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<h1><a name="kanchor2019"></a><a name="IX_enable_ILL_requests"></a><a name="kanchor2020"></a><a name="IX_enable_for_remote"></a><a name="XREF_67892_Configure_a_remote"></a>Configure remote database usage settings</h1>
<p><a name="kanchor2021"></a><a name="IX_setting_usage_conditions"></a>Usage settings for remote databases can be defined at the system, library, or branch level. To configure usage for each remote database:</p>
<ol>
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b>&#160;folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
<li value="2">Double-click the <b>Remote databases: Usage settings</b> profile. The <b>Remote Databases: Usage Settings</b> dialog box opens. </li>
</ol>
<p class="indent2">
<img src="../../../Resources/Images/RemoteDBsDX_310x308.png" style="width: 310;height: 308;" alt="" />
</p>
<p class="indent2">The database list is filtered based on the organization’s resource group membership. The number of entries is displayed at the top of the list. The <b>Follow On</b>&#160;column indicates whether the database has been configured to be a follow-on search database for the organization (see step 6).</p>
<p class="NoteShade"><b>Note:<br /></b>Each database can inherit configuration settings independently of the other databases. The icon to the left of the database name indicates the level at which the database was configured.</p>
<ol data-mc-continue="true">
<li value="3"><a name="kanchor2022"></a><a name="IX_enabling_in_PowerPAC_1"></a>To enable any remote databases to be suggested automatically if a search of the local database yields no results, select the <b>Enable follow-on search after zero hits in local database search</b>&#160;checkbox. To also show the total number of hits in the follow-on search databases, select the <b>Show total hits in follow-on search databases</b> checkbox.</li>
</ol>
<p class="indent2">Once follow-on searching is enabled, you can set specific databases for the follow-on search. See step 6.</p>
<ol data-mc-continue="true">
<li value="4">Select the database you want to configure, and click <b>Configure Database</b>. The <b>Configure &lt;Database Name&gt;</b> dialog box opens to the Parameters tabbed page.</li>
</ol>
<p class="indent2">
<img src="../../../Resources/Images/RemoteDBsParams.png" alt="" />
</p>
<p class="NoteShade"><b>Note:<br /></b>The Revert button returns all settings in this dialog box to those of the parent organization (System, Library, or System defaults).</p>
<ol data-mc-continue="true">
<li value="5"><a name="kanchor2023"></a><a name="IX_PAC_display_name"></a>(Optional) Specify a PowerPAC display name for this database, if you want a name other than that shown.</li>
<li value="6"><a name="kanchor2024"></a><a name="IX_designating_database_for"></a>To designate this database for follow-on searching, select <b>Enable for follow-on searching</b>.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>This option is available only if follow-on searching has been enabled for remote databases on the Remote Databases Usage Settings dialog box (see step 3). The database must also be added as a search target for this organization’s PAC. See <a href="Organizing_Target_Databases_for_PowerPAC_Display.htm#XREF_37761_Organizing_Target">Organizing Target Databases for PowerPAC Display</a>.</p>
<p class="indent2">Consider selecting databases that are universally available to all patrons, regardless of location (all branches, both in-house and remote locations) or patron code, and that do not require logon. If you select a database that requires logging on, the patron will be required to be logged on before the follow-on search occurs. If you select a database that is not available to all patrons, then that database will not be searched during the follow-on search. See <a href="Remote_Database_Usage_Settings_for_PowerPAC.htm#XREF_68170_Follow_On_Search">Follow-On Search Display in PowerPAC</a>.</p>
<p class="NoteShade"><b>Note:<br /></b>You cannot select more follow-on databases than the limit set with the PowerPAC profile <b>Remote databases: Maximum number that can be searched at once</b>. See <a href="Maximum_Number_of_Databases_Searchable_at_One_Time.htm#XREF_35201_Maximum_Number_of">Maximum Number of Databases Searchable at One Time</a>. Conversely, you cannot set a maximum number that is fewer than the number of follow-on databases you have selected.</p>
<ol data-mc-continue="true">
<li value="7">To enable interlibrary loan (ILL) requests from the PowerPAC for this remote database, select <b>Enable ILLs in PAC</b>. This checkbox is checked by default. If you do not want to enable ILL requests for this database, clear the <b>Enable ILLs in PAC </b>checkbox.</li>
</ol>
<p class="NoteShade"><b>Important:<br /></b>To allow ILL requests to be sent to remote databases from the PAC, the <b>Enable</b>&#160;checkbox must be selected in the ILL options dialog box available from the Parameters Request tab (<b>Parameters, Request, ILL options</b>). </p>
<ol data-mc-continue="true">
