Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_22851_System"></a>Find Tool Permissions Reference</h1>
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<p><a name="kanchor3104"></a><a name="IX_reference_list_24"></a><a name="kanchor3105"></a><a name="IX_Find_Tool_reference_list"></a>These permissions are available under <b>Security</b>, <b>Find Tool</b> on the Administration Explorer, at the system level only. Staff members who use the Polaris Find Tool to do SQL searches require one or more of these permissions.</p>
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<p class="NoteShade"><b>Note:<br /></b>For general information about setting permissions in Polaris, see <a href="../PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>. For information on permission block overrides, see <a href="../PDsearch/Set_the_Find_Tool_SQL_permission_blocks_override.htm#XREF_77038_Set_Find_Tool">Set the Find Tool SQL permission blocks override</a>.</p>
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<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Control Record</th>
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<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Permission </th>
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<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Description </th>
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<tbody>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Find Tool: Access SQL mode</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allow</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
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<p class="TableBody">The SQL option is available for selection on the Polaris Find Tool, and the staff member can search in SQL mode.</p>
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</td>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Find Tool: Create or modify named SQL searches</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allow</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
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<p class="TableBody">The <b>Save</b> and <b>Save As</b> options are available when the Find Tool is in SQL search mode. If the staff member does not have this permission and selects <b>Save</b> or <b>Save As</b>, a permission block message appears. You can allow specific staff members to override the block. </p>
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</td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Find Tool: Delete named SQL searches</td>
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<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Allow</td>
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<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">The <b>Delete</b> option is available when the Find Tool is in SQL search mode. If the staff member does not have this permission and selects <b>Delete</b>, a permission block message appears. You can allow specific staff members to override the block.</td>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Enable locale and time consistency checking</title>
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<h1><a name="XREF_69564_Set_the_staff"></a>Enable locale and time consistency checking</h1>
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<p><a name="kanchor2002"></a><a name="IX_enforcing_consistency_1"></a><a name="kanchor2003"></a><a name="IX_enforcing_consistency"></a>To enable automatic checking for locale and time consistency between client and server.</p>
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<ol>
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<li value="1">In the Administration Explorer tree view, open <b>Profiles</b> for the organization or workstation, and select the <b>Staff Client</b> tab.</li>
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</ol>
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<p class="NoteShade"><b>Note:<br /></b>See <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a>.</p>
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<p class="indent2">
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<img alt="locale.gif" style="margin-bottom: 0.000pt;width: 353;height: 259;" id="image0" src="locale_353x259.gif" /> </p>
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<ol data-mc-continue="true">
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<li value="2">To enforce consistency in date and currency formats, double-click <b>Locale settings between the client and server must match</b> and set the profile to <b>Yes</b> (default value).</li>
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</ol>
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<p class="indent2">If this profile is set to <b>Yes</b> and the client and server settings do not match, the staff client log-in fails and a message regarding the locale settings is displayed.</p>
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<p class="NoteShade"><b>Note:<br /></b>This setting does not apply to offline clients.</p>
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<ol data-mc-continue="true">
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<li value="3">To enforce consistency in time stamps, follow these steps:</li>
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</ol>
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<ol style="list-style-type: lower-alpha;">
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<li value="1">Double-click <span class="FM_BulletHead">Client/server date/time discrepancy check: Enable</span> and set the profile to <b>Yes</b> (default value) to activate the check. (This check takes place after the locale setting check described in step 2, if you have enabled that option.)</li>
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<li value="2">The system allows a five-minute discrepancy between client and server time settings. If you want to add more time to the allowable five minutes, double-click <span class="FM_BulletHead">Client/server date/time discrepancy beyond built-in 5 minute window (minutes)</span> and specify the number of additional minutes (0-999, default 0).</li>
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</ol>
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<p class="indent2">If you enable the discrepancy check, a message is displayed at staff client log-in when the discrepancy between client and server time settings exceeds the system’s five-minute margin but is less than any additional minutes you have set. When the discrepancy between client and server time settings exceeds the system’s five-minute margin plus any additional minutes you have set, a different message is displayed and the log-in fails.</p>
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<ol start="4">
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<li value="4">To customize the warning and failure messages for discrepancy checking, set either or both of these profiles:</li>
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</ol>
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<p class="NoteShade"><b>Note:<br /></b>These profiles are available at the organization level only (not at the workstation level).</p>
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<ul type="disc">
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<li><span class="FM_BulletHead">Warning message </span>- Double-click <b>Client/server date/time discrepancy warning message</b> and type your custom text. The default message is <b>Warning: Client time setting is more than 5 minutes different from server setting. </b></li>
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<li><span class="FM_BulletHead">Failure message</span> - Double-click <b>Client/server date/time discrepancy violation message</b>  and type your custom text. The default message text is <b>Log-in failure! Client time setting discrepancy with the server setting is beyond the configured threshold!</b></li>
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</ul>
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<ol start="5">
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<li value="5">Select <b>File </b>><b> Save</b>.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_40141_Working_in"></a>Ensuring Locale and Time Consistency</h1>
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<p><a name="kanchor5960"></a><a name="IX_client_server_consistency_1"></a><a name="kanchor5961"></a><a name="IX_client_server_consistency"></a><a name="kanchor5962"></a><a name="IX_consistency_overview_1"></a><a name="kanchor5963"></a><a name="IX_consistency_overview"></a>Transaction time stamps are derived from both the server and the staff client. If the time setting is different on these computers, you may notice discrepancies in logs and transactions. Using Staff Client profiles, you can enforce matching locale settings for a logged-in user and the application server, and enable automatic checking for consistency in date and currency formats, as well as the time recorded for logs and transactions.</p>
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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/Administration/PDOwnershipRef/Record_Ownership_Fields_Reference.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_10120_Working_With"></a>Record Ownership Fields Reference</h1>
|
||||
<p><a name="kanchor1906"></a><a name="IX_ownership_fields_list"></a><a name="kanchor1907"></a><a name="IX_record_fields_list"></a><a name="kanchor1908"></a><a name="IX_record_ownership_fields"></a>This section lists the fields that identify record ownership in Polaris records and the organizations that can own them. Many Polaris permissions are based on record ownership. See <a href="../PDpermiss/Permission_Strategies.htm#XREF_43104_Managing">Permission Strategies</a>.</p>
|
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<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" cellspacing="1" class="TableStyle-BlueHeader">
|
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|
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<col class="TableStyle-BlueHeader-Column-Column1" />
|
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<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="FM_TableHeading">Record Type</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="FM_TableHeading">Owning Organization</p>
|
||||
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|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="FM_TableHeading">Ownership Field on Workform</p>
|
||||
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|
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|
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|
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|
||||
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|
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|
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|
||||
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|
||||
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|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td rowspan="6" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Claim record</p>
|
||||
<p class="FM_TableBody">Fiscal Year</p>
|
||||
<p class="FM_TableBody">Fund</p>
|
||||
<p class="FM_TableBody">Invoice</p>
|
||||
<p class="FM_TableBody">Purchase Order</p>
|
||||
<p class="FM_TableBody">Selection List</p>
|
||||
</td>
|
||||
<td rowspan="6" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Branch</p>
|
||||
<p class="FM_TableBody">Branch</p>
|
||||
<p class="FM_TableBody">Branch</p>
|
||||
<p class="FM_TableBody">Branch</p>
|
||||
<p class="FM_TableBody">Branch</p>
|
||||
<p class="FM_TableBody">Library</p>
|
||||
</td>
|
||||
<td rowspan="6" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Ordered at (Name) in linked PO</p>
|
||||
<p class="FM_TableBody">Owner</p>
|
||||
<p class="FM_TableBody">Owner</p>
|
||||
<p class="FM_TableBody">Paid by (Name)</p>
|
||||
<p class="FM_TableBody">Ordered at (Name)</p>
|
||||
<p class="FM_TableBody">Created at (Library)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td colspan="3" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-style: italic;font-size: 11.0pt;"><i style="font-style: italic;font-size: 11.0pt;">Cataloging</i>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td rowspan="9" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Authority</p>
|
||||
<p class="FM_TableBody">Authority template</p>
|
||||
<p class="FM_TableBody">Bibliographic</p>
|
||||
<p class="FM_TableBody">Bibliographic template</p>
|
||||
<p class="FM_TableBody">Course reserve</p>
|
||||
<p class="FM_TableBody">Course reserve template</p>
|
||||
<p class="FM_TableBody">Item</p>
|
||||
<p class="FM_TableBody">Item template</p>
|
||||
<p class="FM_TableBody">Reserve item template</p>
|
||||
</td>
|
||||
<td rowspan="9" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">System</p>
|
||||
<p class="FM_TableBody">System, Library, Branch</p>
|
||||
<p class="FM_TableBody">System, Library, Branch</p>
|
||||
<p class="FM_TableBody">System, Library, Branch</p>
|
||||
<p class="FM_TableBody">System, Library, Branch</p>
|
||||
<p class="FM_TableBody">System, Library, Branch</p>
|
||||
<p class="FM_TableBody">System, Library, Branch</p>
|
||||
<p class="FM_TableBody">System, Library, Branch</p>
|
||||
<p class="FM_TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
<td rowspan="9" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">(No field - always owned by system)</p>
|
||||
<p class="FM_TableBody">Template owner</p>
|
||||
<p class="FM_TableBody">Owner</p>
|
||||
<p class="FM_TableBody">Template owner</p>
|
||||
<p class="FM_TableBody">Owner</p>
|
||||
<p class="FM_TableBody">Template owner</p>
|
||||
<p class="FM_TableBody">Owner</p>
|
||||
<p class="FM_TableBody">Template owner</p>
|
||||
<p class="FM_TableBody">Template owner</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td colspan="3" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-style: italic;font-size: 11.0pt;"><i style="font-style: italic;font-size: 11.0pt;">Circulation/Patron Services</i>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td rowspan="4" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Hold request</p>
|
||||
<p class="FM_TableBody">ILL request</p>
|
||||
<p class="FM_TableBody">Patron registration</p>
|
||||
<p class="FM_TableBody">Patron status</p>
|
||||
</td>
|
||||
<td rowspan="4" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Branch</p>
|
||||
<p class="FM_TableBody">Branch</p>
|
||||
<p class="FM_TableBody">Branch</p>
|
||||
<p class="FM_TableBody">Branch</p>
|
||||
</td>
|
||||
<td rowspan="4" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Pickup branch</p>
|
||||
<p class="FM_TableBody">Pickup branch</p>
|
||||
<p class="FM_TableBody">Registered at</p>
|
||||
<p class="FM_TableBody">Registered at</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td colspan="3" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Community</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Community</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Owner</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td colspan="3" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-style: italic;font-size: 11.0pt;"><i style="font-style: italic;font-size: 11.0pt;">Serials</i>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td rowspan="5" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Route list</p>
|
||||
<p class="FM_TableBody">Serial holdings</p>
|
||||
<p class="FM_TableBody">Serial issues/Standing order parts</p>
|
||||
<p class="FM_TableBody">Subscription</p>
|
||||
<p class="FM_TableBody">Suppliers</p>
|
||||
</td>
|
||||
<td rowspan="5" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">System, Library, Branch</p>
|
||||
<p class="FM_TableBody">Branch</p>
|
||||
<p class="FM_TableBody">Branch</p>
|
||||
<p class="FM_TableBody">System, Library, Branch</p>
|
||||
<p class="FM_TableBody">Branch</p>
|
||||
</td>
|
||||
<td rowspan="5" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Owner</p>
|
||||
<p class="FM_TableBody">Destination</p>
|
||||
<p class="FM_TableBody">Destination</p>
|
||||
<p class="FM_TableBody">Owner</p>
|
||||
<p class="FM_TableBody">Owner</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1" />
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</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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+1945
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gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDSQLJobsRef/Polaris_SQL_Jobs_Reference.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_10120_Working_With"></a>Polaris SQL Jobs Reference</h1>
|
||||
<p><a name="kanchor178"></a><a name="IX_list_3"></a><a name="kanchor179"></a><a name="IX_list_2"></a><a name="kanchor180"></a><a name="IX_list_1"></a>This table is a summary of the SQL jobs that handle Polaris automatic processing operations. If you have the appropriate network rights, you can view status and scheduling information for these jobs in the SQL Job Activity Monitor.</p>
|
||||
<p class="NoteShade"><a name="kanchor181"></a><a name="IX_error_log_location"></a><b>Note:<br /></b>By default, error logs for SQL jobs are located in <b>C:\ProgramData\Polaris\[version]\Logs\SQLJobs</b> (if there is a data link, they are located in <b>C:\ProgramData\Polaris\[version]\[DataLinkName]\Logs\SQLJobs)</b>.</p>
|
||||
<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 4.14in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 171px;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">SQL Job</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Function</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Enabled by Default</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Default Schedule</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">3M Novelist Select Export</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor182"></a><a name="IX_3M_Novelist_Select_Export_1"></a><a name="kanchor183"></a><a name="IX_3M_Novelist_Select_Export"></a><a name="kanchor184"></a><a name="IX_SQL_job_2"></a>Supports enriched content in 3M self-check machines. When the job is run, all holdings in the database are exported in tab-delimited format with the following information: isbn, itemid, bibrecordcallno, bibrecordid, title.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">N/A</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Acquisitions Overnight Claiming Cancellation</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor185"></a><a name="IX_SQL_job_3"></a>Identifies purchase order line item segments eligible for claiming or cancellation; changes statuses to Pending Claim or Cancelled; updates linked purchase orders and purchase order line items accordingly. All canceled objects will have linked fund transactions reversed.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">5:10 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody"><a name="kanchor186"></a>Automated Offline</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Finds .TRN files stored on offline workstations in the directory specified in the Patron Services parameter, Offline (Automated): Directory where offline .TRN files are stored. It then pulls these files from the workstations to the server, uploads the transactions to the Polaris database, renames the .TRN files with a .DON extension, and logs the results of the upload. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPoffline/Set_up_auto_offline.htm">Setting Up Automated Offline Processing</a>.</MadCap:conditionalText></td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">No</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">N/A</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">BNC LibrarySDA</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">For Canadian libraries that use BookNet Canada's SalesData Analysis (SDA) program. This job populates the database table used for generating lending and branch circulation data reports for BookNet Canada. A job step compiles the reports and transmits them to BNC using FTP.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">No</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Weekly</p>
|
||||
<p>Sunday 11:59 PM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">BookSense Import</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor187"></a><a name="IX_SQL_job_4"></a>Checks Polaris for new IndieBound (formerly Book Sense) best-seller list distribution and populates local database for display in the Polaris PowerPAC dashboard. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See<a href="../../Public_Access_Admin/PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_69624_Best_Seller_Lists"> Best-Seller Lists from IndieBound (Book Sense, Inc.)</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">6:11 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Build up Compressed Holdings Statement</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor188"></a><a name="IX_SQL_job_6"></a><a name="kanchor189"></a><a name="IX_SQL_job_5"></a>Generates the compressed holdings statement for serials that is displayed in PAC search results. The statement is built from retained Issue/Part records at the system and each location level. It begins with the earliest issue retained and ends with the latest, but it does not reflect gaps in the holdings. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Serials/PSsetup/Displaying_Serial_Titles_in_the_PAC.htm#XREF_28944_Displaying_Serial">Displaying Serial Titles in the PAC</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">11:00 PM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Cash Drawer Daily Delete Rows</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor190"></a><a name="IX_SQL_job_7"></a>For libraries that use CLASS POS. Purges completed transactions from the table used by both applications for communication. Does not affect patron account tables.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">No</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">11:00 PM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Cataloging Background Tasks</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor191"></a><a name="IX_SQL_job_8"></a>Background process that manages the execution of all MARC data related background tasks, including authority change distribution to bibs, authority link management and bib bulk change processing.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Every 5 minutes</p>
|
||||
<p class="FM_TableBody">7:00 AM to<br />8:00 PM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Cataloging Import Job (1, 2, 3)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor192"></a><a name="IX_SQL_jobs"></a>Imports cataloging records. The three jobs run one minute apart from each other. No user can have more than one job running at a time. The three jobs allow multiple users to import records more efficiently.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">N/A</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Every 3 minutes</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Cataloging Purge Processing</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor193"></a><a name="IX_SQL_job_9"></a>Executes stored procedure Cat_PurgeDeletedRecords that performs the following:</p>
|
||||
<ul>
|
||||
<li>Checks CatPurgeCriterias table for ScheduledDate <= current day</li>
|
||||
<li>Purges authority, bibliographic or item records that have been marked for deletion</li>
|
||||
<li>Purges record sets that have been marked for deletion</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">5:10 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Circulation Background Processing</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor194"></a><a name="IX_Circulation_Background_1"></a><a name="kanchor195"></a><a name="IX_Circulation_Background"></a><a name="kanchor196"></a><a name="IX_SQL_job_10"></a>Processes a time-out for located requests if Polaris Administration (staff client) allows this to happen. It also processes patron account charges that are suspected to be duplicates</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Every 5 minutes between 6:02 AM and 10:02 PM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">CJ Chained Job Launcher</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Launches the Chained Jobs (CJ) sequence and inserts a link at the end of each job to run the next job in the CJ sequence. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Yes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Daily </p>
|
||||
<p>3:00 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>CJ PAC Availability</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor197"></a><a name="IX_SQL_job_32"></a>Recalculates availability counts in the event that the Polaris Administration (staff client) setting for item status suppression changed.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">This is the first job in the Chained Jobs sequence.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>CJ Automatic Display in PAC</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Updates bibliographic records to turn off or turn on the Display in PAC setting.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1"> </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p> </p>
|
||||
<p>Daily</p>
|
||||
<p>This is the second job in the Chained Jobs sequence.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>CJ Keyword Processing</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor198"></a><a name="IX_SQL_job_27"></a>Maintains keyword weighting accuracy for relevancy ranking in PAC search results without reindexing. Repopulates the SearchSuggestions table for Did You Mean suggestions. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Public_Access_Admin/PDOpower/Set_up_Polaris_PowerPAC.htm" class="MCXref xref" data-mc-conditions="Primary.Online"><span style="color: Blue;" class="mcFormatColor">Set up basic operating features for Polaris PowerPAC</span></a>.</MadCap:conditionalText> Updates the auto-suggest index with changes to bib, authority and patron records for use in the auto-suggest search terms list in the Find Tool and PAC. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Cataloging_Admin/PDKcatalog/Managing_Auto-Search_Suggestions.htm">Managing Auto-Search Suggestions</a>.</MadCap:conditionalText> Applies processing rules and a Synonyms table to keywords in the BibliographicKeywords table. The job output goes to the BibliographicKeywordRelations table, which the search engine uses to find records containing words that are related to the PowerPAC user's search terms.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">This is the third job in the Chained Jobs sequence.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">CJ DBCC Nightly</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor199"></a><a name="IX_SQL_job_17"></a>Data consistency check and optimization. Performs defragmentation and index optimization on all Polaris application databases. Should be run during minimal load time.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">This is the fourth job in the Chained Jobs sequence.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">CJ Bulk Waive Processing</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Processes bulk waive transactions for the Leap bulk waive fine criteria that are scheduled to run on the current day. For more information, search for "Bulk Waive Fines" in the Leap help.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Yes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Daily</p>
|
||||
<p>This is the fifth and final job in the Chained Jobs sequence.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Classification Index Maintenance</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor200"></a><a name="IX_SQL_job_11"></a>Maintains the PIM_ClassificationIndex used by the Polaris Inventory Manager (available by separate purchase); indexes any modified or created items since the last time the job ran. This is a local call number index that does not include the Call Number Prefix. Used for shelf list sorting. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">5:27 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Clean Notification Queue</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor201"></a><a name="IX_Clean_Notification_Queue_1"></a><a name="kanchor202"></a><a name="IX_Clean_Notification_Queue"></a><a name="kanchor203"></a><a name="IX_SQL_job_12"></a>Removes items from the Results Notification Queue table that are no longer overdue or held. It also removes entries from the notification queue where the delivery option is fax.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Hourly between 8:03 AM and 9:04 PM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Clear Object Locks</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1"><a name="kanchor204"></a>Removes entries in the Object Locks database table that are older than the number of hours specified in the Automated object lock clearing: Age of lock to clear profile. For more information, see <a href="../PDstart/Managing_Record_Locks.htm">Managing Record Locks</a> and <a href="../PDStaffClProfRef/Staff_Client_Profiles_Reference.htm">Staff Client Profiles Reference</a>.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">No</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Hourly </p>
|
||||
<p>(when enabled)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Close Purchase Orders</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">If the Automatically close purchase orders parameter is set to Yes for the organization, the Close purchase orders SQL job runs and closes eligible purchase orders. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">No</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Daily</p>
|
||||
<p>6:59 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Community Campaigns Processing</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor205"></a><a name="IX_Community_Campaigns_1"></a><a name="kanchor206"></a><a name="IX_Community_Campaigns"></a><a name="kanchor207"></a><a name="IX_SQL_job_13"></a>If the library has the required licenses for Community Profiles and Campaigns, the job creates automatic promotions based on settings in the Campaign records. The SQL job for campaigns runs every night before the nightly promotions indexing job, so that new promotions are indexed. Successive runs of the SQL job for campaigns delete all existing campaign-generated promotions created by and linked to the campaign, and create new promotions according to any settings saved to the Campaign workform.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">No</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody"> Daily</p>
|
||||
<p class="FM_TableBody">2:00 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Copy Offline Files</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor208"></a><a name="IX_Copy_Offline_Files_1"></a><a name="kanchor209"></a><a name="IX_Copy_Offline_Files"></a><a name="kanchor210"></a><a name="IX_SQL_jobs_1"></a>Allows administrators to have the SQL Agent automatically update the offline files on designated workstations. This job must be run under an account that has rights to copy the files to the local workstations on the network. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPoffline/CopyMDBFilesAuto.htm">Enable automatic copying of .mdb files from the server to offline clients</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">No</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">N/A</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Custom 3M EContent Bib Cleanup</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Once enabled by customer support, this job identifies cloudLibrary (formerly 3M Cloud Library) eContent bibs (those with resource entities), and looks within these bibs to determine if there are 856 tags with a 2nd indicator value of '2' and also a $3 with either of the following data strings: <b>Cover Image </b>or <b>3M Cloud Icon</b> to be flipped.</p>
|
||||
<p class="FM_TableBody">If an 856 tag like this is found, it is changed to a 956 tag in the MARC record and reindexed.</p>
|
||||
<p class="FM_TableBody">The job runs a single stored procedure called Custom_3M_EContentBibURLTagCleanup, which does all of the work.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">No</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">5:45 AM</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Dashboard Most Circulated</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor211"></a><a name="IX_SQL_job_14"></a>Populates Most Circulated Web part elements (Titles, Subjects, Authors) for display in the Polaris PowerPAC dashboard. When completed it resets the dashboard monthly circ counters. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Public_Access_Admin/PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_93947_Automatic_Web_Parts">Automatic Web Parts</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Monthly</p>
|
||||
<p class="FM_TableBody">Day 1 - 5:00 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Dashboard New Titles</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor212"></a><a name="IX_SQL_job_15"></a>Creates the New Titles Web part elements (new books, new sound recordings, new video, new large print) for display in the Polaris PowerPAC dashboard. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Public_Access_Admin/PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_93947_Automatic_Web_Parts">Automatic Web Parts</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">4:50 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1"><a name="kanchor213"></a>Database Analysis</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Compiles database statistics and analysis information, such as which Polaris Administration (staff client) settings were modified.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Yes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Monthly</p>
|
||||
<p>Day 5 - 5:00 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Database Sync Restore</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Dual-purpose job that handles database backup in the production environment and table backups in the training environment. </p>
|
||||
<p>On the production server, the job creates database backups of the Polaris ILS databases. The production job should be scheduled to start after the close of business, but should finish before the training side job starts.</p>
|
||||
<p>On the training server the job will back up the existing configurations, restore the production database backups, and then restore the training configurations back on top of the production data.</p>
|
||||
<p>After the job runs, the training environment will get an updated copy of the production data (patron, bib, item, and workstation information) but remain a functioning, separate training environment.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">No. Requires license; contact your Customer Support representative.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">N/A</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Data Validation</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor214"></a><a name="IX_SQL_job_16"></a>Performs application level data validation checks.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">5:15 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Deferred Processing<a name="kanchor215"></a></td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p><b>Important:</b> Do not disable or reschedule this job.</p>
|
||||
<p>Performs the following types of processing:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p>Performs material type limit processing for hold requests. The job performs processing for item records that meet both of the following criteria:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p>The item record is linked to a bibliographic record with a high volume of hold requests (more than 100).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>The hold limit for the item's material type is set to 0 or 1. For more information about material type hold limits, see <a href="../../Patron_Services_Admin/PDPblocks/List_and_modify_loan_and_request_limit_entries.htm">List and modify loan and request limit entries</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>
|
||||
<p>Checks the <b>Suppress items by circulation status</b> setting in Polaris Administration (staff client) and recalculates the availability counts shown in the PowerPAC and Mobile PAC, if necessary. For more information, see <a href="../../Public_Access_Admin/PDOresults/Suppressing_Items_from_Search_Results.htm">Suppressing Items from Search Results</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>When Polaris is set to perform asynchronous <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">RTF<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Requests-To-Fill or RTF processing
|
||||
sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it.</span></a> processing, performs a health check on the asynchronous RTF queue every five seconds to ensure the system is processing high-volume hold requests. For information about enabling or disabling asynchronous RTF processing, see the <a href="../../Patron_Services_Admin/PDPRequestParams/Request_Parameters_Reference.htm">Holds: Enable asynchronous RTF threshold</a> parameter.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Yes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Runs continuously</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">EDI Agent</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor216"></a><a name="IX_SQL_job_19"></a>For libraries that send electronic purchase orders and receive acknowledgments and invoices electronically using electronic data interchange (EDI). Checks Polaris Supplier records for EDI orders checkbox set to Yes; connects to the FTP servers specified in the supplier records; calls the Acquisitions parameter for active or passive FTP transmission; scans the supplier’s FTP server for order acknowledgments and invoices; downloads and parses the appropriate files. It also checks for and retrieves Advanced Shipment Notice (ASN) files if the supplier record indicates the supplier can produce them. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Acquisitions_Admin/PDKacquire/Setting_Up_EDI_Ordering.htm#XREF_17318_EDI_Ordering">Setting Up EDI Ordering</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">No</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">8:00 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Expire Community Events</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor217"></a><a name="IX_SQL_job_20"></a>For libraries that use Polaris Community Profiles. Automatically finds any event where the expiration date is less than the date the job runs, marks it not to display in PAC, and indexes the record accordingly. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Community Profiles/CommProfStaffClient/Enter_a_community_event_in_the_staff_client.htm#XREF_30563_Enter_or_edit_an">Enter a community event in the staff client</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">1:00 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Hold Notice Processing</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor218"></a><a name="IX_Hold_Notice_Processing_1"></a><a name="kanchor219"></a><a name="IX_Hold_Notice_Processing"></a><a name="kanchor220"></a><a name="IX_SQL_job_21"></a>Processes hold notices; sends out email notices by calling PolEmailManager.exe. Exports hold notices data for all hold notice methods that are configured for export (for example, email, text, and phone).</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily every 4 hours between 9:00 AM and 7:59 PM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Holds Request Cleanup Nightly </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor221"></a><a name="IX_SQL_job_22"></a>Processes unclaimed and expired hold requests per Polaris Administration (staff client) settings. It then auto-deletes Expired, Not-Supplied, and Cancelled holds that have been in their current status for more than the number of days specified in Polaris Administration. See<MadCap:conditionalText data-mc-conditions="Primary.Online"> <a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Define_Terms.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Holds options: Define terms and limits</span></a></MadCap:conditionalText> Cleans up the delayed holds checkbox and days past first available fields if the parent setting is unchecked during bulk change. Finally, it clears data no longer needed from the BulkHolds and BulkHoldsBibs tables. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Public_Access_Admin/PDOresults/Bulk_Hold_Requests_PowerPAC_Title_Lists.htm">Bulk Hold Requests from Polaris PowerPAC Title Lists</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">4:40 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Hold Request Process Inactive Requests Nightly</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor222"></a><a name="IX_Hold_Request_Process_1"></a><a name="kanchor223"></a><a name="IX_Hold_Request_Process"></a><a name="kanchor224"></a><a name="IX_SQL_job_23"></a>Processes all inactive requests before the RTF Routing Job.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">4:25 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Hold Request RTF Routing Nightly</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor225"></a><a name="IX_Hold_Requst_RTF_Routing"></a><a name="kanchor226"></a><a name="IX_Hold_Request_RTF_Routing"></a><a name="kanchor227"></a><a name="IX_SQL_job_24"></a>Responsible for RTF routing on a nightly basis.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">5:00 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">ISBN List </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor228"></a><a name="IX_SQL_job_25"></a>Generates a CSV file in<b> {Server - Active Node}/ProgramData/Polaris/[version]/Logs/SQLJobs</b> that lists the ISBNs for bibliographic records in your catalog where the ISBN is valid, the record status is final, and the record is set to display in PAC. The file is used to update the library’s holdings with NoveList Select. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Public_Access_Admin/PDOEnrich/EBSCO_NoveList_Enriched_Data.htm">Updating the Library’s Holdings for NoveList Select</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">No</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Weekly</p>
|
||||
<p class="FM_TableBody">Monday 1:10 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Item Shelving Status</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor229"></a><a name="IX_SQL_job_26"></a>
|
||||
</p>
|
||||
<p>Maintains the optional <a href="../../Patron_Services_Admin/PDPitems/Setting_Shelving_Status.htm">Shelving Status feature</a>, which shows that an item is in the process of being shelved. These items appear with the optional Shelving status in the PAC. </p>
|
||||
<p>This SQL job runs every nine minutes by default and makes no changes; it calls the Circ_MaintainItemShelvingStatus stored procedure, which evaluates if item statuses should change.</p>
|
||||
<p>For more information, see <a href="../../Patron_Services_Admin/PDPitems/Understanding_shelving_status_period.htm#Shelving2">Understanding the Shelving Status Period</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Every 9 minutes</p>
|
||||
<p class="FM_TableBody">7:30 AM to<br />9:00 PM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Lost Missing Withdrawn Processing</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">When the Lost item transition and/or Missing item transition parameters have been enabled, the job identifies the items that meet the criteria specified in the parameter and updates the items according to the applicable parameter's settings. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">No</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Daily</p>
|
||||
<p>12:00 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Manage Item Record History</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor230"></a><a name="IX_SQL_job_28"></a>Deletes item record histories based on the system-level Polaris Administration setting for the Cataloging parameter <b>Item record history time threshold</b>. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Cataloging_Admin/PDKcatalog/Displaying_Cataloging_Records.htm#XREF_90068_Displaying">Displaying Cataloging Records</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">5:20 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Notices Processing</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor231"></a><a name="IX_SQL_job_30"></a>Daily notices processing: Fine Notices; Overdue and Bill Notices; Reminders (almost overdue, expiration and inactive). Sends email notices by calling PolEmailManager.exe. Processes Hold Notices for mail if exporting hold notices is enabled; exports Overdue, Bill, Hold and Fine notices by calling ExportNotices.exe if exporting notices is enabled. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Telephony_Admin/PTOutboundTel/Delivering_Notices_by_Phone_Outbound_Telephony.htm#XREF_71823_Managing">Delivering Notices by Phone (Outbound Telephony)</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">6:00 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Offline Extract</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor232"></a><a name="IX_SQL_job_31"></a>Extracts data to the Polaris offline Access databases for offline Polaris circulation services. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPoffline/Managing_Offline_Circulation.htm">Managing Offline Circulation</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">5:51 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">PAC Popularity</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor233"></a><a name="IX_SQL_job_33"></a>Updates the popularity value associated with each bibliographic record, used in the PAC Most Popular sort feature. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Public_Access_Admin/PDOSearching/Specifying_Default_Search_Settings.htm">Specifying Default Search Settings</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">4:45 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">PAPI Processing</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor234"></a><a name="IX_PAPI_Processing_1"></a><a name="kanchor235"></a><a name="IX_PAPI_Processing"></a><a name="kanchor236"></a><a name="IX_SQL_job_34"></a>Deletes expired authentication tokens provided to library staff members for protected methods. The job calls the PAPI_DeleteExpiredAuthTokens database stored procedure which checks the PAPIStaffAuthentication table's AuthenticationExpDate column to determine which tokens are expired.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">5:30 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Patron Address Check</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor237"></a><a name="IX_SQL_job_35"></a>Places a stop (block) on a patron whose address check date has been exceeded. This job requires a stop in the patronstopdescriptions table like this: “Address Check Required”.<br />Removes block when address check date is no longer in the past.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">No</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">6:00 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Patron Delete</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor238"></a><a name="IX_SQL_job_36"></a>Using the Polaris Administration (staff client) parameters set for patron deletion, this job does one of the following:</p>
|
||||
<ul>
|
||||
<li>Deletes the patron records that fit the deletion criteria. Patron records that fit the exception criteria are put into the exception record set. </li>
|
||||
<li>Puts the patron records that qualify for deletion into the patron record set selected in Polaris Administration (staff client).</li>
|
||||
</ul>
|
||||
<p class="FM_TableBody">
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Options_for_Deleting_Patron_Records.htm#XREF_24056_Setting_Patron">Setting Options for Deleting Patron Records</a>.</MadCap:conditionalText>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">No</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">N/A</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Patron Processing</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor239"></a><a name="IX_SQL_job_37"></a>Performs overnight tasks specific to patrons:</p>
|
||||
<ul>
|
||||
<li>Maintains the patron reading history table and deletes rows that exceed limits set in Polaris Administration (staff client)</li>
|
||||
<li>Updates recurring EOT dates and those that are less than the current date</li>
|
||||
<li>Removes completed patron account transactions</li>
|
||||
<li>Removes unused patron addresses</li>
|
||||
<li>
|
||||
<p>Removes reset password links once the specified active period has elapsed</p>
|
||||
</li>
|
||||
</ul>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">6:45 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Polaris Collection Agency</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor240"></a><a name="IX_SQL_job_38"></a>For libraries that use Polaris collection agency processing; enabled as part of setup when you subscribe to Collection Agency. Identifies patrons who have been flagged for collection since the last Submission report was generated and sends the Submission report by email to the collection agency and/or copies it to a designated directory. Also generates the Update report, which includes all patrons who are in collection and have had any activity (new charge, payment, or waive) at the reporting organization since the last report (Submission or Update) was generated. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">N/A</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Polaris Collection Synchronization</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor241"></a><a name="IX_SQL_job_39"></a>For libraries that use Polaris collection agency processing; enabled as part of setup when you subscribe to Collection Agency. Identifies patrons currently reported to the collection agency, including each patron’s barcode, name, and the amount due. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily, every 7 minutes between 9:00 AM and 6:00 PM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Polaris Scheduling Executive</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor242"></a><a name="IX_SQL_job_40"></a>For libraries that use Polaris SimplyReports. Runs scheduled tasks for SimplyReports.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Every 30 minutes between 12:00 AM and 11:59 PM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Purge Acquisitions Records</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor243"></a><a name="IX_Purge_Acquisitions"></a><a name="kanchor244"></a><a name="IX_SQL_job_reference"></a>Removes purchase orders and invoices from the Polaris database using settings in the Purge Purchase Orders and Invoices dialog box. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Acquisitions_Admin/PDKacquire/Purging_Purchase_Orders_Invoices.htm#XREF_67050_Purging_Purchase">Purging Purchase Orders & Invoices</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily 12:01 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Purge Last Borrower</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1"><a name="kanchor245"></a>Purges last borrower information from item records. When the job runs, it purges last borrower information that is older than the number of days specified in the <b>Last use patron: Number of days to keep</b> parameter. See <a href="../../Patron_Services_Admin/PDPitems/Displaying_Items_Last_Borrower.htm">Displaying an Item’s Last Borrower</a>.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Yes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">N/A</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Purge PatronID from Circ Transactions</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor246"></a><a name="IX_SQL_job_41"></a>Purges patron identification information from transactions according to settings in the Patron Services parameter Remove patron ID from circ transactions. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Removing_Patron_ID_Information_from_Transaction_Files.htm#XREF_30688_Removing_Patron_ID">Removing Patron ID Information from Transaction Files</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">2:45 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">RSS Populate New Titles</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor247"></a><a name="IX_SQL_job_42"></a>Creates RSS feed entries from Polaris PowerPAC for new titles (new books, new sound recordings, new video, new large print). <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Public_Access_Admin/PDOpower/Setting_Up_RSS_Feeds.htm">Setting Up RSS Feeds</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Hourly</p>
|
||||
<p class="FM_TableBody">5:03 AM to<br />11:05 PM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">SDI Daily</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor248"></a><a name="IX_SQL_job_43"></a>Uses the SDIAgent executable to run searches saved by patrons in the PAC (search agent feature). On any given run, both the weekly and monthly searches scheduled to run on that date are processed. Any errors in the job are reported in an error log, which is placed in the same folder as the job report. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Public_Access_Admin/PDOMessages/Editing_Messages_and_Labels.htm#XREF_12013_Setting_Public">Editing Messages and Labels</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">5:11 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Serial Claiming Process</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<ul>
|
||||
<li><a name="kanchor249"></a><a name="IX_SQL_job_44"></a>For organizations that do automatic claiming, updates issue/part status to <span style="font-style: normal;">Claimed </span>and creates related claiming data according to the serial holdings record claiming criteria. Generates claim notices according to SA settings.</li>
|
||||
<li>For organizations that do mediated claiming, updates issue/part status to <span style="font-style: normal;">Pending claim</span> and creates related claiming data according to the serial holdings record claiming criteria.</li>
|
||||
</ul>
|
||||
<p class="FM_TableBody"> <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Serials/PSclaim/Claiming_in_Serials.htm">Claiming in Serials</a> and <a href="../../Serials_Admin/PDKserial/Setting_Up_Serials_Claiming.htm#XREF_85491_Setting_Up_Serials">Setting Up Serials Claiming</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">8:00 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Stop Expired Patrons</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor250"></a><a name="IX_SQL_job_45"></a>Places a stop (block) on all patrons whose expiration date is less than the current date.<br />Removes block when expiration date is no longer in the past.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">No</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">5:33 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Subfield Nine Utility</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor251"></a><a name="IX_Subfield_Nine_Utility_1"></a><a name="kanchor252"></a><a name="IX_Subfield_Nine_Utility"></a><a name="kanchor253"></a><a name="IX_SQL_job_46"></a>Deletes bib tags that have been marked with a $9. These tags may include: pre-existing holdings tags; 852 tags inserted automatically to create eContent items; embedded holdings tags that are used to create item records; and 970 tags used to create purchase order line items. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Cataloging_Admin/PDKcatalog/Setting_Utility_to_Delete_Bib_Tags_Marked_with_Subfield_9.htm">Setting Utility to Delete Bib Tags Marked with Subfield 9</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily </p>
|
||||
<p class="FM_TableBody">1:45 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Transaction Processing</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor254"></a><a name="IX_SQL_job_47"></a>Generates daily transaction aggregates and patron reading history entries.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Yes</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Daily</p>
|
||||
<p class="FM_TableBody">5:33 AM</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Year End Circ Count Rollover</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor255"></a><a name="IX_SQL_job_48"></a>Run once annually to roll over item, bib, and patron circulation counters to previous year tables and zero out the current year-to-date counters.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">No</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Annual</p>
|
||||
<p class="FM_TableBody">(when enabled)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">ZMARC Authority Updates</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody"><a name="kanchor256"></a><a name="IX_SQL_job_49"></a>Available by subscription. Retrieves authority record updates from ZMARC. This job invokes the program MARCRecordServiceConsumer.exe. See <a href="../Polaris_Permission_Groups_-_Default_Permissions_Reference.htm">Polaris Permission Groups - Default Permissions Reference</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">No</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="FM_TableBody">Weekly</p>
|
||||
<p class="FM_TableBody">(when enabled)</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+1121
File diff suppressed because it is too large
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+85
@@ -0,0 +1,85 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration " data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDTablesRef.fm" /><title>Administration Tables Reference</title>
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDTablesRef/Administration_Tables_Reference.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 role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_10120_Working_With"></a>Administration Tables Reference</h1>
|
||||
<p><a name="kanchor855"></a><a name="IX_list"></a>This section describes database, policy, and notification tables as they are displayed on the Administration Explorer at the listed organizational levels.</p>
|
||||
<p>For general instructions on working with Polaris Administration tables, see <a href="../PDattribut/Editing_Parameters_Profiles_and_Tables.htm#XREF_77046_Working_with">Editing Parameters, Profiles, and Tables</a>.</p>
|
||||
<p>For information about querying the transaction database, see <a href="../PDlogging/Polaris_Transactions_Database.htm#XREF_41210_Polaris">Polaris Transactions Database</a>.</p>
|
||||
<p>In addition, the Innovative Customer Supportal (https://support.iii.com) offers a complete release-specific description of Polaris database tables. Select <b>Polaris Releases</b><b>> </b><b>Polaris </b><span class="FM_Emphasis">[version]</span><b>> </b><b>Database Help</b>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="PolicyTabRef.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
|
||||
</li>
|
||||
<li><a href="DataTabRef.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Database Table Reference </span></a>
|
||||
</li>
|
||||
<li><a href="NoticeTabRef.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Notices Tables Reference</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Heading3"><a name="TOC_Policy_Tables1"></a><a name="XREF_52968_Policy_Tables"></a>
|
||||
</p>
|
||||
<p class="FM_Heading3"><a name="TOC_Database_Tables1"></a><a name="XREF_60816_Database_Tables"></a>
|
||||
</p>
|
||||
<p class="FM_Heading3"><a name="TOC_Notification_Tables"></a><a name="XREF_32310_Notification_Tables"></a>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</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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+324
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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="Administration |Administration Tables Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Database Tables Reference</title>
