Staff Client Help v7.3 - v8.0
This commit is contained in:
+81
@@ -0,0 +1,81 @@
|
||||
<!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">
|
||||
<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" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>Auto-Search Suggestions - PowerPAC</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/PDOSearching/Auto-Search_Suggestions_-_PowerPAC.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><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>
|
||||
</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>
|
||||
+367
@@ -0,0 +1,367 @@
|
||||
<!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">
|
||||
<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>Customizing Search by Labels</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/PDOSearching/Customizing_Search-by_Labels.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>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>
|
||||
<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>
|
||||
+119
@@ -0,0 +1,119 @@
|
||||
<!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">
|
||||
<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" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>PAC Search Agent (Saved Searches)</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/PDOSearching/PAC_Search_Agent_Saved_Searches.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><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[
|
||||
]]></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>
|
||||
+137
@@ -0,0 +1,137 @@
|
||||
<!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">
|
||||
<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" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>Related Words in PowerPAC Searches</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/PDOSearching/RelatedWords.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>Related Words in PowerPAC Searches</h1>
|
||||
<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">
|
||||
<li value="5">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
</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>
|
||||
+261
@@ -0,0 +1,261 @@
|
||||
<!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">
|
||||
<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" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>Searching Record Sets (Polaris PowerPAC)</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/PDOSearching/Searching_Record_Sets_Polaris_PowerPAC.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><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">
|
||||
<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>
|
||||
+93
@@ -0,0 +1,93 @@
|
||||
<!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" />
|
||||
<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>Setting Search Options for Polaris PowerPAC</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/PDOSearching/Searching_in_Polaris_PowerPAC.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><a name="XREF_90700_Searching_in_PAC"></a>Setting Search Options for Polaris PowerPAC</h1>
|
||||
<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>
|
||||
<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>
|
||||
</li>
|
||||
<li><a href="RelatedWords.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Related Words in PowerPAC Searches</span></a>
|
||||
</li>
|
||||
<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>
|
||||
</li>
|
||||
<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>
|
||||
</li>
|
||||
<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>
|
||||
</li>
|
||||
<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>
|
||||
</li>
|
||||
<li><a href="Customizing_Search-by_Labels.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Customizing Search by Labels</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+112
File diff suppressed because one or more lines are too long
+98
@@ -0,0 +1,98 @@
|
||||
<!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%]|[%=System.LinkedTitle%]" 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" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>Set up availability search filters for PAC</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/PDOSearching/Set_up_availability_search_filters_for_PAC.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><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>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+137
@@ -0,0 +1,137 @@
|
||||
<!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%]|[%=System.LinkedTitle%]" 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" />
|
||||
<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>
|
||||
<!-- 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/PDOSearching/Set_up_type_of_material_custom_search_filters_for_PAC.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><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>
|
||||
</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>
|
||||
+117
@@ -0,0 +1,117 @@
|
||||
<!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">
|
||||
<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" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>Setting Available Search Types</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/PDOSearching/Setting_Available_Search_Types.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><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>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+127
@@ -0,0 +1,127 @@
|
||||
<!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">
|
||||
<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" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>Setting Up Did You Mean Term Checking</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/PDOSearching/Setting_Up_Did_You_Mean_Term_Checking.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><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>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+91
@@ -0,0 +1,91 @@
|
||||
<!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">
|
||||
<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" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>Setting Up Search Filters (Limit By)</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/PDOSearching/Setting_Up_Search_Filters_Limit_By.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><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>
|
||||
<p style="text-align: center;">
|
||||
<img src="../../../Resources/Images/PACDidYouMeanLess.png" alt="" />
|
||||
</p>
|
||||
<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>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+82
@@ -0,0 +1,82 @@
|
||||
<!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%]|[%=System.LinkedTitle%]" 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="rh-authors" content="GIS Information Systems_ Inc." />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>Specify level of relevance applied to popularity sort</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/PDOSearching/Specify_level_of_relevance_applied_to_popularity_sort.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><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>
|
||||
</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>
|
||||
+81
@@ -0,0 +1,81 @@
|
||||
<!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">
|
||||
<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" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOSearching.fm" /><title>Specifying Default Search Settings</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/PDOSearching/Specifying_Default_Search_Settings.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><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>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user