<li value="8">To include this database in PowerPAC searches by default, select <b>Include by default</b>. For more information about this feature, see <a href="Remote_Database_Usage_Settings_for_PowerPAC.htm#Default_Remote_Databases">Default Remote Databases in PowerPAC Searches.</a></li>
</ol>
<p class="NoteShade"><b>Note:</b>
<br />The PowerPAC profile <b>Remote databases: Maximum number that can be searched at once</b> sets the maximum number of databases that can be searched at one time. The system honors this limit when including remote databases to be searched by default. For example, if you set the maximum number that can be searched at once to 10, but select 12 to be searched by default, only the first 10 will be selected in PowerPAC.</p>
<ol data-mc-continue="true">
<li value="9"><a name="kanchor2025"></a><a name="IX_selecting_databases_for"></a>To include the database in the <b>Using</b>&#160;drop-down list box in the PowerPAC, select the <b>Include in quick-select drop down</b> checkbox.</li>
</ol>
<p class="indent2">The illustration shows an example from PowerPAC.</p>
<p class="indent2">
<img src="../../../Resources/Images/PACQuickSelectDB.png" alt="" />
</p>
<p class="indent2">The PowerPAC <b>Using</b>&#160;field always includes the local database. When at least one remote database is specified for the <b>Using</b>&#160;quick-select drop down, the drop-down list includes the local database and any remote databases specified for inclusion. However, the drop-down list suppresses a database from display according to access restrictions (see steps 13-16), even if it is selected for inclusion.</p>
<p class="NoteShade"><b>Note:<br /></b>A database must be selected to appear in at least one place in the <b>Remote Databases: Categorization of Target Databases</b>&#160;dialog box for the organization. See <a href="Organizing_Target_Databases_for_PowerPAC_Display.htm#XREF_37761_Organizing_Target">Organizing Target Databases for PowerPAC Display</a>. If the database is not currently categorized and you select <b>Include in quick-select drop down</b>, a warning message appears and the selection is stopped.</p>
<ol data-mc-continue="true">
<li value="10">Specify the retrieved records limit by selecting a number in the <b>Maximum number of records to return</b> box.</li>
<li value="11">Specify the search time limit in seconds by selecting a number in the <b>Maximum search time (seconds)</b> box.</li>
<li value="12">Click <b>Save.</b></li>
<li value="13"><a name="kanchor2026"></a><a name="IX_setting_up_log_in"></a><a name="kanchor2027"></a><a name="IX_setting_authentication"></a>Click the <b>Authentication</b>&#160;tab to set the authentication methods. The Authentication tab page has three subtabs: Restrictions, Patron Codes, and IP Addresses. The Restrictions&#160;subtab is displayed first.</li>
</ol>
<p class="indent2">
<img alt="RemoteDBAuthRestrict.gif" style="margin-bottom: 0.000pt;width: 260;height: 233;" id="image18" src="RemoteDBAuthRestrict_260x233.gif" />&#160;</p>
<ol data-mc-continue="true">
<li value="14"><a name="kanchor2028"></a><a name="IX_in_house_and_remote_use"></a>On the Restrictions subtab, specify whether and how patrons access the database from in-house computers within the library and from remote computers:</li>
</ol>
<ol style="list-style-type: lower-alpha;">
<li value="1">Select one of the following options under <b>In-house access</b>:</li>
</ol>
<ul type="disc">
<li>
<p class="FM_Bullet"><b>Disabled</b>&#160;- Prevents patrons from accessing the database from a library computer.</p>
</li>
<li>
<p class="FM_Bullet"><b>Login required</b>&#160;- Requires patrons to log on with their library account credentials to access the database from a library computer.</p>
</li>
<li>
<p class="FM_Bullet"><b>No login required</b>&#160;- Patrons can access the database from a library computer without logging on.</p>
</li>
</ul>
<p class="NoteShade"><b>Note:<br /></b>For information about setting the criteria that determine whether a workstation is in-house or remote,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Administration/PDresourc/Identifying_In-House_Computers.htm#XREF_75055_Indentifying_In">Identifying In-House Computers</a>.</MadCap:conditionalText></p>
<ol style="list-style-type: lower-alpha;" start="2">
<li value="2">Select one of the following options under <b>Remote access</b>:</li>
</ol>
<ul type="disc">
<li><b>Disabled </b>- Prevents patrons from accessing the database from a computer outside of the library.</li>
<li><b>Login required </b>- Requires patrons to log in with their library account credentials to access the database from a computer outside of the library.</li>
<li><b>No login required </b>- Patrons can access the database from a computer outside of the library without logging in.</li>
</ul>
<ol start="15">
<li value="15">To control access to the database by patron code, select the Patron Codes subtab, and select the patron codes to restrict. Patrons whose records have the selected patron code will be prevented from accessing the database.</li>
</ol>
<p class="NoteShade"><b>Important:<br /></b>If you choose to restrict access by patron code, you must also require the patron to log in (see Step 13). If you do not require log-in, your settings for restricted patron codes are ignored.</p>