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||||
<div class="content">
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||||
<h1>Database Table Reference </h1>
|
||||
<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 3;margin-right: 3;width: 100%;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 2.72in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Database Table Name</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Description</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Organization Levels</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Authority Control<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Read-only. Specifies which bibliographic tags are subject to authority control, as well as which authority tags are used for each bib tag in the table. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Authority Deduplication<br /></p>
|
||||
<p class="indent2"><a name="kanchor2683"></a><a name="IX_table_49"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Rules in this table determine if imported or saved authority records are duplicates of existing records.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Bibliographic Deduplication<br /></p>
|
||||
<p class="indent2"><a name="kanchor2684"></a><a name="IX_table_50"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Rules in this table determine if imported or saved bibliographic records are duplicates of existing records. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Circulation Statuses<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Identifies the standard names for item circulation statuses. You can change the descriptive names but the actual statuses are read-only.</p>
|
||||
<p>Applies to Leap.</p>
|
||||
<p>The <b>Description</b> column applies to both the staff client and Leap. The <b>Banner Text</b> column applies to Leap only. If a circulation status is entered in the <b>Banner Text</b> column, it appears on the banner at the bottom of the book jacket image on the Item Record workform in Leap.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Computype Label Printer Commands</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Lists Computype printer commands. See also: <a href="../../Patron_Services_Admin/PDlabelprinter/Find_Computype_printer_commands.htm">Find Computype printer commands</a> and <a href="../../Patron_Services_Admin/PDlabelprinter/Enter_a_Computype_printer_command.htm">Enter a Computype printer command</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Did You Mean Overrides<br /></p>
|
||||
<p class="indent2"><a name="kanchor2685"></a><a name="IX_table_52"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">For PAC, specifies your own 'Did You Mean' suggestions for specific search terms to be displayed instead of the program’s suggestions. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">ExpressCheck themes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Specifies which themes are available for selection in Parameters > SelfCheck Unit > Polaris ExpressCheck theme. <br /></p>
|
||||
<p>This database table controls only the web-based ExpressCheck.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch, and Workstation</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Genders</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Manages Gender options for all users. Entries can be added/modified/deleted.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Geographic Coordinates<br /></p>
|
||||
<p class="indent2"><a name="kanchor2686"></a><a name="IX_table_53"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">For Polaris PowerPAC, holds the latitude and longitude values for organizations that might be displayed with the Map It (Google Maps™) feature in PowerPAC search results. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Hold Request Statuses<br /></p>
|
||||
<p class="indent2"><a name="kanchor2687"></a><a name="IX_table_54"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies the hold request status descriptions displayed in the staff client and PAC patron account. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">In-House IP Addresses<br /></p>
|
||||
<p class="indent2"><a name="kanchor2688"></a><a name="IX_table_55"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Identifies specific IP addresses to be considered local (in-house) workstations, even though they are not registered as workstations in Polaris. See <a href="../PDresourc/Identifying_In-House_Computers.htm#XREF_75055_Indentifying_In">Identifying In-House Computers</a>.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Item Block Descriptions<br /></p>
|
||||
<p class="indent2"><a name="kanchor2689"></a><a name="IX_table_56"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines the library-assigned item blocks that can stop circulation, listed as options in the <b>Library assigned</b> box on the Notes and Notices view of the Item Record workform. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Item Create Call Number Hierarchy <br /></p>
|
||||
<p class="indent2"><a name="kanchor2690"></a><a name="IX_table_57"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies the tags in the bibliographic record to use for the call number in the linked item record and the precedence in which the tags are checked for the call number. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Item Create Price Hierarchy<br /></p>
|
||||
<p class="indent2"><a name="kanchor2691"></a><a name="IX_table_58"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies the order of bibliographic record fields to check for price when creating a linked item.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Mobile Phone Carriers<br /></p>
|
||||
<p class="indent2"><a name="kanchor2692"></a><a name="IX_table_59"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Identifies the mobile phone service carriers that will appear as options for selection in the Patron Registration workform and when patrons register or update their account information from the PAC.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Network Domains<br /></p>
|
||||
<p class="indent2"><a name="kanchor2693"></a><a name="IX_table_60"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">For multi-domain networks, specifies the NetBIOS Name and DNSName for each domain in your network. See <a href="../PDresourc/Multi-Domain_System_Support.htm#XREF_12766_Multi_Domain">Multi-Domain System Support</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Object Locks<br /></p>
|
||||
<p><a name="kanchor2694"></a><a name="IX_table_61"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">When a Polaris record is open, an entry is automatically made in the Object Locks table so that no one else can change the record. When the record is closed, the entry is automatically removed from the Object Locks table. You can manually remove an object lock from the table. See <a href="../PDstart/Managing_Record_Locks.htm#XREF_49617_Object_Locks">Managing Record Locks</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Patron Address Types</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines the address types that appear when adding or changing a patron's address in the Polaris staff client or Leap. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPpatacct/Setting_Patron_Registration_Lists.htm">Maintaining Patron Registration Address Types</a></MadCap:conditionalText>.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Postal Codes<br /></p>
|
||||
<p><a name="kanchor2695"></a><a name="IX_table_62"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Initially contains the entire list of valid U.S. Zip codes; works with the Countries policy table. When you enter an address in Polaris, you select a country (U.S. or Canada) and type a valid postal code. The <b>City</b> and <b>State</b> boxes are automatically filled in. Use the Postal Codes table to keep the entries current. See <a href="../PDorgnizatn/Setting_System_Postal_Codes.htm#XREF_42844_Setting_Postal">Setting System Postal Codes</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">PowerPAC themes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Contains the entire list of valid PowerPAC themes for PowerPAC customization. Also lists custom themes that are added after installation.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Primary Display Author<br /></p>
|
||||
<p><a name="kanchor2696"></a><a name="IX_table_63"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies the author tags and subfields and their order of precedence used to construct the display of an author in search results. See <a href="../PDsearch/Viewing_Title_and_Author_Elements.htm#XREF_44881_Viewing_Title">Viewing Title and Author Elements</a>.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Primary Display Title<br /></p>
|
||||
<p><a name="kanchor2697"></a><a name="IX_table_64"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Specifies the title tags and subfields and their order of precedence used to construct the display of a title in search results. See <a href="../PDsearch/Viewing_Title_and_Author_Elements.htm#XREF_44881_Viewing_Title">Viewing Title and Author Elements</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Shelf Locations<br /></p>
|
||||
<p class="indent2"><a name="kanchor2698"></a><a name="IX_table_65"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines the branch’s shelf location options in an item record. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Tax Rates</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Contains the amount and description of the tax rate for fees.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="TableBody">Transaction Logging<br /></p>
|
||||
<p class="indent2"><a name="kanchor2699"></a><a name="IX_table_66"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Specifies which Polaris transactions are logged for statistical and reporting purposes. See <a href="../PDlogging/Logging_Transactions.htm#XREF_22808_Logging">Logging Transactions</a>.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<p />
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+110
@@ -0,0 +1,110 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Administration Tables Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Notices Tables Reference</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<link href="../../../Resources/TableStyles/BlueHeader.css" rel="stylesheet" data-mc-stylesheet-type="table" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDTablesRef/NoticeTabRef.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Notices Tables Reference</h1>
|
||||
<p class="FM_SideHeadingN"> </p>
|
||||
<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 2.66in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Notification Table Name</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Description</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Organization Levels</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Notification Dates Not to Call</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Sets the dates that the phone notification server does not call patrons. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Notification Local Area Codes<br /></p>
|
||||
<p class="indent2"><a name="kanchor5561"></a><a name="IX_reference_5"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Licensed feature. With the Notification Local Prefixes table, defines the area codes and telephone number prefixes that determine if a telephone call is local (toll-free) to the telephone server. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="TableBody">Notification Local Prefixes<br /></p>
|
||||
<p class="indent2"><a name="kanchor5562"></a><a name="IX_reference_6"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="TableBody">Licensed feature. With the Notification Local Area Codes table, defines the area codes and telephone number prefixes that determine if a telephone call is local (toll-free) to the telephone server.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">System</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<p class="indent2"><a name="kanchor5563"></a><a name="IX_table_67"></a>
|
||||
</p>
|
||||
<p> </p>
|
||||
</div>
|
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|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</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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</html>
|
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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="Administration |Administration Tables Reference" 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 charset="utf-8" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Policy Tables Reference</title>
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDTablesRef/PolicyTabRef.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 role="main" id="mc-main-content">
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<h1><a name="kanchor4249"></a>Policy Tables Reference</h1>
|
||||
<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');border-left-style: solid;border-left-width: 1px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: solid;border-top-width: 1px;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 3.00in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Policy Table Name</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Description</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Organization Levels</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Addresses</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Provides a standard set of addresses for use in all the organization records that include street addresses. See <a href="../PDorgnizatn/Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Aeon Special Collection Locations</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Specifies the shelf locations that are designated as Aeon special collection locations. If an item owned by the organization is assigned a shelf location that is an Aeon special collection location, patrons must place a request to view the item in a reading room.</p>
|
||||
<p>If you do not want to designate any special collection locations for an organization, select <b>(None)</b>.</p>
|
||||
<p>For more information, see <a href="../../UI_Ref/PRadminPat/Aeon_Special_Collections.htm">Aeon Special Collection Locations Policy Table</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Authority Overlay Retention</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies tags to retain when an existing authority record is overlaid with a new one.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Authority Record Import: Preferred Cataloging Source</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Lists the codes for cataloging sources the organization considers to be valid sources for authority records. If this table is empty, any imported authority record with any code in tag 040 $a is considered to come from a preferred <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">cataloging source<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A code stored in tag 040 $a that tells who created the record. These codes are governed by the MARC code list for libraries.</span></a>. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Bibliographic Tags to Retain/Delete</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies tags to retain when an existing bibliographic record is overlaid with a new one. It is also used to specify tags to delete from incoming new bibliographic records whether or not the incoming records are duplicates of existing records. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Claim Reasons</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Defines the standard claim reasons that can be selected in the <b>Reason</b> box on the Claim workform. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="border-left-style: solid;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-top-style: solid;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Contact Persons</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="border-left-style: solid;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-top-style: solid;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;">
|
||||
<p class="TableBody">Provides a standard list of contact people for use in all the organization records that require contact information. The table entries are displayed as options in the <b>Primary</b> and <b>Alternate</b> contact boxes on the organization workforms. See <a href="../PDorgnizatn/Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="border-left-style: solid;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-top-style: solid;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Countries</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Defines the postal code lengths and styles for the countries in which the library sends mail. Defines the default list of available countries in the self-registration portion of PAC. See <a href="../PDorgnizatn/Setting_System_Postal_Codes.htm#XREF_42844_Setting_Postal">Setting System Postal Codes</a>.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Course Reserves: Course Names</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Licensed feature. Associates the organizations (branches) with the course numbers, section numbers, course names, and course abbreviations for which the branches handle course reserves. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Course Reserves: Course Terms</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Licensed feature. Associates the organizations (branches) with the course terms, course start dates, and course end dates for which the branches handle course reserves. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Course Reserves: Departments</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Licensed feature. Associates the organizations (branches) with the academic departments for which the branches handle course reserves.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Course Reserves: School/Divisions<br /></p>
|
||||
<p class="indent2"><a name="kanchor4250"></a><a name="IX_table_9"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Licensed feature. Associates the organizations (branches) with the academic schools or divisions for which the branches handle course reserves.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Cross Reference Display Constants<br /></p>
|
||||
<p class="indent2"><a name="kanchor4251"></a><a name="IX_table_10"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies the labels that identify cross-references in PAC browse search results. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Currencies<br /></p>
|
||||
<p class="indent2"><a name="kanchor4252"></a><a name="IX_table_11"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies foreign currencies used in Acquisitions processing. All organizations use the settings in this table. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Dates Closed<br /></p>
|
||||
<p class="indent2"><a name="kanchor4253"></a><a name="IX_table_12"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Lists dates that an organization is closed when it otherwise would be open for business (for example, holidays). See <a href="../PDorgnizatn/Identifying_Dates_Closed.htm#XREF_79758_Identifying_Dates">Identifying Dates Closed</a>.</p>
|
||||
<p class="TableBody"><b>Note:<br /></b>You specify the <span class="FM_Emphasis">days of the week</span> when a branch is ordinarily closed, such as Sunday, with the Patron Services parameter <b>Hours of operation</b>. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Fee Descriptions<br /></p>
|
||||
<p class="indent2"><a name="kanchor4254"></a><a name="IX_table_13"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>At the system level, this table defines and standardizes fee descriptions, default fee amounts, and if a fee includes a tax rate. Entries in this table display as selections on views and dialog boxes where you transact charges for patrons. Entries in this table also display as Fee Reasons in Leap. </p>
|
||||
<p>At the branch level, the table offers options to select or suppress descriptions in the list of fee reasons displayed to branch staff members, and to set the display order of the list. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Fine Codes<br /></p>
|
||||
<p class="indent2"><a name="kanchor4255"></a><a name="IX_table_14"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines fine codes, which represent the various fine policies used in combination with patron codes to determine fine amounts. Fine codes are displayed as selections in the Fines policy table and in the Fine code box on the Item Record workform. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Fines<br /></p>
|
||||
<p class="indent2"><a name="kanchor4256"></a><a name="IX_table_15"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies fine amounts, based on the patron code of the person being charged and the fine code assigned to the item. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Floating: Collection Limits</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody"> Limits the number of floating items a <a name="kanchor4257"></a>branch can receive for a collection. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPfloating/Limit_the_number_of_floa.htm">Limit the number of floating items a branch can receive for a collection</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Floating: To Branch<br /></p>
|
||||
<p class="indent2"><a name="kanchor4258"></a><a name="IX_table_16"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies what branches may receive items from the home branch. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Floating: Material Types<br /></p>
|
||||
<p class="indent2"><a name="kanchor4259"></a><a name="IX_table_17"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies what material types may not float from the home branch, even if some items are part of a floating collection. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Floating: Material Type Limits<br /></p>
|
||||
<p class="indent2"><a name="kanchor4260"></a><a name="IX_table_18"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies how many items of the same title (attached to the same bibliographic record) and of a specific material types the receiving branch is willing to accept. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Fund Categories<br /></p>
|
||||
<p class="indent2"><a name="kanchor4261"></a><a name="IX_table_19"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines donation fund categories for the acquisitions budget. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Hold Pickup Areas</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines the pickup areas within the pickup location that patrons and staff can select from when placing a hold. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Holds Routing Sequences Primary<br /></p>
|
||||
<p class="indent2"><a name="kanchor4262"></a><a name="IX_table_20"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Determines whose items can be <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a> at circulation to fill a request, and specifies the <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">RTF<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Requests-To-Fill or RTF processing
|
||||
sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it.</span></a> routing sequences of hold requests from the requester branch to other branches. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Holds Routing Sequences Secondary<br /></p>
|
||||
<p class="indent2"><a name="kanchor4263"></a><a name="IX_table_21"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Optional. You can set up a secondary RTF routing sequence with this table, to be used after a request has gone through the primary routing sequence. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Increased Check-out Limits</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Defines the number of additional items that an enabled patron can check out from specific material types. </p>
|
||||
<p> See "Increasing Check-out Limits by Branch" in the Leap help for more information on this feature.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Initial Articles<br /></p>
|
||||
<p class="indent2"><a name="kanchor4264"></a><a name="IX_table_22"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies words that can be stripped from the beginning of Find Tool exact match search strings. See <a href="../PDsearch/Defining_Leading_Articles.htm#XREF_82536_Defining_Leading">Defining Leading Articles</a>.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Item Availability Display Order<br /></p>
|
||||
<p class="indent2"><a name="kanchor4265"></a><a name="IX_table_23"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies the branches listed as <b>Local</b> and <b>System</b> and the order in which they are listed in the PAC item availability display. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="indent2"><a name="kanchor4266"></a><a name="IX_table"></a>
|
||||
</p>
|
||||
<p class="indent2"><a name="kanchor4267"></a><a name="IX_table_1"></a>
|
||||
</p>
|
||||
<p class="indent2"><a name="kanchor4268"></a><a name="IX_table_5"></a>
|
||||
</p>
|
||||
<p class="indent2"><a name="kanchor4269"></a><a name="IX_table_6"></a>
|
||||
</p>
|
||||
<p class="indent2"><a name="kanchor4270"></a><a name="IX_table_7"></a>
|
||||
</p>
|
||||
<p class="FM_TableBody">Item Statistical Class Codes<br /></p>
|
||||
<p class="indent2"><a name="kanchor4271"></a><a name="IX_table_24"></a> </p>
|
||||
<p class="indent2"> </p>
|
||||
<p class="indent2"> </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines item statistical codes, useful for creating specific circulation reports an organization may require. Find Tool searches for item records can be limited by statistical code, and they are displayed for selection in the Statistical code box on the Item Record workform.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Link to Supplier Databases<br /></p>
|
||||
<p class="indent2"><a name="kanchor4272"></a><a name="IX_table_25"></a> </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Defines suppliers’ names and URLs to list when users select <b>Utilities, Link to supplier databases</b> from the Polaris Shortcut Bar.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Loan Period Codes<br /></p>
|
||||
<p class="indent2"><a name="kanchor4273"></a><a name="IX_table_26"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines loan period codes, which are the names assigned to the various loan periods established by each organization. They are used in combination with patron codes to calculate due dates and fine amounts. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Loan Periods<br /></p>
|
||||
<p class="indent2"><a name="kanchor4274"></a><a name="IX_table_27"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines loan periods, which specify how long an item can be checked out based on the loan period code assigned to the item and the patron code of the person checking out the item. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">MARC Language Scoping Display<br /></p>
|
||||
<p class="indent2"><a name="kanchor4275"></a><a name="IX_table_28"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Identifies the languages that display as options for limiting staff client and/or PAC searches to material published in specific languages. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Material Types<br /></p>
|
||||
<p class="indent2"><a name="kanchor4276"></a><a name="IX_table_29"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Names the various material types held by the library and the minimum age required to checkout or place a hold on those items. Material types are used in determining loan periods and lending limit blocks, and in generating statistics. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">NCIP Medium Types: Incoming </p>
|
||||
<p class="indent2"><a name="kanchor4277"></a><a name="IX_table_30"></a> </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Maps NCIP Medium to Polaris item material types for incoming requests, and is used for requests where the Polaris library is the borrower. This table allows the library to create ILL items with different material types.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">NCIP Medium Types: Outgoing </p>
|
||||
<p class="indent2"><a name="kanchor4278"></a><a name="IX_table_31"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Maps the library’s Polaris item material types to NCIP medium types and is used for requests where the Polaris library is the lender. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">NCIP User Privilege Types</p>
|
||||
<p class="indent2"><a name="kanchor4279"></a><a name="IX_table_32"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Maps Polaris patron codes to NCIP standard public and/or academic user privilege types. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">NCIP Fiscal Action Types </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Maps NCIP fiscal action types to patron account transaction types in Polaris. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">NCIP Payment Types </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Maps NCIP payment types to Polaris payment methods. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Outreach: Delivery Mode<br /></p>
|
||||
<p class="indent2"><a name="kanchor4280"></a><a name="IX_table_33"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Licensed feature. Sets the possible methods by which your organization delivers items to outreach services patrons. Each method you specify will appear as a selectable option in the Patron Delivery Options dialog box (Patron Status workform - Reader Services view). The method will also appear as an option for filtering the patron list in the Outreach Services Manager when outreach services processing is done for multiple patrons. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Outreach: Delivery Route/Stops<br /></p>
|
||||
<p class="indent2"><a name="kanchor4281"></a><a name="IX_table_34"></a> </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Licensed feature. Defines delivery routes and specifies stops along the routes. Each route you specify will appear as a selectable option in the Patron Delivery Options dialog box (Patron Status workform - Reader Services view). The route will also appear as an option for filtering the patron list in the Outreach Services Manager when outreach services processing is done for multiple patrons.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Outreach: Disability<br /></p>
|
||||
<p class="indent2"><a name="kanchor4282"></a><a name="IX_table_35"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Licensed feature. Optional. Defines the options staff can select to note an outreach patron’s disability in the patron’s record. Each disability description you specify will appear as a selectable option in the Patron Preferences dialog box (Patron Status workform - Reader Services view). </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Outreach: Equipment<br /></p>
|
||||
<p class="indent2"><a name="kanchor4283"></a><a name="IX_table_36"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Licensed feature. Optional. Defines the options staff can select to specify a special equipment need for an outreach patron. Each equipment description you specify will appear as a selectable option in the Patron Preferences dialog box (Patron Status workform - Reader Services view).</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Outreach: Excluded Circ Statuses<br /></p>
|
||||
<p class="indent2"><a name="kanchor4284"></a><a name="IX_table_37"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Licensed feature. Sets the item circulation statuses that should be excluded from outreach selection list processing. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Outreach: Included Branches<br /></p>
|
||||
<p class="indent2"><a name="kanchor4285"></a><a name="IX_table_38"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Licensed feature. Sets the branch items that should be included in outreach selection list processing. Works with the Patron Services parameter <b>ORS: Include other library items in selection list processing</b>. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Outreach: Pick List Headers<br /></p>
|
||||
<p class="indent2"><a name="kanchor4286"></a><a name="IX_table_39"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Licensed feature. Specifies the column heads for outreach services pick lists, and the order in which they appear on the workform. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">PAC Community Limit By Display<br /></p>
|
||||
<p class="indent2"><a name="kanchor4287"></a><a name="IX_table_40"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies which filters, if any, are displayed for selection in the <b>Limit by</b> list for PAC community keyword searches. You also use this table to define and edit your own filters, and to specify which selection is at the top of the PAC community keyword <b>Limit by</b> list. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">PAC Limit By Display<br /></p>
|
||||
<p class="indent2"><a name="kanchor4288"></a><a name="IX_table_41"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies which formats/types of material, if any, are displayed for selection in the <b>Limit by</b> list in PowerPAC and in Mobile PAC’s advanced search. You also use this table to define and edit your own filters, and to specify which selection is at the top of the PAC <b>Limit by</b> list.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron/Material Type Loan Limit Blocks<br /></p>
|
||||
<p class="indent2"><a name="kanchor4289"></a><a name="IX_table_42"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines loan and request limit blocks based on combinations of patron codes and material types. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron Block Descriptions<br /></p>
|
||||
<p class="indent2"><a name="kanchor4290"></a><a name="IX_table_43"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines the standard patron blocks available as selections in the Library assigned box on the New Block dialog box (Patron Status workform). At the branch level, you can also designate which of these triggers a line of text in the PAC patron account summary. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Patron Block Suppression</p>
|
||||
<p><a name="kanchor4291"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies which nonblocking circulation notes are suppressed during item checkout in <span class="mc-variable III_Variables.Prod_Leap variable">Leap</span>.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron Codes<br /></p>
|
||||
<p class="indent2"><a name="kanchor4292"></a><a name="IX_table_44"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines patron codes that are typically assigned to patrons when they register. Patron codes define available services, loan periods, fines, and limits for specific classes of patrons. They are also used for reports.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron Statistical Class Codes<br /></p>
|
||||
<p class="indent2"><a name="kanchor4293"></a><a name="IX_table_45"></a> </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines patron statistical codes that are useful for demographic or other reports. You can limit Find Tool searches for patron records by statistical class (code), and they are displayed for selection in the Statistical class box on the Patron Registration workform.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Payment Methods<br /></p>
|
||||
<p class="indent2"><a name="kanchor4294"></a><a name="IX_table_46"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Sets the payment method options available in the staff client and in Leap for accepting payments on patron accounts. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Search Databases<br /></p>
|
||||
<p class="indent2"><a name="kanchor4295"></a><a name="IX_reference_4"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Lists the databases available for Find Tool searches in the staff client for each organization. At the branch level, you can open the table for a specific branch and delete any database you do not want to display in the Find Tool for that branch. See <a href="../PDserver/Controlling_Database_Access_in_the_Staff_Client.htm#XREF_58445_Defining_Database">Controlling Database Access in the Staff Client</a>.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">SelfCheck Material Types<br /></p>
|
||||
<p class="indent2"><a name="kanchor4296"></a><a name="IX_table_47"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Associates Polaris material types with self-check media types for SIP self-check units. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">SIP Payment Types</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">This table is pre-filled with SIP payment types that cannot be modified. You can select the Polaris payment method to map to the SIP payment type. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../../Patron_Services_Admin/PDPNCIP/Modify_the_SIP_payment_types_mapping.htm">Modify the SIP payment types mapping</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">System</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">User Defined Hold Not Supplied Reasons<br /></p>
|
||||
<p class="indent2"><a name="kanchor4297"></a><a name="IX_table_48"></a>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines the possible reasons that staff members can select when denying a hold request. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">User Defined Due Date Modification Reasons</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines the possible reasons staff members can select when changing an item's due date in the Polaris Leap application. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">User Defined Waiver Request Reasons</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Defines the possible reasons staff members can select when submitting a waiver request for a patron in the Polaris Leap application.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">System, Library, Branch</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+75
@@ -0,0 +1,75 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration " data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDWebDef.fm" /><title>Setting a Default Web Page</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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||||
</script>
|
||||
<script>/* <![CDATA[ */
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||||
window.dataLayer = window.dataLayer || [];
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||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDWebDef/Setting_a_Default_Web_Page.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_18315_Setting_a_Default"></a>Setting a Default Web Page</h1>
|
||||
<p><a name="kanchor2496"></a><a name="IX_setting_default_Web_page"></a><a name="kanchor2497"></a><a name="IX_setting_for_Utilities"></a>The Utilities menu on the Polaris Shortcut Bar includes the option <b>Web Browser</b>.</p>
|
||||
<p class="indent2">
|
||||
<img alt="StaffClientWebBrowser.gif" style="margin-bottom: 0.000pt;width: 440;height: 178;" id="image0" src="StaffClientWebBrowser_440x178.gif" /> </p>
|
||||
<p>By default, the Innovative Interfaces Web page appears when a staff member selects <b>Web Browser</b>. However, you can specify a different default Web page, or make the option unavailable by specifying no default page.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Specify_a_default_Web_page_for_Web_Browser_option.htm#XREF_30320_Specify_a_default">Specify a default Web page for Web Browser option</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+76
@@ -0,0 +1,76 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting a Default Web Page" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Specify a default Web page for Web Browser option</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDWebDef/Specify_a_default_Web_page_for_Web_Browser_option.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_30320_Specify_a_default"></a>Specify a default Web page for Web Browser option</h1>
|
||||
<p>To specify the Web page that appears when a staff member selects <b>Utilities </b>><b> Web Browser</b> on the Polaris Shortcut Bar.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can specify the default Web page on the system, library, or branch level. The system uses the setting in effect for the user’s logged-in branch.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open <b>Profiles</b> for the organization, and select the <b>Staff Client</b> tab.</li>
|
||||
<li value="2">Double-click <b>Utilities: Web browser default URL</b>.</li>
|
||||
<li value="3">Type the Web address for the default Web page (maximum 255 characters).</li>
|
||||
<p>The Web address must begin with <b>http://</b>.</p>
|
||||
<p>If no address is specified in the profile, the <b>Web Browser</b> option is unavailable (gray) on the Utilities menu of the Polaris Shortcut Bar.</p>
|
||||
<li value="4">Select <b>File </b>><b> Save.</b></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the effects of your changes in the staff client, exit the staff client and log back in.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</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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<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="" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Administration Topics</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDabout/Administration_Topics.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_11731_Polaris"></a>Polaris Administration Overview<a name="CSH_61"></a></h1>
|
||||
<p>Polaris Administration settings determine how data is categorized, used, and stored, and what functions are available in the staff client software and the PAC.</p>
|
||||
<p class="NoteShade"><b><b>Note</b>:<br /></b>Certain Polaris features are available by specific contract to your library. If your Polaris installation does not include a specific feature, the Polaris Administration controls for the feature may not be available.</p>
|
||||
<p>For more information on the features and functions you can use to administer Polaris for your library organization, see the following topics:</p>
|
||||
<p><a href="../PDstart/Polaris_Administration_Records_and_Settings.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Polaris Administration Records and Settings</span></a>
|
||||
</p>
|
||||
<p class="indent2">Description of the Polaris Administration records.</p>
|
||||
<p><a href="../PDstart/Accessing_Administration_Records.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Accessing Administration Records</span></a>
|
||||
</p>
|
||||
<p class="indent2">Methods for finding and opening Administration records.</p>
|
||||
<p><a href="../PDstart/Managing_Record_Locks.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Managing Record Locks</span></a>
|
||||
</p>
|
||||
<p class="indent2">Instructions for finding and releasing records locked by staff.</p>
|
||||
<p><a href="../PDattribut/Editing_Parameters_Profiles_and_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Editing Parameters, Profiles, and Tables</span></a>
|
||||
</p>
|
||||
<p class="indent2">Basic procedures for working with parameters, profiles, policy tables, and database tables in Polaris Administration; setting staff client profiles. Setting visual cues for staff client log-in server; automatic staff client log-in.</p>
|
||||
<p><a href="../PDorgnizatn/Setting_Up_Organizations.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Organizations</span></a>
|
||||
</p>
|
||||
<p class="indent2">Creating and editing system, library, and branch records; setting up resource groups for remote resource access; setting up addresses, postal codes, contacts, and dates closed; viewing licenses.</p>
|
||||
<p><a href="../PDcollections/Working_with_Collections.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Collections</span></a>
|
||||
</p>
|
||||
<p class="indent2">Setting up and editing collection records; associating collections with branches; deleting collections; collections report.</p>
|
||||
<p><a href="../PDresourc/Setting_Up_Workstation_and_Staff_Member_Records.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Workstation and Staff Member Records</span></a>
|
||||
</p>
|
||||
<p class="indent2">Setting up and editing workstation and staff member records; identifying in-house computers; staff and workstation reports.</p>
|
||||
<p><a href="../PDpermiss/Granting_Permissions.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Granting Permissions</span></a>
|
||||
</p>
|
||||
<p class="indent2">Setting up Polaris security and permissions; using permission groups to manage permissions; setting permissions specifically related to Polaris Administration.</p>
|
||||
<p><a href="../PDserver/Setting_Up_Server_Records.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Server Records</span></a>
|
||||
</p>
|
||||
<p class="indent2">Registering local and remote servers in Polaris; setting server parameters; telephony servers; Polaris and MuseGlobal federated searching; making databases available as staff client search targets; offering the Polaris database as a search target.</p>
|
||||
<p><a href="../PDrepserv/Specifying_Report_Servers.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Specifying Report Servers</span></a>
|
||||
</p>
|
||||
<p class="indent2">Server and URL settings for SQL Server Reporting Services; Windows authentication for reports access.</p>
|
||||
<p><a href="../PDLocaleTime/Ensuring_Locale_and_Time_Consistency.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Ensuring Locale and Time Consistency</span></a>
|
||||
</p>
|
||||
<p class="indent2">Enabling automatic checking for consistency in date and currency formats, as well as the time recorded for logs and transactions.</p>
|
||||
<p><a href="../PDsearch/Setting_Search_Tool_Characteristics.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Find Tool Characteristics</span></a>
|
||||
</p>
|
||||
<p class="indent2">Settings that affect the general behavior of the Polaris Find Tool and public catalog search functions, including search databases, leading articles for browse searches, languages for scoping, Find Tool filtering and defaults.</p>
|
||||
<p><a href="../PDworkforms/Setting_Preferred_Workform_Views.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Preferred Workform Views</span></a>
|
||||
</p>
|
||||
<p class="indent2">Setting opening views for the Bibliographic, Item, and Patron Status workforms.</p>
|
||||
<p><a href="../PDlogging/Collecting_Transaction_Statistics.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Collecting Transaction Statistics</span></a>
|
||||
</p>
|
||||
<p class="indent2">Selecting which Polaris actions to include in the log file; Polaris transactions database queries; Statistical Summary report; <span class="FM_Emphasis">Library Journal</span> circulation statistics.</p>
|
||||
<p><a href="../PDbarcodes/Defining_Barcode_Formats.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Defining Barcode Formats</span></a>
|
||||
</p>
|
||||
<p class="indent2">Setting barcode formats for item and patron records; significant digits in patron barcodes; saving records with invalid barcodes.</p>
|
||||
<p><a href="../PDWebDef/Setting_a_Default_Web_Page.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting a Default Web Page</span></a>
|
||||
</p>
|
||||
<p class="indent2">Enabling the Web Browser option on the Polaris shortcut bar, and specifying the default Web page that opens when the option is selected.</p>
|
||||
<p><a href="Polaris_General_Permissions_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Polaris General Permissions Reference</span></a>
|
||||
</p>
|
||||
<p class="indent2">Permissions required to create and use SQL searches; default permissions for groups; fields that identify record ownership and the organizations that can own them.</p>
|
||||
<p><a href="../../Public_Access_Admin/PDOstart/Public_Access_Administration.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Public Access Profiles and Parameters</span></a>
|
||||
</p>
|
||||
<p class="indent2">List of System Administration permissions with summary descriptions; list of System Administration permissions by workflow.</p>
|
||||
<p><a href="../PDStaffClProfRef/Staff_Client_Profiles_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Staff Client Profiles Reference</span></a>
|
||||
</p>
|
||||
<p class="indent2">Profiles that affect the overall Polaris staff client.</p>
|
||||
<p><a href="../PDTablesRef/Administration_Tables_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Administration Tables Reference</span></a>
|
||||
</p>
|
||||
<p class="indent2">Policy, database, and notification tables reference.</p>
|
||||
<p><a href="../PDSQLJobsRef/Polaris_SQL_Jobs_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Polaris SQL Jobs Reference</span></a>
|
||||
</p>
|
||||
<p class="indent2">Summary list of SQL jobs with their functions and schedules.</p>
|
||||
<p><a href="../PDquickref/Administration_Shortcut_Keys.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Administration Shortcut Keys</span></a>
|
||||
</p>
|
||||
<p class="indent2">Shortcut keys for navigation and select actions in Polaris.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</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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|
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|
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+74
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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="Administration " data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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|
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<h1>Polaris General Permissions Reference</h1>
|
||||
<p>This section includes tables showing: the permissions required to create and use SQL searches in the Find Tool; the default permissions for Polaris permission groups; and the fields that identify record ownership in Polaris records and the organizations that can own them.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../PDFTPermRef/Find_Tool_Permissions_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Find Tool Permissions Reference</span></a>
|
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</li>
|
||||
<li><a href="../Polaris_Permission_Groups_-_Default_Permissions_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Polaris Permission Groups - Default Permissions Reference</span></a>
|
||||
</li>
|
||||
<li><a href="../PDOwnershipRef/Record_Ownership_Fields_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Record Ownership Fields Reference</span></a>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 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">8.0</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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+80
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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" /><title>Add a table entry</title>
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<h1><a name="XREF_71988_Add_a_policy_table"></a>Add a Table Entry</h1>
|
||||
<p><a name="kanchor3247"></a><a name="IX_adding_entries_1"></a><a name="kanchor3248"></a><a name="IX_adding_entries"></a>To add a new entry to a table:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some tables cannot be modified in Polaris Administration. Notification tables are available at the system level only.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer, display the table at or above the organization level for the organization that needs the new entry.</li>
|
||||
<li value="2">Click <img alt="btnInsert.gif" style="width: 30;height: 18;" id="image27" src="btnInsert_30x18.gif" class="imginline" /> to display the Insert dialog box.</li>
|
||||
</ol>
|
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<ol data-mc-continue="true">
|
||||
<li value="3">If the entry is specifically assigned to a branch, select the branch name in the <b>Organization</b> list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If the table is opened at the branch level, only the branch name appears in the <b>Organization</b> list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type information in the other boxes as needed.</li>
|
||||
<li value="5">Click <b>OK</b>. The Insert dialog box closes and the new entry is listed in the policy table for the selected organization. <b>Modification Pending</b> appears in the status bar.</li>
|
||||
<li value="6">Select <b>File </b>><b> Save</b>.</li>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDattribut/Automatic_Staff_Client_Log-On.htm">Open topic with navigation</a>
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<h1><a name="XREF_63491_Automatic_Staff"></a>Automatic Staff Client Log-On</h1>
|
||||
<p><a name="kanchor5363"></a><a name="IX_automatic_staff_client"></a><a name="kanchor5364"></a><a name="IX_staff_client_1"></a><a name="kanchor5365"></a><a name="IX_automatic_1"></a>You can set a staff client workstation for automatic log-on to the Polaris staff client using Windows Active Directory integrated security. The workstation can be set to log in to the workstation’s parent branch, or it can be set so that the user can select a branch.</p>
|
||||
<p>When the <b>Automatic logon</b> Staff Client profile is set to <b>Yes</b> for the workstation, the Windows-authenticated user is logged directly into the staff client on that workstation. If the branch-level <b>Logon branch: Access</b> permission is not set for the workstation, the user is automatically logged on to the workstation’s parent branch. If the branch-level <b>Logon branch: Access</b> permission is set for the workstation, the user can select a log-on branch. </p>
|
||||
<p>The Polaris Log On dialog box is not displayed. If it is necessary to work offline, the staff member selects <b>File, Log Off</b> from the shortcut bar. The staff member then selects <b>File, Log On</b> to display the Log On dialog box, where the staff member can supply Polaris log-on credentials and select the <b>Work offline</b> checkbox.</p>
|
||||
<p>The <b>Work offline</b> option is also automatically offered when a connection cannot be made to the application server. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When <b>Automatic logon</b> is enabled, any user in the Polaris staff client application can select <b>File, Logoff</b> on the shortcut bar (or press <b>CTRL+L</b>). They can then select <b>File, Logon</b> (or press <b>CTRL+L</b>) to display the Polaris Log On dialog box, and log in as another user.</p>
|
||||
<h2>Windows Authentication Without Automatic Logon<a name="TOC_Windows_Authentication"></a><a name="XREF_72956_Windows"></a></h2>
|
||||
<p><a name="kanchor5366"></a><a name="IX_using_Windows_security"></a>The Staff Client profile <b>Allow Windows authentication when Automatic logon is not enabled</b> provides integrated security <i>without</i> automatic logon. This setting displays the Polaris Log On dialog box to users who want to log on more quickly but may sometimes need to log on with different credentials. The profile is available at the system, library, branch, and workstation levels. When the profile is set to <b>Yes</b>, the user can check <b>Use Windows Authentication</b> on the Log On dialog box. The <b>Name</b>, <b>Password</b>, and <b>Domain</b> fields are then grayed out, and clicking <b>OK</b> logs the user on with Windows credentials. </p>
|
||||
<p>
|
||||
<img alt="IntegratedSecurityOp.gif" style="margin-bottom: 0.000pt;width: 300;height: 128;" src="IntegratedSecurityOp_300x128.gif" /> </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If the Automatic Logon profile is set to Yes for a workstation, no one else can log on to that workstation using their own credentials because the log-on dialog box does not appear.</p>
|
||||
<p>Or, the user may choose to leave <b>Use Windows Authentication </b>unchecked, and log on with their own or other Polaris credentials.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Logon branch access permission</span> - See <a href="../PDpermiss/Permission_Strategies.htm#XREF_11915_Permissions_for">Special Permissions for Rotating Staff</a>.</li>
|
||||
<li><span class="FM_BulletHead">Automatic logon and PCI compliance</span> - The library may be required to meet PCI compliance for credit card processing. If so, you must require unique domain user IDs in single-domain networks and follow secure authentication best practices to log on to the workstation, since the automatic log-on feature restricts staff client use to the Windows-authenticated user on the workstation. A generic Windows log-on such as Circ1 would be out of compliance because it would not be possible to trace the transaction back to the staff member who performed it. Library policy also determines PCI compliance. When automatic logon is enabled and another staff user needs to work in the staff client on the same workstation, the library must require that the original user log off the workstation; the new user must log on with their own Windows credentials.</li>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_96344_Change_a_table"></a>Change a Table Entry</h1>
|
||||
<p><a name="kanchor781"></a><a name="IX_modifying_entries_1"></a><a name="kanchor782"></a><a name="IX_modifying_entries"></a>To change an entry in a table:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some tables cannot be modified in Polaris Administration. For others, you can modify only some of the table fields. Notification tables are available at the system level only.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="1">In the Administration Explorer, open the appropriate table at or above the organization level for the organization that needs the entry changed.</li>
|
||||
<li value="2">Select the entry you want to change. <br /></li>
|
||||
<li value="3">Click Modify <img alt="btnUpdate.gif" style="width: 28;height: 18;" id="image29" src="btnUpdate_28x18.gif" class="imginline" /> to display the Modify dialog box. The dialog box title bar identifies the table. Table elements that cannot be changed are unavailable.</li>
|
||||
<li value="4">Change the available settings as needed. </li>
|
||||
<li value="5">Click <b>OK</b>. The Modify dialog box closes.
|
||||
<p>The modified information is displayed in the table. <b>Modification pending</b> appears in the status bar.</p></li>
|
||||
<li value="6">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h2>Bulk Changing Administration Tables</h2>
|
||||
<p>A few administrative tables allow you to select multiple lines and initiate a bulk change of row values. </p>
|
||||
<p>To bulk change an administration table:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer, open the appropriate table at or above the organization level for the organization that needs the entry changed.</li>
|
||||
<li value="2">Select the entries you want to change. You can use the following to select multiple lines in a few tables:<ul><li><b>Shift</b> + <b>Click</b> — use this combination to select multiple lines that are contiguous.</li><li><b>Ctrl</b> + <b>Click</b> — use this combination to select multiple lines that are not contiguous.<br /></li></ul></li>
|
||||
<li value="3">Click Modify <img alt="Modify icon" style="width: 28;height: 18;" id="image29" src="btnUpdate_28x18.gif" class="imginline" /> to display the Modify dialog box. The dialog box title bar identifies the table. Table elements that cannot be changed are unavailable. If you select multiples lines, the dialog box displays this message at the bottom: "*Note: Bulk row/column change is enabled."</li>
|
||||
<li value="4">Change the available settings as needed. If you select multiple lines in the table, your change applies to all lines selected.</li>
|
||||
<li value="5">Click <b>OK</b>. The Modify dialog box closes.
|
||||
<p>The modified information is displayed in the table. <b>Modification pending</b> appears in the status bar.
