Staff Client Help v7.3 - v8.0
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Access Polaris licenses available to your library</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIgetstart/Access_Polaris_licenses.htm">Open topic with navigation</a>
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<h1><a name="kanchor2606"></a>View Polaris Licenses Available to Your Library</h1>
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<p>To view the licenses available to the library:</p>
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<ol>
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<li value="1">Select <b style="font-weight: bold;">Help </b>><b style="font-weight: bold;"> About Polaris </b>from the Polaris shortcut bar. </li>
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</ol>
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<p class="indent2">The About Polaris window opens.</p>
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<ol data-mc-continue="true">
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<li value="2">Select the link next to <b>Application Server</b> in the About Polaris window.</li>
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</ol>
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<p class="indent2">The Polaris Properties window opens.</p>
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<ol data-mc-continue="true">
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<li value="3">In the Polaris Properties window click the <b style="font-weight: bold;">Licenses</b> tab.</li>
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</ol>
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<p class="indent2">The available and enabled licenses for the Polaris application are displayed in the window.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIgetstart.fm" /><title>Close all windows within the Polaris staff client</title>
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<h1>Close All Windows Within the Polaris Staff Client</h1>
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<p><a name="kanchor4419"></a><a name="IX_procedure_1"></a>To close all open windows in the staff client but keep the Polaris staff client open:</p>
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<ol>
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<li value="1">Select <b>Windows, Close All</b> from the Polaris shortcut bar.</li>
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</ol>
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<p class="indent2">A message informs you that any open windows will be closed and asks if you want to continue.</p>
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<ol data-mc-continue="true">
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<li value="2">Click <b>OK</b> to close all windows.</li>
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</ol>
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<p class="indent2">All open Polaris windows close if there are no unsaved records. If there are unsaved records, a message asks if you want to save them.</p>
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<ol data-mc-continue="true">
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<li value="3">If unsaved records are open, choose one of the following options:<ul type="disc"><li>To save the record and exit Polaris, click <b>Yes</b>.</li><li>To exit Polaris without saving the record, click <b>No</b>.</li><li>To return to the record’s workform and cancel the exit command, click <b>Cancel</b>.</li></ul></li>
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||||
</ol>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
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|
||||
<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIgetstart.fm" /><title>Encountering Permission Blocks</title>
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<h1>Encountering <a name="XREF_35979_Overiding"></a>and Overriding Permission Blocks</h1>
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||||
<p><a name="XREF_33355_Encountering"></a><a name="kanchor5443"></a><a name="IX_overriding"></a><a name="kanchor5444"></a><a name="IX_supervisor"></a><a name="kanchor5445"></a><a name="IX_described_3"></a>If you encounter a message that says you do not have permission to do a certain task in Polaris, you can either cancel the task or ask a supervisor or another staff member to override the permission block. The staff member must have the override profile set to <b>Yes</b> for the subsystem and permission to do the task for which you were blocked. If the record has a specific owner, the supervisor or staff member doing the override must be the record’s owner or have permission to modify organizational-level records. See also <a href="../../Administration/PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>.</p>
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||||
<p>To override a permission block:</p>
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||||
<ol>
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||||
<li value="1">Click <b>Override>></b> on the Polaris Permissions dialog box. The Polaris Permissions dialog box expands.</li>
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||||
<li value="2">Ask someone with override ability to type her Polaris user name and password in the <b>Name</b> and <b>Password</b> boxes. If the domain is different from the domain that appears, type it in the <b>Domain</b> box.</li>
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||||
<li value="3">Click <b>OK</b> to override the block. You can do the specific task.</li>
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</ol>
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||||
<h2>Override Profiles</h2>
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||||
<p>In the Staff Member workform, the following staff-level profiles determine a staff member’s ability to override permission blocks:</p>
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<p>Acquisitions/Serials profiles - </p>
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||||
<ul type="disc">
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||||
<li><b>Override acquisitions blocks</b><span class="FM_BulletHead">-</span> If set to<span class="FM_BulletHead"> </span><b>Yes</b><span class="FM_BulletHead">, </span>the staff member can override acquisitions permissions blocks</li>
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||||
<li><span class="FM_BulletHead">Override serials blocks</span> <span class="FM_BulletHead">- </span>If set to <b>Yes</b><span class="FM_BulletHead">, </span>the staff member can override serials permission blocks. </li>
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</ul>
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||||
<p>Cataloging profile - <b>Override cataloging blocks</b> - If set to <b>Yes</b>, the staff member can override cataloging permission blocks.</p>
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||||
<p>Patron Services profile - <b>Override patron services blocks -</b> If set to <b>Yes</b>, the staff member can override patron services permission blocks.</p>
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||||
<p>Staff client profile - <b>Find Tool: Override SQL search blocks</b> - If set to <b>Yes</b>, the staff member can override Find Tool SQL search blocks.</p>
|
||||
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||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<div>