<p class="indent2">
<img alt="RemoteDBPatronCode.gif" style="margin-bottom: 0.000pt;width: 260;height: 233;" id="image19" src="RemoteDBPatronCode_260x233.gif" />&#160;</p>
<ol start="16">
<li value="16">To allow access to the remote database by the IP address of the PAC search computer, select the <b>IP Addresses </b>subtab, and do the following:</li>
</ol>
<ul type="disc">
<li>Type the IP address in the top boxes and click <b>Add</b>. </li>
<li>To include an IP address range, select <b>Enter IP range</b>, type the beginning IP address in the top boxes and the last two digits of the ending IP address in the bottom boxes. </li>
</ul>
<p class="indent4">The IP addresses allowed access are listed in the <b>Allowed IP Addresses</b> box.</p>
<ul type="disc">
<li>To remove an IP address, select it and click the <b>Remove</b> button.</li>
</ul>
<p class="indent2">
<img alt="RemoteDBIPAddress.gif" style="margin-bottom: 0.000pt;width: 260;height: 233;" id="image20" src="RemoteDBIPAddress_260x233.gif" />&#160;</p>
<ol start="17">
<li value="17"><a name="kanchor2029"></a><a name="IX_search_access_points_PAC"></a>Select the <b>UI Options</b>&#160;tab to define the search access points that are available for the selected database and search type as follows: </li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>The default access points for all search types are: <b>Author</b>, <b>Subject</b>, and <b>Title</b>. </p>
<ul type="disc">
<li><b>Keyword </b>- Select the access points available for a keyword search with this database selected. <b>ISBN</b>&#160;and <b>Any field </b>are additional default access point for keyword searches.</li>
<li><b>Advanced</b>&#160;- Select the access points available for an advanced search with this database selected. <b>ISBN</b>&#160;and <b>Any field </b>are additional default access point for advanced searches.</li>
<li><b>Phrase</b>&#160;- Select the access points available for a phrase search with this database selected. <b>Any field</b>&#160;is an additional default access point for phrase searches.</li>
<li><b>Exact </b>- Select the access points available for an exact search with this database is selected.</li>
</ul>
<p class="indent2">
<img alt="RemoteDBUIOptions.gif" style="margin-bottom: 0.000pt;width: 260;height: 233;" id="image21" src="RemoteDBUIOptions_260x233.gif" />&#160;</p>
<p class="indent2">Your settings also control the types of searches available in the PowerPAC <b>Other Searches</b>&#160;dashboard that is displayed with results when this database is searched.</p>
<ol start="18">
<li value="18">Click <b>Save</b> to save the settings.</li>
</ol>
<h4 style="font-size: 12pt;font-weight: bold;font-style: italic;">Related Information</h4>
<p><b>Filtering PAC remote database search results</b> - You can set up a Contextual Query Language (CQL) filter for a particular Z39.50 connection that filters the results to show only those materials that patrons can actually request.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Administration/PDserver/Filter_remote_Z39_50_PAC_results.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Filter Remote Z39.50 Target Search Results in PowerPAC</span></a>.</MadCap:conditionalText></p>
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<h1><a name="XREF_14185_Develop_the_remote"></a>Develop the remote targets display for PAC</h1>
<p><a name="kanchor893"></a><a name="IX_See_also_Z39_50_targets"></a><a name="kanchor894"></a><a name="IX_making_available_for_PAC_1"></a><a name="kanchor895"></a><a name="IX_making_available_for_PAC"></a><a name="kanchor896"></a><a name="IX_grouping"></a><a name="kanchor897"></a><a name="IX_organizing"></a>To make remote search targets available for searching in Polaris PowerPAC, and organize them into categories:</p>
<p class="NoteShade"><b>Note:<br /></b>You establish connections to remote resources through Polaris Administration server records.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Administration/PDserver/Registering_Remote_Resource_Servers.htm#XREF_28955_Profiling_Z39_50">Registering Remote Resource Servers</a>.</MadCap:conditionalText> In Polaris PowerPAC, if no remote search targets have been set up, the <b>Select Databases</b>&#160;link and the <b>Using</b>&#160;label and drop-down list are not displayed.</p>
<ol>
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b>&#160;folder for the organization, and click the <b>PowerPAC</b>&#160;tab in the details view. </li>
<li value="2">Double-click the PowerPAC profile <b>Remote databases: Categorization of target databases</b>. </li>
</ol>
<p class="indent2">The <b>Remote databases: Categorization of target databases </b>dialog box displays a list of remote database targets and any defined categories. Book icons represent individual targets. Folder icons represent categories.</p>
<p class="indent2">
<img alt="RemoteDBCategories.gif" style="margin-bottom: 0.000pt;width: 231;height: 220;" id="image11" src="RemoteDBCategories_231x220.gif" />&#160;</p>
<ol data-mc-continue="true">