|
||||
</p></li>
|
||||
<li value="6">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 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">8.0</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_64683_Delete_a_table"></a>Delete a Table Entry</h1>
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<p><a name="kanchor2429"></a><a name="IX_deleting_entries_1"></a><a name="kanchor2430"></a><a name="IX_deleting_entries"></a>You can delete a table entry only if no other Polaris record uses the entry. </p>
|
||||
<p>To remove an entry from a table:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some tables cannot be modified in Polaris Administration. Notification tables are available at the system level only.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer, display the appropriate table at or above the organization level for the organization that needs the entry deleted.</li>
|
||||
<li value="2">Select (highlight) the table entry you want to delete.</li>
|
||||
<li value="3">Click the delete button. The <b>Deletion cannot be reversed, are you sure?</b> message box appears.</li>
|
||||
<li value="4">Click <b>Yes</b> to confirm that you want to delete the entry. The entry is removed from the table entries.</li>
|
||||
<li value="5">Select <b>File </b>><b> Save</b>.</li>
|
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<h1><a name="XREF_77046_Working_with"></a>Editing Parameters, Profiles, and Tables</h1>
|
||||
<p><a name="kanchor1149"></a><a name="IX_settings_for"></a>Polaris parameter and profile settings, as well as policy and database tables, control how Polaris functions. Most settings are established during Polaris implementation and installation. You can modify most of them as needed through Polaris Administration workforms and the Administration Explorer.</p>
|
||||
<p>Some organization levels have specific settings not shared with any other level, while other settings are shared. For example, a branch may have its own unique settings for many functions, but inherit other settings from the library and system levels. Polaris uses settings from the lowest organizational level in which they are defined. If a setting is not defined at the lowest organization level (branch), Polaris looks for it at the next highest level (library). If a setting is not found at the library level, the setting defined at the system level is used. Certain parameters and profiles can be set only at a specific organizational level. Some settings can be made at the workstation or staff member level, and these apply only to the workstation or staff member.</p>
|
||||
<p>For some settings, especially those dealing with cataloging policies, the libraries and branches in your system need to agree on the policies to be implemented because they apply to all organizations. Others must be set individually for every organization in Polaris.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Polaris Administration settings also control organization security and permissions. See <a href="../PDpermiss/Granting_Permissions.htm#XREF_17585_Granting"><a href="../PDpermiss/Granting_Permissions.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Granting Permissions</span></a></a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Setting_Parameters_and_Profiles.htm">Setting Parameters and Profiles</a>
|
||||
</li>
|
||||
<li><a href="Working_with_Tables.htm">Working with Tables</a>
|
||||
</li>
|
||||
<li><a href="Setting_Staff_Client_Profiles.htm">Setting Staff Client Profiles</a>
|
||||
</li>
|
||||
<li><a href="Visual_Cues_for_Staff_Client_Log-On_Server.htm">Visual Cues for Staff Client Log-On Server</a>
|
||||
</li>
|
||||
<li><a href="Automatic_Staff_Client_Log-On.htm">Automatic Staff Client Log-On</a>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<h1><a name="XREF_42594_Inherit_a_setting"></a>Inherit a Setting</h1>
|
||||
<p><a name="kanchor4736"></a><a name="IX_inherit_from_upper_levels_1"></a><a name="kanchor4737"></a><a name="IX_procedure_15"></a><a name="kanchor4738"></a><a name="IX_inherit_from_upper_levels"></a>To have a record take a setting from the next higher organization level:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot inherit a setting from the organization, staff member, or workstation workform.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization, workstation, or staff member that should inherit the setting.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information about listing workstations and staff members in the Explorer, see <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a> and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select (highlight) <b>Parameters</b> or <b>Profiles</b> in the list under the expanded folder. The <b>Parameters</b> or <b>Profiles</b> tabs are displayed in the details view of the Explorer.</li>
|
||||
<li value="3">Click the tab for the category that contains the setting you want the record to inherit. The tabbed page for the category is displayed.</li>
|
||||
<li value="4">Select the parameter or profile you want the record to inherit from the higher level setting.</li>
|
||||
<li value="5">Click <img alt="dInheritIcn.gif" style="width: 30;height: 18;" id="image18" src="dInheritIcn_30x18.gif" class="imginline" /> on the list tool bar, or press <b>CTRL+I</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Certain settings cannot be inherited. The arrow button is unavailable when these settings are selected.</p>
|
||||
<p class="indent2">The setting changes to that of the next higher organization.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select <b>File </b>><b> Save</b>.</li>
|
||||
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|
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Reorder table entries</title>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_95102_Reorder_table"></a>Reorder Table Entries</h1>
|
||||
<p><a name="kanchor593"></a><a name="IX_reordering_entries_1"></a><a name="kanchor594"></a><a name="IX_reordering_entries"></a>For certain tables, the order in which entries appear in the table affects the operations controlled by the table. For example, the position of entries in the Holds Routing Sequences table determines the order in which hold requests are sent from one branch to the next. </p>
|
||||
<p>To reorder the entries in these tables:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer, display the appropriate table for the organization that needs the entry reordered.</li>
|
||||
<li value="2">Select (highlight) the entry you want to reposition.</li>
|
||||
<li value="3">Change the position of the entry using the following table toolbar buttons:<ul type="disc"><li>To move an entry up in the list, click <img alt="btnUpArrow.gif" style="width: 33;height: 18;" id="image31" src="btnUpArrow_33x18.gif" class="imginline" />.</li><li>To move an entry down in the list, click <img alt="btnDownArrow.gif" style="width: 33;height: 18;" id="image32" src="btnDownArrow_33x18.gif" class="imginline" />.</li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the buttons are unavailable, you cannot change the order of the entries in the table.</p>
|
||||
<p class="indent2">The order number value changes for the entry as you position the entry. <b>Modification pending</b> appears in the status bar.</p>
|
||||
<ol start="4">
|
||||
<li value="4">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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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_18374_Restore_an"></a>Restore an Inherited Setting</h1>
|
||||
<p><a name="kanchor2330"></a><a name="IX_resetting_1"></a><a name="kanchor2331"></a><a name="IX_resetting"></a>To reset a parameter or profile to settings inherited from a higher organizational level:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This function is available only for certain parameters and profiles.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization, workstation, or staff member.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information about listing workstations and staff members in the Explorer, see <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a> and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select (highlight) <b>Parameters</b> or <b>Profiles</b> in the list under the expanded folder. The <b>Parameters</b> or <b>Profiles</b> tabs are displayed in the details view of the Explorer.</li>
|
||||
<li value="3">Click the tab for the category that contains the setting you want to reset. The tabbed page for the category is displayed.</li>
|
||||
<li value="4">Select the parameter or profile you want to reset.</li>
|
||||
<li value="5">Click <img alt="dResetIcn.gif" style="width: 30;height: 18;" id="image20" src="dResetIcn_30x18.gif" class="imginline" /> on the list tool bar, or press <b>CTRL+R</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The original setting is restored.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 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">8.0</span></div>
|
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|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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|
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|
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<h1><a name="XREF_20365_Set_parameters_and"></a>Set parameters and profiles from a workform</h1>
|
||||
<p><a name="kanchor1398"></a><a name="IX_editing_profiles"></a><a name="kanchor1399"></a><a name="IX_editing_in_a_workform_1"></a><a name="kanchor1400"></a><a name="IX_editing_parameters"></a><a name="kanchor1401"></a><a name="IX_editing_in_a_workform"></a>To set parameters and profiles from an administration record workform:</p>
|
||||
<ol>
|
||||
<li value="1">Use one of the following methods to open the Polaris Find Tool:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Select <b>Administration, <i>Record Type</i></b> on the Polaris Shortcut Bar. For example, to search for a branch record, select <b>Administration, Branch</b>.</li>
|
||||
<li>If the Administration Explorer is open, select <b>File > Open</b> on the Administration Explorer menu bar, and specify the record type to find.</li>
|
||||
</ul>
|
||||
<p class="indent2">The Polaris Find Tool opens.</p>
|
||||
<ol start="2">
|
||||
<li value="2">Search for the administration record.</li>
|
||||
<li value="3">Right-click the record in the results list, and select <b>Open</b> from the context menu. The appropriate workform appears.</li>
|
||||
<li value="4">To display parameters, select <b>View > Parameters</b>, and select a category. The parameters for the selected category display in the Parameters view of the workform.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:</b> <br />You can also click the Parameters icon <img alt="ParametersIcon.gif" style="width: 22;height: 18;" id="image9" src="ParametersIcon_22x18.gif" class="imginline" /> to display the Parameters list in the workform. Then click <img alt="SelectCategory.gif" style="width: 23;height: 18;" id="image10" src="SelectCategory_23x18.gif" class="imginline" /> above the list, and select a parameters category.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/wkfmParCateg_600x433.gif" style="width: 600;height: 433;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To display profiles, select <b>View </b>><b> Profiles</b> and select a category.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:</b> <br />You can click <b>CTRL+G</b> to cycle through the workform views, or click the Profiles icon <img alt="ProfilesIcon.gif" style="width: 22;height: 18;" id="image12" src="ProfilesIcon_22x18.gif" class="imginline" /> to display the Profiles list in the workform. Then click <img style="width: 23;height: 18;" src="SelectCategory_23x18.gif" class="imginline" alt="" /> above the list, and select a profiles category.</p>
|
||||
<p class="indent2">The Profiles view of the workform displays the category’s profiles.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/brchWFprofi_600x434.gif" style="width: 600;height: 434;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Double-click the setting you want to change. The field or a dialog box opens.</li>
|
||||
<li value="7">Change the setting by typing new values or selecting options.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip: <br /></b>To reset the field to the last saved value, press <b>ESC</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">To close a field, do one of the following actions:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Select another parameter or profile.</li>
|
||||
<li>Press <b>ENTER</b>.</li>
|
||||
</ul>
|
||||
<ol start="9">
|
||||
<li value="9">To close a dialog box, click <b>OK</b>.</li>
|
||||
<li value="10">Select <b>File </b>><b> Save</b> to save the changes. <b>Record(s) saved</b> appears in the status bar.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the effects of your changes in the staff client application, exit the staff client application and log back in.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
||||
<div>
|
||||
<p align="center">
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<h1><a name="XREF_64289_Change_a_parameter"></a>Set parameters or profiles from the Explorer</h1>
|
||||
<p><a name="kanchor1095"></a><a name="IX_editing_from_the_Explorer_1"></a><a name="kanchor1096"></a><a name="IX_parameters_and_profiles"></a><a name="kanchor1097"></a><a name="IX_editing_from_the_Explorer"></a>To set parameters or profiles using the Administration Explorer:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To set parameters and profiles, you need the permissions Modify parameters: Allow and Modify profiles: Allow. See <a href="../PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the organization, workstation, or staff member folder.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information about listing workstations and staff members in the Explorer, see <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections"><a href="../PDresourc/List_workstations_in_the_Explorer.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">List workstations in the Explorer</span></a></a> and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members"><a href="../PDresourc/List_staff_members_in_the_Explorer.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">List Staff Members in the Explorer</span></a></a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select (highlight) <b>Parameters</b> or <b>Profiles</b> in the list under the expanded folder. The Parameters or Profiles tabs are displayed in the details view of the Explorer.</li>
|
||||
<li value="3">Select the tab for the category that contains the setting you want to change. The tabbed page for the category is displayed.</li>
|
||||
<li value="4">Double-click the setting you want to change. The field or a dialog box opens.</li>
|
||||
<li value="5">Change the setting by typing new values or selecting options.</li>
|
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</ol>
|
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<p class="NoteShade"><b>Tip: <br /></b>To reset the field to the last saved value, press <b>ESC</b>.</p>
|
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<ol data-mc-continue="true">
|
||||
<li value="6">To close a field, do one of the following actions:</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li>Select another parameter or profile in the tree view of the Explorer.</li>
|
||||
<li>Press <b>ENTER</b>.</li>
|
||||
</ul>
|
||||
<ol start="7">
|
||||
<li value="7">To close a dialog box, select <b>OK</b>.</li>
|
||||
<li value="8">Select <b>File </b>><b> Save</b> to save your changes. <b>Record(s) saved</b> appears in the status bar.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some changes require you to exit Polaris and log back in to see the effects of your changes in the staff client application.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Give settings to a lower level </span>- See <a href="Transmit_a_parameter_or_profile.htm#XREF_46751_Transmit_an">Transmit a parameter or profile</a>.</li>
|
||||
<li><span class="FM_BulletHead">Get a setting from a higher level</span> - See <a href="Inherit_a_setting.htm#XREF_42594_Inherit_a_setting">Inherit a setting</a>.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_92415_Working_with"></a>Setting Parameters and Profiles</h1>
|
||||
<p><a name="kanchor1390"></a><a name="IX_setting_2"></a><a name="kanchor1391"></a><a name="IX_setting_1"></a>Parameter and profile settings customize the Polaris staff and public access applications for the specific organizations, workstations, and staff members in your system. You can set parameters and profiles by any of the following methods:</p>
|
||||
<ul type="disc">
|
||||
<li>Going to the organizational level and entering a setting</li>
|
||||
<li>Giving (transmitting) a setting to multiple lower organizations, workstations, and staff members</li>
|
||||
<li>Taking (inheriting) the setting from the next level above</li>
|
||||
</ul>
|
||||
<p><a name="kanchor1392"></a><a name="IX_icons_1"></a><a name="kanchor1393"></a><a name="IX_icons"></a>You can identify the level at which a parameter or profile has been set by a small icon in the Administration Explorer or on a workform:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<img alt="dIcnPolrs.gif" style="margin-bottom: -4.000pt;width: 24;height: 23;" id="image0" src="dIcnPolrs_24x23.gif" /> – Setting has not been changed since Polaris was installed.</li>
|
||||
<li>
|
||||
<img alt="dIcnSystem.gif" style="margin-bottom: -4.000pt;width: 26;height: 26;" id="image1" src="dIcnSystem_26x26.gif" /> – Setting belongs to the system organization level. All organizations use the setting unless it is changed at a lower level. If the icon is displayed for settings opened at the library and branch level, then the setting is shared by all other organizations in the Polaris installation. <span class="FM_Emphasis">If the setting is changed at the library or branch level, the change applies to the whole system.</span></li>
|
||||
<li>
|
||||
<img alt="dIcnServer.gif" style="width: 14.485pt;height: 18.312pt;margin-bottom: -4.000pt;" id="image2" src="dIcnServer.gif" /> - Setting belongs to the server level. All organizations use the setting.</li>
|
||||
<li>
|
||||
<img alt="dIcnLibrary.gif" style="margin-bottom: -4.000pt;width: 22;height: 24;" id="image3" src="dIcnLibrary_22x24.gif" /> - Setting belongs to the library organization level. If the icon is displayed for settings opened at the branch level, then the setting is shared by all branches in the library.</li>
|
||||
<li>
|
||||
<img alt="dIcnBranch.gif" style="margin-bottom: -4.000pt;width: 26;height: 24;" id="image4" src="dIcnBranch_26x24.gif" /> - Setting belongs to the branch organization level. Each branch in the Polaris installation can have its own setting, different from other branches.</li>
|
||||
<li>
|
||||
<img alt="dIcnWorkStatn.gif" style="margin-bottom: -4.000pt;width: 23;height: 26;" id="image5" src="dIcnWorkStatn_23x26.gif" /> - Setting belongs to the workstation. Each workstation can have its own setting, different from other workstations at the same branch.</li>
|
||||
<li>
|
||||
<img alt="dIcnStaf.gif" style="width: 17.348pt;height: 17.348pt;margin-bottom: -4.000pt;" id="image6" src="dIcnStaf.gif" /> - Setting belongs to the staff member. Each staff member record can have its own setting, different from other staff members at the same branch.</li>
|
||||
</ul>
|
||||
<p><a name="kanchor1394"></a><a name="IX_overview_88"></a>Parameters are guidelines for the way Polaris operates. They are set at the system, library and branch levels. Some parameters can be set at more than one level. They are organized in the following categories:</p>
|
||||
<ul>
|
||||
<li>Acquisitions/Serials</li>
|
||||
<li>Patron Services</li>
|
||||
<li>Cataloging</li>
|
||||
<li>PAC</li>
|
||||
<li>Notification (mail, e-mail, and telephone notification)</li>
|
||||
<li>SelfCheck Unit (SIP units and Polaris ExpressCheck)</li>
|
||||
<li>Request (holds and ILL)</li>
|
||||
<li>Credit Card Payment</li>
|
||||
<li>NCIP</li>
|
||||
</ul>
|
||||
<p><a name="kanchor1395"></a><a name="IX_overview_89"></a>Profiles represent library policies in the operation of Polaris, and define what is displayed in the staff client and PAC user interfaces. They apply to system, library, branch, workstation, and staff levels. Some profiles can be set at more than one level. They are organized in the following categories:</p>
|
||||
<ul>
|
||||
<li>Acquisitions/Serials</li>
|
||||
<li>Patron Services</li>
|
||||
<li>Cataloging</li>
|
||||
<li>PAC (Polaris PowerPAC, Polaris Mobile PAC)</li>
|
||||
<li>PowerPAC (Polaris PowerPAC; certain settings affect Mobile PAC)</li>
|
||||
<li>Children's PAC (Polaris PowerPAC Children’s Edition)</li>
|
||||
<li>Staff Client (Polaris staff client, Polaris Web App [Leap])</li>
|
||||
<li>Mobile PAC (Polaris Mobile PAC)</li>
|
||||
<li>Community (Polaris Community Profiles) </li>
|
||||
</ul>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_parameters_or_profiles_from_the_Explorer.htm#XREF_64289_Change_a_parameter">Set parameters or profiles from the Explorer</a>
|
||||
</li>
|
||||
<li><a href="Set_parameters_and_profiles_from_a_workform.htm#XREF_20365_Set_parameters_and">Set parameters and profiles from a workform</a>
|
||||
</li>
|
||||
<li><a href="Transmit_a_parameter_or_profile.htm#XREF_46751_Transmit_an">Transmit a parameter or profile</a>
|
||||
</li>
|
||||
<li><a href="Inherit_a_setting.htm#XREF_42594_Inherit_a_setting">Inherit a setting</a>
|
||||
</li>
|
||||
<li><a href="Restore_an_inherited_setting.htm#XREF_18374_Restore_an">Restore an inherited setting</a>
|
||||
</li>
|
||||
</ul>
|
||||
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|
||||
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|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDattribut/Setting_Staff_Client_Profiles.htm">Open topic with navigation</a>
|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_32735_About_Staff_Client"></a>Setting Staff Client Profiles </h1>
|
||||
<p><a name="kanchor450"></a><a name="IX_overview_94"></a>In general, you can set staff client profiles at the system, library, branch, workstation, and staff member levels, although certain staff client profiles are not available at all levels. Settings for organization levels define the default profile settings for subordinate organizations, workstations, and staff members. Each level can have a different setting. If a staff client profile is not set at a particular level, the setting from the level above it is used. You can set staff client profiles from the Administration Explorer or from an administration workform.</p>
|
||||
<p>The staff client profiles control the following functions in the Polaris staff client:</p>
|
||||
<ul>
|
||||
<li>Staff logon - See <a href="Automatic_Staff_Client_Log-On.htm">Automatic Staff Client Log-On</a>.</li>
|
||||
<li>Barcode formats - See <a href="../PDbarcodes/Defining_Barcode_Formats.htm">Barcode Formats</a>.</li>
|
||||
<li>Client and server settings - See <a href="Visual_Cues_for_Staff_Client_Log-On_Server.htm">Visual Cues for Staff Client Log-On Server</a> and <a href="../PDLocaleTime/Ensuring_Locale_and_Time_Consistency.htm">Ensuring Locale and Time Consistency</a>.</li>
|
||||
<li>Default opening views for records - See <a href="../PDworkforms/Setting_Preferred_Workform_Views.htm">Setting Preferred Workform Views</a>.</li>
|
||||
<li>Find Tool settings - See <a href="../PDsearch/Setting_Search_Tool_Characteristics.htm">Setting Search Tool Characteristics</a>.</li>
|
||||
<li>Label settings - See <MadCap:conditionalText data-mc-conditions="Primary.Online"><a href="../../Cataloging/PDKlabels/Setting_Up_Labels.htm">Setting Up Labels</a></MadCap:conditionalText>.</li>
|
||||
<li>Permission settings upon Polaris upgrades - See <a href="../PDpermiss/Permission_Strategies.htm">Permission Strategies</a>.</li>
|
||||
<li>Receipt settings - See <MadCap:conditionalText data-mc-conditions="Primary.Online"><a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_Circulation_Receipts.htm">Setting Up Circulation Receipts</a></MadCap:conditionalText>.</li>
|
||||
<li>Reports server - See <a href="../PDrepserv/Specifying_Report_Servers.htm">Specifying Report Servers</a>.</li>
|
||||
</ul>
|
||||
<p>For a list of staff client profiles, see <a href="../PDStaffClProfRef/Staff_Client_Profiles_Reference.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Staff Client Profiles Reference</span></a>.</p>
|
||||
<p><a name="kanchor451"></a><a name="IX_displaying_6"></a>To set staff client profiles:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, select the organization, workstation, or staff member, and select<b> Profiles.</b></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information about listing workstations and staff members in the Explorer, see <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a> and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the <b>Staff Client</b> tab in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2"><a class="MCPopupThumbnailLink MCPopupThumbnailPopup" href="../../../Resources/Images/Admin_Explorer_Profiles_Staff_Client.png" data-mc-popup-alt="Administration Explorer, Staff Client Profiles"><img class="MCPopupThumbnail img" data-mc-width="1097" data-mc-height="643" src="../../../Resources/Images/Admin_Explorer_Profiles_Staff_Client.png" alt="Administration Explorer, Staff Client Profiles" title="Click to expand" tabindex="" style="vertical-align: baseline;mc-thumbnail: popup;mc-thumbnail-max-width: 200px;mc-thumbnail-max-height: auto;max-width: 200px;" /></a>
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select and edit the profile you want to change. For general editing methods, see <a href="Setting_Parameters_and_Profiles.htm#XREF_92415_Working_with">Setting Parameters and Profiles</a>. For information about specific staff client profiles, see <a href="../PDStaffClProfRef/Staff_Client_Profiles_Reference.htm">Staff Client Profiles Reference</a>.</li>
|
||||
<li value="4">Select <b>File > Save</b> to save your changes. <b>Record(s) saved</b> appears in the status bar.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the effects of some changes in the staff client application, you may need to exit the staff client application and log back in.</p>
|
||||
</div>
|
||||
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|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 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">8.0</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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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Editing Parameters, Profiles, and Tables|Setting Parameters and Profiles" 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" /><title>Transmit a parameter or profile</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDattribut/Transmit_a_parameter_or_profile.htm">Open topic with navigation</a>
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<h1><a name="XREF_46751_Transmit_an"></a>Transmit a parameter or profile</h1>
|
||||
<p>You can transmit a setting from a higher organization level to a lower one, for example from the library level to all the library’s associated branches.</p>
|
||||
<p>To give selected parameter or profile settings to lower organization levels:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot transmit a setting from the organization workform.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization from which you want to transmit the setting.</li>
|
||||
<li value="2">Select (highlight) <b>Parameters</b> or <b>Profiles</b> in the list under the expanded organization. The <b>Parameters</b> or <b>Profiles</b> tabs are displayed in the details view of the Explorer.</li>
|
||||
<li value="3">Click the tab for the category that contains the setting you want to transmit. The tabbed page for the category is displayed.</li>
|
||||
<li value="4">Select the parameter or profile you want to transmit to subordinate levels.</li>
|
||||
<li value="5">Click <img alt="dTransmitIcn.gif" style="border-left-style: solid;border-left-width: 0px;border-right-style: solid;border-right-width: 0px;border-top-style: solid;border-top-width: 0px;border-bottom-style: solid;border-bottom-width: 0px;width: 30;height: 18;" id="image15" src="dTransmitIcn_30x18.gif" class="imginline" /> on the list tool bar, or press <b>CTRL+T</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Certain settings cannot be transmitted. The arrow button is unavailable when these settings are selected.</p>
|
||||
<p class="indent2">
|
||||
<img alt="dTransFromList.gif" style="margin-bottom: 0.000pt;width: 500;height: 292;" id="image16" src="dTransFromList_500x292.gif" /> </p>
|
||||
<p class="indent2">The Transmit to Lower Levels dialog box appears.</p>
|
||||
<p class="indent2">
|
||||
<img alt="dTransmitDx.gif" style="margin-bottom: 0.000pt;width: 300;height: 155;" id="image17" src="dTransmitDx_300x155.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">In the selection (left) list, select the organizations, workstations, and staff members to which you want to transmit the setting.</li>
|
||||
<li value="7">Click <b>Add</b> to move the selections to the copy (right) list, and click <b>OK</b>. The dialog box closes.</li>
|
||||
<li value="8">Select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDattribut/Visual_Cues_for_Staff_Client_Log-On_Server.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_97325_Charge_for_Holds"></a>Visual Cues for Staff Client Log-On Server</h1>
|
||||
<p><a name="kanchor2546"></a><a name="IX_visual_server_cues"></a>You can set a message to alert the user that he or she is attempting to log on to the staff client on the training server, and once the user has logged on, to indicate the log-on server through custom colors on the title bars of staff client workforms. The user can do such tasks as comparing data from a production and a training environment, easily identifying the data from each client. For example, the user may wish to display parallel workforms from both servers, so that Polaris Administration settings and data can be copied from one to the other.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These features were developed for use on training or non-production servers, but they are not limited to that situation. You can set the options described in this section on any Polaris application server.</p>
|
||||
<p>You can set an alert message, custom colors, or both features. Your settings override the workstation’s Windows display settings because the purpose is to alert the user that he or she is logged into a “special use” server.</p>
|
||||
<p>When you set custom colors, they appear on the Polaris Shortcut bar and workforms, all dialog boxes, the Report Manager, and the Label Manager. The custom colors override any Windows themes such as color and transparency. The illustration shows some examples of Polaris workforms using the default custom color.</p>
|
||||
<p>
|
||||
<img alt="ClientColorExample.gif" style="margin-bottom: 0.000pt;width: 387;height: 134;" id="image35" src="ClientColorExample_387x134.gif" /> </p>
|
||||
<p><a name="kanchor2547"></a><a name="IX_setting_for_staff_client_2"></a><a name="kanchor2548"></a><a name="IX_setting_for_staff_client_1"></a><a name="kanchor2549"></a><a name="IX_setting_for_staff_client"></a>To set a log-on alert message, custom title bar colors, or both features:</p>
|
||||
<ol>
|
||||
<li value="1">On the training server or other non-production server (or any Polaris application server where you want to use these features), in the Administration Explorer tree view, select <b>Profiles</b> for the system, and select the <b>Staff Client</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Client visual alert configuration.</b> The Client Visual Alert Configuration dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="ClietnVisAlertConfig.gif" style="width: 179.347pt;height: 124.021pt;margin-bottom: 0.000pt;" id="image36" src="ClietnVisAlertConfig.gif">
|
||||
</img> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To specify an alert message, check <b>Logon alert message </b>and type the message (255 character maximum) in the field just below the alert message option.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="ClientLogonAlertMsg.gif" style="margin-bottom: 0.000pt;width: 239;height: 184;" id="image37" src="ClientLogonAlertMsg_239x184.gif">
|
||||
</img> </p>
|
||||
<p class="NoteShade"><b><b>Note:<br></br></b></b>To clear a previous set message, clear the Logon alert message checkbox.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To use custom colors for the Polaris workform title bars, check <b>Enable custom title bar colors</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">You can use the default violet and plum for the active and inactive windows, or specify custom colors. To specify your own custom colors, follow these steps:</p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the drop-down arrow for the <b>Active window</b> or <b>Inactive window</b> to access the color picker.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="ClientColor.gif" style="width: 164.274pt;height: 126.825pt;margin-bottom: 0.000pt;" id="image38" src="ClientColor.gif">
|
||||
</img> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Click a color, or click <b>Other</b> to open the color tool.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="ClientColorStd.gif" style="margin-bottom: 0.000pt;width: 213;height: 179;" id="image39" src="ClientColorStd_213x179.gif">
|
||||
</img> </p>
|
||||
<ul type="disc">
|
||||
<li>To select a color on the Standard tab of the color tool, click <b>Select</b> and click a color or gray-scale value.</li>
|
||||
<li>Or click the Custom tab to select a color from a continuous palette. Alternatively, you can type standard RGB values.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="ClientColorCust.gif" style="margin-bottom: 0.000pt;width: 213;height: 179;" id="image40" src="ClientColorCust_213x179.gif">
|
||||
</img> </p>
|
||||
<ol start="5">
|
||||
<li value="5">Click <b>OK</b> to close the color tool.</li>
|
||||
<li value="6">Click <b>OK</b> to close the Client Visual Alert Configuration dialog box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>After you have set an alert message and/or custom colors, you must log off the Polaris staff client and log on again for the changes to take effect.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+94
@@ -0,0 +1,94 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Editing Parameters, Profiles, and Tables|Working with Tables" 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 charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Work with policy tables on an organization workform</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDattribut/Work_with_policy_tables_on_an_organization_workform.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_98603_Work_with_policy"></a>Work with policy tables on an organization workform</h1>
|
||||
<p><a name="kanchor2734"></a><a name="IX_viewing_in_a_workform_1"></a><a name="kanchor2735"></a><a name="IX_viewing_in_a_workform"></a><a name="kanchor2736"></a><a name="IX_viewing_tables"></a>To access policy tables from an administration record workform:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot access Database or Notification tables from a workform. Use the Administration Explorer to work with these tables. See <a href="Work_with_tables_from_the_Administration_Explorer.htm#XREF_24002_Work_with_tables"><a href="Work_with_tables_from_the_Administration_Explorer.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Work with Tables from the Administration Explorer</span></a></a>.</p>
|
||||
<ol>
|
||||
<li value="1">Use one of the following methods to open the Polaris Find Tool:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Select <b>Administration</b> > <span class="FM_Emphasis" style="font-weight: bold;">Record Type</span> on the Polaris Shortcut Bar. For example, to search for a branch record, select <b>Administration</b> > <b>Branch</b>.</li>
|
||||
<li>If the Administration Explorer is open, select <b>File</b> > <b>Open</b> on the Administration Explorer menu bar, and specify the record type to find.</li>
|
||||
</ul>
|
||||
<p class="indent2">The Polaris Find Tool opens.</p>
|
||||
<ol start="2">
|
||||
<li value="2">Search for the administration record.</li>
|
||||
<li value="3">Right-click the record in the results list, and select <b>Open</b> from the context menu. The appropriate workform appears.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:</b> <br />Click <img alt="TablesIcon.gif" style="width: 22;height: 18;" id="image23" src="TablesIcon_22x18.gif" class="imginline" /> to display the Tables list in the workform. Then click <img alt="btnCategory.gif" style="width: 33;height: 18;" id="image24" src="btnCategory_33x18.gif" class="imginline" /> above the list, and select a table.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>View > Tables</b> to display the Tables menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dPolicyMenu.gif" style="margin-bottom: 0.000pt;width: 600;height: 434;" id="image25" src="dPolicyMenu_600x434.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select a table from the Tables menu. The entries in the selected table display in the Table view of the workform.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dPolicyVu.gif" style="margin-bottom: 0.000pt;width: 600;height: 430;" id="image26" src="dPolicyVu_600x430.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Change the table as needed, and select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>All editing options may not be available for a specific table.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+84
@@ -0,0 +1,84 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Editing Parameters, Profiles, and Tables|Working with Tables" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Work with tables from the Administration Explorer</title>
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDattribut/Work_with_tables_from_the_Administration_Explorer.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_24002_Work_with_tables"></a>Work with Tables from the Administration Explorer</h1>
|
||||
<p><a name="kanchor4424"></a><a name="IX_viewing_in_1"></a><a name="kanchor4425"></a><a name="IX_viewing_in"></a><a name="kanchor4426"></a><a name="IX_editing_tables"></a>To work with tables from the Administration Explorer:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Notification tables are available only at the system level.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Expand <b>Policy Tables</b>, <b>Database Tables</b>, or <b>Notification Tables</b>.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select (highlight) the table you want to modify. The table appears in the details view of the Explorer.</li>
|
||||
<li value="4">To sort the table, click the appropriate column heading. Click the same heading a second time to reverse the sort order.</li>
|
||||
<li value="5">Change the table as needed:<ul type="disc"><li><a href="Add_a_table_entry.htm#XREF_71988_Add_a_policy_table">Add a table entry</a></li><li><a href="Change_a_table_entry.htm#XREF_96344_Change_a_table">Change a table entry</a></li><li><a href="Reorder_table_entries.htm#XREF_95102_Reorder_table">Reorder table entries</a></li><li><a href="Delete_a_table_entry.htm#XREF_64683_Delete_a_table">Delete a table entry</a></li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>All editing options may not be available for a specific table, and some tables cannot be modified in Polaris Administration.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br /></b>It may be necessary to exit the Polaris staff client application and log back in to see the effects of some table changes.</p>
|
||||
<p>See also: <a href="../PDTablesRef/Administration_Tables_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Administration Tables Reference</span></a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+130
@@ -0,0 +1,130 @@
|
||||
<!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="Administration |Editing Parameters, Profiles, and Tables" 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 charset="utf-8" />
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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" /><title>Working with Tables</title>
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<h1><a name="XREF_52853_Working_with"></a>Working with Tables</h1>
|
||||
<p><a name="kanchor1748"></a><a name="IX_overview_90"></a><a name="CSH_62"></a><a href="../PDTablesRef/PolicyTabRef.htm">Policy tables</a>, <a href="../PDTablesRef/DataTabRef.htm">database tables</a>, and <a href="../PDTablesRef/NoticeTabRef.htm">notification tables</a> control specific operating polices, database characteristics, and certain telephone notification settings. Table settings cannot be transmitted or inherited. For some tables, the settings apply system-wide, while other table settings must be defined specifically for each organization.</p>
|
||||
<h2>Administration Tables Displayed at the System Level</h2>
|
||||
<p><a name="kanchor1749"></a><a name="IX_too_many_rows_in"></a>If a Polaris Administration table has too many rows to display at the system level (more than 5000), a message shows the number of rows and indicates if entries can be added at the system level. For the tables that allow bulk entries at the system level (where the same description is used across multiple branches), you can access the table at the system level and add entries even if the rows exceed the limit. For tables that do not allow bulk entries, you cannot access the table or add entries at the system level if the number of rows exceeds the limit.</p>
|
||||
<p>The following message appears when you open the Item Statistical Class Codes policy table, the Patron Statistical Class Codes policy table, or the Shelf Locations database table at the system level and the table has more than 5000 rows:<b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">This table is too large to display at the System level (16241rows). You can insert new rows here. They will be saved and display at the Library and Branch level.</b></p>
|
||||
<p>You can add entries to these tables for duplicate descriptions across multiple organizations. You can also modify entries for all three tables and delete entries from the Shelf Locations database table at the system level. </p>
|
||||
<p>When you add or modify entries at the system level, duplicate detection is performed, and a message shows the number of duplicates and the number of successful entries/modifications: </p>
|
||||
<blockquote><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">xx duplicate were found</b>
|
||||
</blockquote>
|
||||
<blockquote><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">xx rows were inserted/modified successfully.</b>
|
||||
</blockquote>
|
||||
<blockquote><b>The duplicates have been removed/replaced</b>
|
||||
</blockquote>
|
||||
<p>If the table has 50 rows or more or many branches, you may notice a delay while duplicate detection processing takes place. Tables that may be susceptible to this delay include:</p>
|
||||
<ul>
|
||||
<li>Shelf Location </li>
|
||||
<li>Patron Statistical Codes </li>
|
||||
<li>Fine Codes </li>
|
||||
<li>Dates Closed</li>
|
||||
<li>School/Divisions </li>
|
||||
<li>Course Terms </li>
|
||||
<li>Course Names</li>
|
||||
</ul>
|
||||
<p>If you attempt to access one of the following tables that do not allow bulk entries at the system level, and that table exceeds 5000 rows, the message displays only the first sentence, <b>This table is too large to display at the System level (21400 rows)</b>.</p>
|
||||
<ul type="disc">
|
||||
<li>Fines policy table</li>
|
||||
<li>Loan Periods policy table</li>
|
||||
<li>Holds Routing Sequences Primary policy table</li>
|
||||
<li>Holds Routing Sequences Secondary policy table</li>
|
||||
<li>Floating: To Branch policy table</li>
|
||||
<li>Floating: Material Types policy table</li>
|
||||
<li>Floating: Material Type Limits policy table</li>
|
||||
<li>Outreach: Included Branches policy table</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Policy_Tables"></a><a name="XREF_72450_Policy_Tables"></a>Policy Tables</h2>
|
||||
<p><a name="kanchor1750"></a><a name="IX_policy"></a><a name="kanchor1751"></a><a name="IX_overview_91"></a>Policy tables specify the operating policies of organizations in the system. Some policy tables work together to form organization-specific policies. </p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>The Patron Codes policy table at the system level defines patron classifications, such as Adult or Staff. The Fine Codes table defines various fine descriptions for an organization, such as Standard Fine Rate and Music CDs, without specifying actual rates. The Fines table establishes the actual organization-specific fine rates based on combinations of Patron Codes and Fine Codes.</p>
|
||||
<p>Some policy tables can be opened from the Administration Explorer or from an organization workform. Other policy tables are available only from the Administration Explorer or only on an organization workform.</p>
|
||||
<p>All tables can be opened at the system level. As a general rule, if a table contains no organization ID or name, then the table is used by all organizations. These tables display the same entries at the system, library, and branch levels. If the table contains an organization ID or name, the library or branch can have its own unique entries. </p>
|
||||
<p>You must have the permission <b>Access tables: Allow</b> for your organization level to change a specific policy table. Only one person at a time can open a policy table.</p>
|
||||
<p>See also: <a href="../PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a></p>
|
||||
<h2><a name="TOC_Database_Tables"></a><a name="XREF_41127_Database_Tables"></a>Database Tables</h2>
|
||||
<p><a name="kanchor1752"></a><a name="IX_overview_92"></a><a name="kanchor1753"></a><a name="IX_database"></a>Database tables help define how certain aspects of the Polaris catalog database work, such as authority control and bibliographic indexing, as well as what settings are available in certain fields and drop-down boxes in the Polaris staff client. Some tables are set at implementation and cannot be altered. Other tables can be edited.</p>
|
||||
<p>Database tables are available from the Administration Explorer at the system, library, and branch levels. Changes to these tables at any level apply to all organizations. To modify a database table, you must have specific permission for the table.</p>
|
||||
<p>If you need to change a table that cannot be modified from Polaris Administration, either contact Polaris Customer Support or use the SQL Analyzer to directly change the database table. Tables that cannot be modified from Polaris Administration require a complete reindex of the entire database if they are changed.</p>
|
||||
<p class="NoteShade"><b>Important: <br /></b>Innovative Interfaces is not responsible for your use of the SQL Analyzer to change Polaris database tables.</p>
|
||||
<p>See also: <a href="../PDTablesRef/DataTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Database Table Reference </span></a></p>
|
||||
<h2><a name="TOC_Notification_Table"></a><a name="XREF_64934_Notification_Table"></a>Notification Table</h2>
|
||||
<p><a name="kanchor1754"></a><a name="IX_Notification"></a><a name="kanchor1755"></a><a name="IX_overview_93"></a>Entries in the Dates Not to Call notification table define the specific dates the phone notification server does not call patrons, such as Christmas and New Year’s Day, for systems that use Polaris telephone notification. It is available from the Administration Explorer at the system level only, and the settings apply to the whole system. To modify this table, you must have specific permission for the table. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Work_with_tables_from_the_Administration_Explorer.htm#XREF_24002_Work_with_tables">Work with tables from the Administration Explorer</a>
|
||||
</li>
|
||||
<li><a href="Work_with_policy_tables_on_an_organization_workform.htm#XREF_98603_Work_with_policy">Work with policy tables on an organization workform</a>
|
||||
</li>
|
||||
<li><a href="Add_a_table_entry.htm#XREF_71988_Add_a_policy_table">Add a table entry</a>
|
||||
</li>
|
||||
<li><a href="Change_a_table_entry.htm#XREF_96344_Change_a_table">Change a table entry</a>
|
||||
</li>
|
||||
<li><a href="Reorder_table_entries.htm#XREF_95102_Reorder_table">Reorder table entries</a>
|
||||
</li>
|
||||
<li><a href="Delete_a_table_entry.htm#XREF_64683_Delete_a_table">Delete a table entry </a>
|
||||
</li>
|
||||
<li><a href="../PDTablesRef/Administration_Tables_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Administration Tables Reference</span></a>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDbarcodes/Barcode_Formats.htm">Open topic with navigation</a>
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<h1><a name="XREF_97955_Barcode_Definitions"></a>Barcode Formats</h1>
|
||||
<ul>
|
||||
<li>
|
||||
<p><a name="kanchor820"></a><a name="IX_overview_109"></a>This workflow assumes that patrons who self-register receive a temporary barcode that will be replaced later by staff. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p>If your library supports multiple barcode formats, you cannot use significant digits for the patron barcode.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note</b>: <br />The Polaris API does not support the plus symbol (+) in barcodes.</p>
|
||||
<p>A barcode format definition sets the total number of characters in the barcode, including the initial (prefix) characters. The maximum is 20 characters. The prefix characters can be any character or characters — numbers, letters, or special characters, except the asterisk and the plus symbol. The asterisk (*) indicates that any character or length is accepted in the definition. For example, if the barcode prefix is more than one character, the asterisk serves as a wildcard character. This is especially useful if the barcode format includes a check digit or start digit at the beginning of the barcode. For example, a prefix of <b>*3</b> means the barcode prefix can start with any character, but the second position of the barcode must be a <b>3</b> to be valid.</p>
|
||||
<p>If you specify just an asterisk for both the prefix and the total length, this means that a barcode may be any length and any prefix. This definition essentially turns off barcode verification for that usage, so any barcode is accepted for the operation. The undefined format is the default setting for both patron and item barcodes.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you define barcode formats instead of accepting the default (undefined) setting, Polaris displays more consistent messages when you define <i>both</i> item and patron barcode formats.</p>
|
||||
<p>Barcode types can be defined at system, library, and branch levels. Each branch can specify different barcode types for items and patrons. You can define multiple valid formats for both items and patrons, and add and remove definitions as necessary.</p>
|
||||
<ul type="disc">
|
||||
<li>If the same barcode types are used by all organizations in the Polaris installation, then you need only define barcode types at the system level.</li>
|
||||
<li>If different barcode types are used in each organization, define all the types for each library and branch to accommodate cross-borrowing.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note: <br /></b>Interlibrary loan items can have barcodes that are invalid in your system. You can choose to use the existing barcode or attach a slip with a valid barcode.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_60061_Significant_Digits">Significant Digits in Patron Barcodes</a>
|
||||
</li>
|
||||
<li><a href="Define_an_item_barcode_format.htm#XREF_42866_Add_a_barcode">Define an item barcode format</a>
|
||||
</li>
|
||||
<li><a href="Define_a_patron_barcode_format.htm#XREF_11912_Define_a_patron">Define a patron barcode format</a>
|
||||
</li>
|
||||
<li><a href="Set_up_significant_digits_for_patron_barcodes.htm#XREF_42448_Set_up_significant">Set up significant digits for patron barcodes</a>
|
||||
</li>
|
||||
<li><a href="Delete_a_barcode_format.htm#XREF_28842_Delete_a_barcode">Delete a barcode format</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Significant_Digits_in"></a><a name="XREF_60061_Significant_Digits"></a>Significant Digits in Patron Barcodes</h2>
|
||||
<p><a name="kanchor821"></a><a name="IX_use_in_patron_barcodes"></a><a name="kanchor822"></a><a name="IX_patron_defining"></a>If all your patron barcodes begin with the same prefix and only the final portion of the barcode is unique to each patron, you can set Polaris to treat the final portion as significant digits. You set the prefix and total length as the default patron barcode format in Polaris Administration. Then, staff can enter just the significant digits in a patron barcode field, and patrons can enter just the significant digits to log on to the PAC. The system automatically supplies the prefix when the user enters significant digits. Also, staff and patrons can omit leading zeros when they enter the significant digits.</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>The default barcode format specifies a prefix of 32214, and a length of 14 digits. A patron’s barcode is 32214000006871. There are nine significant digits (000006871), but you can enter 6871 because the system adds the leading zeros.</p>
|
||||
<p>When the significant digits are entered in a patron barcode field, a record is considered a match in these circumstances:</p>
|
||||
<ul type="disc">
|
||||
<li>The significant digits added to your defined prefix match the complete barcode in a patron record.</li>
|
||||
<li>If fewer than the defined number of significant digits are entered, the system adds leading zeros to the defined number of significant digits, and the complete barcode matches the barcode in a patron record.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If your database includes existing patron barcodes with fewer digits than the significant digits defined by the default patron barcode format, you might encounter some problems. Because the leading zeros and prefix are automatically appended, patrons with the “short” barcodes cannot log on in PAC, and staff client workforms such as the Check Out workform do not find them. However, for trouble-shooting purposes, you can search for and open these records from the Patron Record Find Tool (Name or Barcode, Exact match). From the Patron Registration workform, you can change the barcode, or perform operations such as check out.</p>
|
||||
<ul type="disc">
|
||||
<li>If more than the defined number of significant digits are entered, and the digits match an entire patron barcode of the same length, the record is considered a match. This is the situation when you scan a complete barcode.</li>
|
||||
</ul>
|
||||
<p>When you set a default patron barcode format in Polaris Administration, the following functions are affected:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Patron Find Tool</span> (search by <b>Barcode</b>) - The Find Tool includes <b>Significant Digits</b> as a search <b>Type</b> option. When you select this search type, you can search for just the significant digits. Leading zeros are added as necessary, and the complete barcode appears in the <b>For</b> field. (If you select <b>Significant Digits</b> as the search type but enter more than the default number of digits, the search is not likely to yield any results.)</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Self-registration barcodes use a custom format that makes them unsearchable using significant digits in the find tool. You can find self registration barcodes using the entire exact barcode or the wildcard <b><i>prefix</i>*</b>. </p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Check Out workform</span> - Leading zeros are added as necessary. When a match is found, the complete barcode is displayed.</li>
|
||||
<li><span class="FM_BulletHead">Offline Check Out workform</span> - Leading zeros are added as necessary. The complete barcode is displayed and stored. When the offline file is uploaded, the system finds a matching patron record based on the complete barcode.</li>
|
||||
<li><span class="FM_BulletHead">Patron Registration workform</span> - Significant digits can be entered into the patron record when the record is created or edited. The system supplies the complete barcode, including any leading zeros, and the complete barcode displays in the patron record. If you enter more than the defined number of significant digits, the system attempts to save the record with the digits you entered as the complete barcode.</li>
|
||||
<li><span class="FM_BulletHead">Offline patron registration</span> - The complete barcode is displayed and saved when the offline file is uploaded.</li>
|
||||
<li><span class="FM_BulletHead">Hold Request workform</span> (placing a new request) - Leading zeros are added as necessary. When a match is found, the complete barcode is displayed.</li>
|
||||
<li><span class="FM_BulletHead">Patron Record Set</span> (add by scanning) - To add a patron record to a record set, enter significant digits in the <b>Barcode</b> text box of the Scan Barcode dialog box. The system supplies leading zeros, if necessary, and the matching process is the same as in other functions.</li>
|
||||
<li><span class="FM_BulletHead">PAC log-on</span> - The patron can enter significant digits to log on. The system supplies leading zeros, if necessary, and the matching process is the same as in the staff client. If a matching record is found, the patron log-on continues. If more than the significant digits are entered, and the digits match a <i>complete</i> barcode, the patron log-on continues. After a successful log-on, the log-on page and the patron account page display the complete barcode.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When a patron registers online in the PAC, the system assigns a temporary barcode. The patron must enter the full temporary barcode to log in to the PAC.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Inbound telephony</span> - The caller can enter the significant digits when prompted to enter the barcode. The system supplies leading zeros, if necessary, and the matching process is the same as in other functions. However, if a duplicate is found, the system responds with a message to contact the library for assistance, and the process stops.</li>
|
||||
</ul>
|
||||
<p>The following functions are not affected by the default patron barcode setting: </p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Polaris ExpressCheck</span> - Significant digit functionality does not affect Polaris ExpressCheck functions because barcodes are always entered by scanning.</li>
|
||||
<li><span class="FM_BulletHead">Third-party authentication, SIP, NCIP</span> - The entire barcode is communicated in these functions.</li>
|
||||
</ul>
|
||||
<p>For instructions, see <a href="Set_up_significant_digits_for_patron_barcodes.htm#XREF_42448_Set_up_significant">Set up significant digits for patron barcodes</a>.</p>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_11912_Define_a_patron"></a>Define a patron barcode format</h1>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To produce more consistent barcode messages in Polaris, define <i>both</i> item and patron barcodes.</p>
|
||||
<p class="NoteShade"><b>Note</b>: <br />The Polaris API does not support the plus symbol (+) in barcodes.</p>
|
||||
<p><a name="kanchor5474"></a><a name="IX_barcode_formats_defining"></a><a name="kanchor5475"></a><a name="IX_patron_defining_barcode"></a>To define a patron barcode format:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and select the <b>Staff Client</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Barcodes: Patron format definition</b>.</li>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PatronBarcodeFormat.png" title="Patron Barcode Format dialog" alt="Patron Barcode Format dialog" />
|
||||
</p>
|
||||
<li value="3">In the <b>Length</b> box, specify the total number of characters required in the barcode, including the prefix:</li>
|
||||
<ul type="disc">
|
||||
<li>To require a specific number of characters, type a number from 1 to 20.</li>
|
||||
<li>Type <b>*</b> if the barcode can be any length.</li>
|
||||
</ul>
|
||||
<li value="4">In the <b>Prefix</b> box, type the characters that can begin a valid barcode:</li>
|
||||
<ul type="disc">
|
||||
<li>Type any character or sequence of characters that uniquely identifies the barcode type, except the plus symbol.
