existing category folder.</li>
|
||||
<li value="2">Click <b>Add Category</b>. A folder icon appears in the Category tree view, with the cursor positioned to name the folder.</li>
|
||||
<li value="3">Type a category heading, and press <b>ENTER</b>.</li>
|
||||
</ol>
|
||||
<ol start="4">
|
||||
<li value="4">Use the following methods to place e-source targets in categories:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Add individual e-source targets to a category. See <a href="Set_up_an_e-source_target.htm#XREF_29797_Set_up_an_e_source">Set up an e-source target</a>.</li>
|
||||
<li><a name="kanchor5141"></a><a name="IX_unlinking_targets"></a><a name="kanchor5142"></a><a name="IX_copying_targets"></a>Copy an existing e-source target (book icon) to another category. Select the target in the <b>ESource Categorization </b>dialog box, and click <b>Copy</b>. Then select the category where you want to place the copy of the target, and click <b>Paste</b>. This procedure creates targets that are linked. Any change to one target is applied to all the linked targets.</li>
|
||||
</ul>
|
||||
<ol start="5">
|
||||
<li value="5">To set the display order in the PAC, select a category or target and click <b>Up</b> or <b>Down</b>. Repeat until the categories or targets are in the display order you want.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>On the PAC e-sources page, targets defined at the Root level are always displayed below any categories.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<h4><a name="XREF_23423_Related_Topics"></a><i>Related Information</i>
|
||||
</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor5143"></a><a name="IX_unlinking_targets_1"></a><a name="kanchor5144"></a><a name="IX_deleting_targets"></a><span class="FM_BulletHead">Delete an e-source target</span> - Select the target in the<b> ESource Target Categorization</b> dialog box, and click <b>Delete. </b>Deleting a target from a particular category, including Root, does not delete it from other categories. Deleting a linked target only removes the target from the current category, unless the target is part of a linked category; any linked targets remain in the other categories.</li>
|
||||
<li><a name="kanchor5145"></a><a name="IX_copying_categories"></a><span class="FM_BulletHead">Copy a category</span> - Select the category in the <b>ESource Target Categorization</b> dialog box, and click <b>Copy</b>. Then select the category where you want to place the copy, and click <b>Paste</b>. This procedure creates categories that are linked, indicated by a hand on the folder icon. When you copy categories, all subcategories and targets are copied, and all the copied subcategories and targets also become linked. Any change to one category is applied to all the linked categories. To remove a link, select the category you want to make stand-alone, and click <b>Unlink</b>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note: <br /></b>You cannot paste a category at the same level as the original category. There cannot be two subcategories with the same name within a category.</p>
|
||||
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOeSources/Provide_links_to_e-sources_on_external_sites.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_69190_Provide_links_to_e"></a>Provide links to e-sources on external sites</h1>
|
||||
<p><a name="kanchor1819"></a><a name="IX_links_from_Web_locations"></a>After you set up e-source targets, you can place links to specific e-source targets in other Web site locations, outside the catalog. To find and copy the e-source link:</p>
|
||||
<ol>
|
||||
<li value="1">Right-click the e-source target on your PowerPAC e-sources page and select <b>Properties</b> from the context menu. The Properties dialog box displays the URL in the <b>Address (URL) field</b>. </li>
|
||||
<li value="2">To select the link, position the cursor at the start of the <b>Address (URL) field</b>, hold down the <b>Shift</b> key, and use the down arrow key to select all of the text. </li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="eSourceTargetID.gif" style="margin-bottom: 0.000pt;width: 239;height: 288;" id="image13" src="eSourceTargetID_239x288.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Right-click the selected URL, and select <b>Copy</b>.</li>
|
||||
<li value="4">Paste the URL as a hypertext link. The external link uses the authentication criteria and access restrictions placed on the target. </li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>If the e-source does not require logon, the user will go directly to that e-source. </li>
|
||||
<li>If a logon is required, the user will go to the library’s e-sources page where they can click a link to log on. </li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="esource.gif" style="margin-bottom: 0.000pt;width: 235;height: 68;" id="image14" src="esource_235x68.gif" /> </p>