<li value="3">Select <b>Root</b>&#160;to add a new category at the top level, or select an existing category folder to add a subcategory, and click <b>Add Category</b>. A new category folder icon appears in the tree view, with the cursor positioned to name the folder. </li>
</ol>
<p class="NoteShade"><b>Note:<br /></b><b>Root</b>&#160;is the default category, represented by a tree icon. It cannot be copied, deleted, or renamed.</p>
<ol data-mc-continue="true">
<li value="4">Type a category heading, and press <b>ENTER</b>.</li>
</ol>
<p class="indent2">
<img alt="addcateg.gif" style="margin-bottom: 0.000pt;width: 262;height: 263;" id="image12" src="addcateg_262x263.gif" />&#160;</p>
<ol data-mc-continue="true">
<li value="5">To make an individual search target available, select the category, and click <b>Add Target</b>. (To add a target directly to the Root level, select <b>Root</b>.)</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>New search server targets are not automatically added to the Root level category folder for the system. You must explicitly add them to make them available for search selection. Also, if an organization no longer inherits system-level settings, the organization will need to manually add the new target at the organization level.</p>
<p class="indent2">The Add Target dialog box appears with a list of databases available to the organization, based on its membership in the resource groups with access to the databases.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Administration/PDorgnizatn/Setting_Up_Organization_Resource_Groups.htm#XREF_75320_Setting_Up_Branch">Setting Up Organization Resource Groups</a>.</MadCap:conditionalText></p>
<p class="indent2">
<img alt="AddTarget.gif" style="margin-bottom: 0.000pt;width: 237;height: 158;" id="image13" src="AddTarget_237x158.gif" />&#160;</p>
<ol data-mc-continue="true">
<li value="6">Select the target database to add to the category.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>You can specify a PAC display name for the target. See <a href="Remote_Database_Usage_Settings_for_PowerPAC.htm#XREF_76881_Remote_Database">Remote Database Usage Settings for PowerPAC</a>.</p>
<p class="NoteShade"><b>Note:<br /></b>If a single category contains more than the maximum number of databases to search (see <a href="Maximum_Number_of_Databases_Searchable_at_One_Time.htm#XREF_35201_Maximum_Number_of">Maximum Number of Databases Searchable at One Time</a>), a warning message advises you to put fewer databases in the category.</p>
<ol data-mc-continue="true">
<li value="7">Click <b>OK</b>. The target database is added to the category.</li>
<li value="8">Continue adding categories and targets as needed for the organization.</li>
</ol>
<h4><i>Related Information</i>
</h4>
<ul type="disc">
<li><span class="FM_BulletHead">Copy a target</span>&#160;- Select the target in the Remote databases: Categorization of target databases dialog box, and click <b>Copy</b>. Then select the category where you want to place the copy of the target, and click <b>Paste</b>. You can use the Copy/Paste function to add a target to multiple categories. However, a single target cannot appear more than once at the same category level, unless the different instances of the target are in different subcategories.</li>
<li><span class="FM_BulletHead">Copy a category</span>&#160;- Select the category in the Remote databases: Categorization of target databases dialog box, and click <b>Copy</b>. Then select the category where you want to place the copy, and click <b>Paste</b>. This procedure creates categories that are linked. When you copy categories, all subcategories and targets are copied, and all the copied subcategories and targets also become linked. Any change to one category is applied to all the linked categories. A linked category is indicated by a hand on the folder icon. To remove the link between categories, select the category you want to make independent, and click <b>Unlink</b>.</li>
</ul>
<p class="NoteShade"><b>Note: <br /></b>You cannot paste a copied category at the same level as the original category.</p>
<ul type="disc">
<li><span class="FM_BulletHead">Delete a target </span>- Select the target in the Remote databases: Categorization of target databases&#160;dialog box and click <b>Delete</b>. (Deleting a target from a particular category, including Root, does not delete it from other categories.) The local Polaris database cannot be completely removed from the categorization dialog box. &#160;If you select the last instance of the local database and click <b>Delete</b>, a message informs you that the local database must appear at least once, either at the root level or within one category. When you click <b>OK</b>, the message box closes and the local database remains selected. It is not deleted.</li>
</ul>