|
||||
 </li>
|
||||
<li>Type <b>*</b> to accept any character as the prefix.
|
||||
<p class="NoteShade"><b>Note:<br /></b>At the system level, you can define a prefix and length combination to set as the default format. See <a href="Set_up_significant_digits_for_patron_barcodes.htm#XREF_42448_Set_up_significant">Set up significant digits for patron barcodes</a>.</p></li>
|
||||
</ul>
|
||||
<li value="5">Click <b>Add</b> to put the definition in the <b>Current Formats</b> list.</li>
|
||||
<li value="6">Repeat steps 3-5 for every barcode format used for the type.</li>
|
||||
<li value="7">Click <b>OK</b>. The Patron Barcode Formats dialog box closes.</li>
|
||||
</ol>
|
||||
</div>
|
||||
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 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">8.0</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_42866_Add_a_barcode"></a>Define an item barcode format</h1>
|
||||
<p>To produce more consistent barcode messages in Polaris, define <i>both</i> item and patron barcodes.</p>
|
||||
<p><a name="kanchor176"></a><a name="IX_defining_barcode_formats"></a><a name="kanchor177"></a><a name="IX_item_defining_formats"></a>To define an item barcode:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and select the <b>Staff Client</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Barcodes: Item format definition</b>.</li>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/ItemBarcodeFormat.png" title="Item Barcode Format" alt="Item Barcode Format" />
|
||||
</p>
|
||||
<li value="3">In the <b>Length</b> box, specify the total number of characters required in the barcode, including the prefix:</li>
|
||||
<ul type="disc">
|
||||
<li>To require a specific number of characters, type a number from 1 to 20.</li>
|
||||
<li>Type <b>*</b> if the barcode can be any length.</li>
|
||||
</ul>
|
||||
<li value="4">In the <b>Prefix</b> box, type the characters that can begin a valid barcode:</li>
|
||||
<ul type="disc">
|
||||
<li>Type any character or sequence of characters that uniquely identifies the barcode type.
|
||||
<p class="NoteShade"><b>Note</b>: <br />The Polaris API does not support the plus symbol (+) in barcodes.</p></li>
|
||||
<li>Type <b>*</b> to accept any character as the prefix.</li>
|
||||
</ul>
|
||||
<li value="5">Click <b>Add</b> to put the definition in the <b>Current Formats</b> list.</li>
|
||||
<li value="6">Repeat steps 3-5 for every barcode format used for items.</li>
|
||||
<li value="7">Click <b>OK</b>. The Item Barcode Formats dialog box closes.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Defining patron barcode formats</span> - See <a href="Define_a_patron_barcode_format.htm#XREF_11912_Define_a_patron">Define a patron barcode format</a>.</li>
|
||||
<li><span class="FM_BulletHead">Significant digits in patron barcodes</span> - You can specify a default patron barcode format to use in defining significant digits. Staff and patrons can enter just the significant digits in a barcode field, and the system supplies the prefix. See <a href="Barcode_Formats.htm#XREF_60061_Significant_Digits">Significant Digits in Patron Barcodes</a>.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_40141_Working_in"></a>Defining Barcode Formats</h1>
|
||||
<p><a name="kanchor5948"></a><a name="IX_validity_checking"></a>You can set Polaris to distinguish between patron and item barcodes, so that if you scan or type a barcode that is the incorrect type for a barcode field, Polaris displays a warning message. Permission is required to continue to save a record with an invalid barcode. You can define several barcode types for each usage, and specify a default format for patron barcodes.</p>
|
||||
<p class="NoteShade"><b>Example: <br /></b>Based on your settings, if a barcode designated for patrons is entered in the <b>Barcode</b> box on the Item Record workform, or if an item barcode was scanned in the <b>Patron</b> box on the Check Out workform, the staff client displays a warning message.</p>
|
||||
<p>Polaris checks the barcode value for prefix numbers and barcode length to identify its type and usage. However, Polaris does not check for incomplete scans or check digits. Barcode validity checks are usually done by the scanner software and equipment. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If a record exists that uses the entered barcode value, the barcode is accepted, even though the barcode may not use a valid definition. It is not always practical to fix a barcode problem during operations where the patron is being served.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Barcode_Formats.htm#XREF_97955_Barcode_Definitions">Barcode Formats</a>
|
||||
</li>
|
||||
<li><a href="Define_an_item_barcode_format.htm#XREF_42866_Add_a_barcode">Define an item barcode format</a>
|
||||
</li>
|
||||
<li><a href="Define_a_patron_barcode_format.htm#XREF_11912_Define_a_patron">Define a patron barcode format</a>
|
||||
</li>
|
||||
<li><a href="Set_up_significant_digits_for_patron_barcodes.htm#XREF_42448_Set_up_significant">Set up significant digits for patron barcodes</a>
|
||||
</li>
|
||||
<li><a href="Delete_a_barcode_format.htm#XREF_28842_Delete_a_barcode">Delete a barcode format</a>
|
||||
</li>
|
||||
<li><a href="Saving_Records_with_Invalid_Barcodes.htm#XREF_49910_Saving_Records">Saving Records with Invalid Barcodes</a>
|
||||
</li>
|
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</ul>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<h1><a name="XREF_28842_Delete_a_barcode"></a>Delete a barcode format</h1>
|
||||
<p><a name="kanchor1669"></a><a name="IX_formats_deleting"></a>To remove a patron or item barcode format definition:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and select the <b>Staff Client</b> tab in the details view.</li>
|
||||
<li value="2">Display the appropriate Barcode Formats dialog box using one of the following methods:</li>
|
||||
<ul type="disc">
|
||||
<li>Double-click <b>Barcodes: Patron format definition</b>.</li>
|
||||
<li>Double-click <b>Barcodes: Item format definition</b>.</li>
|
||||
</ul>
|
||||
<li value="3">Click (highlight) the definition to delete in the <b>Current Formats</b> list.</li>
|
||||
<li value="4">Click <b>Remove</b> to delete the selected definition. The <b>Delete this barcode format</b> message box appears.</li>
|
||||
<li value="5">Click <b>Yes </b>to confirm that you want to delete the selected definition. The Barcode Formats dialog box appears.</li>
|
||||
<li value="6">Click <b>OK</b> on the Barcode Formats dialog box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b><b>For patron barcodes, Default On/Off</b> is available only at the system level because the setting applies to all organizations. Even if the default format is removed from the Patron Barcode Formats dialog box at the branch level, the default format defined at the system level is still in effect.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_49910_Saving_Records"></a>Saving Records with Invalid Barcodes</h1>
|
||||
<p><a name="kanchor1998"></a><a name="IX_saving_records"></a><a name="kanchor1999"></a><a name="IX_saving_records_with"></a>When a staff member attempts to save an item or patron record with an invalid barcode, the staff member receives an invalid barcode message. Barcode validity is also checked for serial item records generated when serials are checked in or created from the issue record. Examples of invalid barcode messages for item records are illustrated below:</p>
|
||||
<p class="indent2">
|
||||
<img alt="BadBarcodeOne.gif" id="image3" src="BadBarcodeOne.gif" /> </p>
|
||||
<p class="indent2">
|
||||
<img alt="BadBarcodeTwo.gif" id="image4" src="BadBarcodeTwo.gif" /> </p>
|
||||
<p>Staff members with the following permissions can continue to save the record:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Override invalid item barcode message: Allow</b> (system-level Cataloging permission)</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This permission also controls the ability to generate or create a serial item record with an invalid item barcode.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Override invalid patron barcode message: Allow</b> (system-level Circulation permission)</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These permissions are not checked for the following records and operations:</p>
|
||||
<p class="NoteShade">-- Saving ILL items<br />-- Saving course reserve items<br />-- System-created “PACREG” temporary patron barcodes (created when a patron registers from PAC)<br />-- Generating on-order or in-process items</p>
|
||||
<p>When the appropriate permission is set to <b>No</b> and the staff member clicks <b>Yes</b> on the invalid barcode message to continue to the save the record, a permission block message is displayed.</p>
|
||||
<p class="indent2">
|
||||
<img alt="BadBarcodeOverride.gif" id="image5" src="BadBarcodeOverride.gif" /> </p>
|
||||
<p>An authorized staff member must supply a valid username, password, and domain, then click <b>Override</b> to allow the record to be saved with the invalid barcode.</p>
|
||||
<p>At upgrade to Polaris 4.1R2 the permissions are set to <b>Yes</b> by default. If you prefer to assign the permissions only to selected staff members, set the system level Staff Client profile <b>Permissions: Use Polaris-defined new permission defaults</b> to <b>No</b> before upgrading to Polaris 4.1R2.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Defining valid barcode formats</span> - <a href="Barcode_Formats.htm#XREF_97955_Barcode_Definitions">Barcode Formats</a></li>
|
||||
<li><span class="FM_BulletHead">Setting permissions</span> - <a href="../PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a></li>
|
||||
<li data-mc-conditions="Primary.Hidden,Primary.Online"><span class="FM_BulletHead">Overriding permission blocks</span> - <a href="../../Patron_Services_Admin/PDPstart/Setting_Circulation_Permissions.htm#XREF_43310_Overriding">Overriding Permission Blocks</a></li>
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||||
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
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|
||||
<h1><a name="XREF_42448_Set_up_significant"></a>Set up significant digits for patron barcodes</h1>
|
||||
<p><a name="kanchor4509"></a><a name="IX_default_barcode_format"></a><a name="kanchor4510"></a><a name="IX_patron_defining_default"></a>A single patron barcode format can be selected at the system level for significant digit use. You specify the prefix and the length, then designate this format as the default. Your settings apply to all organizations in the system. For details about how this setting affects the staff client and the PAC, see <a href="Barcode_Formats.htm#XREF_60061_Significant_Digits">Significant Digits in Patron Barcodes</a>. </p>
|
||||
<p>To set a default patron barcode for significant digit use:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the system, and select the <b>Staff Client</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Barcodes: Patron format definition</b>. The Patron Barcode Formats dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PatronBarcodeFormat.png" title="Patron Barcode Format dialog" alt="Patron Barcode Format dialog" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">In the <b>Length</b> box, type the total number of characters (1-20) required in the barcode, including the prefix.</li>
|
||||
</ol>
|
||||
<p class="indent2">You cannot leave this field undefined (<b>*</b>) for a barcode that will be specified as the default. You must type a number.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">In the <b>Prefix</b> box, type the characters that begin the barcode.
|
||||
<p>You cannot leave this field undefined (<b>*</b>) for a barcode that will be specified as the default. You must type a character or sequence of characters, excluding the plus symbol (+). When significant digits are entered for a patron barcode, the system appends this prefix to form the complete barcode.</p></li>
|
||||
<li value="5">Click <b>Add</b> to put the definition in the <b>Current length and prefix formats</b> list.</li>
|
||||
<li value="6">Select the new definition in the <b>Current length and prefix formats</b> list, and click <b>Default On/Off</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The <b>Default</b> column displays asterisks (<b>***</b>) to indicate that this barcode is used as the default, for significant digit purposes. (To remove the default designation, select the default barcode and click <b>Default On/Off</b>.)</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b><b>Default On/Off</b> is available only at the system level because the setting applies to all organizations. Even if the default format is removed from the Patron Barcode Formats dialog box at the branch level, the default format is still in effect because it is defined at the system level.</p>
|
||||
<p class="indent2">When you change the default, a warning message appears. If your database includes existing patron barcodes with fewer digits than the significant digits defined by the default patron barcode format, you may encounter some problems. Because the leading zeros and prefix are automatically appended, patrons with the “short” barcodes cannot log on in PAC, and staff client workforms such as the Check Out workform do not find them. However, for trouble-shooting purposes, you can search for and open these records from the Patron Record Find Tool (Name or Barcode, Exact match) and change the barcode, or perform operations such as check out from the Patron Registration workform.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Click <b>OK</b> on the message box.</li>
|
||||
<li value="8">Click <b>OK</b> to save your settings.</li>
|
||||
</ol>
|
||||
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|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_35160_Register_a"></a>Add a New Collection Record</h1>
|
||||
<p><a name="kanchor4157"></a><a name="IX_adding_new"></a>To add a collection name to Polaris: </p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration</b> > <b>Explorer</b> > <b>System</b> on the Polaris shortcut bar. The Administration Explorer appears.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:</b>
|
||||
<br />You can also create a new collection record by copying an existing collection record. Select <b>File </b>><b> New</b>from the Collection workform menu bar and copy or clear the information in the workform. Then you can edit the collection record. See <a href="Review_and_edit_collection_information.htm#XREF_13552_Review_collection">Review and edit collection information</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>File </b>><b> New </b>><b> Collection</b> on the Administration Explorer menu bar. The Collection workform appears.</li>
|
||||
</ol>
|
||||
<p class="indent2"><a class="MCPopupThumbnailLink MCPopupThumbnailPopup" href="../../../Resources/Images/NewCollection.gif" data-mc-popup-alt="New Collection Workform"><img class="MCPopupThumbnail img" data-mc-width="764" data-mc-height="535" src="../../../Resources/Images/NewCollection.gif" alt="New Collection Workform" title="Click to expand" tabindex="" id="img" style="margin-bottom: 0.000pt;height: auto;mc-thumbnail: popup;mc-thumbnail-max-width: 200px;width: auto;max-width: 200px;max-height: 48px;" /></a>
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Enter a name for the collection in <b>Name</b>.</li>
|
||||
<li value="4">Enter an abbreviation for the collection in <b>Abbreviation</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">In Polaris Find Tool power searches and PAC Boolean searches, you can search for items in the collection using the access point COL and the collection abbreviation.</p>
|
||||
<p class="NoteShade"><b>Example:</b>
|
||||
<br />An Adult Fiction collection is assigned the abbreviation <b>AF</b>. You can power search for items in this collection by typing <b>COL=AF</b>.</p>
|
||||
<p class="NoteShade"><a name="kanchor4158"></a><a name="IX_Baker_Taylor_name_limits"></a><b>Important:</b>
|
||||
<br />If you use enriched EDI ordering and shelf-ready cataloging with Baker & Taylor, the collection abbreviation is limited to 10 characters or fewer to comply with this vendor’s data requirements.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">(Optional) Enter a number for the collection in <b>Additional Loan Units</b>. <br />For libraries that offer extended loan periods, this is the number added to the units from the loan periods table during due date calculation. These additional units only apply to patrons who have <b>Extended Loan Periods</b> enabled in the patron's preferences (Leap only). For more information, search Leap help for "Extended Loan Periods."</li>
|
||||
<li value="6">Select the branch or branches to which this collection belongs, or click <b>Select All</b> if you want to add the collection to all branches. If a branch is already using a collection with the same name, a Duplicate Detection message appears. A branch cannot have duplicate collections.</li>
|
||||
<li value="7">If your system uses floating collections, and you want items in this collection to be potentially eligible to “float” from branch to branch, select <b>View </b>><b> Floating branches</b> or click <img alt="View Floating Branches" style="width: 26;height: 18;" id="image1" src="FloatViewIcon_26x18.gif" class="imginline" title="View Floating Branches icon" />. Then follow the instructions in <MadCap:conditionalText data-mc-conditions="Primary.Online"><a href="../../Patron_Services_Admin/PDPfloating/Designate_collections_as_eligible_to_float.htm" class="MCXref xref" data-mc-conditions="Primary.Online"><span style="color: Blue;" class="mcFormatColor">Designate collections as eligible to float</span></a></MadCap:conditionalText>.</li>
|
||||
<li value="8">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
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<h1><a name="XREF_84477_Delete_a_collection"></a>Delete a collection</h1>
|
||||
<p><a name="kanchor5747"></a><a name="IX_deleting_22"></a>If a collection is not being used, it is automatically deleted when you remove it from the last branch with which it is associated. You can also manually delete a collection. Certain links prevent the deletion, and you must resolve the conflicts before the collection is deleted. For other types of links, you can choose to break the links and delete the collection, or cancel the operation. To manually delete a collection record. </p>
|
||||
<ol>
|
||||
<li value="1">List the collection in the Administration Explorer tree view. See <a href="List_collections_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Right-click the collection and select <b>Delete</b> from the context menu to delete the collection without opening the collection record.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Right-click the collection in the Administration Explorer, and select <b>Edit</b> from the context menu. The Collection workform opens.</li>
|
||||
<li value="3">Choose one of these delete methods:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Select <b>File, Delete.</b></li>
|
||||
<li>Click the Delete icon  <img alt="DeleteIcon.gif" style="margin-bottom: -6.000pt;width: 26;height: 26;" id="image10" src="DeleteIcon_26x26.gif" /> on the toolbar.</li>
|
||||
<li>Press <b>CTRL+D</b>.</li>
|
||||
<li>Press <b>ALT+F+D</b>.</li>
|
||||
</ul>
|
||||
<p class="indent2">The system checks for linked objects that use the Collection. These links prevent the collection from being deleted, and you must resolve the conflicts before deleting the collection. The message lists the number of linked objects:</p>
|
||||
<ul type="disc">
|
||||
<li>Item Records</li>
|
||||
<li>Reserve Item Records</li>
|
||||
<li>Item Templates</li>
|
||||
<li>Reserve Item Templates</li>
|
||||
<li>Serial Holdings Records</li>
|
||||
<li>Quick-circ Item records</li>
|
||||
<li>Standing Order Part Records</li>
|
||||
</ul>
|
||||
<p class="indent2">The system also displays a warning message and the count of linked objects if any of these features use the collection:</p>
|
||||
<ul type="disc">
|
||||
<li>Children’s PAC Search Limit</li>
|
||||
<li>Selection List Line Item Segments</li>
|
||||
<li>PO Line Item Segments</li>
|
||||
<li>Invoice Line Item Segments</li>
|
||||
</ul>
|
||||
<p class="indent2">For these links, you can click <b>No</b> (the collection is not deleted) or <b>Yes</b> (the collection is deleted). If you click <b>Yes</b>, the deleted collection is replaced by <b>[None]</b> in the linked objects.</p>
|
||||
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|
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||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_36250_List_collections"></a>List collections in the Explorer</h1>
|
||||
<p><a name="kanchor581"></a><a name="IX_listing_in"></a>Collections are not automatically listed in the Administration Explorer because there may be many of them in the system. However, if you plan to work with several collections, it may be convenient to list them in the Administration Explorer so you do not have to search for each one. </p>
|
||||
<p>To list several or all the collections in the system in the Administration Explorer tree view:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you want to work with a specific collection, you can use the Polaris Find Tool to search for and open the collection record. Select <b>Administration</b>, <b>Collection</b> on the Polaris Shortcut Bar. If you want to work with multiple collections, use the Administration Explorer.</p>
|
||||
<ol>
|
||||
<li value="1">Click <b>Collection</b> in the Administration Explorer tree view. A search button appears in the details view of the Explorer.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dCollSearch.gif" style="margin-bottom: 0.000pt;width: 373;height: 173;" id="image2" src="dCollSearch_373x173.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <b>Search</b> to display the Polaris Find Tool.</li>
|
||||
<li value="3">Select <b>Collection Name/Abbreviation</b> in the <b>Search</b> <b>By</b> box.</li>
|
||||
<li value="4">Type an asterisk * (for all) in the <b>For</b> box.</li>
|
||||
<li value="5">Click <b>Search</b> on the Find Tool. The results list includes all the collections defined in Polaris.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If there are too many collections to display at once, the status bar indicates how many have been loaded. You can press <b>CTRL+SHIFT+A</b> to load the entire list.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ColResultsList.gif" style="width: 284.435pt;height: 236.326pt;margin-bottom: 0.000pt;" id="image3" src="ColResultsList.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">In the results list, select the collections to be displayed in the Administration Explorer. You can use the <b>CTRL</b> or <b>SHIFT</b> key to select multiple collections.</li>
|
||||
<li value="7">Right-click in the results list, and choose <b>Select</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="ColSelect.gif" style="width: 284.435pt;height: 236.326pt;margin-bottom: 0.000pt;" id="image4" src="ColSelect.gif" /> </p>
|
||||
<p class="indent2">All the selected collections are listed under <b>Collection</b> in the Administration Explorer tree view. When you select a collection, the right pane shows the collection information, including all branches that use the collection. To edit a collection, see <a href="Review_and_edit_collection_information.htm#XREF_13552_Review_collection">Review and edit collection information</a>.</p>
|
||||
<p class="indent2">
|
||||
<img alt="CollectList.gif" style="width: 290.359pt;height: 187.040pt;margin-bottom: 0.000pt;" id="image5" src="CollectList.gif" /> </p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDcollections/List_the_collections_assigned_to_a_branch.htm">Open topic with navigation</a>
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<h1><a name="XREF_55509_List_collections"></a>List the collections assigned to a branch</h1>
|
||||
<p><a name="kanchor588"></a><a name="IX_listing_for_branches"></a><a name="kanchor589"></a><a name="IX_listing_collections_for"></a>To see a list of collections assigned to a specific branch:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can run a report to see the collections assigned to all branches. See <a href="#XREF_96663_Collections_Report">Collections Report</a>.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, select <b>Collection</b>. The search button appears in the right pane of the Explorer.</li>
|
||||
<li value="2">Click <b>Search</b> to display the Polaris Find Tool for collections.</li>
|
||||
<li value="3">Select <b>Branch Name/Abbreviation</b> in the <b>Search</b> <b>By</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="CollectFindTool.gif" style="margin-bottom: 0.000pt;width: 417;height: 166;" id="image11" src="CollectFindTool_417x166.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type the name of the branch in the <b>For</b> box, and click <b>Search</b> on the Find Tool.</li>
|
||||
</ol>
|
||||
<p class="indent2">The collections associated with the branch are displayed in the results list. If there are too many collections to display at once, you can press <b>CTRL+SHIFT+A</b> to load the entire list.</p>
|
||||
<h3><a name="TOC_Collections_Report"></a><a name="XREF_96663_Collections_Report"></a>Collections Report</h3>
|
||||
<p><a name="kanchor590"></a><a name="IX_collections_2"></a><a name="kanchor591"></a><a name="IX_report_7"></a>The <b>Hierarchy of Library, Branches, & Collections</b> report lists all the collections assigned to each branch in the system, organized by system, library, and branch. You can filter the report by organization. To access this report, select <b>Utilities, Reports and Notices</b> from the Polaris Shortcut bar, and select <b>System</b> in the Polaris Reports dialog box.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDcollections/Review_and_edit_collection_information.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_13552_Review_collection"></a>Review and Edit Collection Information</h1>
|
||||
<p><a name="kanchor5308"></a><a name="IX_removing_from_branches"></a><a name="kanchor5309"></a><a name="IX_adding_to_branches"></a><a name="kanchor5310"></a><a name="IX_editing_9"></a>From the collection record, you can see a list of branches using the collection, add or remove branches using the collection, and change the name of the collection. To open a collection record. </p>
|
||||
<ol>
|
||||
<li value="1">List the collection in the Administration Explorer tree view. See <a href="List_collections_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Right-click the collection and select <b>Properties</b> from the context menu to see information about the collection without opening the collection record.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Right-click the collection in the Administration Explorer, and select <b>Edit</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Collection workform opens.</p>
|
||||
<p class="indent2">Branches that use the collection are checked.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To change the collection name, enter the new name in <b>Name</b>. The name is changed in every record that uses this collection.</li>
|
||||
<li value="4">To change the abbreviation, enter the new abbreviation in <b>Abbreviation</b>. The abbreviation is changed in every record that uses this collection.</li>
|
||||
<li value="5">To change the additional loan units, enter the new number in <b>Additional Loan Units</b>. The additional loan units are changed in every record that uses this collection.</li>
|
||||
<li value="6">To assign this collection to a branch, select the box next to the branch name.</li>
|
||||
</ol>
|
||||
<p class="indent2">If adding this collection to the branch would result in a duplicate collection at the branch, a Duplicate Detection message appears when you save the collection. A branch cannot have duplicate collections.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">To remove this collection from a branch, clear the checkbox next to the branch name.</li>
|
||||
<li value="8">If your system uses floating collections, and you want items in this collection to be potentially eligible to “float” from branch to branch, select <b>View</b>> <b> Floating branches</b> or click <img style="width: 31;height: 18;" src="FloatViewIcon_31x18.gif" class="imginline" alt="" />. Then follow the instructions in .</li>
|
||||
<li value="9">Select <b>File </b>><b> Save</b> to record your changes.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Branch Removal Conflicts dialog box appears if there are items assigned to a collection that you removed from a branch.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="10">If the Branch Removal Conflicts dialog box appears, do the following actions:
|
||||
<p class="NoteShade"><b>Note:<br /></b>Only the collections available for the associated branch are listed in the Resolve Conflict dialog box.</p><ol style="list-style-type: lower-alpha;"><li value="1">Select a branch name in the <b>Branch Conflicts </b>list.</li><li value="2">In the Conflict Details frame, review the types and numbers of records that are affected by the change.</li><li value="3">Do one of the following actions to resolve the assigned branch and collection conflict in the listed records:
|
||||
<ul type="disc"><li>To remove assignment of the collection from the records listed in the Conflict Details frame, select <b>(None)</b> in the <b>Alternative Collections</b> list, and click <b>Resolve</b>.</li><li>To assign another collection to the records listed in the Conflict Details frame, select the collection name to assign in the <b>Alternative Collections</b> list, and click <b>Resolve</b>.