|
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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_29797_Set_up_an_e_source"></a>Set up an e-source target</h1>
|
||||
<p><a name="kanchor1405"></a><a name="IX_authentication_1"></a><a name="kanchor1406"></a><a name="IX_restrictions"></a>To set up access restrictions and authentication data elements for an e-source target:</p>
|
||||
<ol>
|
||||
<li value="1">Obtain the following information from the e-source target provider:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor1407"></a><a name="IX_e_source_target"></a><span class="FM_BulletHead">URL for the target’s login page</span> - The complete URL for the target’s <span class="FM_Emphasis">login page</span> (not the site’s home page, or account setup page). Polaris automatically passes your library’s authentication information to this URL.</li>
|
||||
<li><span class="FM_BulletHead">Connection data parameters</span>  - Connection data parameters are set up in sets consisting of <b>Name</b> and <b>Value</b>. <b>Name</b> is the descriptive field name that the database provider uses to prompt for input. <b>Value</b> is the actual text string that the database provider assigns to your library when the subscription is established.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>A vendor requires a user ID and a password to access a database, so you define two parameters (two sets of Name and Value data elements). For the first set, Name is <b>UserID</b>. Value is <b>WESTSIDELIBRARY</b>. For the second set, Name is <b>Password</b> and Value is <b>read</b>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Transfer type (Get or Post)</span> - The protocol for passing authentication data from your library to the e-source target. <b>Get</b> displays authentication information in the URL string, unless Secure Socket Layer (SSL) is enabled at the server level. <b>Post</b> does not display the authentication information. Most vendors can use the post method. To determine this information yourself, see <a href="Example_ESourceTargetPostTransfer.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Example - E-Source Target Post Transfer Type</span></a> and <a href="Example_ESourceTargetGetTransfer .htm">Example - E-Source Target Get Transfer Type</a>.</li>
|
||||
</ul>
|
||||
<ol start="2">
|
||||
<li value="2">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="3">Double-click <b>Categorization of ESource targets</b>. The <b>ESource Categorization</b> dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dESourceAddTar.gif" style="width: 160.759pt;height: 152.480pt;margin-bottom: 0.000pt;" id="image0" src="dESourceAddTar.gif" /> </p>
|
||||
<p class="NoteShade"><a name="kanchor1408"></a><a name="IX_revert_to_system_settings"></a><b>Tip:<br /></b>Click <b>Revert</b> to restore system-level settings.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select a category for the new target (optional), and click <b>Add Target</b>. The <b>Add ESource Target</b> dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b><b>Root</b> is the default category, represented by a tree icon. Other categories are represented by folder icons. See <a href="Organizing_E-Source_Targets.htm#XREF_98377_Organizing_E">Organizing E-Source Targets</a>.</p>
|
||||
<p class="indent2">
|
||||
<img alt="dESourceGenChar.gif" style="width: 172.608pt;height: 202.035pt;margin-bottom: 0.000pt;" id="image1" src="dESourceGenChar.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Set up general information for the target as follows:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Type a name for the target in the <b>Name</b> box. This name is displayed on the PAC E-Sources page.</li>
|
||||
<li>Type a brief (890-character maximum) description in the <b>Description</b> box, if you want to display a description on the PAC E-Sources page.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The message can inform patrons of any use restrictions for the target, or to highlight a new offering.</p>
|
||||
<ul type="disc">
|
||||
<li>Type a brief message in the <b>Message</b> box, if you want to display a message to patrons regarding the target. </li>
|
||||
<li>Input the complete URL for the target’s log-in page in the <b>URL</b> box.</li>
|
||||
<li>Select <b>Get</b> or <b>Post</b> in the <b>Transfer Type</b> box (see step 1). If you are unsure of the transfer type, see <a href="Example_ESourceTargetPostTransfer.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Example - E-Source Target Post Transfer Type</span></a> and <a href="Example_ESourceTargetGetTransfer .htm">Example - E-Source Target Get Transfer Type</a>.</li>
|
||||
</ul>
|
||||
<ol start="6">
|
||||