|
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIgetstart/Exit_the_Polaris_staff_client.htm">Open topic with navigation</a>
|
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</p>
|
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|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_58459_Exit_the_Polaris"></a>Exit the Polaris Staff Client</h1>
|
||||
<p>This closes all Polaris windows and the Polaris Shortcut Bar.</p>
|
||||
<p><a name="kanchor191"></a><a name="IX_procedure_2"></a>To exit the staff client:</p>
|
||||
<p class="NoteShade"><b>Note: <br /></b>To log off the Polaris staff client, which closes all open windows but keeps the Shortcut Bar displayed, select <b>File</b> > <b>Log Off</b>, or press <b>CTRL+L</b>.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Press <b>ALT+F</b> to open the <b>File </b>menu, and press<b> X</b> to exit.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File</b> > <b>Exit</b> from the Polaris Shortcut Bar.</li>
|
||||
<p>A message informs you that all open windows will be closed and asks if you want to continue.</p>
|
||||
<li value="2">Click <b>OK</b> to exit Polaris.</li>
|
||||
<p>All open Polaris windows and the Polaris Shortcut Bar close if there are no unsaved records. If there are unsaved records, a message asks if you want to save them.</p>
|
||||
<li value="3">If unsaved records are open, choose one of the following options:<ul><li>To save the record and exit Polaris, click <b>Yes</b>.</li><li>To exit Polaris without saving the record, click <b>No</b>.</li><li>To return to the record’s workform and cancel the exit command, click <b>Cancel</b>.</li></ul></li>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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|
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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<h1><a name="XREF_10290_Getting_Started_in"></a>Getting Started in Polaris</h1>
|
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<p>See the following topics for information on the features, functionality, and navigation methods found throughout the Polaris staff client application.</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Polaris Display Settings.htm" title="Opening and Exiting Polaris" alt="Opening and Exiting Polaris"><a href="Polaris Display Settings.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris Display Settings</span></a></a>
|
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|
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<li><a href="Start_and_log_on_to_the_Polaris_staff_client.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Start and Log on to the Polaris Staff Client</span></a>
|
||||
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|
||||
<li><a href="Close_all_windows_within_the_Polaris_staff_client.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Close All Windows Within the Polaris Staff Client</span></a>
|
||||
</li>
|
||||
<li><a href="Exit_the_Polaris_staff_client.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Exit the Polaris Staff Client</span></a>
|
||||
</li>
|
||||
<li><a href="Using_the_Polaris_Shortcut_Bar.htm#XREF_95369_Using_the_Polaris">Using the Polaris Shortcut Bar</a>
|
||||
</li>
|
||||
<li><a href="Access_Polaris_licenses.htm" title="Access Polaris licenses available to your library" alt="Access Polaris licenses available to your library">Access Polaris licenses available to your library</a>
|
||||
</li>
|
||||
<li><a href="Using_Polaris_Menus.htm#XREF_93345_Using_Polaris_Menus">Using Polaris Menus</a>
|
||||
</li>
|
||||
<li><a href="Using_Polaris_Workforms.htm#XREF_71129_Using_Polaris">Using Polaris Workforms</a>
|
||||
</li>
|
||||
<li><a href="Viewing_Record_Props.htm#XREF_63508_Viewing_a_Record_s">Viewing a Record’s Properties</a>
|
||||
</li>
|
||||
<li><a href="Linking_to_Other_Records.htm#XREF_29530_Linking_to_Other">Linking to Other Records</a>
|
||||
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|
||||
<li><a href="Printing_Records.htm#XREF_51203_Printing_Records">Printing Records</a>
|
||||
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|
||||
<li><a href="Encountering_Permission_Blocks.htm#XREF_35979_Overiding">Encountering and Overriding Permission Blocks</a>
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<div>
|
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|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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|
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|
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|
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|
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|
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+73
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Getting Started in Polaris" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_29530_Linking_to_Other"></a>Linking to Other Records</h1>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>In the Find Tool results list, press the up or down arrow keys to locate the record, and press <b>SHIFT+F10</b> to open the context menu. Use the arrow keys to navigate through the context menu options, and press <b>ENTER</b> to select an option. For more keyboard shortcuts, see <a href="../Basic_Shortcut_Keys.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Basic Shortcut Keys</span></a>.</p>
|
||||
<p><a name="kanchor5881"></a><a name="IX_doing_tasks_from"></a><a name="kanchor5882"></a><a name="IX_using_2"></a><a name="kanchor5883"></a><a name="IX_linking_from_one_to"></a><a name="kanchor5884"></a><a name="IX_from_one_record_to"></a>Certain Polaris records are linked to other records so that you can easily navigate from one record to another. For example, item records are linked to bibliographic records. To display linked records from an open workform, press <b>ALT+L</b> and type the first letter of the type of record, or select <b>Links, Existing</b> and select the type of record. </p>
|
||||
<p>You can also right-click a record listed in Find Tool search results to open the context menu, and then select <b>Links</b> and the type of record. For more information about using the Find Tool, see <a href="../PIfindrec/Finding_Polaris_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Finding Polaris Records</span></a>.</p>
|
||||
<p class="NoteShade"><a name="kanchor5885"></a><a name="IX_expanding_and_sorting"></a><b><b>Tip:<br /></b></b>You can expand the Find Tool results list and list boxes by dragging the bottom right corner of the window, and you can sort the columns by clicking on the column headings.</p>
|
||||
<p>If only one record is linked to the record in the workform or in the Find Tool results list, it opens in the appropriate workform. If there are multiple linked records, they are listed in a linked list box.</p>
|
||||
<p>In a linked list box, you can click a column heading to sort the list; drag a column border to expand the column; or select a record or records and perform a function. Depending on the type of record, you can select multiple or all records in a linked list box, right-click, and select an action to perform on all the selected records. For example, you can display all the linked item records for a bibliographic record in the Linked Item Records dialog box, and add them all to a record set in one step. For more information about record sets, see <a href="../PIrecsets/Creating_and_Using_Record_Sets.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Creating and Using Record Sets</span></a>.</p>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</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>");