|
||||
</li></ul></li><li value="4">Click <b>OK</b> on the Branch Removal Conflicts dialog box. The dialog box closes.</li></ol></li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Delete a collection</span> - See <a href="Delete_a_collection.htm#XREF_84477_Delete_a_collection">Delete a collection</a></li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Removing a branch from a shared collection - </span>If you want to remove a branch from a shared collection, then link associated records to a collection with the same name just for the branch, do the following actions: </p>
|
||||
<ol>
|
||||
<li value="1">Create a collection with a slightly different name, and assign the branch to it.</li>
|
||||
<li value="2">Remove the branch from the shared collection, and assign the linked records to the new collection. </li>
|
||||
<li value="3">Rename the new collection to the name of the original shared collection.</li>
|
||||
</ol>
|
||||
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|
||||
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|
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<h1><a name="XREF_22362_Administering"></a>Working with Collections</h1>
|
||||
<p><a name="kanchor2408"></a><a name="IX_administering_1"></a>A collection record names a collection, tracks which branches use the collection, and designates which branches (if any) are potentially eligible to receive items from the collection if it is allowed to float from branch to branch. After you set up collection records in Polaris Administration, they are available for selection in item records, selection lists, serial holdings records, purchase orders, and invoices. In addition, you can sort and filter searches for item records by collection in the Polaris Find Tool. Collection abbreviations are also used in designation fields of bibliographic records when these are imported for bulk-adding to purchase orders or selection lists, and for shelf-ready cataloging.</p>
|
||||
<p>Each branch may have its own set of collections, and collections can have the same names used by other branches. In addition, a collection can belong to more than one branch for rotating collections or for shared collections, and you can designate collections as potentially eligible to float from branch to branch. Certain circulation reports also list items by collections.</p>
|
||||
<p>Special considerations:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Children’s items</span> - If you offer Polaris PowerPAC Children’s Edition to your patrons, consider setting up collections specifically for children’s items, such as children’s periodicals, if you do not already have them. You can then filter Children’s PAC searches to target these collections.</li>
|
||||
<li><span class="FM_BulletHead">Floating collections</span> - If your system uses floating collections, allowing items from certain collections to float from branch to branch at check-in, consider setting up these collections so that all branches that participate in the floating arrangement use the collections. </li>
|
||||
</ul>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Add_a_new_collection_record.htm#XREF_35160_Register_a">Add a new collection record</a>
|
||||
</li>
|
||||
<li><a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a>
|
||||
</li>
|
||||
<li><a href="Review_and_edit_collection_information.htm#XREF_13552_Review_collection">Review and edit collection information</a>
|
||||
</li>
|
||||
<li><a href="Delete_a_collection.htm#XREF_84477_Delete_a_collection">Delete a collection</a>
|
||||
</li>
|
||||
<li><a href="List_the_collections_assigned_to_a_branch.htm#XREF_55509_List_collections">List the collections assigned to a branch</a>
|
||||
</li>
|
||||
</ul>
|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_40141_Working_in"></a>Defining Library Documentation</h1>
|
||||
<p><a name="kanchor303"></a><a name="IX_online_setup"></a>The Help menu includes the option <b>Library Documentation</b>. You can set a path and filename or URL for this option to display your own documentation. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Specify_the_location_of_online_documents.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Specify the location of library documents</span></a>
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<h1><a name="XREF_69564_Set_the_staff"></a>Specify the location of library documents</h1>
|
||||
<p><a name="kanchor2749"></a><a name="IX_setting_staff_client"></a>To specify the documentation accessible from the Polaris staff client: </p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open <b>Profiles</b> for the organization or workstation, and select the <b>Staff Client</b> tab.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>See <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">To supply custom information for the <b>Library Documentation</b> option on the Help menu, double-click <b>Library documentation - staff client</b>. The Default Setup for Library Documentation dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="LibDocSetup.gif" style="margin-bottom: 0.000pt;width: 239;height: 80;" id="image1" src="LibDocSetup_239x80.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Specify the location of the information you want to make accessible by one of the following methods:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Click <b>Browse</b> to select the location of the file.</li>
|
||||
<li>In the <b>Default Directory</b> box, type a URL, beginning with <b>http://</b>.</li>
|
||||
</ul>
|
||||
<ol start="4">
|
||||
<li value="4">Click <b>OK</b> on the dialog box.</li>
|
||||
</ol>
|
||||
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<h1><a name="XREF_75637_Choose_the"></a>Choose the transactions to log</h1>
|
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<p><a name="kanchor1030"></a><a name="IX_specifying_actions_to_log"></a> To set which Polaris transactions are logged:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Database Tables </b>folder for the system, and select <b>Transaction Logging</b>. The Transaction Logging table appears in the details view.</li>
|
||||
</ol>
|
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<p class="indent2">
|
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<img alt="dTransLogTbl.gif" style="margin-bottom: 0.000pt;width: 412;height: 267;" id="image0" src="dTransLogTbl_412x267.gif" /> </p>
|
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<ol data-mc-continue="true">
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<li value="2">Double-click the action you want to set. The Modify Transaction Logging dialog box appears.</li>
|
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|
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|
||||
<img alt="dTransLogDx.gif" style="margin-bottom: 0.000pt;width: 343;height: 85;" id="image1" src="dTransLogDx_343x85.gif" /> </p>
|
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<ol data-mc-continue="true">
|
||||
<li value="3">In the <b>Log Transaction</b> box, select <b>Yes</b> to log every occurrence of the selected action, or select <b>No</b> if you do not want to log any occurrence of the selected action.</li>
|
||||
<li value="4">Click <b>OK</b>. The Transaction Logging entries are displayed. The new logging setting is shown in the selected entry.</li>
|
||||
<li value="5">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you change any transaction logging setting, you must restart the Message Queue service on the application server for the change to take effect.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Reports</span> - Polaris provides a variety of reports that help you track and summarize transactions. Custom reports are also available from Innovative Interfaces for a fee. Additional reports by Polaris customers are available for download from the Innovative Customer Supportal (https://support.iii.com). In addition, Polaris SimplyReports software is available by separate purchase. With the Web-based SimplyReports, you can create thousands of custom reports by selecting different combinations of data elements, filters, and sorting options.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Statistical reports in Polaris SimplyReports use the Polaris Transactions database. You must log the transactions on which you want to report (see <a href="#XREF_75637_Choose_the">Choose the transactions to log</a>); otherwise, your statistical reports will be blank or inaccurate. The reports use data generated from the time you chose to begin logging the transactions.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">SQL queries and the Polaris Transaction Database</span> - See <a href="Polaris_Transactions_Database.htm#XREF_41210_Polaris">Polaris Transactions Database</a>.</li>
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<h1><a name="XREF_75344_Logging"></a>Collecting Transaction Statistics</h1>
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<p>See:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Logging_Transactions.htm#XREF_22808_Logging">Logging Transactions</a>
|
||||
</li>
|
||||
<li><a href="Polaris_Transactions_Database.htm#XREF_41210_Polaris">Polaris Transactions Database</a>
|
||||
</li>
|
||||
<li><a href="Statistical_Summary_Report.htm#XREF_22890_System_Statistical">Statistical Summary Report</a>
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<h1><a name="XREF_22808_Logging"></a>Logging Transactions</h1>
|
||||
<p><a name="kanchor1437"></a><a name="IX_transactions_2"></a><a name="kanchor1438"></a><a name="IX_logging_overview"></a>The Polaris transaction log records when an action occurs, the identification number of the user who did the action, and the records that the action affected. You can use the log to track operational statistics, troubleshoot problems, and generate reports. You determine what kinds of actions are logged, out of the thousands of Polaris transactions that can occur every day. The same transactions are recorded for all organizations in your Polaris installation.</p>
|
||||
<p>Entries in the Transaction Logging database table determine which transactions are logged. The Transaction Logging table is available only from the Administration Explorer. You must have the <b>Modify transaction logging table: Allow</b> permission to work with this table.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To log Polaris PowerPAC transactions, set the PowerPAC profile <b>Enable logging of transactions</b> (system level) to <b>Yes</b>.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Choose_the_transactions_to_log.htm#XREF_75637_Choose_the">Choose the transactions to log</a>
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<h1><a name="XREF_41210_Polaris"></a>Polaris Transactions Database</h1>
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<p><a name="kanchor4773"></a><a name="IX_database_1"></a>The tables in the Polaris Transactions Database provide the information necessary to track and report transactions in Polaris.</p>
|
||||
<p>If you have basic knowledge of writing SQL queries, you can query the Polaris Transactions Database directly to find more information about transaction types and specific transactions. Using Polaris SimplyReports, you can also construct detailed transaction reports without writing SQL queries. Custom queries and reports are also available from Innovative Interfaces for a fee, and you may find additional queries and reports created by Polaris customers that you can download from the Innovative Customer Supportal (https://support.iii.com). </p>
|
||||
<p>See also:</p>
|
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<ul type="disc">
|
||||
<li><a href="#XREF_62648_Querying">Querying Transaction Database Tables</a>
|
||||
</li>
|
||||
<li><a href="#XREF_57666_Viewing_Specific">Viewing Specific Transactions</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Querying_Transaction"></a><a name="XREF_62648_Querying"></a>Querying Transaction Database Tables</h2>
|
||||
<p>You can run an SQL query to find the same kind of information that you select to include in the Polaris transaction log, using the Transaction Logging database table in Polaris Administration (see <a href="Logging_Transactions.htm#XREF_22808_Logging">Logging Transactions</a>). Run the following query:</p>
|
||||
<p><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Select * From Polaristransactions..TransactionTypes</b>
|
||||
</p>
|
||||
<p>The important columns in this table are:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">TransactionTypeID</span> - Type of transaction</li>
|
||||
<li><span class="FM_BulletHead">TransactionTypeDescription</span> - Brief description of the TransactionTypeID</li>
|
||||
<li><span class="FM_BulletHead">IsImplemented</span> - Defines whether Innovative Interfaces has implemented counting this transaction (1=yes, 2=no)</li>
|
||||
</ul>
|
||||
<p>When you search the TransactionTypes table, you may want to order by a particular column.  For example, add <b>Order by TransactionTypeID</b> to group transactions loosely by subsystem. Or add <b>Order by IsImplemented</b> to group all of the transactions that are currently selected to be logged.</p>
|
||||
<p>The TransactionSubTypes table provides additional details about the transaction type. Run the following query:</p>
|
||||
<p><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Select * From Polaristransactions..TransactionSubTypes</b>
|
||||
</p>
|
||||
<p>The important columns in this table are:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">TransactionSubTypeID</span> - Primary key of the table</li>
|
||||
<li><span class="FM_BulletHead">TransactionSubTypeDescription</span> - Brief description of the SubTypeID</li>
|
||||
</ul>
|
||||
<p>Each TransactionType has multiple TransactionSubTypes.</p>
|
||||
<p>ViewTransactions pulls together the information from the TransactionTypes and TransactionSubTypes tables, allowing you to see each type of transaction and the kind of data that Polaris retains. Run the following query:</p>
|
||||
<p><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Select * From Polaristransactions..ViewTransactions</b>
|
||||
</p>
|
||||
<h2><a name="TOC_Viewing_Specific"></a><a name="XREF_57666_Viewing_Specific"></a>Viewing Specific Transactions</h2>
|
||||
<p>Two tables contain information about specific transactions—TransactionHeaders and TransactionDetails. You will also need to refer to subsequent tables, such as TransactionTypes, TransactionSubTypes, ViewTransactions, and TransactionDetailStrings.</p>
|
||||
<p>The TransactionHeaders table contains the following basic information about specific transactions:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">TransactionID</span> - Unique identifier of the transaction</li>
|
||||
<li><span class="FM_BulletHead">OrganizationID</span> - Branch ID where the transaction occurred</li>
|
||||
<li><span class="FM_BulletHead">WorkstationID</span> -  Computer ID where the transaction occurred</li>
|
||||
<li><span class="FM_BulletHead">PolarisUserID</span> - Staff member ID who created the transaction</li>
|
||||
<li><span class="FM_BulletHead">TransactionDate</span> - Date/time when the transaction is saved to the database</li>
|
||||
<li><span class="FM_BulletHead">TransactionTypeID</span> - Type of transaction. See the TransactionTypes table.</li>
|
||||
<li><span class="FM_BulletHead">TranClientDate</span> - Date/time when the transaction was created on the workstation</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The TransactionDate and TranClientDate are usually within milliseconds of each other, but on some occasions they can be different. The TranClientDate is usually more accurate regarding when the transaction was created, unless the date/time is incorrect on the workstation. Make sure that the date/time are correct on your workstations. You can ensure consistency in server and client time settings. See <a href="../PDLocaleTime/Ensuring_Locale_and_Time_Consistency.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Ensuring Locale and Time Consistency</span></a>.</p>
|
||||
<p>The TransactionDetails table contains more details about the specific transaction. The following information is in the TransactionDetails table:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">TransactionID</span> - Unique identifier of the transaction</li>
|
||||
<li><span class="FM_BulletHead">TransactionSubTypeID</span> - Subtype (detail) that goes with the transaction</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>For certain transactionsubtypes, the value in the NumValue field does not point to a specific record ID. Instead, it points to a value in the TransactionDetailStrings table. The transactiondetailstrings are used especially for PAC search transactions, when the author or title of a book or a branch name is recorded in the transactions database.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">NumValue</span> - Corresponds to the TransactionSubType. For example, if the <b>transactionsubtypeid</b> is 38 (<b>itemrecordid</b>), the NumValue displays the specific item record ID. If the <b>transactionsubtypeid</b> is 6 <b>(patronID</b>), the corresponding NumValue displays the specific patron ID.</li>
|
||||
<li><span class="FM_BulletHead">DateValue</span> - Date/time that a transaction occurred; currently used only for the subtypes 185 and 186 (CheckIn date and CheckOut date)</li>
|
||||
</ul>
|
||||
<p>To get a full picture of an actual transaction, link the TransactionHeaders and TransactionDetails table using the TransactionID.</p>
|
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<h1><a name="XREF_22890_System_Statistical"></a>Statistical Summary Report</h1>
|
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<p><a name="kanchor4242"></a><a name="IX_report_19"></a><a name="kanchor4243"></a><a name="IX_report_18"></a>The Statistical Summary report provides detailed snapshots of the system, including database record counts, records added and deleted within a specified time period, and system activity within a specified time period.  To access this report, select <b>Utilities, Reports and Notices</b> from the Polaris Shortcut bar, and select <b>System</b> in the Polaris Reports dialog box.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />For information on specifying the transactions that should be logged for reports, see <a href="Collecting_Transaction_Statistics.htm#XREF_75344_Logging">Collecting Transaction Statistics</a>.</p>
|
||||
<p>You can filter the report by date and by organization. The report includes the following categories and details, as well as the totals in each category and the grand total in each category for all selected branches (the sum of individual branches):</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To produce a report that includes all total counts but does not detail individual branch counts, select <b>Summary only</b> on the Report Setup dialog box.</p>
|
||||
<h2>Record Counts</h2>
|
||||
<p>These are total counts, not restricted by date range.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Bib records with items</span> - Bibliographic records with at least one item attached, where the record owner is the reporting branch.</li>
|
||||
<li><span class="FM_BulletHead">Bib records without items</span> - Bibliographic records with no item records attached, where the record owner is the reporting branch.</li>
|
||||
<li><span class="FM_BulletHead">Authority records</span> - All authority records with a status of Final.  Provisional and deleted records are not counted.</li>
|
||||
<li><span class="FM_BulletHead">Item records</span> - All item records where the assigned branch is the reporting branch. Does not include provisional or deleted records, or items with a circulation status of Withdrawn.</li>
|
||||
<li><span class="FM_BulletHead">Patrons</span> - All patron records where the registered branch is the reporting branch.</li>
|
||||
<li><span class="FM_BulletHead">Staff</span> - All staff member records where the staff member organization is the reporting branch.</li>
|
||||
<li><span class="FM_BulletHead">Workstation</span> - All workstations where the workstation organization is the reporting branch.</li>
|
||||
</ul>
|
||||
<h2>Circulation Statistics</h2>
|
||||
<p>These are reported within a specified date range.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Check-outs</span> - All check-out transactions within the specified date range at all workstations where the workstation logon branch for the transaction is the reporting branch. Includes staff client renewals; PAC renewals; inbound telephony renewals; offline check-out; Polaris ExpressCheck check-out and renewals; Quick-circ check-out; SIP, NCIP or remote, third party check-out.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><a name="kanchor4244"></a><a name="IX_statistics_for_PAC"></a><b>Note:<br /></b>Renewals from PAC are counted as coming from the loaning branch.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Borrowers</span> - Counts all unique patron IDs in check-out transactions within the specified date range at all workstations where the workstation logon branch for the transaction is the reporting branch.</li>
|
||||
<li><span class="FM_BulletHead">Check-in</span> - All check-in transactions within the specified date range at all workstations where the workstation logon branch for the transaction is the reporting branch. Includes normal mode check-in; bulk mode check-in; offline check-in; in-house circulation; Quick-circ check-in; SIP or remote, third party check-in. Automatic-check-ins (those that occur during check-out or when holds are filled), and inventory check-ins (or Polaris Inventory Manager check-ins) are not counted.</li>
|
||||
<li><span class="FM_BulletHead">Overdue items checked in</span> - All transactions within the specified date range at all workstations where the workstation logon branch in the transaction is the reporting branch and the transaction indicates the item was overdue. The number of overdue items checked in is included in the count of total check-ins.</li>
|
||||
<li><span class="FM_BulletHead">Holds placed</span> - Hold statistics are based on the holds transactions. Includes all hold requests where the workstation branch is the reporting branch and the requests have an activation date within the date range. Also includes re-activated requests, requests that have been suspended and re-activated, and requests placed from the PAC. (You can also see a separate count of PAC requests. See <a href="#XREF_68477_PAC_Statistics">PAC Statistics</a>.)</li>
|
||||
<li><span class="FM_BulletHead">Holds satisfied</span> - All hold requests where the workstation branch is the reporting branch, and the requests have had a status of Held or Transferred with a status date within the date range.</li>
|
||||
<li><span class="FM_BulletHead">Holds cancelled</span> - All hold requests where the workstation branch is the reporting branch, and that have a request status of Cancelled with a status date within the date range. Includes requests cancelled from the PAC. (You can also see a separate count of PAC cancelled requests. See <a href="#XREF_68477_PAC_Statistics">PAC Statistics</a>.)</li>
|
||||
</ul>
|
||||
<h2><a name="XREF_41394_Records_Added_And"></a>Records Added And Deleted</h2>
|
||||
<p>These counts are based on transaction file data within the specified time period.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Bib records added</span> - All bibliographic records created within the date range where Organization ID is the reporting branch.</li>
|
||||
<li><span class="FM_BulletHead">Authority records added</span> - All authority records created within the date range where Organization ID is the reporting branch.</li>
|
||||
<li><span class="FM_BulletHead">Item records added</span> - All item records created within the date range where the assigned branch in the item creation transaction is the reporting branch. Includes records with a status of Active or Provisional, but not those with a status of  Deleted.</li>
|
||||
<li><span class="FM_BulletHead">Patron records added</span> - All patron records created within the date range where the Organization ID is the reporting branch. The Organization ID is the patron’s registered branch. The report counts all patrons registered for the selected branch, regardless of where the registration occurred, and includes PAC self-registrations. (You can also get a separate count of PAC registrations. See <a href="#XREF_68477_PAC_Statistics">PAC Statistics</a>.)</li>
|
||||
<li><span class="FM_BulletHead">Bib records deleted</span> - All bibliographic records deleted within the date range where the Organization ID is the reporting branch.</li>
|
||||
<li><span class="FM_BulletHead">Authority records deleted</span> - All authority records deleted within the date range where the transaction Organization ID is the reporting branch.</li>
|
||||
<li><span class="FM_BulletHead">Item records deleted</span> - All item records deleted within the date range where the assigned branch is the reporting branch.</li>
|
||||
<li><span class="FM_BulletHead">Item records withdrawn</span> - This count is not based on transactions, but on the item status and status dates. Includes all item records where the assigned branch of the item is the reporting branch; the item circulation status is Withdrawn; and the circulation status date falls within the selected date range.</li>
|
||||
<li><span class="FM_BulletHead">Patron records deleted</span> - All patron records deleted within the date range where the patron’s registered branch is the reporting branch.</li>
|
||||
</ul>
|
||||
<h2>Financial Amounts</h2>
|
||||
<p>These figures summarize monetary transactions within the specified time period.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">New charges</span> - All charges created within the date range where the parent branch of the workstation that created the charge is the reporting branch.</li>
|
||||
<li><span class="FM_BulletHead">Money collected</span> - All amounts paid within the date range where the parent branch of the workstation that took the payment is the reporting branch. Includes full and partial payments, credit card payments, and payments made from PAC and Polaris ExpressCheck. If the workstation branch cannot be determined, the report credits the amount to the organization responsible for the charge.</li>
|
||||
<li><span class="FM_BulletHead">Refunds</span> - All amounts refunded (refund transactions) within the date range, where the workstation branch of the transaction is the reporting branch. Includes credit card refunds.</li>
|
||||
<li><span class="FM_BulletHead">Net</span> - Money Collected minus Refunds.</li>
|
||||
<li><span class="FM_BulletHead">Amounts waived</span> - The sum of all waived amounts within the date range, where the workstation branch is the reporting branch.</li>
|
||||
<li><span class="FM_BulletHead">Outstanding fines</span> - The total of all charges where the organization identified in the charge (Patron Status workform - Account view) is the reporting branch. This is not all money owed by all patrons registered at the branch, but all money owed to the branch, regardless of who owes it.</li>
|
||||
</ul>
|
||||
<h2><a name="kanchor4245"></a><a name="IX_statistical_summary"></a><a name="XREF_68477_PAC_Statistics"></a>PAC Statistics</h2>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When the Statistical Summary report is run for <b>All</b> organizations, PAC statistics are based on PAC server activity. If the report is filtered by a specific branch, the report counts only in-library use, based on the PAC workstation login branch.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Patron logins</span> - All logins from PAC within the date range where the patron’s registered branch is the reporting branch. The count includes any login; for example, to view the patron account or to place a request.</li>
|
||||
<li><span class="FM_BulletHead">Patron self-registration</span> - A count of PAC registrations within the date range where the patron’s registered branch is the reporting branch. This number is also included in the total number of registrations reported (see <a href="#XREF_41394_Records_Added_And">Records Added And Deleted</a>).</li>
|
||||
<li><span class="FM_BulletHead">Holds placed from PAC</span> - All hold requests placed within the date range where the pickup branch is the reporting branch. The total is also included in the Holds Placed count in the Circulation Statistics section.</li>
|
||||
<li><span class="FM_BulletHead">Holds cancelled from PAC</span> - All hold requests cancelled within the date range where the pickup branch is the reporting branch. The total is also included in the Holds Cancelled count in the Circulation Statistics section.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><a name="kanchor4246"></a><a name="IX_statistics_for_PAC_1"></a><b>Note:<br /></b>Renewals from PAC are included in the Circulation section. They are counted as coming from the loaning branch. </p>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<h1><a name="XREF_17074_Add_a_contact"></a>Add a contact person entry</h1>
|
||||
<p><a name="kanchor2339"></a><a name="IX_contact_people"></a><a name="kanchor2340"></a><a name="IX_specifying_for_2"></a> All contacts added to the table are available for use in any Polaris organization record.</p>
|
||||
<ol>
|
||||
<li value="1">To add a new entry to the contact person list:</li>
|
||||
<li value="2">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the organization, and select <b>Contact Persons</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Organization Contact Persons table appears in the details view. Personal information has been removed from the illustration.</p>
|
||||
<p class="indent2">
|
||||
<img alt="dOrgContakTabl.gif" style="margin-bottom: 0.000pt;width: 461;height: 182;" id="image29" src="dOrgContakTabl_461x182.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <img alt="btnInsert00376.gif" src="btnInsert00376_16x16.gif" class="imginline" style="width: 16;height: 16;" /> to display the Insert Organization Contact Persons dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dOrgContakInDx.gif" style="margin-bottom: 0.000pt;width: 311;height: 116;" id="image31" src="dOrgContakInDx_311x116.gif" /> </p>
|
||||
<ol>
|
||||
<li value="1">Type, in the <b>Name</b> box, the name of the contact person as you want it to display in other records.</li>
|
||||
<li value="2">Type the e-mail address for the contact person in the <b>Email Address</b> box.</li>
|
||||
<li value="3">Type the primary telephone number for the contact person in the <b>Phone #1</b> box.</li>
|
||||
<li value="4">If the person can be contacted at an alternate number, such as a cell phone, type the alternate telephone number in the <b>Phone #2</b> box.</li>
|
||||
<li value="5">If the person has a fax number, type the telephone number in the <b>Fax Number</b> box.</li>
|
||||
<li value="6">Click <b>OK</b> in the dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The new entry appears in the Contact Persons policy table.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor2341"></a><a name="IX_modifying_entries_5"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnUpdate00377.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image32" src="btnUpdate00377_28x27.gif" />. </span>You can change all the information in the entry. For example, if a director retires and a new director is hired, you can change the name and e-mail address entries in the entry for the director, and the change is applied immediately everywhere the entry is used.</li>
|
||||
<li><a name="kanchor2342"></a><a name="IX_deleting_entries_5"></a><span class="FM_BulletHead">Delete a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnDelete00378.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image33" src="btnDelete00378_28x27.gif" />. </span>If the contact person entry is used in any record, you cannot delete it. You must change the records to use a new contact person before you can delete the entry.</li>
|
||||
</ul>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 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">8.0</span></div>
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<h1><a name="XREF_38644_Add_a_date_closed"></a>Add Dates Closed </h1>
|
||||
<p><a name="kanchor3391"></a><a name="IX_See_dates_closed"></a><a name="kanchor3392"></a><a name="IX_specifying_2"></a><a name="kanchor3393"></a><a name="IX_adding_entries_2"></a><b>To define the dates when an organization is closed</b>
|
||||
</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> at or above the organization level, and select <b>Dates Closed</b>.
|
||||
<p class="NoteShade"><b>Example:<br /></b>If you are setting the dates closed for all member branches of a library, open the table at the library level. You can add the dates at the library level. All member branches inherit the same dates. In addition, at the library level, you can add or delete dates for specific member branches.</p><p class="NoteShade"><b>Tip: <br /></b>Click the column heads in the Dates Closed table to sort the entries by organization or by date.</p><p>The Dates Closed table appears in the details view.</p><p><img alt="dDatsClosdVu.gif" style="width: 263.490pt;height: 136.509pt;margin-bottom: 0.000pt;" id="image34" src="dDatsClosdVu.gif" /></p></li>
|
||||
<li value="2">Select <img alt="btnInsert00379.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image35" src="btnInsert00379_28x27.gif" /> to display the Insert Dates Closed dialog box.
|
||||
<p><img alt="dInsertDx.gif" style="margin-bottom: 0.000pt;width: 364;height: 95;" id="image36" src="dInsertDx_364x95.gif" /></p></li>
|
||||
<li value="3">Select the organization for the closed date in the <b>Organization</b> list.
|
||||
<p>If you open the Dates Closed policy table at the branch level, only the branch name appears in the <b>Organization</b> list, and the dates closed apply only to that branch.</p><p class="NoteShade"><b>Tip:<br /></b>You can type the date in the <b>Date Closed</b> box (<b>day of week, month, day of month, year</b>, or <b>MM/DD/YYYY</b>). If you type the wrong day of the week for the date, the day is automatically corrected.</p></li>
|
||||
<li value="4">Enter a date closed or a range of dates closed:<ol><li value="1">To enter one date closed:<ol><li value="1">Click the calendar icon on the <b>Date Closed</b> field or the <b>Until</b> field.
|
||||
<p>The calendar appears.</p><p><img src="../../../Resources/Images/dCalendar.png" alt="" /></p></li><li value="2">Select the month arrows until the month for the closed date appears.</li><li value="3">Select same date in the <b>Date Closed</b> field and the <b>Until</b> field.
|
||||
</li></ol></li><li value="2">To enter a range of dates closed:<ol><li value="1">Enter the first date of the range in the <b>Date Closed</b> field. Use the previous steps.</li><li value="2">Enter the last date of the range in the <b>Until</b> field.</li></ol></li></ol></li>
|
||||
<li value="5">Select <b>OK</b>.
|
||||
<p>Polaris adds the single date, or every individual date in the range to the Dates Closed table. Polaris automatically saves dates added to the Dates Closed table to the database.</p></li>
|
||||
</ol>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3394"></a><a name="IX_modifying_entries_6"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnUpdate00380.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image38" src="btnUpdate00380_28x27.gif" />. </span>The date in a displayed date closed entry is the only element you can change. You can  change only the entries that display for the organization level at which the policy table is opened. If you need to change the entry for another organization, delete the entire incorrect entry and insert a new one.</li>
|
||||
<li><a name="kanchor3395"></a><a name="IX_deleting_entries_6"></a><span class="FM_BulletHead">Delete a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnDelete00381.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image39" src="btnDelete00381_28x27.gif" />.</span></li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_42173_Add_a_postal_code"></a>Add a postal code</h1>
|
||||
<p><a name="kanchor775"></a><a name="IX_adding_a_postal_code"></a><a name="kanchor776"></a><a name="IX_defining_1"></a>To add a postal code in Polaris:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Staff members with the appropriate permissions can also add entries to this table from certain Polaris records. See <a href="Setting_System_Postal_Codes.htm#XREF_28084_Adding_Entries_to">Additions to the Postal Codes Table from Polaris Records</a>.</p>
|
||||
<ol>
|
||||
<li value="1">Verify that the country associated with the new postal code is listed in the Countries policy table. See <a href="Add_a_postal_code_format.htm#XREF_89872_Add_a_postal_code">Add a postal code format</a>.</li>
|
||||
<li value="2">In the Administration Explorer tree view, expand the <b>Database</b> folder for an organization, and select <b>Postal Codes</b>. The Postal Codes Table Filter dialog box opens. The country filter is already selected based on the <b>Default Country</b> setting in the system record.</li>
|
||||
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|
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<p class="indent2">
|
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<img alt="PostalCodesFilterDx.gif" style="width: 131.599pt;height: 202.776pt;margin-bottom: 0.000pt;" id="image16" src="PostalCodesFilterDx.gif" /> </p>
|
||||
<p class="NoteShade"><b><b>Important:<br /></b>Unfiltered, the Postal Codes table takes some time to load because at implementation it may contain all the U.S. Postal Service Zip codes and/or Canadian postal codes—over 850,000 entries.</b>
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Set the filters you want to apply to the Postal Codes table:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Country</span> - Select the country’s checkbox to include the country’s postal codes, or clear the checkbox to exclude them. At least one country must be selected.</li>
|
||||
<li><span class="FM_BulletHead">States/Provinces</span> - States or provinces are listed depending on the selected country. Select <b>All</b> to include the entire list, or select individual states or provinces. </li>
|
||||
<li><span class="FM_BulletHead">County, city, postal code</span> - These free-text fields are case-insensitive. You can use the asterisk wild-card character <b>*</b> at the beginning or end of the text string. You can also use the pound sign<b> #</b>, which stands for one character only, at any point in the text string. </li>
|
||||
</ul>
|
||||
<p class="indent2">Counts at the top of the filter dialog box show how many postal codes will be loaded with the filters you have set. When you change the filter criteria, you can click the refresh button  <img alt="PostalDXRefresh.gif" style="margin-bottom: -8.000pt;width: 29;height: 25;" id="image17" src="PostalDXRefresh_29x25.gif" /> to see the new counts.</p>
|
||||
<ol start="4">
|
||||
<li value="4">When you are ready to load the Postal Codes table, click <b>Apply Filter</b>. The filtered Postal Codes table appears in the details view of the Explorer.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dPostalCodTabl.gif" style="width: 180.863pt;height: 171.010pt;margin-bottom: 0.000pt;" id="image18" src="dPostalCodTabl.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <img alt="btnInsert00371.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image19" src="btnInsert00371_28x27.gif" /> to display the Insert Postal Codes dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dPostalCodDx.gif" style="margin-bottom: -2.250pt;width: 272;height: 96;" id="image20" src="dPostalCodDx_272x96.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">In the <b>City</b> box, type the name of the town or city associated with the postal code.</li>
|
||||
<li value="7">In the <b>State</b> box, type the name of the state or province where the city is located.</li>
|
||||
<li value="8">If required by library policy, type the county where the city is located in the <b>County</b> box.</li>
|
||||
<li value="9">Select the country in the <b>Country</b> box associated with this postal code.</li>
|
||||
<li value="10">Type the complete postal code for the city in the <b>Postal Code</b> box, and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>From the Postal Codes table, you can open the Postal Codes Table Filter dialog box by clicking the funnel icon <img alt="FilterIcon.gif" style="margin-bottom: -12.000pt;width: 31;height: 30;" id="image21" src="FilterIcon_31x30.gif" />.</p>
|
||||
<p class="indent2">The Insert Postal Codes dialog box closes, and the new entry appears in the Postal Codes table. <b>Modification pending</b> appears in the status bar.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="11">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4 style="font-size: 11pt;"><b style="font-style: italic;">Related Information</b>
|
||||
</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor777"></a><a name="IX_modifying_entries_3"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnUpdate00372.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image22" src="btnUpdate00372_28x27.gif" />. </span>You can change all the information in the entry. Changes are applied immediately everywhere the entry is used.</li>
|
||||
<li><a name="kanchor778"></a><a name="IX_deleting_entries_3"></a><span class="FM_BulletHead">Delete a table entry</span> - Select the entry and click <img alt="btnDelete.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image23" src="btnDelete_28x27.gif" />. If the postal code is used in any record, a dialog box appears. You can choose to continue deleting the entry, and Polaris prompts you for the postal code to replace the entry you are deleting. The dialog box includes all the codes available in the filtered table.</li>
|
||||
</ul>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_89872_Add_a_postal_code"></a>Add a postal code format</h1>
|
||||
<p><a name="kanchor1843"></a><a name="IX_adding_2"></a>To define a new postal code format in Polaris:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the <b>Policy Tables</b> folder for an organization, and select <b>Countries.</b> The Countries policy table appears in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dCountriesTabl.gif" style="width: 374.435pt;height: 124.072pt;margin-bottom: 0.000pt;" id="image12" src="dCountriesTabl.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <img alt="btnInsert.gif" style="width: 28;height: 18;" id="image13" src="btnInsert_28x18.gif" class="imginline" /> to display the Insert Countries dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dCountryInDx.gif" style="margin-bottom: 0.000pt;width: 269;height: 94;" id="image14" src="dCountryInDx_269x94.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type the name in the <b>Country</b> box as you want the name to display for all <b>Country</b> boxes in Polaris workforms.</li>
|
||||
<li value="4"><a name="kanchor1844"></a><a name="IX_defining"></a>Define the postal code format in the <b>Postal Code Format</b> box.</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>To identify a number position, type<b> 9</b>.</li>
|
||||
<li>To identify a letter position, type an uppercase <b>Z</b>.</li>
|
||||
<li>To identify a number or letter (alphanumeric) position, type an uppercase <b>A</b>.</li>
|
||||
<li>Place dashes (<b>-</b>) and spaces as required.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example: <br /></b>The postal code (ZIP) format for the United States is: <b>99999-9999</b>. The postal code format for Canada is: <b>Z9Z 9Z9</b>.</p>
|
||||
<ol start="5">
|
||||
<li value="5">Specify the maximum format length in the <b>Postal Code Length</b> box.</li>
|
||||
<li value="6">In the <b>Min Zip Code Length</b> box, enter one of the following:<ul start="5"><li><b>5</b>: For the US, enter 5 to indicate the number of characters before the dash in the nine-digit postal code.</li><li><b>0</b>: For all countries other than the US.</li></ul></li>
|
||||
<li value="7">Click <b>OK.</b> The Insert Countries dialog box closes and the Administration Explorer appears. The new entry appears in the Countries table. <b>Modification Pending</b> appears in the status bar.</li>
|
||||
<li value="8">Select <b>File > Save</b>. <b>Record saved</b> appears in the status bar.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><a name="kanchor1845"></a><a name="IX_modifying_entries_2"></a><a name="kanchor1846"></a><a name="IX_editing_8"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnUpdate.gif" style="width: 28;height: 18;" id="image15" src="btnUpdate_28x18.gif" class="imginline" />. </span>All elements in the postal code format entry can be changed.</p>
|
||||
<p class="NoteShade"><a name="kanchor1847"></a><a name="IX_deleting_21"></a><a name="kanchor1848"></a><a name="IX_deleting_entries_2"></a><b>Important: <br /></b>When you change a Countries table entry, all occurrences of the country name or postal format are changed in all Polaris records. You cannot delete an entry from this table. Postal code formats must be maintained as long as addresses in patron, supplier, and organization records use the postal code format.</p>
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<h1><a name="XREF_32432_Add_an"></a>Add an organization address entry</h1>
|
||||
<p><a name="kanchor1640"></a><a name="IX_addresses"></a><a name="kanchor1641"></a><a name="IX_specifying_for_1"></a>To add a new organization address to Polaris:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The postal code format and country for a new address must be defined in the Countries policy table before you can add an organization address. For more information, see <a href="Add_a_postal_code_format.htm#XREF_89872_Add_a_postal_code">Add a postal code format</a>.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for an organization, and select <b>Addresses</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Addresses policy table appears in the details view.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <img alt="btnInsert00373.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image25" src="btnInsert00373_28x27.gif" /> to display the Insert Organization Addresses dialog box.</li>
|
||||
<li value="3">Type the first line of the street address in the <b>Street One</b> box.</li>
|
||||
<li value="4">If the street address for an organization requires a second line, type the additional part in the <b>Street Two</b> box.</li>
|
||||
<li value="5">Select the country for the organization in the <b>Country</b> box.</li>
|
||||
<li value="6">Type the postal code for the organization in the <b>Postal Code</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The <b>City</b>, <b>State</b>, and <b>County</b> boxes display information appropriate to the postal code.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the <b>City</b>, <b>State</b>, and <b>County</b> boxes do not display any information after entering the postal code, type the appropriate information in these boxes.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Click <b>OK</b> on the dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Insert Organization Addresses dialog box closes, and the new address entry appears in the Addresses policy table.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor1642"></a><a name="IX_modifying_entries_4"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnUpdate00374.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image27" src="btnUpdate00374_28x27.gif" />. </span>You can change all information in the address entry. Changes are immediately reflected in all records and workforms using the address entry.</li>
|
||||
<li><a name="kanchor1643"></a><a name="IX_deleting_entries_4"></a><span class="FM_BulletHead">Delete a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnDelete00375.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image28" src="btnDelete00375_28x27.gif" />. </span>If the address entry is used in any organization record, you must change the record to a different address before you can delete the address entry. Deleting an address entry removes the address from display on all workforms that use the address.</li>
|
||||
</ul>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<h1><a name="XREF_84074_Change_the_system"></a>Change the system record</h1>
|
||||
<p><a name="kanchor5705"></a><a name="IX_editing_7"></a>To change the system record.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Address and contact information must be defined in the appropriate tables before you can specify them in the system record. See <a href="Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a> and <a href="Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration</b> > <b>Explorer</b> > <b>System</b> on the Polaris shortcut bar. The Administration Explorer appears.</li>
|
||||
<li value="2">Right-click <b>System</b> in the tree view of the Administration Explorer, and select <b>Edit</b> from the context menu. The System workform appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="OrgID.gif" style="margin-bottom: 0.000pt;width: 600;height: 415;" id="image0" src="SystemWkfm_600x415.png" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Change the system registration information as needed by typing in the text boxes or making selections in the list boxes. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The name you specify in the <b>Display Name</b> box identifies the organization in the workform title bar and in Mobile PAC. On the Polaris shortcut bar, the display name of the logged-in workstation’s parent organization appears in the title bar and in the About Polaris window (Help menu).</p>
|
||||
<p class="NoteShade"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;"><span style="font-size: 11pt;"><span>Important:</span></span></span>
|
||||
<br />These characters cannot be used in the Name or Display Name fields:<br />; (semi-colon)<br />? (question mark)<br />: (colon)<br />@ ('at' sign)<br />& (ampersand)<br />= (equals sign)<br />+ (plus sign)<br />$ (dollar sign)<br />, (comma)<br />\ (back slash)<br />* (asterisk)<br />< (less than sign)<br />> (greater than sign)<br />| (vertical pipe)<br />" (double quote)<br />/ (forward slash)</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4"><a name="kanchor5706"></a><a name="IX_system_setup"></a>To set up error reporting, in the <b>Error Reporting Email field</b>, type the e-mail address of the administrator who should receive the report of a system error. You can use error reporting to identify workstations that have stopped functioning due to unhandled exceptions. If you use Polaris ExpressCheck and credit card processing, an error report is sent if a credit card refund is not successful when a lost or billed item charge needs to be resolved. Your error reporting settings at the system level are inherited by libraries and branches unless you change the settings at those levels.</li>
|
||||
<li value="5">Select <b>File </b>><b> Save</b> to save your changes.</li>
|
||||
<li value="6">Edit system-level permissions, profiles, parameters, and tables as needed.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b><a name="kanchor5707"></a>Note:</b>
|
||||
<br />The system property sheet shows summary information about the system, including the number of libraries, branches, accessible remote servers, accessible remote databases available to the branch in the staff client and in PAC, collections, workstations, staff members, and registered patrons. To open the property sheet, right-click the system name in the Administration Explorer and select <b>Properties</b>, or click the Properties icon <img alt="PropertiesIcon.gif" style="width: 29;height: 18;" id="image2" src="PropertiesIcon_29x18.gif" class="imginline" /> on the System workform.</p>
|
||||
<p>
|
||||
</p>
|
||||
<p>For more information about setting up and administering Polaris, see:</p>
|
||||
<ul>
|
||||
<li><a href="../PDattribut/Setting_Parameters_and_Profiles.htm#XREF_92415_Working_with">Setting Parameters and Profiles</a> </li>
|
||||
<li><a href="../PDattribut/Working_with_Tables.htm#XREF_52853_Working_with">Working with Tables</a>
|
||||
</li>
|
||||
<li><a href="../PDpermiss/Managing_Organization_Security.htm#XREF_64276_Working_with">Managing Organization Security</a>
|
||||
</li>
|
||||
<li><a href="Identifying_Dates_Closed.htm#XREF_79758_Identifying_Dates">Identifying Dates Closed</a>
|
||||
</li>
|
||||
<li><a href="../PDlogging/Collecting_Transaction_Statistics.htm#XREF_75344_Logging">Collecting Transaction Statistics</a>
|
||||
</li>
|
||||
<li><a href="../../Cataloging_Admin/PDKcatalog/Cataloging_Administration.htm">Cataloging Administration</a>
|
||||
</li>
|
||||
<li>Integrated EContent Administration</li>
|
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<li> <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services_Admin/PDPabout/Patron_Services_Administration_Topics.htm">Patron Services Administration</a> </MadCap:conditionalText></li>
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<li> <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Public_Access_Admin/PDOabout/Public_Access_Administration_Topics.htm">Public Access Administration </a></MadCap:conditionalText></li>
|
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<li> <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Acquisitions_Admin/PDKacquire/Acquisitions_Administration.htm">Acquisitions Administration</a></MadCap:conditionalText></li>
|
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<li><a href="../../Serials_Admin/PDKserial/Serials_Administration.htm"> </a>
|
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<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Serials_Admin/PDKserial/Serials_Administration.htm">Serials Administration</a>
|
||||
</MadCap:conditionalText>
|
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|
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_83202_Changing_System"></a>Changing System Information</h1>
|
||||
<p><a name="kanchor3957"></a><a name="IX_maximum_number"></a><a name="kanchor3958"></a><a name="IX_administration_level"></a>Information about your Polaris system is stored in the system record, which is created upon initial Polaris installation. The system record is the top level of the Polaris administration hierarchy. It  may represent an organization or consortium with up to 1,000 branches, all sharing the same Polaris installation, or it may represent a single library.</p>
|
||||
<p>You can change many system settings from either the System workform or the Administration Explorer, although most database tables are set using the Administration Explorer. The system record cannot be deleted.</p>
|
||||
<p>The system record specifies the following information in the Polaris system:</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3959"></a><a name="IX_for_organizations"></a><a name="kanchor3960"></a><a name="IX_organization_records"></a><a name="kanchor3961"></a><a name="IX_control_number"></a><b>Control number </b>- The unique record identification number assigned to the organization record and displayed in the workform title bar. This number is used in Polaris code and for special purposes. For example, if you run reports from Reporting Services, you specify an organization filter by control number. The system organization control number is always 1.</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li><b>Name of the library system</b> - The full name, abbreviation, and the display name of the library, cooperative, or consortium that owns and administers the system for all organizations using this installation of Polaris.</li>
|
||||
<li><b>Address and contact information</b> - The postal address of the central office, and contact information for the system director or Polaris administrator. These are initially defined in the organization address and contact tables. See <a href="Setting_System_Postal_Codes.htm#XREF_42844_Setting_Postal">Setting System Postal Codes</a>, <a href="Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a>, and <a href="Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>.</li>
|
||||
<li><b>Default Country and Default Currency</b> - The default country and the main currency that is used throughout the library system. The default is U. S. dollars. You can specify other currencies to use when ordering materials from foreign vendors. </li>