<p class="NoteShade"><b>Important:<br /></b>When the last instance of a target is removed from the categorization dialog for an organization, the <b>Enable for follow-on searching</b>&#160;and <b>Include in quick-select drop down</b>&#160;options are automatically disabled for that database in that organization context. For more information about these options, see <a href="Remote_Database_Usage_Settings_for_PowerPAC.htm#XREF_76881_Remote_Database">Remote Database Usage Settings for PowerPAC</a>. If you add the database back to the categorization dialog, the <b>Enable for follow-on searching </b>and <b>Include in quick-select drop down</b>&#160;options must be manually set again; they are not automatically restored.</p>
<ul type="disc">
<li><span class="FM_BulletHead">PAC display</span>&#160;- See <a href="Organizing_Target_Databases_for_PowerPAC_Display.htm#XREF_77478_Select_Databases">Select Databases Lightbox in PowerPAC</a>.</li>
<li><span class="FM_BulletHead">Enable ILL requests from PAC</span>&#160;-<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPrequests/Setting_Up_ILL_Requests.htm#XREF_76341_Defining_ILL">Setting Up ILL Requests</a>.</MadCap:conditionalText></li>
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<h1><a name="XREF_12013_Setting_Public"></a>Managing Federated Search Targets </h1>
<p><a name="kanchor3621"></a><a name="IX_setting_up_for_the_PAC"></a><a name="kanchor3622"></a><a name="IX_managing_remote_search"></a><a name="kanchor3623"></a><a name="IX_setting_up_PAC_access_1"></a><a name="kanchor3624"></a><a name="IX_setting_up_PAC_access"></a><a name="kanchor3625"></a><a name="IX_Z39_50_targets_setting"></a>Polaris PowerPAC features integrated federated searching, which enables users to simultaneously search local and remote databases, and retrieve merged search results. Libraries can offer federated searching of Z39.50 databases only, a feature included in Polaris at no additional cost. These search targets are remote databases or Web search engines that can be searched simultaneously with the Polaris database using the Z39.50 search protocol. If your library allows patrons to place interlibrary loan requests from PAC, you will likely provide Z39.50 search targets that patrons can choose using the <b>Select Databases</b>&#160;feature in Polaris PowerPAC. You can filter Z39.50 search target results to show only those materials that patrons can actually request.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Administration/PDserver/Filter_remote_Z39_50_PAC_results.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Filter Remote Z39.50 Target Search Results in PowerPAC</span></a>.</MadCap:conditionalText></p>
<p class="NoteShade"><b>Note:</b>
<br />Vital is Innovative's digital asset management solution for describing, indexing, and making available electronic content, such as photographs, slides, digital video, sound clips, and electronic documents. Polaris PowerPAC users can search for Vital digital resources along with other types of material in the library catalog. You set up Vital for searching as you would other remote databases. See Searching Vital Digital Resources in PowerPAC - Overview.</p>
<p class="NoteShade"><b>Tip:<br /></b>Your library can also offer remote databases that are searched separately in PowerPAC. See <a href="Configure_remote_database_usage_settings.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Configure remote database usage settings</span></a><span>.</span></p>
<p><a name="kanchor3626"></a><a name="IX_MuseGlobal"></a><a name="kanchor3627"></a><a name="IX_federated_search"></a>In addition, Polaris offers separately-activated federated searching in partnership with MuseGlobal, a leading supplier of content integration, aggregation and transformation solutions. This partnership extends federated search capabilities to other protocols in addition to Z39.50, such as: HTTP sources; free text databases; SQL or ODBC databases; and proprietary protocol sources. MuseGlobal offers over 6,500 potential targets and provides search access, connectors, and appropriate URLs for the target resources covered by your subscription. For more information about MuseGlobal, see <a href="http://www.museglobal.com/"><a href="http://www.museglobal.com/">http://www.museglobal.com</a></a></p>
<p class="NoteShade"><b>Note:<br /></b>For specific information about setting up federated searching with MuseGlobal,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Administration/PDserver/Polaris_PowerPAC_MuseGlobal_Federated_Search.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris PowerPAC and MuseGlobal Federated Search - Overview</span></a>.</MadCap:conditionalText></p>
<p>To set up remote resources as federated search targets, you set up server records for the remote resources in Polaris Administration.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Administration/PDserver/Registering_Remote_Resource_Servers.htm#XREF_28955_Profiling_Z39_50">Registering Remote Resource Servers</a>&#160;for more information.</MadCap:conditionalText> Then, using the procedures outlined here, you organize them in the way that is most convenient for your patrons, using the PowerPAC profile <b>Remote databases: Categorization of target databases</b>. You can set usage conditions on individual databases, and set a limit on the number of targets that can be searched at one time.</p>
<p>See also:</p>
<ul type="disc">