|
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|
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|
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+82
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<h1><a name="XREF_69782_Opening_and"></a>Polaris Display Settings</h1>
|
||||
<p><a name="kanchor361"></a><a name="IX_monitor_screen"></a><a name="kanchor362"></a><a name="IX_monitor_screen_and"></a><a name="kanchor363"></a><a name="IX_recommendations"></a><a name="kanchor364"></a><a name="IX_resolution_and_text"></a><a name="kanchor365"></a><a name="IX_increased_display"></a>The Polaris staff client is displayed according to the computer's screen resolution and magnification settings. For workstations running Windows 7, Windows 8, or Windows 10, you can modify your computer<span style="font-size: 9.0pt;">’</span>s magnification setting from the default Small (100%) to Medium (125%) or Large (150%), and the Polaris UI will reflect these changes. (This is not supported in Terminal Services.) In addition, customers who have large monitors can change the screen resolution to 1024 x 768 or above. </p>
|
||||
<p>However, when the resolution is set at 1024 x 768 or below, and you change the magnification from the default Small (100%) to Medium (125%) or Large (150%), some workforms might be partially obscured. If you set the resolution above 1024 x 768, you can increase the magnification above the default (100%) to enlarge the workforms while still fitting them into the screen.</p>
|
||||
<p>You can change the default orientation of landscape in the printer dialog, but not in Polaris. This means that you must change the orientation for each record you want to print, since Polaris does not offer bulk printing for records.</p>
|
||||
<p><a name="kanchor366"></a><a name="IX_as_rotating_staff"></a>When you log on to Polaris, the settings in effect are determined by the branch your user name is associated with. In addition, the permissions associated with your logon ID and the workstation determine what Polaris tasks you can do. If you work at multiple branches, you select a branch name at log-on to be sure the settings are appropriate for the branch where you are working.</p>
|
||||
<p>For libraries that use a training server, the Polaris administrator can set an alert message to staff members that they are logging into the training server. Or, the Polaris Administrator can set different workform colors to distinguish the training server from the production server.</p>
|
||||
<p>If automatic logon is enabled for the workstation, the logon dialog box is skipped, and you are automatically logged on to the Polaris application using Windows Active Directory.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="../../Administration/PDattribut/Automatic_Staff_Client_Log-On.htm" title="Automatic Staff Client Log-On" alt="Automatic Staff Client Log-On">Automatic Staff Client Log-On</a>
|
||||
</li>
|
||||
<li><a href="Start_and_log_on_to_the_Polaris_staff_client.htm#XREF_54491_Start_and_log_on">Start and Log on to the Polaris Staff Client</a>
|
||||
</li>
|
||||
<li><a href="Exit_the_Polaris_staff_client.htm#XREF_58459_Exit_the_Polaris">Exit the Polaris Staff Client</a>
|
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</li>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIgetstart.fm" /><title>Print a record from a workform</title>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor4784"></a><a name="IX_records"></a><a name="XREF_92701_Printing_records"></a>Print a Record from a Workform</h1>
|
||||
<p>To print a record from a workform:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information on using the Polaris Find Tool, see <a href="../PIfindrec/Finding_Polaris_Records.htm#XREF_30000_Finding_Polaris">Finding Polaris Records</a>.</p>
|
||||
<p class="NoteShade"><b>Tips:</b>
|
||||
<br />Select the printer portion of the print icon in the toolbar to print the current view. Select the arrow portion of the print icon to display the other print options.<br /><br />Press <b>CTRL+P</b> to print the current view of the workform.<br />Press <b>CTRL+SHIFT+P</b> to print the list view <br />Or,<br />Press <b>ALT+F</b> to display the <b>File</b> menu, press <b>P</b> to display the print options, and press one of the following keys (the underlined letters in the print options correspond to the shortcut key):<br /><b>C</b> - Prints current view<br /><b>L</b> - Prints the list view <br /><b>V</b> - Prints all views of the workform</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="1">On the workform you want to print, select <b>File</b> > <b>Print</b> from the workform menu bar, and select an option in the list:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Additional options may be available depending on the type of record. For example, <b>Route Slip</b> is a print option available from the Serial Issue workform if the issue is on a routing list. </p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li><b>Current View</b> - Prints the current view of the workform.</li>
|
||||
<li><b>All Views</b> - Prints all views of the workform. These are listed on the workform <b>View</b> menu, and represented by icons on the left side of the workform.</li>
|
||||
<li><b>List View</b> - If the workform has a list, the entire list will be printed. Sort the list by selecting a column heading, and the list will be printed in the sort order you selected.</li>
|
||||
<li><b>Brief</b> or <b>Full</b> - Some workforms, such as the Bibliographic Record and Community Record workforms, have options to print formatted reports.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="indent2">The Windows Print dialog box opens when workform views are selected. Adobe Reader displays a pdf when Brief or Full is selected. For information on formatting the printout see <a href="Printing_Records.htm">Printing Records</a>.</p>
|
||||
<p class="NoteShade"><b>Note</b>:<br />Polaris does not offer bulk printing for records.</p>
|
||||
<ol start="3" data-mc-continue="true">
|
||||
<li value="2">Select the printer if it is not already selected.</li>
|
||||
<li value="3"> Click <b>Print</b> to print the record at the selected printer.</li>
|
||||
</ol>
|
||||
<p> </p>
|
||||
</div>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
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<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIgetstart.fm" /><title>Print search results from the Find Tool</title>
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|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
<h1><a name="XREF_64370_Print_selected"></a>Print Search Results from the Find Tool</h1>
|
||||
<p><a name="kanchor3603"></a><a name="IX_searches_and_results"></a>To print search results from the Find Tool:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>For information on searching for records in Polaris, see <a href="../PIfindrec/Finding_Polaris_Records.htm#XREF_30000_Finding_Polaris">Finding Polaris Records</a>. </p>
|
||||
<ol>
|
||||