|
||||
<li><a name="kanchor3962"></a><b>Default Language</b> - The default language used throughout the library system. (Currently, this setting is English and cannot be changed.)</li>
|
||||
<li><a name="kanchor3963"></a><a name="IX_setting_attributes"></a><b>Permissions</b> - In general, Polaris permissions set at the system level apply only to records that belong to the system organization. Organizations at lower levels must define their own permissions settings. However, the <b>Allow</b> permissions set with the Security view at the system level are applied to all workstations and staff members in Polaris. See <a href="../PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>.</li>
|
||||
<li><b>Parameters, profiles, policies, and database tables</b> - If set at the system level, the settings are inherited by or used as the basis for settings at subordinate organizations. Some settings are available only at the system level.</li>
|
||||
</ul>
|
||||
<p>See also: <a href="Change_the_system_record.htm#XREF_84074_Change_the_system">Change the system record</a></p>
|
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<h1><a name="XREF_79758_Identifying_Dates"></a>Identifying Dates Closed</h1>
|
||||
<p><a name="kanchor5748"></a><a name="IX_overview_102"></a>You specify Dates Closed to indicate dates that an organization is closed when it otherwise would be open for business. For example, a branch is normally open on Tuesday, but in 2013, Christmas falls on a Wednesday. In this case, 12/25/2013 is listed as a date closed. The Dates Closed policy table contains the dates when libraries or branches in the system are closed. Closed dates can be set from the system, library, and branch levels. You can specify different closed dates for each organization in Polaris. </p>
|
||||
<p>You can open the Dates Closed policy table from an organization workform or the Administration Explorer. The organization level at which the table is opened determines the entries you see in the list and the organizations for which you can specify a closed date:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">System level</span> - Displays all libraries and branches with all dates closed for each organization. You can set the most common dates at the system level, so that these dates are also closed dates for all the libraries and branches. You can also set closed dates for specific libraries and branches.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Library level</span> - Displays all branches associated with the selected library, and all dates the branches are closed. You can set closed dates for a library, so that these dates are applied to its member branches. You can also set closed dates for specific branches, and remove closed dates for specific branches if they are not applicable to the branch. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Branch level</span> - Displays the closed dates for the selected branch. You can add or delete closed dates for the branch only.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Modify dates closed table: Allow</b> permission is required to change this table.</p>
|
||||
<p>You specify the <span class="FM_Emphasis">days of the week </span>when an organization is ordinarily closed, such as Sunday, with the Patron Services parameter <b>Hours of operation</b>. Set this parameter at the system, library, or branch level. See <a href="../PDattribut/Setting_Parameters_and_Profiles.htm#XREF_92415_Working_with">Setting Parameters and Profiles</a>. Settings in both the Dates Closed policy table and the <b>Hours of Operation</b> parameter are used to determine circulation due dates. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Add_a_date_closed.htm#XREF_38644_Add_a_date_closed">Add a date closed</a>
|
||||
</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_47821_Identifying"></a>Identifying Organization Contacts</h1>
|
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<p><a name="kanchor3671"></a><a name="IX_overview_101"></a><a name="kanchor3672"></a><a name="IX_overview_100"></a>A standard list of contact people is available for use in all the organization records that require contact information. You define the list of contacts in the Contact Persons policy table. Then the entries in the policy table are listed as options for the <b>Primary</b> and <b>Alternate</b> contact boxes on the organization workforms.</p>
|
||||
<p>You can open the Contact Persons policy table from an organization workform or the Administration Explorer. You can display and work with contact entries from any organization level. The same list of contacts appears at all organization levels, and any changes to the Contact Persons policy table are applied to all organization records.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Modify contact persons table: Allow</b> permission is required to change this table.</p>
|
||||
<p>See also:</p>
|
||||
<p><a href="Add_a_contact_person_entry.htm#XREF_17074_Add_a_contact">Add a contact person entry</a>
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<h1><a name="XREF_20661_Register_a_branch"></a>Registering a Branch</h1>
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<p><a name="kanchor1810"></a><a name="IX_adding_to_Polaris_1"></a>To add a branch to Polaris:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Address and contact information must be defined in the appropriate tables before you can specify them in the branch record. See <a href="Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a> and <a href="Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you have deleted a branch and are setting up a new one, you may have difficulty matching settings such as item statistical codes. In this situation, contact your Polaris Site Manager for assistance. Fees may apply.</p>
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|
||||
<li value="1">Select <b>Administration</b>, <b>Explorer</b>, <b>System</b> on the Polaris Shortcut Bar. The Administration Explorer appears.</li>
|
||||
<li value="2">Select <b>File, New, Branch</b> on the Administration Explorer menu bar. The Branch workform appears.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type the formal name of the branch in the <b>Name</b> box.</li>
|
||||
<li value="4">Select the library organization to which the branch belongs in the <b>Parent</b> box. A branch that has the same name as a library administration record should have that library as the parent.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>In Administration boxes where the options are marked with an organization icon, such as the <b>Parent</b> box, you can type the first letter of an organization name and that organization is chosen. If multiple selections begin with the same letter, keep typing the letter to cycle through the choices.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Type the abbreviation of the branch name in the <b>Abbr</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor1811"></a><a name="IX_Baker_Taylor"></a><b>Important:<br /></b>If you use enriched EDI ordering and shelf-ready cataloging with Baker & Taylor, the branch abbreviation is limited to 5 characters or fewer to comply with this vendor’s data requirements.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">In the <b>Display Name</b> box, type the name you want to appear in the workform title bar and on the Polaris Shortcut bar, where the name appears as the parent organization of the logged-in workstation. This name is also used in Mobile PAC and text message hold notices.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These characters cannot be used in the Name or Display Name fields:</p>
|
||||
<p class="NoteShade">; (semi-colon)<br />? (question mark)<br />: (colon)<br />@ ('at' sign)<br />& (ampersand)<br />= (equals sign)<br />+ (plus sign)<br />$ (dollar sign)<br />, (comma)<br />\ (back slash)<br />* (asterisk)<br />< (less than sign)<br />> (greater than sign)<br />| (vertical pipe)<br />" (double quote)<br />/ (forward slash)</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select the appropriate addresses for the branch in the following boxes:<ul type="disc"><li><span class="FM_BulletHead">Addresses Primary</span> - Select the main mailing address for the branch.</li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>In Administration boxes where the options are not marked with an organization icon, such as the <b>Addresses</b> boxes, you can type the first letter or number of an option and that option is chosen. If multiple options begin with the same character, type the first two or three characters.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Billing</span> - Select the address where invoices and other billing information should be mailed. This address is used on purchase orders created in Polaris.</li>
|
||||
<li><span class="FM_BulletHead">Shipping</span> - Select the address where packages and other bulk shipments for the branch should be sent, typically the address for a receiving department at the library or branch. This address is used on purchase orders created in Polaris.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol start="8">
|
||||
<li value="8">Type the email and URL addresses in the <b>Email</b> and <b>WWW</b> boxes.</li>
|
||||
<li value="9">Select the branch staff to contact in the <b>Primary</b> and <b>Alternate</b> boxes.</li>
|
||||
<li value="10">Type the library office phone and fax numbers in the <b>Phone Numbers</b> boxes.</li>
|
||||
<li value="11"><a name="kanchor1812"></a><a name="IX_specifying_for_a_branch"></a>Define the normal hours of operation for the branch by following these steps:</li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select <b>Tools, Define Hours of Operation</b>. The Hours of Operation dialog box opens.</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Clear the <b>Closed</b> checkbox for each day of the week that the branch is open. The opening and closing time boxes become available for each open day.</li>
|
||||
<li value="3">Set the appropriate opening and closing times. Select the hours, minutes, seconds, and AM/PM fields, and type the appropriate entry or use the up and down arrows to set the field. Then click <b>OK</b>.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Once the branch is set up, you can edit the normal hours of operation using this method, or with the Patron Services parameter <b>Hours of Operation</b> for the branch. To set specific <span class="FM_Emphasis">dates</span> closed, such as January 1, 2012, see <a href="Identifying_Dates_Closed.htm#XREF_79758_Identifying_Dates">Identifying Dates Closed</a><span style="font-size: 11.0pt;">.</span></p>
|
||||
</blockquote>
|
||||
<ol start="12">
|
||||
<li value="12">Complete the following optional information according to your library policies:<ul type="disc"><li><span class="FM_BulletHead">Standard Address Number</span> - If the branch has a registered SAN, type the number.</li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you use EDI for acquisitions, the SAN number is essential for the correct processing.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Tax Exempt #</span> - If the branch does not have to pay sales taxes, type the registered exemption number.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol start="13">
|
||||
<li value="13"><a name="kanchor1813"></a><a name="IX_branch_setup"></a>To set up error reporting, in the <b>Error Reporting Email field</b>, type the email address of the administrator who should receive the report of a system error. You can use error reporting to identify workstations that have stopped functioning due to unhandled exceptions. If you use Polaris ExpressCheck and credit card processing, an error report is sent if a credit card refund is not successful when a lost or billed item charge needs to be resolved. Your error reporting settings at the system and library level are inherited by branches unless you change the settings at this level.</li>
|
||||
<li value="14">Select <b>File </b>><b> Save</b> to save the branch record. <b>Record saved</b> appears in the status bar.</li>
|
||||
<li value="15">Edit branch-level permissions, profiles, parameters, and tables as needed. See the “Related Information” section.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">General information about how to edit administration records</span> - See <a href="../PDattribut/Setting_Parameters_and_Profiles.htm#XREF_92415_Working_with">Setting Parameters and Profiles</a> and <a href="../PDattribut/Working_with_Tables.htm#XREF_52853_Working_with">Working with Tables</a>.</li>
|
||||
<li><span class="FM_BulletHead">Setting permissions</span> - Permissions must be set explicitly for the branch. See <a href="../PDpermiss/Managing_Organization_Security.htm#XREF_64276_Working_with">Managing Organization Security</a>.</li>
|
||||
<li><span class="FM_BulletHead">Setting specific dates closed</span> - See <a href="Identifying_Dates_Closed.htm#XREF_79758_Identifying_Dates">Identifying Dates Closed</a>.</li>
|
||||
<li><span class="FM_BulletHead">Collections </span>- If this branch uses collections, see <a href="../../Patron_Services_Admin/PDPstats/Setting_Statistical_Codes_for_Reports.htm#XREF_22362_Administering">Setting Statistical Codes for Reports</a>.</li>
|
||||
<li><span class="FM_BulletHead">Acquisitions settings</span> - See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Acquisitions_Admin/PDKacquire/Acquisitions_Administration.htm">Acquisitions Administration</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Cataloging settings</span> - Certain settings, such as tags to retain for overlaid bibliographic and authority records and preferred cataloging sources, are made at the branch level. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Cataloging_Admin/PDKcatalog/Cataloging_Administration.htm">Cataloging Administration</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Circulation and patron services settings - </span>Many settings, such as fines and fees, loan periods, item blocks, and holds routing, are made at the branch level. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services_Admin/PDPabout/Patron_Services_Administration_Topics.htm">Patron Services Administration</a></MadCap:conditionalText>.</li>
|
||||
<li><span class="FM_BulletHead">Statistical reporting</span> - If the branch does statistical reporting, specify the item and patron statistical categories. </li>
|
||||
<li><span class="FM_BulletHead">Search databases in the staff client and public catalog</span> - See <a href="../PDserver/Controlling_Database_Access_in_the_Staff_Client.htm#XREF_58445_Defining_Database">Controlling Database Access in the Staff Client</a>.</li>
|
||||
<li><span class="FM_BulletHead">Display characteristics in the public catalog</span> - Many settings, such as the bibliographic information displayed in search results, the item holdings display, cross-reference terms, and shelf locations, are made at the branch level.</li>
|
||||
<li><a name="kanchor1814"></a><a name="IX_suppressing_from_PAC"></a><span class="FM_BulletHead">Suppressing a branch from display in PAC</span> - Use the system-level PAC profile <b>Suppress branches</b> to select branches to suppress from list displays in PAC. This is useful if you have a branch set up strictly for administrative purposes. For Polaris PowerPAC, the selected branches are suppressed from the connection branch list (<b>Switch to another branch</b>), the list of branches on the Search Options scoping page, and the list of branches on the donations page. For Mobile PAC, this profile suppresses selected branches from the drop list of organizations on the Library Hours page and the Mobile PAC Preferences page.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Use the Request parameter <b>Holds options</b> (Pickup tabbed page) to include or suppress the branches available as pick-up library choices for hold requests placed through PAC.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Branch properties</span> - The branch property sheet shows summary information about the branch, including the number of accessible remote databases available to the branch in the staff client and in PAC , collections, workstations, staff members, and registered patrons. To open the property sheet, right-click the branch name in the Administration Explorer and select <b>Properties</b>, or click the Properties icon <img alt="PropertiesIcon00369.gif" style="margin-bottom: -6.000pt;width: 29;height: 29;" id="image7" src="PropertiesIcon00369_29x29.gif" /> on the Branch workform.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</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/PDorgnizatn.fm" /><title>Register a library in Polaris</title>
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<h1><a name="XREF_38274_Register_a_library"></a>Register a library in Polaris</h1>
|
||||
<p><a name="kanchor3966"></a><a name="IX_adding_to_Polaris"></a>To add the library record to Polaris.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Address and contact information must be defined in the appropriate tables before you can specify them in the library record. See <a href="Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a> and <a href="Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you have deleted a library and are setting up a new one, you may have difficulty matching settings such as item statistical codes. In this situation, contact your Polaris Site Manager for assistance. Fees may apply.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration</b> > <b>Explorer</b> > <b>System</b> on the Polaris Shortcut Bar. The Administration Explorer appears.</li>
|
||||
<li value="2">Select <b>File > New ></b> <b>Library </b>from the Administration Explorer menu bar. The Library workform appears.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also right-click an existing library listed in the Administration Explorer tree view, and select <b>New</b> from the context menu.</p>
|
||||
<p class="indent2">
|
||||
<img alt="NewLibrary.gif" style="margin-bottom: 0.000pt;width: 325;height: 267;" id="image3" src="NewLibrary_325x267.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type the library name in the <b>Name</b> box.</li>
|
||||
<li value="4">Type the abbreviation for the library name in the <b>Abbr</b> box.</li>
|
||||
<li value="5">In the <b>Display Name</b> box, type the name you want to be displayed for this organization. This name identifies the organization in the workform title bar and in Mobile PAC. On the Polaris Shortcut bar, the display name of the logged-in workstation’s parent organization appears in the title bar and in the About Polaris window (Help menu).</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These characters cannot be used in the Name or Display Name fields:<br /><br />; (semi-colon)<br />? (question mark)<br />: (colon)<br />@ ('at' sign)<br />& (ampersand)<br />= (equals sign)<br />+ (plus sign)<br />$ (dollar sign)<br />, (comma)<br />\ (back slash)<br />* (asterisk)<br />< (less than sign)<br />> (greater than sign)<br />| (vertical pipe)<br />" (double quote)<br />/ (forward slash)<br /><br /></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select the parent system organization in the <b>Parent</b> box, if it is not already selected.</li>
|
||||
<li value="7">Select the street address in the <b>Library</b> box, and type the e-mail and URL addresses in the <b>Email</b> and <b>WWW</b> boxes.</li>
|
||||
<li value="8">Select the library staff to contact in the <b>Primary</b> and <b>Alternate</b> boxes.</li>
|
||||
<li value="9">Type the library office phone and fax numbers in the <b>Phone Numbers</b> boxes.</li>
|
||||
<li value="10">Select the type in the <b>Type of Library </b>box.</li>
|
||||
<li value="11"><a name="kanchor3967"></a><a name="IX_library_setup"></a>To set up error reporting, in the <b>Error Reporting Email field</b>, type the e-mail address of the administrator who should receive the report of a system error. You can use error reporting to identify workstations that have stopped functioning due to unhandled exceptions. If you use Polaris ExpressCheck and credit card processing, an error report is sent if a credit card refund is not successful when a lost or billed item charge needs to be resolved. Your error reporting settings at the system level are inherited by libraries unless you change the settings at this level.</li>
|
||||
<li value="12">Select <b>File > Save</b>.</li>
|
||||
<li value="13">Edit library-level permissions, profiles, parameters, and tables as needed. See <a href="#Related" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Related Information</span></a>.</li>
|
||||
</ol>
|
||||
<h4><a name="Related"></a>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Register a branch for the library</span> - See <a href="Working_with_Branches.htm#XREF_58127_Registering_a">Working with Branches</a>.</li>
|
||||
<li><span class="FM_BulletHead">Editing administration settings (general procedures)</span> - See <a href="../PDattribut/Setting_Parameters_and_Profiles.htm#XREF_92415_Working_with">Setting Parameters and Profiles</a> and <a href="../PDattribut/Working_with_Tables.htm#XREF_52853_Working_with">Working with Tables</a>. </li>
|
||||
<li><span class="FM_BulletHead">Setting permissions</span> - See <a href="../PDpermiss/Managing_Organization_Security.htm#XREF_64276_Working_with">Managing Organization Security</a>.</li>
|
||||
<li><span class="FM_BulletHead">Setting schedule information</span> - See <a href="Identifying_Dates_Closed.htm#XREF_79758_Identifying_Dates">Identifying Dates Closed</a>.</li>
|
||||
<li><span class="FM_BulletHead">Library organization properties</span> - The library property sheet shows summary information about the library, including the number of branches, accessible remote servers, accessible remote databases available to the branch in the staff client and in PAC, collections, workstations, staff members, and registered patrons. To open the property sheet, right-click the library name in the Administration Explorer and select <b>Properties</b>, or click the Properties icon <img alt="PropertiesIcon00368.gif" style="margin-bottom: -6.000pt;width: 29;height: 29;" id="image4" src="PropertiesIcon00368_29x29.gif" /> on the Library workform.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 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">8.0</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_92850_Setting"></a>Setting Organization Addresses</h1>
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<p><a name="kanchor5650"></a><a name="IX_overview_99"></a><a name="kanchor5651"></a><a name="IX_organizations_overview"></a>A standard set of addresses is available for use in all the organization records that include street addresses. You define the standard addresses in the Addresses policy table. Then the address entries in the policy table display as options for <b>Addresses</b> boxes on the organization workforms.</p>
|
||||
<p>You can open the Addresses policy table from an organization workform or the Administration Explorer. You can display, add, delete, and change address entries from any organization level. The same list of addresses appears at all organization levels, and any changes to the Addresses policy table are applied to all organization records.</p>
|
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<p class="NoteShade"><b>Note:<br /></b>The <b>Modify address table: Allow</b> permission is required to work with this table.</p>
|
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<p>See also:</p>
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<li>
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<p class="FM_Task"><a href="Add_an_organization_address_entry.htm#XREF_32432_Add_an">Add an organization address entry</a>
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<h1><a name="XREF_42844_Setting_Postal"></a>Setting System Postal Codes</h1>
|
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<p><a name="kanchor3312"></a><a name="IX_overview_97"></a><a name="kanchor3313"></a><a name="IX_overview_96"></a>In organization workforms and throughout Polaris, whenever you need to enter an address, you simply select a country (US or Canada) and type a valid postal code. The <b>City</b> and <b>State/Province boxes</b> are filled in automatically. The postal codes are defined and maintained with two tables that you can access from the Administration Explorer:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can work with these tables at the system, library, or branch levels. Changes made at any level are applied to all organizations in Polaris.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Countries policy table</span> - Defines the postal code length and styles for the countries in which the library sends mail.</li>
|
||||
<li><a name="kanchor3314"></a><a name="IX_maintaining"></a><a name="kanchor3315"></a><a name="IX_overview_98"></a><span class="FM_BulletHead">Postal Codes database table</span> - When Polaris is installed, the Postal Codes database table contains the current ZIP Codes defined by the United States Postal Service. Canadian postal codes are installed at implementation for Canadian customers.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your library is in the US but you need Canadian postal codes, contact your Site Manager. You must be using Polaris version 3.5 or later.</p>
|
||||
<h2><a name="TOC_Additions_to_the_Postal"></a><a name="XREF_28084_Adding_Entries_to"></a>Additions to the Postal Codes Table from Polaris Records</h2>
|
||||
<p><a name="kanchor3316"></a><a name="IX_permission_to_edit"></a><a name="kanchor3317"></a><a name="IX_supplier_permissions_to"></a><a name="kanchor3318"></a><a name="IX_patron_permissions_to"></a><a name="kanchor3319"></a><a name="IX_permissions_to_enter"></a>Staff members who have the Circulation permission <b>Patron registration: Modify postal address fields</b> can also enter a new city/country postal code combination for a US or Canadian address when creating or editing patron records in the staff client, and the new combination is added to the Postal Codes database table when the record is saved. Staff members without this permission can edit street addresses or select a different (but existing) postal code/city/state/country combination in a patron record.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The permission is not checked during offline patron registration. If a patron address in an offline file has an unknown postal code, or if the city does not match an existing postal code, an error appears in the offline upload report and the address is not accepted. If the postal code and city match an existing combination, but the county does not match, the county in the patron address is changed to match the existing postal code-city-county combination.</p>
|
||||
<p>The Serials permission <b>Suppliers: Modify postal address fields</b> controls the ability to enter a new city/country postal code combination for a U.S. or Canadian address when creating or editing a supplier record, and in the Donor view of a fund record. Staff members without this permission can edit street addresses or select a different (but existing) postal code/city/state/country combination in a supplier or fund record.</p>
|
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<p class="NoteShade"><b>Note:<br /></b>The <b>Modify countries table: Allow</b> and <b>Modify postal codes table: Allow </b>permissions are required to change these tables in Polaris Administration.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Add_a_postal_code_format.htm#XREF_89872_Add_a_postal_code">Add a postal code format</a>
|
||||
</li>
|
||||
<li><a href="Add_a_postal_code.htm#XREF_42173_Add_a_postal_code">Add a postal code</a>
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<h1><a name="XREF_75320_Setting_Up_Branch"></a>Setting Up Organization Resource Groups</h1>
|
||||
<p><a name="kanchor3087"></a><a name="IX_overview_95"></a>You can associate selected organizations as Resource Groups, and make remote and federated databases and other resources available to PAC users based on the organization resource group. For example, resource groups can be used to expose or suppress specific databases from federated database searches, and to filter the display of ebook bibliographic records. If there is no resource group associated with a resource such as a database, access to that resource is not restricted.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Organizations that share one vendor contract for eContent may wish to set up a digital branch for the content and assign that branch to a resource group. For more information, see <a href="../../EContent Integration/EContentPAC/Setting_up_a_digital-branch.htm">Setting Up a Digital Branch for Integrated EContent</a>.</p>
|
||||
<p>Use the Resource Group workform to create Resource Groups and assign organizations to them. One organization can belong to multiple Resource Groups. You need the following system-level System Administration permissions to work with Resource Groups:</p>
|
||||
<ul type="disc">
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Resource Group: Access</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Resource Group: Create</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Resource Group: Modify</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Resource Group: Delete</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><a name="kanchor3088"></a><a name="IX_when_required_for_ebook"></a><a name="kanchor3089"></a><a name="IX_recycling_upon_PAC_reload"></a><a name="kanchor3090"></a><a name="IX_when_required_for_ebooks"></a><b>Important:<br /></b>Make sure to do both a PowerPAC and Mobile PAC (if your library uses Mobile PAC) reload each time you: add or change a resource group; add or change a vendor account; or change the <b>Resource Groups: Search results settings</b> profile in Polaris Administration.</p>
|
||||
<p>To create a new Resource Group:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File </b>><b> New</b> from the Polaris Shortcut Bar, and select <b>Resource Group</b> from the New dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Resource Group workform opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Type a name and description for this resource group. The name must be unique. Consider a naming convention that distinguishes Resource Groups by purpose; for example, Resource Groups for federated databases and Resource Groups for e-Content.</li>
|
||||
<li value="3">Specify the organizations that should belong to this Resource Group as follows:<ul><li>Select <b>System Level Access</b> to give PAC users access to the resources associated with this Resource Group when the PAC connection organization is the system.</li><li>Select <b>All Branches</b> to automatically check all branches. Resources with which this Resource Group is associated are available when the PAC connection organization is any library-level organization or any branch-level organization. Typically, it is not necessary to select all branches; if access is not restricted, a resource group is not necessary. However, you can use this option to select all branches and then de-select specific branches in the list. The All Branches checkbox is gray when some but not all organizations are selected.</li><li>Select a library organization checkbox to select the branches associated with the library. PAC users connected to any of the selected library’s branches have access to the resources (databases) associated with the resource group.</li><li>Expand the library organization, and select individual branches. PAC users connected at any of the selected branches have access to the resources (databases) associated with the resource group.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">If the PAC connection organization is a member of this Resource Group, the resources associated with the group are accessible in Polaris PowerPAC, subject to your PAC display and usage condition settings. For information about associating resources with resource groups, see <a href="../PDserver/Registering_Remote_Resource_Servers.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Registering Remote Resource Servers</span></a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:</b>
|
||||
<br />Be sure to reload both PowerPAC and Mobile PAC (if your library uses Mobile PAC) each time you: add or change a resource group; add or change a vendor account; or change the <b>Resource Groups: Search results settings profile in Polaris Administration</b>.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul>
|
||||
<li>To find a resource group, select <b>Administration</b> > <b>Resource Group</b>. You can search by Name or Description and limit the search by organization.</li>
|
||||
<li>To create a new Resource Group from an existing Resource Group, select <b>File </b>><b> New</b> from the open Resource Group workform, and select <b>Clear Work Form</b> or <b>Copy Existing Work Form</b>. </li>
|
||||
<li>To delete a resource group, right-click the Resource Group in the Find Tool results list and select <b>Delete</b> from the context menu, or open the Resource Group workform and select <b>File </b>><b> Delete</b>. A Resource Group cannot be deleted if it is associated with a server record.</li>
|
||||
<li>To remove an organization from a Resource Group, clear the checkbox for the organization in the Resource Group workform. If the resource group is associated with one or more databases, users connected to that organization will not be able to access the database(s), and the Report of Unavailable Targets dialog box appears. The dialog box lists the database display name defined for PAC (the organization-level name or system-level name, if none is defined for the organization), the server display name, and the organizations affected. If you continue to save the record, the database is removed from PAC display (if it has been selected for display) for every organization indicated in the report where there is no inheritance. The database may still be available for a parent organization.</li>
|
||||
<li>To see the number of remote databases available to the branch in the staff client and PAC, right-click the branch name in the Administration Explorer and select <b>Properties</b>. </li>
|
||||
</ul>
|
||||
</div>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<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_22362_Administering"></a>Setting Up Organizations</h1>
|
||||
<p>This unit contains information about setting up basic information for the system, libraries, and branches in Polaris Administration.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Changing_System_Information.htm#XREF_83202_Changing_System">Changing System Information</a> </li>
|
||||
<li><a href="Working_with_Libraries.htm#XREF_53827_Working_with">Working with Libraries</a>
|
||||
</li>
|
||||
<li><a href="Working_with_Branches.htm#XREF_58127_Registering_a">Working with Branches</a>
|
||||
</li>
|
||||
<li><a href="Setting_Up_Organization_Resource_Groups.htm#XREF_75320_Setting_Up_Branch">Setting Up Organization Resource Groups</a>
|
||||
</li>
|
||||
<li><a href="Setting_System_Postal_Codes.htm#XREF_42844_Setting_Postal">Setting System Postal Codes</a>
|
||||
</li>
|
||||
<li><a href="Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a>
|
||||
</li>
|
||||
<li><a href="Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>
|
||||
</li>
|
||||
<li><a href="Identifying_Dates_Closed.htm#XREF_79758_Identifying_Dates">Identifying Dates Closed</a>
|
||||
</li>
|
||||
<li><a href="Viewing_Organization_Licenses.htm#XREF_17686_Viewing">Viewing Organization Licenses</a>
|
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</li>
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</ul>
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<h1><a name="XREF_53693_View_system"></a>View System Information and Licenses</h1>
|
||||
<p><a name="kanchor2970"></a><a name="IX_displaying_status"></a>To see system information and active licenses:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Help, About Polaris</b> on the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The About Polaris dialog box opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click the <b>Application Server</b> link.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Polaris Properties dialog box opens. The General tabbed page shows information about the system.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click the <b>Licenses</b> tab to see the separately licensed functions that are active at the system level.</li>
|
||||
<li value="4">Select an organization from the <b>Organizations</b> list to see the active licenses for a particular organization (library or branch).</li>
|
||||
</ol>
|
||||
<p class="indent2">Contact your Polaris Site Manager if you are interested in activating a license.</p>
|
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|
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<h1><a name="XREF_17686_Viewing"></a>Viewing Organization Licenses</h1>
|
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<p>Certain Polaris functions, such as Course Reserves and Polaris ExpressCheck, are available under separate licenses. You can quickly view system information and determine the active Polaris licenses for your system or any organization within the system.</p>
|
||||
<p>See also:</p>
|
||||
<p>
|
||||
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<h1><a name="XREF_58127_Registering_a"></a>Working with Branches</h1>
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<p><a name="kanchor2681"></a><a name="IX_record_overview"></a>Branch records are at the third level of the Polaris Administration hierarchy. They represent the physical repositories where patrons check in and check out books and other material. Each branch record must be associated with a parent library record.</p>
|
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<p>You add a branch or change branch information using the Branch workform. You can also edit profiles, parameters, permissions, and tables for the branch directly from the Administration Explorer tree view, by expanding the appropriate folders beneath the branch name. Address or contact changes are effective immediately. Other changes to a branch record are not effective until the record is saved.</p>
|
||||
<p class="NoteShade"><b>Important: <br /></b>If you change the parent library for the branch, be sure to review the permission, parameter, and profile settings for the branch and new parent library. Some settings are inherited from parent organizations and may change the way functions have worked previously for the branch. A branch that has the same name as a library administration record should always have that library as the parent.</p>
|
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<p>See also:</p>
|
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|
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<li><a href="Register_a_branch.htm#XREF_20661_Register_a_branch">Register a branch</a>
|
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|
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<li><a href="../../EContent Integration/EContentPAC/Setting_up_a_digital-branch.htm">Setting up a digital branch for integrated eContent</a>
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<h1><a name="XREF_53827_Working_with"></a>Working with Libraries</h1>
|
||||
<p><a name="kanchor4224"></a><a name="IX_administering"></a>The library record is the second level in the Polaris Administration hierarchy. It may represent an institution that directs one or more branches, and it may or may not have a physical location. All branches, collections, workstations, and staff members that belong to a library are directly or indirectly linked to the “parent” library record.</p>
|
||||
<p class="NoteShade"><b>Examples:</b>
|
||||
<br />1. A Polaris system with one physical location has two Administration records (one Library record and one Branch record) because circulation and patron registration activities are associated with Branch records and every branch must have a parent Library record.<br />2. A Polaris system consisting of four physical locations (one main library and three branches) has five Administration records, one Library record and four Branch records (one for each physical location).</p>
|
||||
<br />
|
||||
<p>You add a library record or edit library information using the Library workform, and you can delete a library record. You can also edit profiles, parameters, permissions, and tables associated with a library record directly from the Administration Explorer tree view, by expanding the appropriate folders beneath the library name. Address or contact changes are immediately effective. Other changes to a library record are not effective until the record is saved.</p>
|
||||
<p><a name="kanchor4225"></a><a name="IX_setting_attributes_1"></a>Polaris policy, parameter, and profile settings at the library level are inherited from the settings made at the system level. Each library in the Polaris system may change the settings to match its local requirements. Changes made at the library level are inherited by the branch levels that belong to the library. However, permissions for a library apply only to the library. Permissions must also be set for each branch record associated with the library.</p>
|
||||
<p>See also: </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><a href="Register_a_library_in_Polaris.htm#XREF_38274_Register_a_library">Register a library in Polaris</a>
|
||||
</p>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_26146_Permission_Search"></a><a name="XREF_57617_Assign_permissions"></a>Assign permissions to staff, workstation, or group</h1>
|
||||
<p><a name="kanchor4461"></a><a name="IX_assigning_permissions_2"></a><a name="kanchor4462"></a><a name="IX_assigning_permissions_1"></a><a name="kanchor4463"></a><a name="IX_assigning_permissions"></a><a name="kanchor4464"></a><a name="IX_assigning_to_a_staff"></a>To add permissions to a staff member, workstation, or group:</p>
|
||||
<p class="NoteShade"><a name="kanchor4465"></a><a name="IX_viewing_history_2"></a><a name="kanchor4466"></a><a name="IX_security_history_2"></a><a name="kanchor4467"></a><a name="IX_viewing_11"></a><b>Note: <br /></b>If you are setting permissions for the first time, set the Staff Client profile <b>Generate security history</b> to <b>No</b>. After security implementation is complete, set the profile to <b>Yes</b> so you can track changes to permission assignments. See <a href="../PDattribut/Setting_Staff_Client_Profiles.htm#XREF_32735_About_Staff_Client">Setting Staff Client Profiles</a>. To see the security history for a permission, right-click the permission in the <b>Control Record</b> list (Administration Explorer, <b>Security</b>) and select <b>Properties</b> from the context menu.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>In the Administration Explorer tree view, you can expand a listed workstation or staff member and select <b>Permissions</b> to display the Permissions view. To work with a group record, you must find and open the Permission Group workform.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Administration Explorer, and select <b>File, Open</b> from the Explorer menu bar.</li>
|
||||
<p class="indent2">
|
||||
<img src="openmenu_599x179.gif" style="width: 599;height: 179;" alt="" />
|
||||
</p>
|
||||
<li value="2">Select the record type (<b>Permission</b> <b>Group</b>, <b>Staff Member</b>, or <b>Workstation</b>). The Polaris Find Tool opens.</li>
|
||||
<li value="3">Search for the administration record.</li>
|
||||
<li value="4">Right-click the record in the results list, and select <b>Open</b> from the context menu. The workform appears.</li>
|
||||
<li value="5">Select <b>View, Permissions</b> or click <img alt="PermissionsIcon.gif" style="width: 27;height: 18;" src="PermissionsIcon_27x18.gif" class="imginline" /> to display the permission list for the record.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can sort the list by clicking a column head. Sorting can take some time because there may be thousands of permissions. Wait until the sorting operation is complete before you proceed.</p>
|
||||
<p class="indent2">
|
||||
<img src="PermissionsAdd_524x408.gif" style="width: 524;height: 408;" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The left side of the workform lists the currently assigned permissions (control records). When you select a permission that is organization-specific, the organizations are loaded on the right side of the workform. When you select a permission that is not organization-specific (task control record), the Organization list on the right side displays a <b><b style="font-weight: bold;">Not Applicable</b></b> message. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Click <img src="btnAdd_16x16.gif" class="imginline" alt="Add button" title="Add button" style="width: 16;height: 16;" /> above the <b>Is Permitted To</b> list. The Polaris Find Tool appears.</li>
|
||||
<li value="7">Set the search criteria that identify the permissions you want to add, and click <b>Search</b>. See <a href="Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_51980_Sorting_and">Finding Permissions</a>.</li>
|
||||
<li value="8">From the results list, select the permissions you want to assign. Use <b>SHIFT</b> or <b>CTRL</b> to select multiple items. Click a column heading to sort the list.</li>
|
||||
<li value="9">Right-click a highlighted permission, and choose <b>Select</b> from the context menu. The workform is displayed, and the selected permissions are listed in the <b>Is Permitted To</b> list.</li>
|
||||
<li value="10">Select <b>File </b>><b> Save</b> to record your changes.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the effects of your permission changes in the staff client, exit the staff client and log back in.</p>
|
||||
<h4>Related Information</h4>
|
||||
<p><b>Reference information about specific permissions</b><![CDATA[
|
||||
]]><ul><li><a href="../PDFTPermRef/Find_Tool_Permissions_Reference.htm#XREF_22851_System">Find Tool Permissions Reference</a></li><li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Cataloging_Admin/PDKcatref/catpermref.htm">Cataloging Permissions Reference</a></li><li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services_Admin/PDPPermsRef/Circulation_Permissions_List.htm">Circulation Permissions Reference</a></li><li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Acquisitions/PDKacqref/Acquisitions_Permissions_Reference.htm">Acquisitions Permissions Reference</a></li><li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Serials_Admin/PDKseref/Serials_Permissions_Referencet.htm">Serials Permissions Reference </a></li><li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../PDPermRef/System_Administration_Permissions_Reference.htm">System Administration Permissions Reference</a></li></ul></p>
|
||||
<p><b>Managing permissions</b>
|
||||
</p>
|
||||
<ul>
|
||||
<li><a href="Remove_directly-assigned_permissions.htm#XREF_59605_Remove_permissions">Remove directly-assigned permissions</a>.</li>
|
||||
<li><a href="Copy_acquire_permission_settings.htm#XREF_56219_Copy_permission">Copy (acquire) permission settings</a>.</li>
|
||||
<li><a href="Manage_permission_group_membership.htm#XREF_45731_Manage_group">Manage permission group membership</a>.</li>
|
||||
</ul>
|
||||
<p><a name="kanchor4468"></a><a name="IX_generating_permission"></a><a name="kanchor4469"></a><a name="IX_reports_described"></a><b>Permission reports</b> - Two permission reports are available from the reports menu under <b>Utilities </b>><b> Reports and Notices </b>><b> System</b>:</p>
|
||||
<ul>
|
||||
<li>The Staff Member Permissions report lists the type of record or task for which the staff member has permissions; the permission (modify, access, create, delete, allow, etc.); the subsystem; the library organization; and the organization name (system, library, branch).</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="permrep.gif" alt="" /> </p>
|
||||
<ul>
|
||||
<li>The Staff Member Permission Comparison report displays permissions that two staff members do not share. Any permissions that the staff members have in common do not appear in the report.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="permcomp.gif" style="margin-bottom: 0.000pt;width: 569;height: 160;" id="image39" src="permcomp_569x160.gif" /> </p>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_55164_Copy_a_default"></a>Copy a Permission Group</h1>
|
||||
<p><a name="kanchor5437"></a><a name="IX_copying_4"></a>You can copy a permission group, including a default group, rename it, and add or remove members and permissions. To copy any permission group:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You can edit the membership and permissions for the Polaris default permission groups directly. See <a href="Manage_members_in_a_permission_group.htm#XREF_67872_Manage_members_in">Manage members in a permission group</a> and <a href="Assign_permissions_to_staff_workstation_or_group.htm#XREF_26146_Permission_Search">Assign permissions to staff, workstation, or group</a>. However, if you want to keep the default permission group record intact, copy the group, then edit the copy. Rename your copy so that it is not overwritten during a Polaris upgrade.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Administration Explorer, and select <b>File </b>><b> Open </b>><b> Permission Group</b> from the Explorer menu bar. The Polaris Find Tool appears.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The names of Polaris default permission groups begin with <b>Polaris</b>. To list all the default groups in the results list, search for <b>Polaris*</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Search for the permission group you want to copy.</li>
|
||||
<li value="3">Right-click the permission group in the results list, and select <b>Open</b> from the context menu. The Permission Group workform appears.</li>
|
||||
<li value="4">From the workform menu bar, select <b>File </b>><b> New </b>><b> Permission Group</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="copypermgrp_585x438.gif" style="width: 585;height: 438;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">The New Permission Group dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select <b>Copy Existing Work Form</b>, and click <b>OK</b>. The open permission group workform, including its existing members, is copied to the new permission group.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Permissions are not copied. You must specifically assign them to the new group.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Type a new name for the group in the <b>Group name</b> box. See <a href="Create_a_new_permission_group.htm#XREF_60024_Create_a_group">Create a new permission group</a>.</li>
|
||||
<li value="7">Edit the group description, membership, and permissions as required. See also:<ul type="disc"><li><a href="Manage_members_in_a_permission_group.htm#XREF_67872_Manage_members_in">Manage members in a permission group</a></li><li><a href="Assign_permissions_to_staff_workstation_or_group.htm#XREF_26146_Permission_Search">Assign permissions to staff, workstation, or group</a></li></ul></li>
|
||||
</ol>
|
||||
<ol start="8">
|
||||
<li value="8">Select <b>File</b> > <b>Save</b> to save the new permission group.</li>
|
||||
</ol>
|
||||
<p>For a list of the default groups and the permissions assigned to them, see <a href="../Polaris_Permission_Groups_-_Default_Permissions_Reference.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a>.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_32042_Copy_group"></a>Copy (acquire) permission group memberships</h1>
|
||||
<p><a name="kanchor3241"></a><a name="IX_acquiring_memberships"></a><a name="kanchor3242"></a><a name="IX_acquiring_permission_1"></a><a name="kanchor3243"></a><a name="IX_acquiring_permission"></a>To assign permission group memberships to a workstation or staff member by copying them from another workstation or staff member:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can list the workstation or staff member in the Administration Explorer. See <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a> and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>. Then select <b>Permissions</b> for the workstation or staff member in the tree view of the Explorer. The Permissions view is displayed in the right side of the Explorer.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File</b>, <b>Open</b> on the Administration Explorer menu bar, and specify the record type (<b>Staff Member </b>or <b>Workstation</b>) to find. The Polaris Find Tool opens.</li>
|
||||
<li value="2">Search for the administration record.</li>
|
||||
<li value="3">Right-click the record in the results list, and select <b>Open</b> from the context menu. The appropriate workform appears.</li>
|
||||
<li value="4">Select <b>View, Permissions</b> to display the <b>Is Permitted To</b> list and the <b>Membership</b> list. The <b>Membership</b> list shows the permission groups to which the workstation or staff member belongs.</li>
|
||||
<p class="NoteShade"><a name="kanchor3244"></a><a name="IX_viewing_group_membership_1"></a><a name="kanchor3245"></a><a name="IX_membership_list_1"></a><b>Note:<br /></b>When you open the Permissions view of the workform, the <b>Membership</b> list shows all groups to which the workstation or staff member belongs. If you select a permission from the permissions list, and the workstation or staff member has that permission due to permission group membership, the <b>Membership</b> list shows that group. Once a permission is selected, the <b>Membership</b> list no longer displays all the permission groups to which the workstation or staff member belongs. If the workstation or staff member was granted the permission directly, and did not receive the permission as a member of a group, nothing shows in the <b>Membership</b> list when that permission is selected. Click <img src="btnShowGroup_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> (<b>Show my group membership</b>) above the <b>Membership</b> list to re-list all the permission groups to which the workstation or staff member belongs.</p>
|
||||
<li value="5">Click <img src="btnAcqrGroup_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> (Acquire group memberships) above the <b>Membership</b> list. The Polaris Find Tool appears.</li>
|
||||
<li value="6">Search for the workstation or staff member whose permission group memberships you want to copy.</li>
|
||||
<li value="7">In the results list, right-click the workstation or staff member, and choose <b>Select</b> from the context menu. The Permissions view is displayed. The permission groups to which the source workstation or staff member belongs are listed in the <b>Membership</b> list.</li>
|
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<h1><a name="XREF_56219_Copy_permission"></a>Copy (acquire) permission settings</h1>
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<p><a name="kanchor4068"></a><a name="IX_acquiring"></a><a name="kanchor4069"></a><a name="IX_copying_5"></a>Only directly-assigned permissions can be acquired from one permission group, workstation, or staff member to another. Permissions that were assigned through group membership cannot be acquired. </p>
|
||||
<p>To assign permissions to a target record by acquiring a set of directly-assigned permissions from another record:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can list a workstation or staff member in the Administration Explorer (see <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a> and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>), then select <b>Permissions</b> for the workstation or staff member in the tree view of the Explorer. The Permissions view is displayed in the right side of the Explorer.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File</b> > <b>Open</b> on the Administration Explorer menu bar, and specify the record type (<b>Permission Group</b>, <b>Staff Member</b>, or <b>Workstation</b>). The Polaris Find Tool opens.</li>
|
||||
<li value="2">Search for the target record.</li>
|
||||
<li value="3">Right-click the record in the results list, and select <b>Open</b> from the context menu. The workform appears.</li>
|
||||