<li value="6"><a name="kanchor1409"></a><a name="IX_in_house_access"></a>To set in-library access to the target, select an option under <b>Inhouse access</b> (General Restrictions tabbed page):</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>To make the e-source unavailable to in-house users, select <b>Disabled</b>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you disable access for <span class="FM_Emphasis">both</span> in-house and remote users (see step 7), the e-source will be displayed on the PowerPAC page as unlinked text.</p>
|
||||
<ul type="disc">
|
||||
<li>To make the e-source available from in-house workstations only to registered patrons, select <b>Login required</b>. If you select this option, you can further restrict access by blocking selected patron codes. See step 8.</li>
|
||||
<li>To make the e-source available from in-house workstations to anyone, select <b>No login required</b>.</li>
|
||||
</ul>
|
||||
<p class="indent2">By default, if a workstation is registered in Polaris Administration, it is automatically considered “in-house.” If the workstation is not registered in Polaris Administration, but the IP address is listed in the system-level In-House IP Addresses database table, it is considered to be in-house. If you use Polaris PowerPAC on workstations within the library, you may want to list them in the In-House IP Addresses database table. If neither the workstation nor the IP address is found in the system, the user is considered remote.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>By default, the system checks both the In-House IP Addresses table and registered workstations to determine if a computer is in-house. However, if you experience performance issues related to e-source restrictions, you can set the system to check only the In-House IP Addresses table. </p>
|
||||
<ol start="7">
|
||||
<li value="7"><a name="kanchor1410"></a><a name="IX_e_sources_access"></a><a name="kanchor1411"></a><a name="IX_remote_access"></a>To set remote access to the target, select an option under <b>Remote access</b> (General Restrictions tabbed page):</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>To make the e-source unavailable to remote users, select <b>Disabled</b>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you disable access for <span class="FM_Emphasis">both</span> remote and in-house users (see step 6), the e-source will be displayed on the PowerPAC page as unlinked text.</p>
|
||||
<ul type="disc">
|
||||
<li>To make the e-source available from remote workstations only to registered patrons, select <b>Login required</b>. If you select this option, you can further restrict access by blocking selected patron codes. See step 8.</li>
|
||||
<li>To make the e-source available from remote workstations to anyone, select <b>No login required</b>.</li>
|
||||
</ul>
|
||||
<ol start="8">
|
||||
<li value="8">If you have required login for in-house or remote access, and you want to prevent patrons with certain patron codes from accessing the target, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>Patron Codes</b> tab on the Add E-Source Target dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dESourcePatCode.gif" style="margin-bottom: 0.000pt;width: 278;height: 326;" id="image2" src="dESourcePatCode_278x326.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select the codes you want to prevent from accessing the target. Patrons who are assigned these codes cannot access the e-source target.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Your patron code settings are used only if you have required log-in for in-house or remote access.</p>
|
||||
<ol start="9">
|
||||
<li value="9">If you want to allow access only from certain IP addresses, follow these steps:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Set this restriction if you want to allow access only from the specific IP addresses listed here. If at least one address is listed, the system blocks access from <span class="FM_Emphasis">any</span> workstations or IP addresses that are not listed here, regardless of any other access restrictions you may have set. You might use this setting to limit access to a very specialized (and costly) research site.</p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>IP Addresses</b> tab on the <b>Add ESource Target </b>dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dESourceIP.gif" style="margin-bottom: 0.000pt;width: 278;height: 326;" id="image3" src="dESourceIP_278x326.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Define IP addresses using one of the following methods:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>To define IP addresses one at a time, type each IP address in the boxes and click <b>Add</b>. The addresses are displayed in the <b>Allowed IP Addresses</b> list.</li>
|
||||