<li value="1">Select the type of record, and enter your search criteria. The records are displayed in the Find Tool results list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor3604"></a><a name="IX_printing_list_of_all"></a><b>Important:<br /></b>If you want to print a list of all the search results, press <b>CTRL+SHIFT+A</b> to retrieve all records that meet your search criteria before printing the list view. You may also need to increase the number of records that can be retrieved by changing the Retrieval Limit on the Settings tab. See <a href="../PIfindrec/Doing_a_Browse_Search.htm#XREF_88789_Using_Find_Tool"><a href="../PIfindrec/Set_Find_Tool_results_limits.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Find Tool Results Limits</span></a></a>.</p>
|
||||
<p class="indent2">
|
||||
<img alt="FTprint.gif" style="margin-bottom: 0.000pt;width: 442;height: 357;" id="image31" src="../../../Resources/Images/FTprint_442x357.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>File</b> > <b>Print</b>, and select a print option:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tips:<br /></b>Press <b>CTRL+P</b> to print the current view.<br />Press <b>CTRL+SHIFT+P</b> to print the list view.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><b>Current View</b> - Prints the search criteria on the current tab of the Find Tool and a list of the items displayed in the window. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>All Views</b> - Prints the search criteria on all<span style="font-style: italic;"> </span>tabs of the Find Tool and a list of the items displayed in the window.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>List View</b> - Prints a list of all the results currently retrieved. You can adjust the column widths, or sort the list before printing. If you want to print all the results, press <b>CTRL+SHIFT+A </b>to load all the search results. Also, the <b>Retrieval Limit </b>may need to be increased on the Settings tab.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="3">
|
||||
<li value="3"><a name="kanchor3605"></a><a name="IX_Find_Tool_results"></a><a name="kanchor3606"></a><a name="IX_creating_from_Find_Tool"></a>Set the print parameters on the print window, and click <b>Print</b>. The Find Tool results are printed or saved in the format you selected.</li>
|
||||
</ol>
|
||||
<h2>Printing from List Boxes and Record Sets</h2>
|
||||
<p>Select <strong>File </strong>><strong> Print</strong> or select specific records in the list box or record set, right-click and select an option from the context menu.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
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|
||||
</div>
|
||||
</div>
|
||||
</body>
|
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</html>
|
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+88
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|
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Getting Started in Polaris|Printing Records" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIgetstart.fm" /><title>Print selected entries in a workform list view</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIgetstart/Print_selected_entries_in_a_workform_list_view.htm">Open topic with navigation</a>
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<div class="nocontent">
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_57219_Print_records_from"></a>Print Selected Entries in a Workform List View</h1>
|
||||
<p><a name="kanchor2335"></a><a name="IX_printing_items_from"></a><a name="kanchor2336"></a><a name="IX_workform_list_views"></a>Workforms with list views offer separate printing options for items in the list views. </p>
|
||||
<p>To print one or more records from the list view of a workform:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To print the entire list view, press <b>CTRL+SHIFT+P</b>.</p>
|
||||
<ol>
|
||||
<li value="1">Use the Find Tool to locate and open the workform that contains the record you want to print. </li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information on using the Polaris Find Tool, see <a href="../PIfindrec/Finding_Polaris_Records.htm#XREF_30000_Finding_Polaris">Finding Polaris Records</a>.</p>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Display the list view of the workform if it is not already displayed by selecting <b>View</b> > <b>List</b> <b>View</b>.</li>
|
||||
<li value="3">Select the item or items to print.</li>
|
||||
<li value="4">Right-click and click <b>Print</b>, and select a print option.</li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To print the list view itself, select an item in the list and click the printer portion of the print icon <img alt="iPrintIcon00002.gif" src="iPrintIcon00002_16x16.gif" class="imginline" style="width: 16;height: 16;" /> above the list view. If formatted print options are available for the selected item or items, select the arrow portion of the print icon <img alt="iPrintArrowIcon00003.gif" src="iPrintArrowIcon00003_16x16.gif" class="imginline" style="width: 16;height: 16;" /> to display the options.<b><br /></b></p>
|
||||
</blockquote>
|
||||
<p class="indent4">The Windows Print dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <b>Print</b>. The record is printed at the selected printer.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</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>");
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/*]]>*/</script>
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</p>
|
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</div>
|
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</div>
|
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</body>
|
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</html>
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Getting Started in Polaris" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIgetstart/Printing_Records.htm">Open topic with navigation</a>
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</p>
|
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<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_51203_Printing_Records"></a>Printing Records</h1>
|
||||
<p><a name="kanchor5514"></a><a name="IX_printing_workform"></a><a name="kanchor5515"></a><a name="IX_printing_and_orientation"></a>You can print records in Polaris from the workform, from the Find Tool results list, or from a list box. The available printing options depend on the type of record. When you select a workform view or all views to print, the Print dialog box appears, and you click Print to print the view(s). The view printout contains all the fields in the view, whether the fields contain data or not. </p>
|
||||
<p>Because workform view printouts are exact replicas of the view displayed on the screen, they are affected by the workstation’s resolution and magnification settings. By default, the view printout is automatically printed in landscape. See <a href="Polaris Display Settings.htm">Polaris Display Settings</a> for more information on workstation display settings and Polaris. Some workforms have additional Brief or Full print options. When either of these options are selected, a formatted “report” appears in pdf format in Adobe Reader. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Print_a_record_from_a_workform.htm#XREF_92701_Printing_records">Print a record from a workform</a>
|
||||
</li>
|
||||
<li><a href="Print_selected_entries_in_a_workform_list_view.htm#XREF_57219_Print_records_from">Print selected entries in a workform list view</a>
|
||||
</li>
|
||||
<li><a href="Print_search_results_from_the_Find_Tool.htm#XREF_64370_Print_selected">Print search results from the Find Tool</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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|