<li value="4">Select <b>View </b>><b> Permissions</b> or click <img alt="btnPermissionsView.gif" style="width: 23;height: 18;" src="btnPermissionsView_23x18.gif" class="imginline" /> to display the <b>Is Permitted To</b> list for the group, staff member, or workstation.</li>
|
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<p class="indent2">
|
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<img src="PermissionsAdd_607x473.gif" style="width: 607;height: 473;" alt="" />
|
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</p>
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<ol data-mc-continue="true">
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<li value="5">Click <img alt="btnAcquire.gif" style="width: 18.142pt;height: 17.546pt;margin-bottom: -4.000pt;" id="image42" src="btnAcquire.gif" /> (Acquire) above the list. The Polaris Find Tool appears.</li>
|
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<li value="6">Search for the group, workstation, or staff member record from which you want to acquire permissions. The Find Tool results list is displayed.</li>
|
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<li value="7">In the results list, right-click the record from which you want to acquire permissions, and choose <b>Select</b> from the context menu.</li>
|
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</ol>
|
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<p class="indent2">The Find Tool closes, and the permissions from the selected record are added to the <b>Is Permitted To</b> list for the target record. The existing permissions remain. Any duplicate permissions from the source record are not copied.</p>
|
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<ol data-mc-continue="true">
|
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<li value="8">Select <b>File </b>><b> Save</b>.</li>
|
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</ol>
|
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<p class="NoteShade"><b>Note:<br /></b>To see the effects of your permission changes in the staff client, exit the staff client and log back in.</p>
|
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<h4 style="font-weight: bold;font-style: italic;font-size: 11pt;">Related Information</h4>
|
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<p><a href="Copy_acquire_permission_group_memberships.htm#XREF_32042_Copy_group">Copy (acquire) permission group memberships</a>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_60024_Create_a_group"></a>Create a new permission group</h1>
|
||||
<p><a name="kanchor3007"></a><a name="IX_creating_new_4"></a>To add a new permission group to Polaris Administration:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also create a permission group by copying an existing group and then editing its members and permissions. <span style="font-size: 11.0pt;">See </span><a href="Copy_a_permission_group.htm#XREF_55164_Copy_a_default">Copy a permission group</a><span style="font-size: 11.0pt;">.</span></p>
|
||||
<p class="NoteShade"><a name="kanchor3008"></a><a name="IX_viewing_history_1"></a><a name="kanchor3009"></a><a name="IX_security_history_1"></a><a name="kanchor3010"></a><a name="IX_viewing_10"></a><b>Tip: <br /></b>If you are setting permissions for the first time, set the Staff Client profile <b>Generate security history</b> to <b>No</b>. After security implementation is complete, set the profile to <b>Yes</b> so you can track changes to permission assignments. See <a href="../PDattribut/Setting_Staff_Client_Profiles.htm#XREF_32735_About_Staff_Client">Setting Staff Client Profiles</a>. To see the security history for a permission, right-click the permission in the <b>Control Record</b> list (Administration Explorer, <b>Security</b>) and select <b>Properties</b> from the context menu.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Administration Explorer, and select <b>File > New > Permission Group</b> from the Explorer menu bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="explpergrp_617x174.gif" style="width: 617;height: 174;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">The New Permission Group workform appears.</p>
|
||||
<p class="indent2">
|
||||
<img alt="GroupNewWF.gif" style="margin-bottom: 0.000pt;width: 367;height: 275;" id="image16" src="GroupNewWF_367x275.gif" /> </p>
|
||||
<p class="NoteShade"><b><b>Tip: </b><br style="font-weight: normal;" /><span style="font-size: ;font-weight: normal;">If you are creating standard permission groups for multiple libraries and branches, start the name with the organization’s abbreviation, followed by a brief title. The description can specify a standard purpose. This allows you to sort permission groups by their organization (</span><b style="font-weight: bold;"><span style="font-size: ;font-weight: normal;">Name</span></b><span style="font-size: ;font-weight: normal;"> column) or by function (</span><b style="font-weight: bold;"><span style="font-size: ;font-weight: normal;">Description</span></b></b><span style="font-size: ;font-weight: normal;"> column) in the </span>Polaris Find Tool results list.<b></b></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Type a unique name for this permission group in the <b>Group name</b> box.</li>
|
||||
<li value="3">Specify the purpose of the group in the <b>Description</b> box.</li>
|
||||
<li value="4">Identify the staff members, workstations, and organizations that are members of this permission group. For details, see <a href="Manage_members_in_a_permission_group.htm#XREF_67872_Manage_members_in">Manage members in a permission group</a>.</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>To add the system organization, click <img alt="btnSystem.gif" style="margin-bottom: -5.000pt;width: 20;height: 19;" id="image17" src="btnSystem_20x19.gif" />.</li>
|
||||
<li>To add a library, click <img alt="btnLibrary.gif" style="margin-bottom: -5.000pt;width: 20;height: 19;" id="image18" src="btnLibrary_20x19.gif" />.</li>
|
||||
<li>To add a branch, click <img alt="btnBranch.gif" style="margin-bottom: -5.000pt;width: 20;height: 19;" id="image19" src="btnBranch_20x19.gif" />.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note: <br /></b>Adding an organization (system, library, branch) to a permission group means that every staff member and workstation directly assigned to the organization has the permissions granted to the group. The <b>Organization</b> box on the Staff workform and the <b>Parent Branch</b> box on the Workstation workform define where the staff member or workstation is directly assigned.</p>
|
||||
<ul type="disc">
|
||||
<li>To add a workstation, click <img alt="btnWrkStatn.gif" style="margin-bottom: -5.000pt;width: 20;height: 19;" id="image20" src="btnWrkStatn_20x19.gif" />.</li>
|
||||
<li>To add a staff member, click <img alt="btnStaff.gif" style="margin-bottom: -5.000pt;width: 20;height: 19;" id="image21" src="btnStaff_20x19.gif" />.</li>
|
||||
</ul>
|
||||
<ol start="5">
|
||||
<li value="5">Select <b>View, Permissions</b> and click <img alt="Add button" style="margin-bottom: -5.000pt;width: 20;height: 19;" id="image22" src="btnAdd_20x19.gif" title="Add button" /> above the <b>Is Permitted To</b> list to add permissions to the group. For details, see <a href="Assign_permissions_to_staff_workstation_or_group.htm#XREF_57617_Assign_permissions">Assign permissions to staff, workstation, or group</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The left side of the Permissions view displays the currently-assigned permissions (if any). When you select a permission that is organization-specific, the organizations are loaded on the right side.</p>
|
||||
<p class="indent2">
|
||||
<img alt="PermsGroupAdd.gif" style="margin-bottom: 0.000pt;width: 453;height: 351;" id="image23" src="PermsGroupAdd_453x351.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select <b>File > Save</b> to add the new permission group.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the effects of your permission changes in the staff client, exit the staff client and log back in.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_17585_Granting"></a>Granting Permissions</h1>
|
||||
<p><a name="kanchor1853"></a><a name="IX_See_also_permissions"></a><a name="kanchor1854"></a><a name="IX_overview_104"></a>Polaris permissions control who can access, create, modify, or delete specific record types and who can perform specific tasks in Polaris. Most permissions that control access to and modification of record types are set for the organization that owns the specific record. Permissions that control the ability to do specific tasks are typically set at the system level. </p>
|
||||
<p>You can set up permissions based on the needs of the organizations in your system, and the tasks that staff members are expected to do. To allow administrators to control all records and functions in Polaris, you can set up certain staff members as “Superusers” or add these staff members to the Administrator permission group. </p>
|
||||
<p>Using the fine level of control available in Polaris permissions, your library can effectively manage the specific tasks your staff members can perform in Polaris. The flexibility of Polaris permissions provides libraries options to accommodate various staff responsibilities, such as:</p>
|
||||
<ul>
|
||||
<li>Check-out clerks cannot override circulation blocks, but the supervisor does have permission to override these blocks.</li>
|
||||
<li>Staff members at a large library system rotate among different branches. The staff members have a set of permissions that are the same for all but one branch. The one branch is more restrictive with the permissions granted to rotating staff.</li>
|
||||
<li>Senior catalogers have permissions to maintain authority records used by the entire library system. All other catalogers have permission to access the headings used in bibliographic records, but they cannot add any headings or change existing ones.</li>
|
||||
<li>The library system has a central acquisitions department, but individual branches maintain their own selection lists. The central acquisitions department can access each branch's selection lists, but only specific staff members at the branch can modify the lists.</li>
|
||||
<li>Each member library in a consortium prefers to keep its fund structure private. Libraries cannot view (access) each other’s fund records.</li>
|
||||
</ul>
|
||||
<p><a name="kanchor1855"></a><a name="IX_supervisor_override"></a>When a staff member does not have the appropriate permission to do a patron services or circulation task, a permission block message appears. You can allow specific staff members (typically supervisors) to override certain permission blocks so the blocked staff member can continue the task. Set the following profiles for staff members as appropriate: <b>Override acquisitions blocks</b>; <b>Override serials blocks</b>;<b> Override cataloging blocks</b>;<b> Override patron services blocks</b>; and <b>Find Tool: Override SQL search blocks.</b></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Permission_Strategies.htm#XREF_43104_Managing">Permission Strategies</a>
|
||||
</li>
|
||||
<li><a href="Managing_Organization_Security.htm#XREF_64276_Working_with">Managing Organization Security</a>
|
||||
</li>
|
||||
<li><a href="Managing_Permissions_with_Permission_Groups.htm#XREF_42964_Working_With_Groups">Managing Permissions with Permission Groups</a>
|
||||
</li>
|
||||
<li><a href="Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_18636_Giving_Permissions">Managing Permissions for Staff, Workstations, Groups</a>
|
||||
</li>
|
||||
<li><a href="Setting_Administration_Permissions.htm#XREF_18386_Setting">Setting Administration Permissions</a>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_67872_Manage_members_in"></a>Manage members in a permission group</h1>
|
||||
<p><a name="kanchor2534"></a><a name="IX_adding_and_removing"></a>To add and remove group members:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File > Open > Permission Group</b> on the Administration Explorer menu bar to display the Polaris Find Tool.</li>
|
||||
<li value="2">Search for the group for which you want to change membership.</li>
|
||||
<li value="3">Right-click the group in the results list, and select <b>Open</b> from the context menu. The Permission Group workform appears.</li>
|
||||
<li value="4">On the General view, select the type of member to add:</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="GroupAddMember.gif" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can right-click in the Group Members list, and select the member type from the context menu.</p>
|
||||
<ul type="disc">
|
||||
<li>To add the system organization, click <img src="btnSystem_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
<li>To add a library, click <img src="btnLibrary_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
<li>To add a branch, click <img src="btnBranch_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note: <br /></b>Adding an organization (system, library, branch) to a group means that every staff member and workstation directly assigned to the organization has the permissions granted to the group. The <b>Organization</b> box on the Staff workform and the <b>Parent Branch</b> box on the Workstation workform define where the staff member or workstation is directly assigned.</p>
|
||||
<ul type="disc">
|
||||
<li>To add a workstation, click <img src="btnWrkStatn_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
<li>To add a staff member, click <img src="btnStaff_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
</ul>
|
||||
<p class="indent2">The Polaris Find Tool appears. The record type you selected is displayed in the <b>Object</b> box.</p>
|
||||
<ol start="5">
|
||||
<li value="5">In the <b>For</b> box, type the name of the staff member, workstation, or organization that you want to add as a member of the group, and click <b>Search</b>. The results list is displayed.</li>
|
||||
<li value="6">From the results list, select the staff members, workstations, or organizations you want to add to the group. Use <b>SHIFT</b> or <b>CTRL</b> to select multiple items.</li>
|
||||
<li value="7">Right-click in the results list, and choose <b>Select</b> from the context menu. The Permission Group workform is displayed, and the selected staff members, workstations, or organizations are listed in the <b>Group Members</b> list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When you add a staff member or workstation to a permission group, Polaris compares permissions directly assigned to the staff member or workstation with the permissions of the group. If a duplicate permission is found, the permission from the group automatically replaces the directly-assigned permission. However, when you add an entire organization to a group, the duplicate permission check is not done on staff members or workstations assigned to the organization.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">To remove a member from the permission group, select the names you want to remove, and click <img src="btnRemove_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> above the <b>Group Members</b> list.</li>
|
||||
</ol>
|
||||
<p class="indent2">When staff members and workstations are removed from a permission group, they lose the permissions they gained from the group. If duplicate directly-assigned permissions were removed when the staff members or workstations were added to the group, the permissions are not restored when the staff members or workstations are removed from the group.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Select <b>File </b>><b> Save</b> to save your changes to the <b>Group Members</b> list.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Manage group memberships for a staff member, workstation, or organization from the workform</span> - See <a href="Manage_permission_group_membership.htm#XREF_45731_Manage_group">Manage permission group membership</a>.</li>
|
||||
<li><span class="FM_BulletHead">Acquire group memberships from other staff members or workstations</span> - See <a href="Copy_acquire_permission_group_memberships.htm#XREF_32042_Copy_group">Copy (acquire) permission group memberships</a>.</li>
|
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<h1><a name="XREF_87166_Review_security"></a>Manage organization security settings</h1>
|
||||
<p><a name="kanchor5787"></a><a name="IX_removing_assignments"></a><a name="kanchor5788"></a><a name="IX_adding_assignments"></a><a name="kanchor5789"></a><a name="IX_listing_for_an"></a><a name="kanchor5790"></a><a name="IX_reviewing_settings"></a>To see the staff members, workstations, and permission groups that have permissions to do specific tasks for an organization, and to add or remove permissions assignments.</p>
|
||||
<p class="NoteShade"><a name="kanchor5791"></a><a name="IX_viewing_history"></a><a name="kanchor5792"></a><a name="IX_security_history"></a><a name="kanchor5793"></a><a name="IX_viewing_9"></a><b>Tip: <br /></b>If you are setting permissions for the first time, set the Staff Client profile <b>Generate security history</b> to <b>No</b>. After security implementation is complete, set the profile to <b>Yes</b> so you can track changes to permission assignments. See <a href="../PDattribut/Setting_Staff_Client_Profiles.htm#XREF_32735_About_Staff_Client">Setting Staff Client Profiles</a>. To see the security history for a permission, right-click the permission in the <b>Control Record</b> list and select <b>Properties</b> from the context menu.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization for which you want to review permission assignments.</li>
|
||||
<li value="2">Select <b>Security</b> under the organization name. The Security view appears in the details pane.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="SecurityView_560x393.gif" style="width: 560;height: 393;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">In the <b>Control Record</b> list, select the permission for which you want to review assignments by doing the following actions:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip: <br /></b>To display all the permissions for a subsystem, select the subsystem name in the <b>Control Record</b> list, and press <b>SHIFT+ALT+</b>* (use the * key on the numeric keypad). You can use the up and down arrow keys to review the assignments for the expanded subsystem permissions.</p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Expand the appropriate folder. The list of permission categories (control records) for the selected subsystem is displayed under the subsystem name.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="PermCats_556x370.gif" style="width: 556;height: 370;" alt="" />
|
||||
</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Expand the permission category for the permission you want to review. The list of permissions for the selected permission category is displayed under the category.</li>
|
||||
<li value="3">Select the permission. The permission groups, workstations, and staff members that have the selected permission for the organization are displayed in the <b>Individuals With Permissions</b> list.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="PermissionSelect_564x376.gif" style="width: 564;height: 376;" alt="" />
|
||||
</p>
|
||||
<ol start="4">
|
||||
<li value="4">To view additional information about the permission or the assigned “individuals,” do any of the following actions:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Display the properties of the selected permission</span> - Right-click a permission, and select <b>Properties</b>.</li>
|
||||
<li><span class="FM_BulletHead">Display a permission group, workstation, or staff member record</span> - Select the record you want to view, and click <img alt="btnOpen.gif" style="margin-bottom: -4.000pt;width: 23;height: 20;" id="image13" src="btnOpen_23x20.gif" /> in the <b>Individuals With Permissions</b> list tool bar. The record opens.</li>
|
||||
<li><span class="FM_BulletHead">Display the properties of a permission group, workstation, or staff member record without opening the record</span> - Select the record, and click <img alt="btnProperty.gif" style="margin-bottom: -4.000pt;width: 23;height: 20;" id="image14" src="btnProperty_23x20.gif" /> in the <b>Individuals With Permissions</b> list tool bar.</li>
|
||||
</ul>
|
||||
<ol start="5">
|
||||
<li value="5">To assign a selected permission, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click <b>Assign</b> to display the Assign menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="PermsAssign_572x310.gif" style="width: 572;height: 310;" alt="" />
|
||||
</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select <b>Permission</b> <b>Group</b>, <b>Workstation</b>, or <b>Staff Member</b>. The Polaris Find Tool appears.</li>
|
||||
<li value="3">Specify the search criteria, and click <b>Search</b>.</li>
|
||||
<li value="4">From the results list, select the permission group, workstation, or staff member to which you want to give the permission, and choose <b>Select</b> from the context menu. To select multiple items from the results list, press <b>CTRL</b> while you select the items.</li>
|
||||
</ol>
|
||||
<p class="indent2">The selections are displayed in the <b>Individuals With Permission</b> list.</p>
|
||||
<ol start="6">
|
||||
<li value="6">To remove assignments for a selected permission, do these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">From the <b>Individuals with Permission</b> list, select the permission groups, staff members, and workstations you want to remove. To select multiple items, press <b>CTRL</b> while you select the items.</li>
|
||||
<li value="2">Click <b>Remove</b> in the <b>Individuals with Permission</b> tool bar. The selections are removed from the list, and no longer have the permission assignment.</li>
|
||||
</ol>
|
||||
<ol start="7">
|
||||
<li value="7">If you changed the permission assignments, select <b>File </b>><b> Save</b> to record the changes.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the effects of any permission changes in the staff client, exit the staff client and log back in.</p>
|
||||
<h4 style="font-style: italic;font-weight: bold;font-size: 11pt;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a href="../PDFTPermRef/Find_Tool_Permissions_Reference.htm#XREF_22851_System">Find Tool Permissions Reference</a>
|
||||
</li>
|
||||
<li><span class="FM_BulletHead">View all permissions for a specific staff member, workstation, or permission group</span> - Open the appropriate workform and select <b>View</b> > <b>Permissions</b>. See <a href="Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_18636_Giving_Permissions">Managing Permissions for Staff, Workstations, Groups</a>.</li>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_45731_Manage_group"></a>Manage permission group membership</h1>
|
||||
<p><a name="kanchor1959"></a><a name="IX_editing_group_memberships_2"></a><a name="kanchor1960"></a><a name="IX_editing_group_memberships_1"></a><a name="kanchor1961"></a><a name="IX_editing_group_memberships"></a>To add or remove permission group memberships for an organization, workstation or staff member:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File</b> > <b>Open</b> on the Administration Explorer menu bar, and specify the record type (<b>Library</b>, <b>Branch</b>, <b>Staff Member,</b> or <b>Workstation</b>) to find. The Polaris Find Tool opens.</li>
|
||||
<li value="2">Search for the record.</li>
|
||||
<li value="3">Right-click the record in the results list, and select <b>Open</b> from the context menu. The workform appears.</li>
|
||||
<li value="4">Select <b>View </b>><b> Permissions</b> to display the <b>Is Permitted To</b> list and the <b>Membership</b> list. The <b>Membership</b> list shows the groups to which the organization, workstation, or staff member belongs.</li>
|
||||
<p class="NoteShade"><a name="kanchor1962"></a><a name="IX_viewing_group_membership"></a><a name="kanchor1963"></a><a name="IX_membership_list"></a><b>Note:<br /></b>When you open the Permissions view of the workform, the <b>Membership</b> list shows all permission groups to which the organization, workstation, or staff member belongs. But if you select a permission from the permissions list, and the organization, workstation, or staff member has that permission due to group membership, the <b>Membership</b> list shows that permission group. Once a permission is selected, the <b>Membership</b> list no longer displays all the permission groups to which the organization, workstation, or staff member belongs. If the permission was granted to the organization, workstation, or staff member directly, and not received as a member of a group, nothing shows in the <b>Membership</b> list when that permission is selected. <br />Click <img src="btnShowGroup_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> (<b>Show my group membership</b>) above the <b>Membership</b> list to re-list all the groups to which the organization, workstation, or staff member belongs.</p>
|
||||
</ol>
|
||||
<p>To add the organization, workstation, or staff member to a permission group:</p>
|
||||
<ol>
|
||||
<li value="1">Click <img src="btnAdd_16x16.gif" class="imginline" alt="Add button" title="Add button" style="width: 16;height: 16;" /> above the <b>Membership</b> list.</li>
|
||||
<img src="MemberAdd.gif" alt="" /> 
|
||||
<p>The Polaris Find Tool appears.</p><li value="2">Search for the group to which you want to add the record.</li><p class="NoteShade"><b>Tip: <br /></b>You can sort the results list by clicking a column heading.</p><li value="3">In the results list, right-click the group, and choose <b>Select</b> from the context menu. Use <b>SHIFT</b> or <b>CTRL</b> to select multiple permission groups. </li><p>The Permissions view is displayed, and the selected permission group is listed in the <b>Membership</b> list.</p><li value="4">To remove the record from a permission group, select the group from which you want to remove the record, and click <img src="btnRemove.gif" alt="" /> above the <b>Membership</b> list. The selected permission group is removed from the <b>Membership</b> list, and the organization, workstation, or staff member loses all the permissions that were assigned by membership in that permission group.</li><li value="5">Select <b>File </b>><b> Save</b>.</li></ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul>
|
||||
<li><a href="Managing_Permissions_with_Permission_Groups.htm#XREF_42964_Working_With_Groups">Managing Permissions with Permission Groups</a>
|
||||
</li>
|
||||
<li><a href="Manage_members_in_a_permission_group.htm#XREF_67872_Manage_members_in">Manage members in a permission group</a>
|
||||
</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_64276_Working_with"></a>Managing Organization Security</h1>
|
||||
<p><a name="kanchor358"></a><a name="IX_See_permissions"></a><a name="kanchor359"></a><a name="IX_security_setting"></a><a name="kanchor360"></a><a name="IX_overview_105"></a>Using the Security view on the Administration Explorer, you can list all the permissions available at each organizational level in Polaris. You can grant permissions at the system level for administration and centralized functions, and each library and branch can identify who is allowed to use the organization’s records. In one step, you can add or remove multiple staff members, workstations, or permission groups for a selected permission at a particular organization.</p>
|
||||
<p>In the Security view, the <b>Control Record</b> list displays all the permissions available for that level, organized in subsystem folders. The <b>Individuals with Permission</b> list displays all the staff members, workstations, and permission groups that have a selected permission.</p>
|
||||
<p class="indent2">
|
||||
<img src="dSecurityVu_600x289.gif" style="width: 600;height: 289;" alt="" />
|
||||
</p>
|
||||
<p>Icons identify the following permission holders:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<img alt="dIcnStaf.gif" style="width: 13.776pt;height: 16.016pt;margin-bottom: -4.000pt;" id="image7" src="dIcnStaf.gif" /> - Staff member</li>
|
||||
<li>
|
||||
<img alt="dIcnWorkStatn.gif" style="width: 13.776pt;height: 16.016pt;margin-bottom: -4.000pt;" id="image8" src="dIcnWorkStatn.gif" /> - Workstation</li>
|
||||
<li>
|
||||
<img alt="dIcnGrp.gif" style="width: 13.026pt;height: 14.516pt;margin-bottom: -2.500pt;" id="image9" src="dIcnGrp.gif" /> - Permission Group</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note: <br /></b>Entire organizations may have permissions based on permission group membership. The Permissions view for an organization lists the permissions that are granted to the specific organization due to its membership in a permission group. See <a href="Managing_Permissions_with_Permission_Groups.htm#XREF_42964_Working_With_Groups">Managing Permissions with Permission Groups</a>.</p>
|
||||
<p>See also: <a href="Manage_organization_security_settings.htm#XREF_87166_Review_security">Manage organization security settings</a></p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_18636_Giving_Permissions"></a>Managing Permissions for Staff, Workstations, Groups</h1>
|
||||
<p><a name="kanchor3911"></a><a name="IX_managing_for_staff"></a>The Permissions view for a specific group, staff member, or workstation lists all the permissions that have been assigned to the record. You can add or remove multiple permissions that apply to several organizations in a single operation. You can also see which permissions are directly assigned and which permissions are assigned through group membership. The Permissions view also lists the groups in which a staff member or workstation is a member. You can change the group membership by adding memberships, copying group memberships from another record, or removing group memberships.</p>
|
||||
<p>You can display the Permissions view by selecting <b>Permissions</b> under a workstation or staff member in the Administration Explorer tree view, or by selecting <b>View, Permissions</b> in a workform. To work with a permission group record, you must open the Permission Group workform.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To work with workstation, staff, and Permission Group permissions, you must have <b>Access</b> and <b>Modify</b> permissions for the appropriate record type (including Permission Groups) and for <b>Object/task control record</b>.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_51980_Sorting_and">Finding Permissions</a>
|
||||
</li>
|
||||
<li><a href="Assign_permissions_to_staff_workstation_or_group.htm#XREF_26146_Permission_Search">Assign permissions to staff, workstation, or group</a>
|
||||
</li>
|
||||
<li><a href="Copy_acquire_permission_settings.htm#XREF_56219_Copy_permission">Copy (acquire) permission settings</a>
|
||||
</li>
|
||||
<li><a href="Manage_permission_group_membership.htm#XREF_45731_Manage_group">Manage permission group membership</a>
|
||||
</li>
|
||||
<li><a href="Copy_acquire_permission_group_memberships.htm#XREF_32042_Copy_group">Copy (acquire) permission group memberships</a>
|
||||
</li>
|
||||
<li><a href="Remove_directly-assigned_permissions.htm#XREF_59605_Remove_permissions">Remove directly-assigned permissions</a>
|
||||
</li>
|
||||
<li><a href="Remove_selected_group-assigned_permissions.htm#XREF_76499_Remove_group">Remove selected group-assigned permissions</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Finding_Permissions"></a><a name="XREF_51980_Sorting_and"></a>Finding Permissions</h2>
|
||||
<p><a name="kanchor3912"></a><a name="IX_Find_Tool_searches"></a>To find permissions, first open the Staff, Workstation, or Permission Group workform, go to the Permissions view, and click <img src="btnAdd_16x16.gif" class="imginline" title="Add button" alt="Add button" style="width: 16;height: 16;" />. See <a href="Assign_permissions_to_staff_workstation_or_group.htm#XREF_26146_Permission_Search">Assign permissions to staff, workstation, or group</a>. You can use the Find Tool options to do precise searches and sort the permissions.</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>Find all permissions related to Community Library’s bibliographic records:<br /><b>Object = Permissions<br />By</b> = <b>Control Record Name<br />Type</b> = <b>Exact match (implicitly truncated)<br />For = *bib<br />Limit by: Organization, Community Library</b></p>
|
||||
<p class="indent2">
|
||||
<img src="FindPerm_486x318.gif" style="width: 486;height: 318;" alt="" />
|
||||
</p>
|
||||
<p>You can search for permissions using the following access points and values. These same access points are also available as <b>Limit by</b> filters in the Find Tool.</p>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;float: alignleft;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;" class="TableStyle-BlueHeader" cellspacing="1">
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<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
|
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<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
|
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<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="FM_TableHeading">Search By</p>
|
||||
<p class="FM_TableHeading">(mnemonic)</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="FM_TableHeading">Purpose</p>
|
||||
</th>
|
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<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
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<p class="FM_TableHeading">Values</p>
|
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|
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|
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|
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<tbody>
|
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|
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<td style="width: 66.454pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Control Record Name</p>
|
||||
<p class="FM_TableBody">(CRN)</p>
|
||||
</td>
|
||||
<td style="width: 136.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Finds permissions by their control record name (the category name listed in the Security view of the Administration Explorer). This search finds both object and task permissions. </p>
|
||||
</td>
|
||||
<td style="width: 238.205pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Type the name of any permission control record in the <b>For</b> box. Examples: <b>Bibliographic records, Item records, Renew items, Modify <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">free days<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A value applied at normal and bulk check-in, renewal, and offline that allows you to omit a specified number of days from the overdue fine calculation.</span></a></b>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 30.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 66.454pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Organization</p>
|
||||
<p class="FM_TableBody">(ORG)</p>
|
||||
</td>
|
||||
<td style="width: 136.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Finds permissions that can be set by an organization.</p>
|
||||
</td>
|
||||
<td style="width: 238.205pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Type an organization name in the <b>For</b> box.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 87.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 66.454pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Permission Name</p>
|
||||
<p class="FM_TableBody">(PNAME)</p>
|
||||
</td>
|
||||
<td style="width: 136.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Finds permissions by their action type.</p>
|
||||
</td>
|
||||
<td style="width: 238.205pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Any text in the <b>For</b> box is valid.</p>
|
||||
<p class="FM_TableBody"><span class="FM_BulletHead">Common actions: </span>Access, Allow, Create, Delete, Modify.</p>
|
||||
<p class="FM_TableBody"><span class="FM_BulletHead">Less common actions: </span>Adjust, Approve, Cancel, Change, Check-in, Convert, Credit, Deny, Display, Override, Pay, Print, Renew, Release, Send, Transfer, Uncheck-in.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 52.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 66.454pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Subsystem</p>
|
||||
<p class="FM_TableBody">(SUBSYS)</p>
|
||||
</td>
|
||||
<td style="width: 136.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Finds permissions by their associated subsystem. </p>
|
||||
</td>
|
||||
<td style="width: 238.205pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="FM_TableBody">Type any of the following names in the <b>For</b> box: </p>
|
||||
<p class="FM_TableBody">Acquisitions, Cataloging, Circulation, Public Access Catalog, System Administration, Serials, Find Tool, Polaris Fusion</p>
|
||||
</td>
|
||||
</tr>
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<h1><a name="XREF_42964_Working_With_Groups"></a>Managing Permissions with Permission Groups</h1>
|
||||
<p><a name="kanchor2538"></a><a name="IX_setting_permissions_with"></a>You can set up groups of staff members and workstations that are involved in the same types of tasks in the library, and assign the permissions to the group. For example, you can set up a Circulation Clerk permission group with the required permissions for circulating items. Then, you simply add the staff members and workstations to the Circulation Clerk permission group. </p>
|
||||
<p>Permission group records are managed using the Permission Group workform. You can find and open a permission group record from the Polaris Shortcut Bar (select <b>Administration</b> > <b>Permission</b> <b>Group</b>), or the Administration Explorer menu bar (select <b>File </b>><b> Open </b>><b> Permission Group</b>).</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To set up and manage groups, you need the <b>Permission</b> <b>Group</b> permissions (Access, Create, Delete, Modify), and permission to access any associated staff member, workstation, or organization records.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_14320_Group_Permissions">Group Permissions for Organizations</a>
|
||||
</li>
|
||||
<li><a href="#XREF_96876_Default_Permission">Default Permission Groups</a>
|
||||
</li>
|
||||
<li><a href="#XREF_73375_Implementing">Using Groups to Set Initial Permissions </a>
|
||||
</li>
|
||||
<li><a href="Create_a_new_permission_group.htm#XREF_60024_Create_a_group">Create a new permission group</a>
|
||||
</li>
|
||||
<li><a href="Copy_a_permission_group.htm#XREF_55164_Copy_a_default">Copy a permission group</a>
|
||||
</li>
|
||||
<li><a href="Manage_permission_group_membership.htm#XREF_45731_Manage_group">Manage permission group membership</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Group_Permissions_for"></a><a name="XREF_14320_Group_Permissions"></a>Group Permissions for Organizations</h2>
|
||||
<p><a name="kanchor2539"></a><a name="IX_organizations_as_members"></a>You can assign entire organizations (system, library, branch) to permission groups. Every staff member and workstation that is assigned to the organization gains the permissions of the group. Organization membership in a permission group is best used for library systems that use centralized cataloging, acquisitions, and serials processing. You can create a permission group that has access-only permissions for bibliographic, item, authority, serial control records, then make the entire system the member of the permission group. Every staff member and workstation for every organization in the Polaris installation automatically has access to the records. However, they cannot modify, create, or delete the records, and you probably would not assign these types of permissions through organization group membership.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If a library is a member of a permission group, the staff members and workstations assigned to the library <span class="FM_Emphasis">and its branches</span> receive the group permissions. If a branch is a member of a permission group, only the staff members and workstations assigned to the branch receive the group permissions.</p>
|
||||
<h2><a name="TOC_Default_Permission_Groups"></a><a name="XREF_96876_Default_Permission"></a>Default Permission Groups</h2>
|
||||
<p><a name="kanchor2540"></a><a name="IX_default_1"></a>Polaris is installed with default permission groups that already have many of the permissions needed to do common library workflows at all organizations. All you need to do is identify the staff and workstations that are members of the permission group. You can add or remove permissions from a default group to suit an organization’s staff departmental structure and workflows. If you want stricter security, you can copy the default permission group, remove the permissions that do not apply to the new group, and give the permission group a different name.</p>
|
||||
<p class="NoteShade"><b>Example: <br /></b>In a system where each library needs to control access to patrons’ personal information, you can copy the Polaris Circulation Clerk permission group and give it a name that identifies it for a circulation desk at a specific library. Remove the permissions that do not apply to the specific library. Include the circulation staff at the library as members of the new group. Repeat the process for each library that requires strict control of privacy information.</p>
|
||||
<p>The names of the Polaris default permission groups begin with <b>Polaris</b>. To list the default permission groups in the Find Tool results list, search by name for <b>Polaris*</b>.</p>
|
||||
<p>For a list of the default permission groups and the permissions associated with them, see <a href="../Polaris_Permission_Groups_-_Default_Permissions_Reference.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a>.</p>
|
||||
<h2><a name="TOC_Using_Groups_to_Set"></a><a name="XREF_73375_Implementing"></a>Using Groups to Set Initial Permissions </h2>
|
||||
<p><a name="kanchor2541"></a><a name="IX_planning"></a>If you are setting up Polaris permissions for the first time, you may find this method useful:</p>
|
||||
<ol>
|
||||
<li value="1">Make lists of the following information:</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li>All organizations (system, libraries, and branches)</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note: <br /></b>A library must also have a branch of the same name. See <a href="../PDcollections/Working_with_Collections.htm#XREF_22362_Administering"> Setting Statistical Codes for Reports</a>.</p>
|
||||
<ul>
|
||||
<li>Departments for each organization</li>
|
||||
<li>Staff members in each department</li>
|
||||
<li>Supervisors or managers of each department</li>
|
||||
<li>Workstation names and where they are used</li>
|
||||
</ul>
|
||||
<p class="indent2">These lists help identify how many permission groups you may need to set up, and the possible members of the groups. Every department for each organization may be a group. You may want a supervisor group for each department, or combine all supervisors into a single group at each organization. You probably need a Circulation clerk group at every branch.</p>
|
||||
<ol start="2">
|
||||
<li value="2">Review areas of organizational responsibilities, and compile a list of functional areas in each department.</li>
|
||||
</ol>
|
||||
<p class="indent2">Work such as administration, cataloging, serials processing, or acquisitions in large library systems or consortia may be centralized. In this case, you may need a single permission group for catalogers. If each library is responsible for its own technical services, you may need multiple cataloging groups, one for every library that maintains its own cataloging records. </p>
|
||||
<p class="indent2">Certain departments may have several functional areas, so they may need a finer division of group responsibilities. For example, a Technical Services department may need a permission group for catalogers and a separate permission group for the people doing acquisitions and serials processing. The list may be based on work area or job descriptions.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Compile a list of permission groups based on the information you have gathered, and the decisions you have made.</li>
|
||||
<li value="4">Create the permission groups in Polaris Administration, or adapt the Polaris default groups. See <a href="#XREF_42964_Working_With_Groups">Managing Permissions with Permission Groups</a>.</li>
|
||||
<li value="5">Set the Staff Client profile <b>Generate security history</b> to <b>No</b> until you have completed initial permissions setup. See <a href="../PDattribut/Setting_Staff_Client_Profiles.htm#XREF_32735_About_Staff_Client">Setting Staff Client Profiles</a>.</li>
|
||||
<li value="6">Give each group the permissions needed to do the tasks for the purpose of the group. See <a href="Assign_permissions_to_staff_workstation_or_group.htm#XREF_26146_Permission_Search">Assign permissions to staff, workstation, or group</a>.</li>
|
||||
<li value="7">Assign the members to each permission group. See <a href="Manage_members_in_a_permission_group.htm#XREF_67872_Manage_members_in">Manage members in a permission group</a>.</li>
|
||||
<li value="8">Ask a member from each permission group to test the setup by doing their normal tasks.</li>
|
||||
</ol>
|
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|
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<h1><a name="XREF_43104_Managing"></a>Permission Strategies</h1>
|
||||
<p><a name="kanchor5685"></a><a name="IX_management_strategies"></a>You can manage permissions in Polaris using any of the following methods, according to your needs: </p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead" style="font-weight: normal;"><b>Set security for an organization’s records</b> </span>- Identify who is allowed to view and use an organization’s records. Expand the Security folder for the organization in the Administration Explorer, select a permission, then find and select the staff members, workstations, and permission groups that should have the permission. All the permissions that can be set at an organization level are listed under <b>Security</b> for the organization in the Administration Explorer. See <a href="Managing_Organization_Security.htm">Managing Organization Security</a>.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you are implementing Polaris permissions for the first time, the group method is a convenient strategy. See <a href="Managing_Permissions_with_Permission_Groups.htm">Using Groups to Set Initial Permissions</a>.</p>
|
||||
<li><b style="font-weight: bold;">Set up permission groups</b> - Set up permission groups with multiple permissions and add multiple staff members, workstations, and/or organizations to the group. You can add permissions to the group to give them to all group members, and add group members. For example, a Cataloging permission group might have most cataloging permissions except deleting records. If a new cataloger is joining the library, you can add her to the group to give her all the appropriate permissions in one step. See <a href="Managing_Permissions_with_Permission_Groups.htm#XREF_42964_Working_With_Groups">Managing Permissions with Permission Groups</a>.</li>
|
||||
<li><b>Set permissions for an individual staff member or workstation</b> - For example, a staff member who works in acquisitions needs permission to import brief bibliographic records using the Express Import option. See <a href="Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_18636_Giving_Permissions">Managing Permissions for Staff, Workstations, Groups</a>.</li>
|
||||
<p class="NoteShade"><a name="kanchor5686"></a><a name="IX_Administration_group"></a><a name="kanchor5687"></a><a name="IX_Polaris_SuperUser"></a><b>Important: <br /></b>The PolarisSuperuser “staff member” and the Administrator permission groups have all permissions. The Superuser ensures there is always at least one person able to work in Polaris administration. Only one or two individuals should have access to this logon. The Administrator group simplifies giving Polaris administration permissions to backup administrators. Permissions cannot be taken away from the Superuser or Administrator permission groups, and these two records cannot be deleted.</p>
|
||||
<p>See also:</p>
|
||||
<li><a href="#XREF_81769_Permission_Levels">Permission Availability and Record Ownership</a>
|
||||
</li>
|
||||
<li><a href="#XREF_31670_Permissions_for">Permissions for Tasks</a>
|
||||
</li>
|
||||
<li><a href="#XREF_13736_Assigning">Assigning Permissions to Workstations</a>
|
||||
</li>
|
||||
<li><a href="#XREF_14941_Permission">Permission Assignments at Upgrade</a>
|
||||
</li>
|
||||
<li><a href="#XREF_11915_Permissions_for">Special Permissions for Rotating Staff</a>
|
||||
</li>
|
||||
<li><a href="#XREF_14878_Special">Special Permissions for SQL Searches in the Find Tool</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Permission_Availability"></a><a name="XREF_81769_Permission_Levels"></a>Permission Availability and Record Ownership</h2>
|
||||
<p><a name="kanchor5688"></a><a name="IX_record_permissions"></a><a name="kanchor5689"></a><a name="IX_levels"></a>A specific set of permissions is available at the system, library, and branch level. While many permissions are set at the branch level, some permissions are available at all levels, and some are available only at the system level, only at the library level, or only at the branch level.</p>
|
||||
<p>The permissions that control access and modifications to Polaris records can only be set at the organization level to which the record belongs. Some types of records can be owned at multiple organization administration levels. Other records can only be owned at a specific level. For example, item records can be owned at the system, library, and branch levels, but patron records can only be owned by a branch. Permissions to use item records are available and set independently at each level and for each organization. You set permissions for every organization that uses the associated records. Permissions to use patron records are available only at the branch level.</p>
|
||||
<p class="NoteShade"><b>Important: <br /></b>Bibliographic and item records can be maintained at the system, library, or branch level. Cataloging record permissions must be set for at least one organization. Typically, if the catalog is maintained by a central cataloging department for all organizations, the system level permissions are used. If each branch maintains its own cataloging records, assign the catalog record permissions for each branch.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>See <a href="../Polaris_Permission_Groups_-_Default_Permissions_Reference.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a> for a list of the record fields that indicate ownership for each type of Polaris record.</p>
|
||||
<p>Several levels of permissions control access to and operations on an organization’s records. For example, you need the appropriate Access permission to view an organization’s bibliographic records, or even see those records in lists such as Find Tool results. Separate Create, Modify, and Delete permissions control the ability to do these operations on the organization’s bibliographic records.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you have the permission <b>Use ‘own’ cataloging record sets: Allow</b>, you can create record sets that no other users can access, including your system administrator. When you create a new cataloging record set, your user name is in the Owner box by default if you have this permission. To allow other users to access the record set, first select a different owner before saving the record set.</p>
|
||||
<p>Some permissions are not organization-specific. These permissions are set at the system level and define access to options on the Polaris Shortcut Bar, access to specific tables in Polaris administration, or the ability to do certain tasks regardless of record ownership.</p>
|
||||
<h2><a name="TOC_Permissions_for_Tasks"></a><a name="XREF_31670_Permissions_for"></a>Permissions for Tasks</h2>
|
||||
<p><a name="kanchor5690"></a><a name="IX_setting_for_tasks"></a>Most workflows in the Polaris staff client require multiple task permissions. You do not need to set all permissions for all organizations. If an organization does not do particular tasks, the permissions for that workflow do not need to be set for the organization. For example, if a branch does not use Polaris Acquisitions because selection, ordering, receiving, and invoicing are done at the main library, then the branch does not need acquisitions permissions.</p>
|
||||
<h2><a name="TOC_Assigning_Permissions_to"></a><a name="XREF_13736_Assigning"></a>Assigning Permissions to Workstations</h2>
|
||||
<p><a name="kanchor5691"></a><a name="IX_coordinating"></a>The ability to do a task in Polaris depends on the permissions set for <span class="FM_Emphasis">both</span> the staff member and the workstation. For security, libraries may want to restrict the tasks that can be done on a particular computer, even if the person logged on has permission to do the tasks.</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>A computer monitor at a reference desk is visible to the public in that area. The library is concerned about patron privacy, and wants to prevent patron account information from appearing on that computer, so that workstation does not have permission to view the library's patron records.</p>
|
||||
<p>You can set permissions for individual workstations, or you can use the following options:</p>
|
||||
<ul>
|
||||
<li>Create permission groups specifically for workstations and assign permissions based on the security or privacy requirements of the workstations in the group.</li>
|
||||
<p class="NoteShade"><b>Note: <br /></b>Do not put restricted workstations in permission groups with access to system security or patron information. To view a workstation’s permissions, go the Permissions view of the Workstation workform. See <a href="Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_18636_Giving_Permissions">Managing Permissions for Staff, Workstations, Groups</a>.</p>
|
||||
<li>To give workstations and staff members the same permissions, make the workstations members of the same permissions groups to which the staff members belong. This method ensures a staff member can always do their tasks. However, do not use this method for computers where privacy and system security are issues.</li>
|
||||
<li>To give all workstations in an organization the permissions of a group, make the organization a member of the permission group.</li>
|
||||
<p class="NoteShade"><b>Important: <br /></b>The Polaris Superuser logon overrides any permission restrictions of a workstation. The Polaris Superuser can do any task on any workstation except access record sets owned by an individual staff member.</p>
|
||||
</ul>
|
||||
<h2><a name="TOC_Permission_Assignments"></a><a name="XREF_14941_Permission"></a>Permission Assignments at Upgrade</h2>
|
||||
<p><a name="kanchor5692"></a><a name="IX_at_upgrade"></a>When you upgrade to a new version of Polaris, new permissions may or may not be granted to existing staff members by default. (New permissions are always granted to members of the Administrator permission group.) If you prefer not to accept any Polaris default settings that grant new permissions to existing staff members, set the system-level Staff Client profile <b>Permissions: Use Polaris-defined new permission defaults</b> to <b>No</b>. This setting causes all new permissions to be set to <b>No</b> (not granted) at upgrade, but does not affect existing permission assignments or the Administrator permission group. The default setting is <b>Yes</b>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you want to set the Staff Client profile <b>Permissions: Use Polaris-defined new permission defaults</b> to <b>No</b>, you must set the profile <span class="FM_Emphasis">before you upgrade to the new version of Polaris</span>.</p>
|
||||
<h2><a name="TOC_Special_Permissions_for"></a><a name="XREF_11915_Permissions_for"></a><a name="kanchor5693"></a>Special Permissions for Rotating Staff</h2>
|
||||