<li><a href="Merged_Results_in_Polaris_PowerPAC.htm#XREF_34977_Merged_Results">Merged Results in Polaris PowerPAC</a>
</li>
<li data-mc-conditions="Primary.Online">Searching Vital Digital Resources in PowerPAC - Overview</li>
<li><a href="Organizing_Target_Databases_for_PowerPAC_Display.htm#XREF_37761_Organizing_Target">Organizing Target Databases for PowerPAC Display</a>
</li>
<li><a href="Maximum_Number_of_Databases_Searchable_at_One_Time.htm#XREF_35201_Maximum_Number_of">Maximum Number of Databases Searchable at One Time</a>
</li>
<li><a href="Remote_Database_Usage_Settings_for_PowerPAC.htm#XREF_76881_Remote_Database">Remote Database Usage Settings for PowerPAC</a>
</li>
</ul>
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<h1><a name="XREF_35201_Maximum_Number_of"></a>Maximum Number of Databases Searchable at One Time</h1>
<p><a name="kanchor1095"></a><a name="IX_max_searchable_at_one_1"></a><a name="kanchor1096"></a><a name="IX_max_searchable_at_one"></a>If system performance is a concern, you can restrict the number of databases that can be searched at one time. Use the PowerPAC profile <b>Remote databases: Maximum number that can be searched at once</b>. Valid values are 1-25; the default setting is 10. The profile is available at the system, library, and branch levels. The PAC connection organization’s setting is used.</p>
<p class="NoteShade"><b>Note:<br /></b>You cannot set a maximum number of databases searchable at one time that is fewer than the number of databases you have selected for follow-on searches. See <a href="Remote_Database_Usage_Settings_for_PowerPAC.htm#XREF_76881_Remote_Database">Remote Database Usage Settings for PowerPAC</a>. Conversely, you cannot select more follow-on databases than your setting for the maximum number searchable at one time. </p>
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<h1><a name="XREF_34977_Merged_Results"></a>Merged Results in Polaris PowerPAC</h1>
<p><a name="kanchor2218"></a><a name="IX_in_Polaris_PowerPAC_4"></a>When users search both remote databases and the local catalog, the results are displayed in a merged list. To select the remote databases for searching, the user clicks or taps the <b>Select Databases </b>link to open the list of available databases, and selects the checkbox next to the databases.</p>
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<img src="../../../Resources/Images/PACSelectDBs.png" alt="" />
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<p class="NoteShade"><b>Note:</b>
<br />You can specify a remote database or databases to be included by default in PowerPAC search results. When you have set this option, patrons do not have to deliberately select the databases for searching using the <b>Select Databases</b> feature. See <a href="Remote_Database_Usage_Settings_for_PowerPAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Remote Database Usage Settings for PowerPAC</span></a>.</p>
<p>The user then clicks or taps Set Databases, enters the search term, and clicks or taps the search icon. The search results list first displays results from the local catalog, if selected, and the user can select <b>Add Pending Results</b>&#160;to add more results to the list. The number displayed at the top of the list changes as the results are added.</p>
<p>
<img src="../../../Resources/Images/PACMergedInProgress.png" alt="" />
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<p>As results are being added from the selected databases, the user can click or tap <b>Search Status</b>&#160;to see the progress. A status window displays the total results for each database, the database status, the results pending, and the results retrieved.</p>
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<p>When all the pending records have been retrieved, the search bar indicates that all retrieved results have been added. </p>
<p>
<img src="../../../Resources/Images/PACMergeNoMoreResults.png" alt="" />
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<p>Users can filter the search results list by database. The <b>Narrow your search</b>&#160;dashboard displays the <b>Database</b>&#160;facets. For more information about setting up facets, see <a href="../PDOresults/Setting_PowerPAC_Narrow_Related_Search_Options.htm#XREF_37562_Setting_Related">Setting PowerPAC Narrow/Related Search Options</a>.</p>
<p>
<img src="../../../Resources/Images/PACNarrowDatabase.png" alt="" />
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<p>In the merged result set, the brief information for the title displays a database icon <img alt="DatabaseIcon.gif" style="margin-bottom: -6.000pt;width: 25;height: 23;" id="image5" src="DatabaseIcon_25x23.gif" />&#160;and the source database for titles found in remote databases.</p>
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<h1><a name="XREF_37761_Organizing_Target"></a>Organizing Target Databases for PowerPAC Display</h1>