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|
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|
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|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Getting Started in Polaris" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIgetstart.fm" /><title>Start and log on to the Polaris staff client</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIgetstart/Start_and_log_on_to_the_Polaris_staff_client.htm">Open topic with navigation</a>
|
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</p>
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<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_54491_Start_and_log_on"></a>Start and Log on to the Polaris Staff Client</h1>
|
||||
<p><a name="kanchor2706"></a><a name="IX_logging_on_to_staff"></a><a name="kanchor2707"></a><a name="IX_procedure"></a> To log on:</p>
|
||||
<ol>
|
||||
<li value="1">Turn on the Polaris staff client computer.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Windows desktop appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click the Polaris shortcut icon on the desktop <img src="Polarislogo_25x18.gif" style="width: 25;height: 18;" class="imginline" alt="" />.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Polaris Shortcut Bar and the Polaris Log On dialog box appear.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">If your staff client is configured to log on to Polaris using Windows credentials, select <b>Use Windows Authentication</b>; <b>Name, Password,</b> and <b>Domain </b>fields will be unavailable.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">If your user name is not automatically entered in the <b>Name</b> box, type your user name in the box.</li>
|
||||
<li value="5">Type your password in the <b>Password</b> box.</li>
|
||||
<li value="6">If the domain name is not automatically entered in the <b>Domain</b> box, type the library’s domain name in the box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Your system may be set up so that you do not need to specify a network domain.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">If you are logging on to Polaris offline, such as from a bookmobile, select the <b>Work off-line</b> checkbox.</li>
|
||||
<li value="8">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your library provides the ability to log on as a rotating staff member, the Polaris Log On Branch dialog box appears. Select the branch at which you are working. (The options are determined by Polaris Administration settings. See <a href="../../Administration/PDpermiss/Permission_Strategies.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Permission Strategies</span></a>.)</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">If the Polaris log on branch dialog box appears, select the branch.</li>
|
||||
</ol>
|
||||
<p class="indent2">The menu and toolbar options are available on the Polaris Shortcut Bar. Your user name is displayed in the title bar to indicate that you have logged on.</p>
|
||||
<h4><b>Related Information</b>
|
||||
</h4>
|
||||
<p>
|
||||
<p class="FM_Task">After you log on, you can use the Shortcut Bar to do the following tasks:</p>
|
||||
</p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Start a subsystem task</span> (see<span class="FM_LinkArea"> </span><a href="Using_the_Polaris_Shortcut_Bar.htm#XREF_95369_Using_the_Polaris">Using the Polaris Shortcut Bar</a>)</li>
|
||||
<li><span class="Input"><span class="FM_BulletHead">Create a record </span></span>(see<span class="FM_LinkArea"> </span><a href="../PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a>)</li>
|
||||
<li><span class="FM_BulletHead">Find a record </span>(see <a href="../PIfindrec/Finding_Polaris_Records.htm#XREF_30000_Finding_Polaris">Finding Polaris Records</a>)</li>
|
||||
<li><span class="FM_BulletHead">Get help with Polaris</span> (see <a href="../PIpoldoc/Using_Online_Help.htm#XREF_92740_Using_Online_Help">Using Online Help</a>)</li>
|
||||
</ul>
|
||||
<p><span class="FM_BulletHead">Alerts for users logging on to training server</span> - Your system administrator can use the system-level Staff Client profile <b>Client visual alert configuration </b>to set an alert message and/or custom title bar colors, so that users can quickly identify whether they are logging on to a training or production server.</p>
|
||||
<p><span class="FM_BulletHead">Overriding permission blocks</span> - Occasionally you may need to ask a supervisor (or anyone with the appropriate override profiles set to Yes) to override a Polaris block and allow the operation to continue.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
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|
||||
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|
||||
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|
||||
</div>
|
||||
</body>
|
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</html>
|
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+87
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" class="topic" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Getting Started in Polaris" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIgetstart.fm" /><title>Using Polaris Menus</title>
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<div class="nocontent">
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_93345_Using_Polaris_Menus"></a>Using Polaris Menus</h1>
|
||||
<p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Course Reserves, Feature It (Promotions), Community Profiles, EContent Integration, and certain other products each require a separate license. If these products are not licensed, the records associated with the products do not appear in menus, Find Tool Objects lists, or New Record lists. If these products are licensed, the associated records are listed as selections in menus and lists. See <a href="Access_Polaris_licenses.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">View Polaris Licenses Available to Your Library</span></a>.<br /></p>
|
||||
<p><a name="kanchor3679"></a><a name="IX_display_in_menus_and"></a>
|
||||
</p>
|
||||
<p><a name="kanchor3680"></a><a name="IX_menus"></a><a name="kanchor3681"></a><a name="IX_Polaris_Shortcut_Bar"></a>The Polaris Shortcut Bar contains the following menus:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When you select a record type from a subsystem menu, the Polaris Find Tool appears. See <a href="../PIfindrec/Finding_Polaris_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Finding Polaris Records</span></a>.</p>
|
||||
</p>
|
||||
<ul>
|
||||
<li><b>File </b>- Select options from the File menu to create a record, log off or exit.</li>
|
||||
<li><b>Acquisitions</b> - Select options from the Acquisitions menu to do Acquisitions tasks. See <a href="../../Acquisitions/Acquisitions Topics.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris Acquisitions Overview</span></a>.</li>
|
||||
<li><b>Serials</b> - Select options from the Serials menu to do serials tasks. See <a href="../../Serials/Serials_Topics.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris Serials Overview</span></a>.</li>
|
||||
<li><b>Cataloging</b> - Select options from the Cataloging menu to do cataloging tasks. See <a href="../../Cataloging/PKabout/Cataloging_Topics.htm">Polaris Cataloging Topics</a>. </li>
|
||||