<li>To define a range of IP addresses, select the <b>Enter IP Range</b> checkbox. Then enter the first address of the range in the IP address boxes, and enter the last address of the range in the <b>End of IP Range</b> boxes. Click the radio button below the appropriate <b>End of IP Range</b> box to specify if the last number in the range is in that address segment. Click <b>Add</b> to add the range to the <b>Allowed IP Addresses</b> list.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To remove IP addresses from the <b>Allowed IP Addresses</b> list, select the address and click <b>Remove</b>. Use <b>CTRL+</b>select or <b>SHIFT+</b>select to select multiple entries.</p>
|
||||
<ol start="10">
|
||||
<li value="10">Set connection parameters for the target by following these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>Connection Data</b> tab on the <b>Add ESource Target </b>dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dESourceAuth.gif" style="margin-bottom: 0.000pt;width: 278;height: 326;" id="image4" src="dESourceAuth_278x326.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Type a name in the <b>Name</b> box, type a value in the <b>Value</b> box for the first parameter, and click <b>Add</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Name requirement is specific to the vendor, and the Value requirement is set up in your organization’s account with the vendor. See step 1.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">Repeat step b to add as many parameters as the e-source provider requires for connection authentication.</li>
|
||||
</ol>
|
||||
<ol start="11">
|
||||
<li value="11">Click <b>OK</b> on the <b>Add ESource Target</b> dialog box. The new target is represented by a book icon in the <b>ESource Categorization</b> dialog box.</li>
|
||||
<li value="12">Click <b>OK</b> on the<b> ESource Categorization</b> dialog box.</li>
|
||||
</ol>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<ul>
|
||||
<li><b>Connection setup examples</b> - <a href="Example_ESourceTargetPostTransfer.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Example - E-Source Target Post Transfer Type</span></a> and <a href="Example_ESourceTargetGetTransfer .htm">Example - E-Source Target Get Transfer Type</a></li>
|
||||
<li><b>Modify an e-source target</b> - Select the target in the ESource Categorization dialog box, and click Modify. The Modify ESource Target dialog box offers the same functions as the Add ESource Target dialog box.</li>
|
||||
<li><b>E-Source reports</b> - You can print a report of the e-source targets you have set up, including any access restrictions and connection requirements. You can also choose to log e-source transactions for custom reports. See <a href="E-Source_Reports.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">E-Source Reports</span></a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<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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+81
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<h1><a name="XREF_31243_Setting_Up_E"></a>Setting Up E-Source Targets</h1>
|
||||
<p><a name="kanchor2659"></a><a name="IX_connection_requirements"></a>To set up an e-source target for Polaris PowerPAC, you specify how the connection to the database is made, and set any authentication criteria and access restrictions. The terms of your library’s contract with the e-source provider may require authentication from your system when a patron attempts to connect to the e-source. Authentication identifies your library as a subscriber to the e-source provider. When a patron selects an e-source, and the access criteria are met, authentication data for the library is automatically passed to the e-source target for validation, bypassing the provider’s logon page. You can allow access from in-house workstations, remote workstations, or both, and set separate logon requirements for each location. You can further define access by preventing patrons with certain patron codes from accessing an e-source target, and by setting specific IP addresses for access.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_up_an_e-source_target.htm#XREF_29797_Set_up_an_e_source">Set up an e-source target</a>
|
||||
</li>
|
||||
<li><a href="Example_ESourceTargetPostTransfer.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Example - E-Source Target Post Transfer Type</span></a>
|
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</li>
|
||||
<li><a href="Example_ESourceTargetGetTransfer .htm">Example - E-Source Target Get Transfer Type</a>
|
||||
</li>
|
||||
<li><a href="Provide_links_to_e-sources_on_external_sites.htm#XREF_69190_Provide_links_to_e">Provide links to e-sources on external sites</a>
|
||||
</li>
|
||||
<li><a href="Organizing_E-Source_Targets.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Organizing E-Source Targets</span></a>
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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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Reference in New Issue
Block a user