<p><a name="kanchor5034"></a><a name="IX_display_in_PAC_overview"></a>By default, all remote search targets available for the connection organization’s PowerPAC searches are displayed as a single list, which may be very long. Using the PowerPAC profile <b>Remote databases: Categorization of target databases</b>, you can organize the list into categories, add search targets, and specify which targets should be listed under each category heading. A specific search target can be represented in multiple categories. In the PowerPAC Select Databases lightbox, the user can select a category to search all the targets in the category, or select single targets to search. For example, you might set up categories for different types of targets, such as university libraries and local history archives, or for topics such as Genealogy, Health, and Employment. Categories are initially displayed as expanded, but the user can collapse them as desired. You can have an unlimited number of categories that you can set up at the system, library, or branch level. If categories are not set up for an organization, the organization scheme from the parent level is used.</p>
<p>See also:</p>
<ul type="disc">
<li><a href="#XREF_77478_Select_Databases">Select Databases Lightbox in PowerPAC</a>
</li>
<li><a href="Develop_the_remote_targets_display_for_PAC.htm#XREF_14185_Develop_the_remote">Develop the remote targets display for PAC</a>
</li>
</ul>
<h2><a name="TOC_Select_Databases"></a><a name="XREF_77478_Select_Databases"></a>Select Databases Lightbox in PowerPAC</h2>
<p><a name="kanchor5035"></a><a name="IX_lightbox_display"></a>Your settings in the PowerPAC profile <b>Remote databases: Categorization of target databases</b>&#160;determine the Select Databases lightbox display in Polaris PowerPAC. However, any access restrictions you have set may suppress specific targets from the display (see <a href="Remote_Database_Usage_Settings_for_PowerPAC.htm#XREF_76881_Remote_Database">Remote Database Usage Settings for PowerPAC</a>).</p>
<p>An explanatory message is displayed at the top of the Select Databases lightbox. If the patron is not logged in, the default text is:</p>
<p class="NoteShade">Some databases are not available to all catalog users in all locations. Please log in to see which databases are available to you. You may continue without logging in, but some databases may not be searched.</p>
<p>You can edit the message in Polaris WebAdmin (Language Editor). Choose the PowerPAC product; the language string IDs for this message are <b>PACML_SELECTDB_NOTE_LOGIN</b>&#160;and <b>PACML_SELECTDB_NOTE_LOGIN2</b>. See WebAdmin online help for detailed instructions.</p>
<p>
<img src="../../../Resources/Images/PACSelectDatabases.png" alt="" />
</p>
<p>In addition, the Select Databases lightbox displays a <b>Why these databases?</b>&#160;link. When the user clicks or taps the link, an explanatory message is displayed: </p>
<p>
<img src="../../../Resources/Images/PACWhyTheseDBs.png" alt="" />
</p>
<p>You can edit the label and message in Polaris Language Editor (WebAdmin). Choose the PowerPAC product; the language string IDs for the label and message are <b>PACML_SELECTDB_WHYDB</b>&#160;and <b>PACML_SELECTDB_NOTE_CONNECT</b>.</p>
<p>At the bottom of the lightbox, the user clicks or taps <b>Set Databases</b>&#160;to save the database selections. This action typically launches the search in the selected databases using the search term from the user’s immediately preceding search. However, no search is launched in these cases:</p>
<ul type="disc">
<li>The immediately preceding search was a keyword control number search (launched when the user selected a dashboard or content carousel link).</li>
<li>There was no immediately preceding search in the current session.</li>
</ul>
<p class="NoteShade"><b>Note:<br /></b>If the user types a new search term but does not click the search icon, and then opens the Select Databases lightbox and clicks or taps <b>Set Databases</b>, the new search term is ignored and the search is launched using the immediately preceding search for which the application actually constructed a search string.</p>
<p>Selecting <b>Clear</b>&#160;deselects (unchecks) all databases except the local database, and selects the local database. </p>
<p>The <b>Close</b>&#160;option is displayed when no changes have been made, and simply closes the lightbox, retaining the current selections. A new search is not launched. If changes have been made, a <b>Cancel</b>&#160;option is displayed instead of <b>Close</b>; this option cancels any changes and closes the lightbox, retaining the selections in place before the lightbox was opened. A new search is not launched. The <b>X</b>&#160;button in the upper right corner of the lightbox functions like <b>Close</b>&#160;if no changes have been made, or like <b>Cancel</b>&#160;if changes have been made.</p>
<p>Users can also reset the database selections from the search form. When remote databases have been selected, a <b>Clear</b>&#160;option appears next to the <b>Select Databases</b> option; both are highlighted.</p>
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<h1><a name="XREF_76881_Remote_Database"></a>Remote Database Usage Settings for PowerPAC</h1>
<p><a name="kanchor1276"></a><a name="IX_usage_settings_for_PAC"></a>You can set usage conditions for individual remote databases, including use in the PowerPAC quick-select drop-down, limits on records returned and search time, use as follow-on databases, access restrictions, and search access points.</p>