<li><b>Patron Services</b> - Select options from the Patron Services menu do patron services tasks. See <a href="../../Patron_Services/PPabout/Patron Services topics.htm#XREF_16603_Patron_Services" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris Patron Services Overview</span></a>.</li>
|
||||
<li><b>Circulation</b> - Select options from the Circulation menu to do circulation tasks. See <a href="../../Patron_Services/PPabout/Patron Services topics.htm#XREF_16603_Patron_Services" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris Patron Services Overview</span></a>.</li>
|
||||
<li><b>Administration</b> - Select options from the Administration menu to do administration tasks. See <a href="../../Administration/PDabout/Administration_Topics.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris Administration Overview</span></a>.</li>
|
||||
<li><a name="kanchor3682"></a><a name="IX_described_1"></a><b>Utilities</b> - Select options from the Utilities menu to do certain tasks:<ul><li><b>Reports and Notices</b> - See <a href="../PIreports/Using_Polaris_Standard_Reports.htm#XREF_32945_Getting_Started">Using Polaris Standard Reports</a> for general information on running reports.</li><li><b>Importing</b> - This menu option opens a submenu:<ul><li>Express Import - See <a href="../../Cataloging/PKimport/Use_Express_Import_to_import_records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Use Express Import to Import Records</span></a>.</li><li>Full Import - See <a href="../../Cataloging/PKimport/Use_Full_Import_to_import_records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Use Full Import to Import Records
|
||||
</span></a>.</li><li>Import Jobs Queue - See <a href="../../Cataloging/PKimport/Using_the_Import_Jobs_Queue.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Using the Import Jobs Queue</span></a>.</li><li>Profile Manager - See <a href="../../Cataloging/PKimport/Setting_Up_Import_Profiles.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Import Profiles</span></a>.</li><li>Events Profile Manager - See <a href="../../Community Profiles/CommEventImport/Importing_Events_for_Community_Profiles.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Importing Events for Community Profiles</span></a>.</li></ul></li><li><b>Exporting</b> - Select this option to open the Polaris Export Utility.</li><li><b>Cataloging Processing</b> - This menu option has a sub-menu with the following options:<ul><li>Purge Cataloging Records - See <a href="../../Cataloging/PKmanaging/Purge_cataloging_records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Purge cataloging records</span></a>.</li><li>Bibliographic Bulk Change Queue - See <a href="../../Cataloging/PKrecordset/Using_Cataloging_Record_Sets.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Using Cataloging Record Sets</span></a>.</li><li>Authority Create Links Queue - See <a href="../../Cataloging/PKchecking/Check_the_logs_of_the_new_or_updated_authority_links.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">View and Print Logs for New or Updated Authority Links</span></a>.</li><li>Authority Update Links Queue - See <a href="../../Cataloging/PKchecking/Check_the_logs_of_the_new_or_updated_authority_links.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">View and Print Logs for New or Updated Authority Links</span></a>.</li><li>Create Unlinked Bibliographic Record - See <a href="../../Cataloging/PKrecordset/Using_Cataloging_Record_Sets.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Using Cataloging Record Sets</span></a>.</li><li>Create Unlinked Authority Record Set - See <a href="../../Cataloging/PKrecordset/Using_Cataloging_Record_Sets.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Using Cataloging Record Sets</span></a>.</li></ul></li><li><b>Quick-Circ Item Records</b> - Select this option to go to a list of quick circ items. See <a href="../../Patron_Services/PPquickcirc/Circulating_Ephemeral_Items.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Circulating Ephemeral Items</span></a>. </li><li><b>Acquisitions Processing</b> - This menu option has a sub-menu with the following options:<ul><li>Link to supplier databases - See <a href="../../Acquisitions_Admin/PDKacquire/Add_links_to_supplier_databases.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Add Links to Supplier Databases</span></a>.</li><li>Purge purchase orders and invoices - See <a href="../../Acquisitions_Admin/PDKacquire/Purge_invoices_and_purchase_orders.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Purge Purchase Orders and Invoices</span></a>.</li><li>Run fiscal year utility - See <a href="../../Acquisitions_Admin/PDKacquire/Use_the_Fiscal_Year_Rollover_Utility.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Use the Fiscal Year Utility</span></a>.</li><li>Update currency exchange rate - See <a href="../../Acquisitions_Admin/PDKacquire/Administering_Foreign_Currencies.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Administering Foreign Currencies</span></a></li></ul></li><li><b>Label Manager</b> - See <a href="../../Cataloging/PDKlabels/Setting_Up_Labels.htm">Setting Up Labels</a>.</li><li><b>Mailing Label Manager</b> - See <a href="../../Patron_Services/PPregstr/Creating_Patron_Mailing_Labels.htm#XREF_76445_Creating_Patron">Creating Patron Mailing Labels</a>.</li><li><b>Credit Card Payment Manager</b> - See <a href="../../Patron_Services/PPuseacct/Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>.</li><li><b>URL Detective</b> - Opens the URL Detective. </li><li><b>Web Browser</b> - Opens a web browser if your library has specified one.</li><li><b>Carousel Toolkit</b> - Opens the Carousel Toolkit dialog box. See <a href="../../Cataloging/PKCaroTool/Generate_and_copy_the_co.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Generate and copy the code for a record set or dashboard element</span></a>.</li></ul></li>
|
||||
<li><b>Help</b> - From the Help menu, you can access online Help as well as information about the Polaris version and the Polaris licenses your library has. See <a href="../PIpoldoc/Using_Online_Help.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Using Online Help</span></a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</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>");
|
||||
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|
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|
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|
||||
</div>
|
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</body>
|
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</html>
|
||||
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Getting Started in Polaris" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIgetstart.fm" /><title>Using Polaris Workforms</title>
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<h1><a name="XREF_71129_Using_Polaris"></a>Using Polaris Workforms</h1>
|
||||
<p><a name="kanchor625"></a><a name="IX_described_2"></a><a name="kanchor626"></a><a name="IX_overview"></a>In Polaris, the windows where you create, view, and edit records are called workforms. Each workform has its own menu bar and toolbar for performing the tasks related to the record or records displayed in the workform. Some workforms display a single record, such as the Bibliographic Record workform, and you can edit only the data related to that record. Other workforms, such as the Bibliographic Record Set workform, list more than one record and you can perform actions on multiple records from the same workform.</p>
|
||||
<p>Workforms have color-coded banners along the left side that correspond to the subsystem. For example, the Bibliographic Record workform has a dark blue banner.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a href="#XREF_97439_Working_with">Working with Multiple Workforms</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="#XREF_51257_Workform_Features">Workform Features</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="#XREF_82469_Workform_Actions">Workform Actions</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="#XREF_63933_Using_Date_Pickers">Using Date Pickers</a>
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Working_with_Multiple"></a><a name="XREF_97439_Working_with"></a>Working with Multiple Workforms</h2>
|
||||
<p><a name="kanchor627"></a><a name="IX_options"></a><a name="kanchor628"></a><a name="IX_minimizing_maximizing"></a><a name="kanchor629"></a><a name="IX_managing_multiple"></a>You can have multiple workforms open simultaneously, and switch from one workform to another by clicking the workform or by pressing <b>ALT+TAB</b>. You can also use the following options on the <b>Window</b> menu: </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To use the key combinations to maximize, minimize, or close multiple workforms, the cursor must be in the Polaris Shortcut Bar. </p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Cascade</span> - <b>ALT+W+C</b> - Restores minimized Polaris windows to the desktop. Each consecutive window is positioned below and to the right of the previous window.</li>
|
||||
<li><span class="FM_BulletHead">Minimize All</span> - <b>ALT+W+M</b> - Minimizes all Polaris desktop windows, and places each with an icon on the Windows taskbar.</li>
|
||||
<li><span class="FM_BulletHead">Close All</span> - <b>ALT+W+A</b> - Closes all open Polaris windows. However, the Shortcut Bar remains displayed and available for use.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<h2><a name="TOC_Workform_Features"></a><a name="XREF_51257_Workform_Features"></a>Workform Features</h2>
|
||||
<p><a name="kanchor630"></a><a name="IX_common_features"></a>All Polaris workforms have a menu bar and a tool bar with options to perform tasks on the displayed record, link to other records, create records, see record properties, and get online help. Many workforms have more than one view, and you change the workform view by selecting an option from the <b>View</b> menu, by clicking an icon on the left banner of the workform, or by pressing <b>CTRL+TAB</b> on the keyboard. The status bar at the bottom of a workform displays information such as <b>The</b> <b>record was saved successfully</b>.</p>
|
||||
<p>Workforms contain fields in the form of drop-down list boxes, text boxes, checkboxes, date pickers, or other types of controls. For more information on entering dates in Polaris workforms, see <a href="#XREF_63933_Using_Date_Pickers" class="FMxrefs">Using Date Pickers</a>.</p>
|
||||
<p>You can move from one field to another in a workform using the mouse or the <b>TAB </b>key. If you use the <b>TAB</b> key to go to a list box, press the <b>ALT </b>key and the down arrow key to open the list box.</p>
|
||||
<p><a name="kanchor631"></a><a name="IX_resizing"></a><a name="kanchor632"></a><a name="IX_workforms_list_boxes"></a>You can enter or edit data in boxes with a white background; boxes with gray backgrounds are read-only for system-generated information or information that you cannot edit. Bold labels indicate required fields, and the record cannot be saved without information in these fields. If the bottom right corner of the workform has a dotted arrow <img alt="resize.gif" style="margin-bottom: -4.500pt;width: 30;height: 26;" id="image5" src="resize_30x26.gif" />, you can resize the workform by dragging the corner. </p>
|
||||
<p><a name="kanchor633"></a><a name="IX_launched_from_a_workform"></a><a name="kanchor634"></a><a name="IX_within_a_workform"></a>If a workform has a <b>Find</b> button, the Find Tool opens with the appropriate type of record selected. For example, the <b>Title</b> field on the Item Record workform has a <b>Find </b>button that opens the Find Tool with <b>Bibliographic Records</b> selected in the <b>Object</b> box. For more information about the Polaris Find Tool, see <a href="../PIfindrec/Finding_Polaris_Records.htm#XREF_30000_Finding_Polaris">Finding Polaris Records</a>.</p>
|
||||
<h2><a name="TOC_Workform_Actions"></a><a name="XREF_82469_Workform_Actions"></a>Workform Actions</h2>
|
||||
<p>You can do the following actions on Polaris workforms.</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor635"></a><a name="IX_saving"></a><span class="FM_BulletHead">Save the displayed record </span>- Select <b>File > Save</b>.</li>
|
||||
<li><span class="FM_BulletHead">View the record’s properties</span> - Select <b>File > Properties</b> to view the record’s property sheet. See <a href="Viewing_Record_Props.htm#XREF_63508_Viewing_a_Record_s">Viewing a Record’s Properties</a>.</li>
|
||||
<li><span class="FM_BulletHead">Delete the record</span> - Select <b>File > Delete</b>. See <a href="../PIcreatrec/Deleting_Records.htm#XREF_33226_Deleting_Records">Deleting Records</a>.</li>
|
||||
<li><span class="FM_BulletHead">Create a record</span> - Select <b>File > New</b>. See Creating Records in Polaris.</li>
|
||||
<li><span class="FM_BulletHead">Open another record</span> - Select <b>File > Open</b>. The Find Tool appears with the record type selected. See <a href="../PIfindrec/Finding_Polaris_Records.htm#XREF_30000_Finding_Polaris">Finding Polaris Records</a>.</li>
|
||||
<li><span class="FM_BulletHead">Print the workform</span> - Select <b>File > Print</b>. See <a href="Printing_Records.htm#XREF_51203_Printing_Records">Printing Records</a>.</li>
|
||||
<li><span class="FM_BulletHead">Link to other related records</span> - If the record is linked to other records, you can select the <b>Links </b>menu and select the type of record. If only one record of the selected type is linked to the record, the record opens in its workform. If multiple records of the selected type are linked to the record, the linked records are displayed in a list box. See <a href="Linking_to_Other_Records.htm#XREF_29530_Linking_to_Other">Linking to Other Records</a>.</li>
|
||||
<li><span class="FM_BulletHead">Get help with Polaris</span> - Select <b>Help</b>, press <b>F1</b>, or click <img alt="helpbtn.gif" style="width: 30;height: 18;" src="helpbtn_30x18.gif" class="imginline" />.</li>
|
||||
<li><span class="FM_BulletHead">View the record’s properties</span> - Select <b>File > Properties</b>. See <a href="Viewing_Record_Props.htm#XREF_63508_Viewing_a_Record_s">Viewing a Record’s Properties</a>.</li>
|
||||
<li><span class="FM_BulletHead">Minimize the workform</span> - Click <img alt="minimize.gif" style="width: 21.203pt;height: 12.189pt;margin-bottom: -4.500pt;" id="image13" src="minimize.gif" />. </li>
|
||||
<li><span class="FM_BulletHead">Maximize the workform</span> - Click <img alt="maximize.gif" style="width: 18.199pt;height: 12.800pt;margin-bottom: 0.000pt;" id="image14" src="maximize.gif" /></li>
|
||||
<li><span class="FM_BulletHead">Close a workform</span> - Select <b>File > Close</b>.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Using_Date_Pickers"></a><a name="XREF_63933_Using_Date_Pickers"></a>Using Date Pickers</h2>
|
||||