<p>See also:</p>
<ul type="disc">
<li><a href="#XREF_68170_Follow_On_Search">Follow-On Search Display in PowerPAC</a>
</li>
<li><a href="#Default" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Default Remote Databases for PowerPAC Searches</span></a>
</li>
<li><a href="Configure_remote_database_usage_settings.htm#XREF_67892_Configure_a_remote">Configure remote database usage settings</a>
</li>
</ul>
<h2><a name="TOC_Follow_On_Search_Display"></a><a name="XREF_68170_Follow_On_Search"></a>Follow-On Search Display in PowerPAC</h2>
<p><a name="kanchor1277"></a><a name="IX_follow_on_search_display"></a>You can enable a prompt to the PowerPAC user for a follow-on search of databases pre-selected by the library, when a search of the local database returns no hits. This feature is most effective when you specify follow-on target databases that all your patrons can access, regardless of branch, location, or logon status; for example, a state union database. </p>
<p>If you have enabled follow-on searching and designated follow-on databases (see <a href="Configure_remote_database_usage_settings.htm">Configure remote database usage settings</a>), a message and link are displayed when the PowerPAC user searches the local database only and no hits are found. If you have not enabled the <b>Show total hits in follow-on search databases</b>&#160;option (see <a href="Configure_remote_database_usage_settings.htm#XREF_67892_Configure_a_remote">Configure remote database usage settings</a>), the user must click or tap the link to determine if there are results in the follow-on databases.</p>
<p>If the <b>Show total hits in follow-on search databases</b>&#160;option is enabled and no results are found, no message is displayed. If there are results in the follow-on databases, the message displays the search link and the total number of hits found in the follow-on databases.</p>
<p class="NoteShade"><b>Note:<br /></b>If <b>Show total hits</b>&#160;is enabled, the search is performed in the background regardless of whether the user links to the results. The remote database will likely count the search for statistical purposes. If <b>Show total hits</b>&#160;is not enabled, no searches are done unless the user clicks or taps the link to see the results.</p>
<p>When follow-on searching is enabled, the user does not have to retype the search term when the follow-on search is launched. However, if any of the follow-on databases require logon, and the user has not logged on, the database requiring logon is not searched. Only those follow-on databases that do not require logon are searched, and an error message is displayed in the search status window for the databases that could not be searched. Similarly, if the library has selected databases that are not accessible to the current user (perhaps because of the user’s registered branch, location, or patron code), those databases are not searched and an error message is displayed in the search status window for the databases that could not be searched.</p>
<p>The follow-on databases (and the local database) are also automatically selected on the Select Databases light box (see <a href="Organizing_Target_Databases_for_PowerPAC_Display.htm#XREF_77478_Select_Databases">Select Databases Lightbox in PowerPAC</a>). All subsequent searches use the selected databases, until the user resets the search databases or ends the session. The <b>Reset Databases</b>&#160;option is also displayed next to the <b>Select Databases</b>&#160;option on the search form.</p>
<h2><a name="Default"></a><a name="Default_Remote_Databases"></a>Default Remote Databases for PowerPAC Searches</h2>
<p>You can <a name="kanchor1278"></a>specify a remote database or databases to be included by default in PowerPAC search results. When you have set this option, patrons do not have to deliberately select the databases for searching using the <b>Select Databases</b> feature, but they can deselect them to omit the database results from a search if they choose. </p>
<p>Be sure the database servers are registered in Polaris, and that resource groups have been specified if necessary. <MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Administration/PDserver/Set_up_a_server_record_for_a_Z39_50_or_other_search_server.htm">Set up a server record for a Z39.50 or other search server</a>.</MadCap:conditionalText></p>
<p class="NoteShade"><b>Note:</b>
<br />The PowerPAC profile <b>Remote databases: Maximum number that can be searched at once</b> sets the maximum number of databases that can be searched at one time. The system honors this limit when including remote databases to be searched by default. For example, if you set the maximum number that can be searched at once to 10, but select 12 to be searched by default, only the first 10 will be selected in PowerPAC.</p>
<p>See <a href="Configure_remote_database_usage_settings.htm">Configure remote database usage settings</a> for set-up instructions.</p>
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