<p><a name="kanchor636"></a><a name="IX_selecting_from_the"></a><a name="kanchor637"></a><a name="IX_using_the_date_picker"></a><a name="kanchor638"></a><a name="IX_using_1"></a>To open the calendar, click the down arrow next to a date box. The default date selected in the calendar is today’s date, which is displayed in the bottom of the calendar. Select a different date in the same month, or move to the previous or next month by clicking the right or left arrows at the top of the calendar. </p>
|
||||
<p>To go to a date in a different month, click on the date at the top of the calendar to display months of the year, and select a different month. To go to the previous or next year, click the arrows at the top of the calendar.</p>
|
||||
<p>To select a different year, click the year at the top of the calendar. The calendar changes to display the years in the current decade. Select a different year. To go to the next or previous decade, use the left and right arrows at the top of the calendar.</p>
|
||||
<p>To select a different decade, click the decade at the top of the calendar. The calendar changes to display decades. Select a different decade.</p>
|
||||
<p><b>Date Picker Keyboard Shortcuts</b>
|
||||
</p>
|
||||
<p>You can use the following keys to select dates in the date picker calendar control.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The keyboard commands and resulting actions listed below are for the calendar control as it is first displayed with the days of the month. You can also use these keys to move around in the calendar displaying the months of the year, the years in a decade, or decades.<br /></p>
|
||||
<ul type="disc">
|
||||
<li>Left arrow - Select the previous day</li>
|
||||
<li>Right arrow - Select the next day</li>
|
||||
<li>Up arrow - Select the same day in the previous week</li>
|
||||
<li>Down arrow - Select the same day in the next week</li>
|
||||
<li>Page Up - Select the same day in the previous month</li>
|
||||
<li>Page Down - Select the same day in the next month</li>
|
||||
<li>Home - Select the first day of the current month</li>
|
||||
<li>End - Select the last day of the current month</li>
|
||||
<li>Ctrl + Page Up - Select the same day in the previous month</li>
|
||||
<li>Ctrl + Page Down - Select the same day in the next month</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</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>
|
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</html>
|
||||
+73
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|
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Getting Started in Polaris" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIgetstart.fm" /><title>Using the Polaris Shortcut Bar</title>
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIgetstart/Using_the_Polaris_Shortcut_Bar.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
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<div role="main" id="mc-main-content">
|
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<h1><a name="XREF_95369_Using_the_Polaris"></a>Using the Polaris Shortcut Bar</h1>
|
||||
<p><a name="kanchor4200"></a><a name="IX_subsystem_icons"></a><a name="kanchor4201"></a><a name="IX_using"></a><a name="kanchor4202"></a><a name="IX_see_Polaris_Shortcut_Bar"></a><a name="kanchor4203"></a><a name="IX_described"></a>When you first log on to the Polaris staff client (for instructions, see <a href="Start_and_log_on_to_the_Polaris_staff_client.htm#XREF_54491_Start_and_log_on">Start and log on to the Polaris staff client</a>), you see the Polaris shortcut bar, which is the starting point and navigational tool for library staff. The shortcut bar consists of a menu bar with menus organized by subsystem and a toolbar with round icons that provide alternate ways to access Polaris functions. </p>
|
||||
<p class="NoteShade"><b>Tips:<br /></b>Use the following shortcut keys to access menus:<br /><b>ALT+F - File <br />ALT+A - Acquisitions<br />ALT+S - Serials<br />ALT+C - Cataloging <br />ALT+P - Patron Services<br />ALT+R - Circulation<br />ALT+M - Administration<br />ALT+U - Utilities<br />ALT+H - Help<br /></b>If you use a shortcut key to access a menu, the keys for the functions are underlined. For example, if you select <b>ALT+A</b> for the Acquisitions menu, the F is underlined in <span style="font-weight: bold;text-decoration: underline;">F</span><span style="font-weight: bold;">unds</span>. Press <b>F </b>to open the Find Tool and search for fund records. For more shortcut keys, see <a href="../Basic_Shortcut_Keys.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Basic Shortcut Keys</span></a><b>.</b></p>
|
||||
<p>To access a subsystem menu, you can press shortcut keys or use the mouse and click a menu title. </p>
|
||||
<p>You can also click one of the color-coded round icons (for example, dark blue for Cataloging), and the record icons appear. Click the icon borders (handles) to expand, contract, and reorder the toolbar. </p>
|
||||
<p><a name="kanchor4204"></a><a name="IX_changing_the_toolbar"></a>Display or hide the subsystem buttons by clicking the round icon or by dragging the handle. Hover the cursor over an icon to see the name of the record. Create a two-level toolbar by dragging down the round icon or handle. When you close Polaris and log back on, the shortcut bar returns to its default display.</p>
|
||||
<p>See also: <a href="Using_Polaris_Menus.htm">Using Polaris Menus</a></p>
|
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</div>
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<div>
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<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
||||
<div class="nocontent">
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||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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||||
</div>
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||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_63508_Viewing_a_Record_s"></a>Viewing a Record’s Properties</h1>
|
||||
<p><a name="kanchor2562"></a><a name="IX_displaying_a_record_s"></a><a name="kanchor2563"></a><a name="IX_displaying"></a>You can see information such as the record’s creation and modification dates from the Properties dialog box, but you cannot edit the information. To see a record’s properties, use one of the following methods:</p>
|
||||
<ul>
|
||||
<li>From the Find Tool results list or a list of records, right-click a record and select <b>Properties</b> from the context menu.</li>
|
||||
</ul>
|
||||
<p class="indent4">
|
||||
<img alt="findtoolpropert.gif" style="margin-bottom: 0.000pt;width: 500;height: 415;" id="image20" src="FTrightclickPropert_500x415.png" /> </p>
|
||||
<ul>
|
||||
<li>From a workform, select <b>File</b> > <b>Properties</b>.The Properties sheet opens.</li>
|
||||
</ul>
|
||||
<p class="indent4">The General tab contains general information about the record.</p>
|
||||
<p class="indent4">
|
||||
<img alt="bibpropgen.gif" style="margin-bottom: 0.000pt;width: 300;height: 407;" id="image22" src="PropertiesDial_300x407.png" /> </p>
|
||||
<p class="indent4">The About tab contains information such as: the creator and modifier of the record; the dates the record was created and modified; the owner and record status; and statistics.</p>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
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||||
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|
||||
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|
||||
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|
||||
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|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user