<p><a name="kanchor5694"></a><a name="IX_as_rotating_staff_1"></a><a name="kanchor5695"></a><a name="IX_setting_for_rotating"></a><a name="IX_permissions_36"></a><a name="IX_rotating_staff"></a>If the library rotates staff among branches, you can allow the rotating staff members to select a session branch at log-on. When a branch is selected, settings for that branch are in effect for the session (not the branch with which the staff member’s user name is associated). For example, when a circulation staff member logs on to the current branch instead of the staff member’s “home” branch, the system can route an item that fills a hold request correctly. The item is not routed to the staff member’s “home” branch when it should be picked up at the current branch. </p>
|
||||
<p>To enable staff members to select a branch at log-on, give both the staff member and the workstation these permissions:</p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead" style="font-weight: bold;">Access logon branch: Allow</span> - Specifies who can log on to branches other than their own. The staff member can select a branch from a dialog box when logging on. This permission is set at the System level.</li>
|
||||
<li><span class="FM_BulletHead"><span class="FM_BulletHead" style="font-weight: bold;">Logon branch: Access</span> </span>- Specifies who can log on to a specific branch even though the staff member is not registered with the branch. The staff member can select a specific branch when logging in. This permission is set at the branch level.<span class="FM_BulletHead"></span></li>
|
||||
<p>The workstation’s parent branch is the default selection in the Polaris Log On Branch dialog box. If the staff member does not have the <b>Logon branch: Access</b> permission for the workstation’s branch, the default selection is the staff member’s home branch. (If the staff member does not have the <b>Logon branch: Access</b> permission for the home branch, the first branch in the list of permissioned branches is the default selection.)</p>
|
||||
<p class="NoteShade"><a name="kanchor5696"></a><a name="IX_displaying_session_user"></a><b>Note:<br /></b>The user and logged-on branch for a Polaris staff client session are displayed at the top of the Polaris Shortcut bar and on the About Polaris dialog box (select <b>Help, About Polaris</b> on the Polaris Shortcut bar).</p>
|
||||
<h2><a name="TOC_Special_Permissions_for1"></a><a name="XREF_14878_Special"></a>Special Permissions for SQL Searches in the Find Tool</h2>
|
||||
<p><a name="kanchor5697"></a><a name="IX_SQL_search_permissions"></a>Three system-level permissions control the ability to use the Polaris Find Tool to do SQL searches. These permissions affect only the ability to do SQL queries in the Find Tool. No modifications to the database are possible from the Polaris Find Tool.</p>
|
||||
<li><b>Find Tool: Access SQL mode - Allow</b> - The SQL option is available for selection on the Polaris Find Tool. The staff member can search in SQL mode.</li>
|
||||
<li><b>Find Tool: Create or modify named SQL searches - Allow</b> - The <b>Save</b> and <b>Save As</b> options are available when the Find Tool is in SQL search mode. The staff member can save an SQL search and edit a saved search and save it. </li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the staff member does not have this permission and selects <b>Save</b> or <b>Save As</b>, a permission block message appears. You can allow specific staff members to override the block. See <a href="../PDsearch/Set_the_Find_Tool_SQL_permission_blocks_override.htm#XREF_77038_Set_Find_Tool">Set the Find Tool SQL permission blocks override</a>.</p>
|
||||
<li><b>Find Tool: Delete named SQL searches - Allow</b> - The <b>Delete</b> option is available when the Find Tool is in SQL search mode. The staff member can delete a saved SQL search.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the staff member does not have this permission and selects <b>Delete</b>, a permission block message appears. You can allow specific staff members to override the block. See <a href="../PDsearch/Set_the_Find_Tool_SQL_permission_blocks_override.htm#XREF_77038_Set_Find_Tool">Set the Find Tool SQL permission blocks override</a>.</p>
|
||||
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|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Remove_directly-assigned_permissions.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_59605_Remove_permissions"></a>Remove directly-assigned permissions</h1>
|
||||
<p><a name="kanchor5320"></a><a name="IX_removing_directly"></a>To remove directly-assigned permissions from a permission group, workstation, or staff member:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot use this procedure to remove an individual permission from a record if the permission was assigned by virtue of a group membership. To remove these permissions, see <a href="Remove_selected_group-assigned_permissions.htm#XREF_76499_Remove_group">Remove selected group-assigned permissions</a>.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File</b>, <b>Open</b> on the Administration Explorer menu bar, and specify the record type (<b>Permission</b> <b>Group</b>, <b>Staff Member</b>, or <b>Workstation</b>). The Polaris Find Tool opens.</li>
|
||||
<li value="2">Search for the administration record.</li>
|
||||
<li value="3">Right-click the record in the results list, and select <b>Open</b> from the context menu. The workform appears.</li>
|
||||
<li value="4">Select <b>View, Permissions</b> to display the <b>Is Permitted To</b> list.</li>
|
||||
<p class="indent2">You can sort the list by clicking a column heading. Use <b>SHIFT</b> or <b>CTRL</b> to select multiple permissions.</p>
|
||||
<li value="5">Select the permissions you want to remove, and click <img src="btnRemove.gif" alt="" /> above the <b>Is Permitted To</b> list. To remove all permissions, click <img src="btnRemoveAll.gif" alt="" />.</li>
|
||||
<li value="6">Select <b>File </b>><b> Save.</b></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the effects of your permission changes in the staff client, exit the staff client and log back in.</p>
|
||||
</div>
|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 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">8.0</span></div>
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<h1><a name="XREF_76499_Remove_group"></a>Remove Selected Group-Assigned Permissions</h1>
|
||||
<p>To remove group-assigned permissions for a specific staff member without affecting the permissions for all group members, copy the Permission Group workform, acquire only the permissions you want to give the staff member, and then remove the staff member from the original permission group.</p>
|
||||
<p><a name="kanchor2862"></a><a name="IX_removing_group_assigned"></a>To remove group-assigned permissions:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To remove <span class="FM_Emphasis">all</span> the permissions assigned by group membership, see <a href="Manage_permission_group_membership.htm#XREF_45731_Manage_group">Manage permission group membership</a>.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File</b> > <b>Open</b> on the Administration Explorer menu bar, and specify the record type (<b>Staff Member </b>or <b>Workstation</b>) to find. The Polaris Find Tool opens.</li>
|
||||
<li value="2">Search for the record from which you want to remove the permission.</li>
|
||||
<li value="3">Right-click the record in the results list, and select <b>Open</b> from the context menu. The appropriate workform appears.</li>
|
||||
<li value="4">Select <b>View, Permissions</b> to display the <b>Is Permitted To</b> list and the <b>Membership</b> list. The <b>Membership</b> list shows the permission groups to which the workstation or staff member belongs.</li>
|
||||
<p class="NoteShade"><a name="kanchor2863"></a><a name="IX_viewing_group_membership_2"></a><a name="kanchor2864"></a><a name="IX_membership_list_2"></a><b>Note:<br /></b>When you open the Permissions view of the workform, the <b>Membership</b> list shows all permission groups to which the workstation or staff member belongs. If you select a permission from the permissions list, and the workstation or staff member has that permission due to permission group membership, the <b>Membership</b> list shows that permission group. Once a permission is selected, the <b>Membership</b> list no longer displays all the permission groups to which the workstation or staff member belongs. If the workstation or staff member was granted the permission directly, and did not receive the permission as a member of a permission group, nothing shows in the <b>Membership</b> list when that permission is selected. <br />Click <img src="btnShowGroup_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> (<b>Show my group membership</b>) above the <b>Membership</b> list to re-list all the permission groups to which the workstation or staff member belongs.</p>
|
||||
<li value="5">In the <b>Membership</b> list, select the group that includes the permission(s) you want to remove, and click <img src="OpenGroupIcon_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
<p>The Permission Group workform opens.</p>
|
||||
<li value="6">From the workform menu bar, select <b>File </b>><b> New </b>><b> Permission Group</b>. The New Permission Group dialog box appears.</li>
|
||||
<li value="7">Select <b>Copy Existing Work Form</b>, and click <b>OK</b>. The new Permission Group workform is displayed with <b>Untitled</b> in the title bar, and the same members as the original permission group listed under <b>Group Members</b>.</li>
|
||||
<li value="8">Type a new name for the group in the <b>Group name</b> box.</li>
|
||||
<li value="9">Select <b>File </b>><b> Save</b>.</li>
|
||||
<li value="10">Select <b>View, Permissions</b> or click <img src="PermissionsIcon_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
<li value="11">Acquire the original group’s permissions by following these steps:
|
||||
<ol><li value="1">Click <img src="btnAcquire_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> (Acquire) above the Permission List. The Polaris Find Tool appears with Permission Groups selected in the Object box.</li><li value="2">Search for the original permission group.</li><li value="3">In the results list, right-click the original permission group record, and choose <b>Select</b> from the context menu. The permissions from the original group are added to the <b>Permissions </b>list.</li></ol></li>
|
||||
<li value="12">Select the permission(s) you want to remove as follows:<ul type="disc"><li>If the permission is organization-specific, the organizations for which it is set appear on the right side of the window. You can select the permission for multiple organizations at once.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="deletepermOrg.gif" style="width: 296.480pt;height: 127.640pt;margin-bottom: 0.000pt;" id="image58" src="deletepermOrg.gif" /> </p>
|
||||
<ul type="disc">
|
||||
<li>If the permission is not organization-specific, select it in the left side of the window.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="deletepermNoOrg.gif" alt="" /> </p>
|
||||
<ol start="13">
|
||||
<li value="13">Click <img src="btnRemove_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> above the <b>Permissions</b> list. </li>
|
||||
<li value="14">Select <b>File </b>><b> Save</b>.</li>
|
||||
<li value="15">Select <b>View, General</b>, or click <img alt="GenViewIcon.gif" style="width: 30;height: 18;" src="GenViewIcon_30x18.gif" class="imginline" />.</li>
|
||||
<li value="16">In the <b>Group Members</b> list, select the members that should not belong to this new group, and click <img src="btnRemove_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> above the <b>Group Members</b> list. Be sure to <span class="FM_Emphasis">retain</span> the workstation or staff member that needs the altered permission list.</li>
|
||||
<li value="17">Select <b>File </b>><b> Save</b>.</li>
|
||||
<li value="18">Return to the workstation or staff member record.</li>
|
||||
<li value="19">Select the old permission group in the <b>Membership</b> list, and click <img src="btnRemove_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> to remove the workstation or staff member record from the old group.</li>
|
||||
<li value="20">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 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">8.0</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Setting_Administration_Permissions.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_18386_Setting"></a>Setting Administration Permissions</h1>
|
||||
<p><a name="kanchor2237"></a><a name="IX_administration_overview_1"></a><a name="kanchor2238"></a><a name="IX_permissions_overview"></a>Administration permissions control access to the various workforms, tables, and controls needed to administer Polaris. Typically, Polaris administrators need the administration permissions. However, other staff members may require access to certain administration tables and controls to set up specific processes. For example, senior catalogers may require administration permissions related to MARC validation. To assign administration permissions, you must have the following permissions:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Access administration: Allow</b>
|
||||
</li>
|
||||
<li><b>System: Access</b>
|
||||
</li>
|
||||
<li><b>Object/task control record: Access</b>
|
||||
</li>
|
||||
<li><b>Object/task control record: Modify</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Most administration permissions are set at the system level. You can use the Security view at the system level on the Administration Explorer, or set the permissions from individual group, workstation, and staff member workforms. </p>
|
||||
<p>Even with specific System Administration permissions set at the system level, you also need access permissions to an administration level (<b>System: Access</b>; <b>Library: Access</b>; <b>Branch: Access</b>) to change any parameters or profiles for those levels. However, granting access to any level allows administration access to <span class="FM_Emphasis">all</span> organizations at that level, so be cautious in assigning administrative permissions. For large installations, you may need to distribute the work load, but you should limit access to system-level administration to only a few people. Other administrators can do most administration functions with access limited to the Library or Branch administration levels.</p>
|
||||
<p class="NoteShade"><b>Note: <br /></b>You may want to add the primary Polaris administrators to the Administrators group, in case the Polaris SuperUser logon is unavailable. The Administrators group has all permissions.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Grant_administration_permissions.htm#XREF_88509_Grant_permissions">Grant administration permissions</a>
|
||||
</li>
|
||||
<li><a href="../PDPermRef/Administration_Workflow_Permissions.htm">Administration Workflow Permissions</a>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../PDPermRef/System_Administration_Permissions_Reference.htm">System Administration Permissions Reference</a>
|
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</li>
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</ul>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDquickref.fm" /><title>Administration Shortcut Keys</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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|
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<h1><a name="XREF_10120_Working_With"></a>Administration Shortcut Keys</h1>
|
||||
<p>This appendix contains charts with the shortcuts you can use with Polaris administration workflows. <a name="XREF_37461_Select_Actions"></a></p>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;float: alignleft;width: 351.50pt;margin-left: 0;margin-right: auto;" cellspacing="0">
|
||||
<tr style="height: 694.49pt;">
|
||||
<td style="width: 161.575pt;border-top-style: solid;border-top-width: 1px;border-top-color: #000000;border-left-style: solid;border-left-width: 1px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_QRhead1"><b>Navigation Actions</b>
|
||||
</p>
|
||||
<p class="FM_QRbody">Previous attribute or folder <br /><span style="font-size: 7.0pt;">   </span> <b>UP ARROW</b></p>
|
||||
<p class="FM_QRbody">Next attribute or folder<br /><span style="font-size: 7.0pt;">   </span><b>DOWN ARROW</b></p>
|
||||
<p class="FM_QRbody">Previous tabbed page<br /><span style="font-size: 7.0pt;">   </span><b>LEFT ARROW</b></p>
|
||||
<p class="FM_QRbody">Next tabbed page<span style="font-size: 7.0pt;">   </span><b>RIGHT ARROW</b></p>
|
||||
<p class="FM_QRbody">Shift views <span style="font-size: 7.0pt;">   </span><b>TAB</b></p>
|
||||
<p class="FM_QRbody">Move cursor to previous word <br /><span style="font-size: 7.0pt;">   </span><b> CTRL+LEFT ARROW</b></p>
|
||||
<p class="FM_QRbody">Move cursor to next word <br /><span style="font-size: 7.0pt;">   </span><b> CTRL+RIGHT ARROW</b></p>
|
||||
<p class="FM_QRbody">Scroll tree view down <br /><span style="font-size: 7.0pt;">   </span><b> CTRL+DOWN ARROW</b></p>
|
||||
<p class="FM_QRbody">Scroll tree view up<br /><span style="font-size: 7.0pt;">   </span><b> CTRL+UP ARROW</b></p>
|
||||
<p class="FM_QRbody">Jump to top of tree view<br /> <span style="font-size: 7.0pt;">   </span><b>CTRL+HOME</b></p>
|
||||
<p class="FM_QRbody">Jump to bottom of tree view<br /> <span style="font-size: 7.0pt;">   </span><b>CTRL+END</b></p>
|
||||
<p class="FM_QRbody">Expand a folder in tree view<br /><span style="font-size: 7.0pt;">   </span><b>ALT+* </b>(on number pad)</p>
|
||||
<p class="FM_QRbody">Beginning of line <span style="font-size: 7.0pt;">   </span><b>HOME</b></p>
|
||||
<p class="FM_QRbody">End of line<span style="font-size: 7.0pt;">   </span> <b>END</b></p>
|
||||
<p class="FM_QRbody">Previous screen <span style="font-size: 7.0pt;">   </span><b>PAGE UP</b></p>
|
||||
<p class="FM_QRbody">Next screen <span style="font-size: 7.0pt;">   </span><b>PAGE DOWN</b></p>
|
||||
<p class="FM_QRhead1">Edit Actions (Keyboard)</p>
|
||||
<p class="FM_QRbody">Delete highlighted text <span style="font-size: 7.0pt;">   </span><b>DELETE</b></p>
|
||||
<p class="FM_QRbody">Delete character on left <br /><span style="font-size: 7.0pt;">   </span><b>BACKSPACE</b></p>
|
||||
<p class="FM_QRbody">Delete character on right <br /><span style="font-size: 7.0pt;">   </span><b>DELETE</b></p>
|
||||
<p class="FM_QRbody">Delete the word on left<br /> <span style="font-size: 7.0pt;">   </span><b>CTRL+BACKSPACE</b></p>
|
||||
<p class="FM_QRbody">Delete the word on right <br /><span style="font-size: 7.0pt;">   </span><b>CTRL+DELETE</b></p>
|
||||
<p class="FM_QRbody">Cut highlighted text<span style="font-size: 7.0pt;">   </span><b>CTRL+X</b></p>
|
||||
<p class="FM_QRbody">Copy highlighted text<b><span style="font-size: 7.0pt;">   </span>CTRL+C</b></p>
|
||||
<p class="FM_QRbody">Paste text <span style="font-size: 7.0pt;">   </span><b>CTRL+V</b></p>
|
||||
<p class="FM_QRbody">Toggle overwrite and insert mode <br /><span style="font-size: 7.0pt;">   </span><b>INSERT</b></p>
|
||||
<p class="FM_QRbody">Undo last action <span style="font-size: 7.0pt;">   </span><b>CTRL+Z</b></p>
|
||||
<p class="FM_QRbody">Redo last action<span style="font-size: 7.0pt;">   </span><b> CTRL+Y</b></p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
</td>
|
||||
<td style="width: 28.346pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody"> </p>
|
||||
</td>
|
||||
<td style="width: 161.575pt;border-top-style: solid;border-top-width: 1px;border-top-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_QRhead1"><b>Select Actions (Keyboard)</b>
|
||||
</p>
|
||||
<p class="FM_QRbody">Select to end of word <br /><span style="font-size: 7.0pt;">   </span><b>CTRL+SHIFT+RIGHT ARROW</b> </p>
|
||||
<p class="FM_QRbody">Select to beginning of word <br /><span style="font-size: 7.0pt;">   </span><b>CTRL+SHIFT+LEFT ARROW</b></p>
|
||||
<p class="FM_QRbody">Select to end of line <br /><span style="font-size: 7.0pt;">   </span><b>SHIFT+END</b></p>
|
||||
<p class="FM_QRbody">Select to beginning of line <br /><span style="font-size: 7.0pt;">   </span><b>SHIFT+HOME</b></p>
|
||||
<p class="FM_QRbody">Select entire tag <br /><span style="font-size: 7.0pt;">   </span><b>CTRL+SHIFT+DOWN ARROW</b></p>
|
||||
<p class="FM_QRbody">Select multiple lines <br /><span style="font-size: 7.0pt;">   </span><b>SHIFT+DOWN ARROW</b></p>
|
||||
<p class="FM_QRbody">Select or extend a block of text<br /><span style="font-size: 7.0pt;">   </span><b>SHIFT+ARROW KEYS</b></p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody" style="font-weight: bold;font-size: 12.0pt;">Table Actions</p>
|
||||
<p class="FM_QRbody">Modify an entry<br /><span style="font-size: 7.0pt;">   </span><b>ENTER</b></p>
|
||||
<p class="FM_QRbody">Delete an entry<br /><span style="font-size: 7.0pt;">   </span><b>DELETE</b></p>
|
||||
<p class="FM_QRbody">Insert an entry<br /><span style="font-size: 7.0pt;">   </span><b>INSERT</b></p>
|
||||
<p class="FM_QRbody">Cancel<br /><span style="font-size: 7.0pt;">   </span><b>ESC</b></p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
<p class="FM_QRbody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p />
|
||||
<p> </p>
|
||||
</div>
|
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|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</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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+81
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<h1><a name="XREF_53935_Security_for"></a>Security for Reports</h1>
|
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<p><a name="kanchor4043"></a><a name="IX_security"></a>You can employ two different strategies for managing Reporting Services security, relying on either the user’s logon credential or Windows authentication for a user account you set up for that specific purpose.</p>
|
||||
<p>By default, the report server uses the user’s current logon credential to authenticate the user. If you need to limit users to certain reports, you can manage their rights with Reporting Services security, granting different levels of access and use as necessary. You can create groups such as Circulation Reports and Acquisitions Reports, grant the group the appropriate rights, and place the user in the appropriate groups, or you can manage the rights on an individual basis, user by user. Note that rights are inherited in Reporting Services. For example, if you grant Browse rights to a group on the Polaris level, the rights also apply to the subordinate folders such as <b>System</b> and <b>Circulation</b>, and to the reports within them. You can delete the inherited rights for a subordinate folder or individual reports as necessary. If a user has no rights to a report, the report is not displayed in the Polaris Reports window in the staff client.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also specify which organizations are displayed for selection as report parameters. </p>
|
||||
<p>If there is a custom folder at the location <b>/Polaris/Custom</b> in the report root folder, users can right-click a system report in the Polaris Reports window in the staff client, and select <b>Customize</b> from the context menu. The custom report is placed in the Custom folder in the Report Manager, ready for editing. If there is no custom folder at <b>/Polaris/Custom, </b>the <b>Customize</b> menu option and the Custom folder are not displayed in the Polaris Reports window. For more information about customizing reports, see Generating, Sending & Customizing Reports.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The Polaris staff client uses reports in the Internal folder for many common workflows. All staff client users need Browse rights to the Internal folder.</p>
|
||||
<p>Alternatively, you can use Windows authentication for accounts you set up for the purpose, instead of the individual staff login credential. Set up appropriate Windows user accounts such as ReportUser and NoticesUser and grant these users the appropriate rights in Reporting Services. In Polaris Administration, set up the Report Server at the system level without Windows authentication, then specify Windows authentication at the branch or staff member level, using the special-purpose user accounts you set up. This is a convenient way to assign the appropriate Reporting Services rights if you do not need to assign rights for specific reports and notices on a person-by-person basis. </p>
|
||||
<p>Also, the Windows Authentication option allows you to restrict access to reports from the Reporting Services browser, but allow staff with the Polaris <b>Access reports and notices</b> permission to see reports in the Polaris Reports window in the staff client. </p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>You set Report Services rights for an account called PolarisReports so that the account has browse rights to all reports. Then, in Polaris Administration, you set the Report Server to use Windows authentication, and specify the authentication account as PolarisReports. Since no staff member is PolarisReports, reports are not visible to staff in the Report Services browser, but they are displayed in the Polaris Reports window in the staff client.</p>
|
||||
<p>Regardless of your security strategy for Reporting Services, staff members (and the workstations they use) need the <i>Polaris</i> permission <b>Access reports and notices</b> to open the Polaris Reports window from the Polaris Shortcut bar in the staff client. For more information about managing Polaris permissions, see <a href="../PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>.</p>
|
||||
<p>See also: </p>
|
||||
<ul>
|
||||
<li><a href="Specify_a_server_for_Reporting_Services.htm">Specify a server for Reporting Services</a>
|
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<li><a href="Specify_a_proxy_server_for_Reporting_Services.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Specify a proxy server for Reporting Services</span></a>
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<h1><a name="XREF_19740_Specify_a_proxy"></a>Specify a proxy server for Reporting Services</h1>
|
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<p><a name="kanchor5564"></a><a name="IX_setting_profiles_for_1"></a>SQL Server Reporting Services requires access to the Web server. If you use a proxy server, specify the proxy server to provide access to the Web server.</p>
|
||||
<p>To specify the proxy server:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open <b>Profiles</b> for the organization, and select the <b>Staff Client</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Proxy Server</b>. The Proxy Server Setup dialog box appears.</li>
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<p>
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<img alt="ProxyServSetup.gif" style="width: 132.357pt;height: 79.683pt;margin-bottom: 0.000pt;" id="image1" src="ProxyServSetup.gif" /> </p>
|
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<li value="3">Select the <b>Use proxy server checkbox</b>. The log-in information boxes become available for use.</li>
|
||||
<li value="4">Type the log-in name, password, and domain name for the proxy server in the appropriate boxes.</li>
|
||||
<li value="5">Click <b>OK</b> on the dialog box.</li>
|
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<li value="6">Select <b>File </b>><b> Save</b>.</li>
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<h1><a name="XREF_69564_Set_the_staff"></a>Specify a server for Reporting Services</h1>
|
||||
<p><a name="kanchor4963"></a><a name="IX_setting_profiles_for"></a>To specify the server where SQL Server Reporting Services is installed, set up Windows authentication to the server (optional), and specify what organizations are available for selection in report parameters.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If your Web server is outside the firewall, you can also specify a proxy server to provide access to the Web server for SQL Server Reporting Services. See <a href="Specify_a_proxy_server_for_Reporting_Services.htm#XREF_19740_Specify_a_proxy">Specify a proxy server for Reporting Services</a>.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization or staff member, and select the <b>Staff Client</b> tab in the details view.</li>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />For more information about listing staff members in the Explorer, see <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>.</p>
|
||||
<li value="2">Double-click <b>Report Server</b>. The Report Server Setup dialog box appears.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>
|
||||
<br />The Maximum # of entries to display in report wizard option is available at the system level only.</p>
|
||||
<p>
|
||||
<img alt="ReportServSetup.gif" style="margin-bottom: 0.000pt;width: 206;height: 255;" id="image0" src="ReportServSetup_206x255.gif" />
|
||||
</p>
|
||||
<li value="3">Type the URL for the report server in the <b>Report Server URL</b> box. The URL may begin with <b>http://</b> or <b>https://</b></li>
|
||||
<li value="4">Type the URL for Report Services (Report Manager and Report Designer, if you use it) in the <b>Report service URL</b> box.</li>
|
||||
<p class="NoteShade"><b>Important:</b>
|
||||
<br /> Keep the Report Services URL confidential. Limiting access to the Report Manager helps to prevent missing reports and missing printing services.</p>
|
||||
<li value="5"><a name="kanchor4964"></a><a name="IX_specifying_root_folder"></a>Specify the appropriate report root folder in the <b>Report Root</b> box. The default is <b>/Polaris</b>.</li>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> A consortium may set up a unique root folder for each member library system. Specify the appropriate root folder for the organization you are setting up.</p>
|
||||
<p>These characters cannot be used in the <b>Report Root</b> field:</p>
|
||||
<p class="NoteShade">; (semi-colon)<br />? (question mark)<br />: (colon)<br />@ ('at' sign)<br />& (ampersand)<br />= (equals sign)<br />+ (plus sign)<br />$ (dollar sign)<br />, (comma)<br />\ (back slash)<br />* (asterisk)<br />< (less than sign)<br />> (greater than sign)<br />| (vertical pipe)<br />" (double quote)</p>
|
||||
<li value="6">Specify the number of pages that trigger a message when the report is run.</li>
|
||||
<p>A dialog box will appear when the PDF would exceed the specified number of pages, so that staff members do not have to wait a long time for a report to generate. When the dialog box appears, the staff member can choose to generate all the pages, or a limited number of pages.</p>
|
||||
<li value="7">(System level only) Set the maximum number of entries that should appear in list boxes and other controls in the report wizard, where users select report parameters from a list. The default setting is 2500. The maximum value is 9999.</li>
|
||||
<li value="8"><a name="kanchor4965"></a><a name="IX_Windows_Authentication"></a>If you want to use authentication for a special Windows account instead of the staff user’s logon credential, follow these steps:</li>
|
||||
<li value="9">Select <b> Override default Report Server authentication</b>. The log-in information boxes become available for use.</li>
|
||||
<li value="10">Type the log-in name, password, and domain name in the appropriate boxes.</li>
|
||||
<p>For more information about this setting, see <a href="Security_for_Reports.htm#XREF_53935_Security_for">Security for Reports</a>.</p>
|
||||
<li value="11"><a name="kanchor4966"></a><a name="IX_setting_available"></a>To set the organizations that appear as parameter options when the staff member sets up a report to run, select one of the following options in the <b>Available organizations when running reports </b>box:</li>
|
||||
<ul type="disc">
|
||||
<li><b>Unrestricted</b> - Any or all organizations in the system are available for selection in the <b>Organizations</b> report parameter list.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> Certain reports are available only at the branch level. For these reports, the <b>Organizations</b> list is in alphabetical order. For reports available at the system, library, or branch level, the organizations are listed in hierarchical order (system, library A, library A’s branches, library B, library B’s branches, and so forth).</p>
|
||||
<ul type="disc">
|
||||
<li><b>Restrict Organization to Branch Only</b> - Only the staff member’s logged-on branch appears in the <b>Organizations</b> list.</li>
|
||||
<li><b>Restrict Organization to Library Only - </b>The <b>Organizations</b> list includes the staff member’s logged-on branch and the other branches associated with the parent library of the logged-on branch.</li>
|
||||
</ul>
|
||||
<li value="12">Click <b>OK</b> on the dialog box.</li>
|
||||
<li value="13">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4 data-mc-conditions="Primary.Online">Related Information</h4>
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<p data-mc-conditions="Primary.Online"><span class="FM_BulletHead">Running reports from the staff client</span> - <a href="../../Polaris_Basics/PIreports/Using_Polaris_Standard_Reports.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Using Polaris Standard Reports</span></a></p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_40141_Working_in"></a>Specifying Report Servers</h1>
|
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<p><a name="kanchor4400"></a><a name="IX_servers_for_Report"></a>Polaris uses SQL Server Reporting Services for reports, notices, and most printing tasks in the staff client. Microsoft Report Manager and Report Web Service are installed on your Web “server,” which may be located on your Polaris Web server, a stand-alone report Web server, or another server you specify. Because report definitions, folders, and resources are published and managed as a Web service, SQL Server Reporting Services requires access to the Web server. You specify the URL for the report server and Reporting Services in Polaris Administration.</p>
|
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<p>Report access and management are controlled with Reporting Services security. A Polaris Administration setting provides the option of using Windows authentication to streamline report security assignments. If you use a proxy server, you also specify the proxy server for use with reporting services in Polaris Administration.</p>
|
||||
<p>You identify report and proxy servers with Staff Client profiles, available at the system, library, branch, and staff levels. If your Polaris system is used in a consortium, different servers can be specified for different organizations as appropriate.</p>
|
||||
<p>See also:</p>
|
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<ul type="disc">
|
||||
<li><a href="Security_for_Reports.htm#XREF_53935_Security_for">Security for Reports</a>
|
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</li>
|
||||
<li><a href="Specify_a_server_for_Reporting_Services.htm">Specify a server for Reporting Services</a>
|
||||
</li>
|
||||
<li><a href="Specify_a_proxy_server_for_Reporting_Services.htm#XREF_19740_Specify_a_proxy">Specify a proxy server for Reporting Services</a>
|
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</li>
|
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<h1><a name="XREF_51224_Register_a_staff"></a>Add a Staff Member Record</h1>
|
||||
<p><a name="kanchor3601"></a><a name="IX_adding_new_1"></a>To add a new staff member record to Polaris:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration</b> > <b>Explorer</b> > <b>System</b> on the Polaris shortcut bar, or click <img alt="btnNew00383.gif" style="width: 26;height: 18;" id="image12" src="btnNew00383_26x18.gif" class="imginline" /> and select <b>Staff Member</b>. The Administration Explorer opens.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:</b>
|
||||
<br /> You can also create a new staff member record from an open Workstation workform. Select <b>File </b>><b> New</b> on the workform. You can copy the open record’s information to the new record or start with a clear record.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>File </b>><b> New</b> > <b>Staff Member</b> on the Administration Explorer menu bar. The Staff Member workform appears.</li>
|
||||
</ol>
|
||||
<ol start="3">
|
||||
<li value="3">Complete the text fields on the form. <ul type="disc"><li>Name - Type the staff member username. The name must be unique in a single domain system. For more information, see <a href="Multi-Domain_System_Support.htm#XREF_12766_Multi_Domain">Multi-Domain System Support</a>.</li><li>Organization - Select a library name from the list.</li><li>Affiliated Branch - If the parent organization is not a branch, select the name of the branch the staff member is assigned to.</li><li>Email Address (optional) - Type the full email address.</li><li>Domain - If your Polaris installation is in a multi-domain system, select the staff member’s network domain from the <b>Domain</b> list. See <a href="Multi-Domain_System_Support.htm#XREF_12766_Multi_Domain">Multi-Domain System Support</a>.</li><li><p>External ID - If your library's process for authenticating staff members requires an external ID, enter the value in the <b>External ID</b> box.</p><p>The external ID must be unique and a maximum of 100 characters.</p><p class="NoteShade"><b>Note:</b><br />The external ID may be used during the authentication process when a staff member signs in to Leap or Polaris System Administration (web-based). For more information, see <a href="Staff_member_external_ID.htm">The Staff Member External ID Field</a>.</p></li></ul></li>
|
||||
<li value="4">Set permissions and profiles for the staff member as appropriate.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> The new staff member record contains no permissions, and you must explicitly add permissions to the record. If you try to save a new staff record without adding permissions, a confirmation message appears. You can choose to save the record with no permissions, or cancel the save and add the permissions. For information about setting permissions, see <a href="../PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>. For a staff member to do a task on a particular workstation, both the staff member and the workstation must have the appropriate permission for the task.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Permissions</span> - See <a href="../PDpermiss/Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_18636_Giving_Permissions">Managing Permissions for Staff, Workstations, Groups</a>.</p>
|
||||
<p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Setting up groups to manage permissions - </span>You can set up groups with specific sets of permissions, then add workstations and staff members to the group. When workstations and staff members are added to the group, they get the group’s permissions. See <a href="../PDpermiss/Managing_Permissions_with_Permission_Groups.htm#XREF_42964_Working_With_Groups">Managing Permissions with Permission Groups</a>. </li>
|
||||
</ul>
|
||||
</p>
|
||||
<p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Setting permissions for individual staff members and workstations</span> - You can grant permissions individually to specific staff members and workstations. See <a href="../PDpermiss/Assign_permissions_to_staff_workstation_or_group.htm#XREF_26146_Permission_Search">Assign permissions to staff, workstation, or group</a>. Permissions for staff workstations and staff members are set separately.</li>
|
||||
</ul>
|
||||
</p>
|
||||
<p>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Editing staff member or workstation settings</span> - You can edit profiles and parameters for a staff member or workstation from the Administration Explorer or from the workform.</p>
|
||||
</p>
|
||||
<p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Administration Explorer</span> - Display the workstation or staff member in the Explorer tree view. See <a href="List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a> or <a href="List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>. Then expand the folder for workstation or staff member, and select <b>Profiles</b> or <b>Parameters</b>. Change the settings in the details view on the right side of the Explorer. See <a href="../PDattribut/Set_parameters_or_profiles_from_the_Explorer.htm#XREF_64289_Change_a_parameter">Set parameters or profiles from the Explorer</a>.</li>
|
||||
</ul>
|
||||
</p>
|
||||
<p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Workstation or Staff Member workform</span> - Open the workform and go to the Parameters or Profiles view. See <a href="../PDattribut/Set_parameters_and_profiles_from_a_workform.htm#XREF_20365_Set_parameters_and">Set parameters and profiles from a workform</a>.</li>
|
||||
</ul>
|
||||
</p>
|
||||
<p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Rotating staff</span> - Staff members who rotate among branches can be given permissions to log in at different branches using that branch’s Polaris settings. See <a href="../PDpermiss/Permission_Strategies.htm#XREF_11915_Permissions_for">Special Permissions for Rotating Staff</a>. For more information about giving staff members permissions, see <a href="../PDpermiss/Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_18636_Giving_Permissions">Managing Permissions for Staff, Workstations, Groups</a>.</li>
|
||||
</ul>
|
||||
</p>
|
||||
<p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Staff client settings</span> - Certain settings, such as Polaris Find Tool functions, label defaults, the organizations available when running reports, and preferred workform views, can be made at the staff member level. For more information, see <a href="../PDattribut/Setting_Staff_Client_Profiles.htm#XREF_32735_About_Staff_Client">Setting Staff Client Profiles</a>.</li>
|
||||
</ul>
|
||||
</p>
|
||||
<p>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Acquisitions/Serials settings</span> - The ability to override acquisitions and serials permissions blocks, route list defaults, fund list filters, and selection list defaults can be set at the staff member level. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Acquisitions_Admin/PDKacquire/Acquisitions_Administration.htm">Acquisitions Administration Overview</a></MadCap:conditionalText>.</p>
|
||||
</p>
|
||||
<p>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Cataloging settings</span> - Automated MARC validation, how classification and cutter numbers are handled in bibliographic and item records, field descriptions in the MARC editor, and the ability to override cataloging permissions blocks can be set at the staff member level. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Cataloging_Admin/PDKcatalog/Cataloging_Administration.htm">Cataloging Administration Overview</a></MadCap:conditionalText>.</p>
|
||||
</p>
|
||||
<p>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Patron Services settings - </span>The ability to override patron service (circulation) permissions blocks can be set at the staff member level. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services_Admin/PDPabout/Patron_Services_Administration_Topics.htm">Patron Services Administration Overview</a></MadCap:conditionalText>.</p>
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||||
</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_88396_Add_a_patron_block"></a>Identify IP addresses of in-house computers</h1>
|
||||
<p><a name="kanchor1627"></a><a name="IX_identifying_as_in_house"></a>To identify computers that Polaris should consider as local access, even though they are not registered as Polaris workstations:</p>
|
||||
<p class="NoteShade"><b>Note: <br /></b>Ordinarily you do not do this procedure for networked computers that have Polaris staff client software installed. Register these computers as workstations in Polaris. See <a href="Register_a_new_workstation.htm#XREF_15044_Add_a_workstation">Register a new workstation</a>. However, you may want to add registered workstations to this table if you experience performance issues when the system determines whether a workstation is in-house for the purposes of PAC patron inactivity timeout or access to e-sources. See <a href="Set_criteria_for_determining_in-house_location.htm#XREF_29900_Set_criteria_for">Set criteria for determining in-house location</a>.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization, open <b>Database Tables</b> for the organization, and select <b>In-House IP Addresses</b>. The In-House IP Addresses table appears in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dInHouseTable.gif" style="margin-bottom: 0.000pt;width: 359;height: 208;" id="image6" src="dInHouseTable_359x208.gif" /> </p>
|
||||
<ol>
|
||||
<li value="1">Click <img alt="btnInsert.gif" style="width: 30;height: 28;" id="image7" src="btnInsert_30x28.gif" class="imginline" /> to display the Insert In-House IP Addresses dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dIpAdresDx.gif" style="margin-bottom: 0.000pt;width: 269;height: 70;" id="image8" src="dIpAdresDx_269x70.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Type the smaller boundary network identification number in the <b>Starting IP Address</b> box, for the subnet range that has in-house computers.</li>
|
||||
</ol>
|
||||
<p class="indent2">The IP address range can fall in subnet boundaries. For example, if you are using the 10.0.0.0 private network ID for your intranet, a range that falls in subnet boundaries is 10.0.1.168 to 10.0.1.175.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type the larger boundary network identification number in the <b>Ending IP Address</b> box, for the subnet range that has in-house computers.</li>
|
||||
<li value="4">Click <b>OK</b>. The In-house IP Addresses dialog box closes, and the new IP address entry is displayed in the table. The status bar indicates that the modification is pending.</li>
|
||||
<li value="5">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4 style="font-style: italic;font-weight: bold;font-size: 11pt;"><a name="XREF_70074_Related_Topics"></a>Related Information</h4>
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<ul type="disc">
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<li><a name="kanchor1628"></a><a name="IX_modifying_entries_7"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnUpdate.gif" style="width: 30;height: 29;" id="image9" src="btnUpdate_30x29.gif" class="imginline" />.</span></li>
|
||||
<li><a name="kanchor1629"></a><a name="IX_deleting_entries_7"></a><span class="FM_BulletHead">Delete a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnDelete.gif" style="width: 28;height: 18;" id="image10" src="btnDelete_28x18.gif" class="imginline" />.</span></li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_75055_Indentifying_In"></a>Identifying In-House Computers</h1>
|
||||
<p><a name="kanchor2530"></a><a name="IX_in_house_overview_1"></a><a name="kanchor2531"></a><a name="IX_overview_103"></a><a name="kanchor2532"></a><a name="IX_defining_IP_addresses_for"></a>Computers that are networked and registered in Polaris Administration as workstations are always considered to be in-house, but you may also want to consider other, non-networked computers as in-house. The following situations are some examples:</p>
|
||||
<ul type="disc">
|
||||
<li>Public access computers in the library use Polaris PowerPAC, which is Web-based. You may want to set a patron inactivity timeout on these computers, so that patrons are automatically logged off after a specified period of time.</li>
|
||||
<li>You want to limit certain library services, such as patron access to specific third-party databases (e-sources), so that they are available only to Polaris PowerPAC computers located in the library. </li>
|
||||
<li>Some locations may use different Internet service providers, or different network domains. You may not be able to register these computers in Polaris as workstations because of network security settings.</li>
|
||||
<li>Wireless networks or public network connections allow patrons to connect to the catalog with their own laptop computers, but the library wants to include these computers in statistical reports on in-house library usage.</li>
|
||||
</ul>
|
||||
<p>To identify a non-networked computer as in-house, you add its specific IP address to the In-House IP Addresses table. You can open the In-House IP Addresses table from the organization workform or the Administration Explorer. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If a workstation record was set up in Polaris Administration, the workstation is automatically considered an in-house location. Do not list it in the In-House IP Addresses table. A computer is considered remote if neither the registered workstation nor the IP address is found in the Polaris system.</p>
|
||||
<p>You can then determine whether the system checks the In-House IP Addresses table alone or both the In-House IP Addresses table and the workstations registered in Polaris to determine whether a workstation is in-house. You can set separate criteria for patron inactivity timeout and e-source access. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Identify_IP_addresses_of_in-house_computers.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Identify IP addresses of in-house computers</span></a>
|
||||
</li>
|
||||
<li><a href="Set_criteria_for_determining_in-house_location.htm#XREF_29900_Set_criteria_for">Set criteria for determining in-house location</a>
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||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_71503_List_staff_members"></a>List Staff Members in the Explorer</h1>
|
||||
<p><a name="kanchor3719"></a><a name="IX_listing_in_2"></a>At the system level, staff members are not listed in the Administration Explorer because there may be many of them in the system. However, if you plan to work with several staff member records, it may be convenient to list them in the Administration Explorer so you do not have to search for each one. </p>
|
||||
<p>To list several or all the staff member records in the Administration Explorer tree view:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you want to list the staff members for a specific branch, open the Administration Explorer at the branch level. Click <b>+</b> by the branch in the tree view, and click <b>+</b> by <b>Staff Member</b> under the branch. The staff members for the branch are listed. You can also run a report that lists all staff members in the system, organized by branch. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Polaris_Basics/PIreports/Staff_and_Wkstn_Reports.htm#Staff">Staff and Workstation Reports</a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To work with a specific staff member record, select <b>Administration</b>, <b>Staff Member</b> on the Polaris Shortcut Bar, and use the Polaris Find Tool to search for and open the record. To work with multiple records, use the Administration Explorer.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration</b>, <b>Explorer</b>, <b>System</b> on the Polaris Shortcut Bar.</li>
|
||||
<li value="2">Click <b>Staff Member</b> in the tree view of the Administration Explorer. A search button appears in the right pane of the Explorer.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="SearchStaff.gif" style="width: 250.759pt;height: 137.359pt;margin-bottom: 0.000pt;" id="image14" src="SearchStaff.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>Search</b> to display the Polaris Find Tool.</li>
|
||||
<li value="4">Select <b>Staff Member Name </b>or <b>Staff Member ID </b>in the <b>Search</b> <b>By</b> box.</li>
|
||||
<li value="5">Type an asterisk <b>*</b> (for all) in the <b>For</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="StaffFind.gif" style="width: 284.435pt;height: 113.599pt;margin-bottom: 0.000pt;" id="image15" src="StaffFind.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Click <b>Search</b> on the Find Tool. The staff member records are displayed in the results list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If there are too many staff member records to display at once, the status bar indicates how many have been loaded. You can press <b>CTRL+SHIFT+A</b> to load the entire list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select the staff member records to list in the Explorer. You can use the <b>CTRL</b> or <b>SHIFT</b> key to select multiple staff member records.</li>
|
||||
<li value="8">Right-click in the results list, and choose <b>Select</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="StaffSelect.gif" style="margin-bottom: 0.000pt;width: 413;height: 225;" id="image16" src="StaffSelect_413x225.gif" /> </p>
|
||||
<p class="indent2">All the selected staff member records are listed under <b>Staff Member</b> in the Administration Explorer tree view.</p>
|
||||
<p class="indent2">
|
||||
<img alt="StaffListed.gif" style="width: 250.759pt;height: 137.359pt;margin-bottom: 0.000pt;" id="image17" src="StaffListed.gif" /> </p>
|
||||
<h4 style="font-style: italic;font-weight: bold;font-size: 11pt;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">New staff members</span> - See <a href="Add_a_staff_member_record.htm">Add a staff member record</a>.</li>
|
||||
<li><span class="FM_BulletHead">Editing staff member settings</span> - You can edit staff member permissions and profiles directly from the Explorer. Expand the staff member folder in the tree view, and select <b>Profiles</b> or <b>Permissions</b>. The details view of the Explorer displays the profile or permission information. You can also open the Staff Member workform. Right-click the staff member name in the Explorer tree view, and select <b>Edit</b> from the context menu. </li>
|
||||
<li><a name="kanchor3720"></a><a name="IX_suspending_2"></a><span class="FM_BulletHead">Suspending a staff member</span> - Click <b>Suspend</b> on the Staff Member workform. When this option is selected, the staff member cannot access Polaris, although the staff member record remains in the database.  To allow access to Polaris, select <b>Active</b>.</li>
|
||||
<li><a name="kanchor3721"></a><a name="IX_deleting_23"></a><span class="FM_BulletHead">Deleting a staff member</span> - Right-click the staff member name in the Explorer tree view, and select <b>Delete</b> from the context menu.</li>
|
||||
</ul>
|
||||
</div>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_36250_List_collections"></a>List workstations in the Explorer</h1>
|
||||
<p><a name="kanchor2529"></a><a name="IX_listing_in_1"></a>At the system level, workstations are not listed in the Administration Explorer because there may be many of them in the system. However, if you plan to work with several workstations, it may be convenient to list them in the Administration Explorer so you do not have to search for each one. </p>
|
||||
<p>To list several or all the workstations in the system in the Administration Explorer tree view:</p>
|
||||
<p class="NoteShade"><b>Tips:<br /></b>To work with a specific workstation, select <b>Administration</b>, <b>Workstation and </b>search for it using the Polaris Find Tool. To work with multiple workstations, use the Administration Explorer. To list the workstations for a specific branch, click <b>+</b> by the branch in the tree view, and click <b>+</b> by <b>Workstation</b> under the branch.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration</b>, <b>Explorer</b>, <b>System</b> on the Polaris Shortcut Bar.</li>
|
||||
<li value="2">Click <b>Workstation</b> in the tree view of the Administration Explorer. A search button appears in the right pane of the Explorer.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dWorkSearch.gif" style="margin-bottom: 0.000pt;width: 600;height: 335;" id="image2" src="dWorkSearch_600x335.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>Search</b> to display the Polaris Find Tool.</li>
|
||||
</ol>
|
||||
<p class="indent2"><b>Workstation network name/Display name</b> is selected in the <b>Search</b> <b>by</b> box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type an asterisk * (for all) in the <b>For</b> box.</li>
|
||||
<li value="5">Click <b>Search</b> on the Find Tool. The workstations are displayed in the results list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If there are too many workstations to display at once, the status bar indicates how many have been loaded. You can press <b>CTRL+SHIFT+A</b> to load the entire list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select workstations to list in the Explorer. You can use the <b>CTRL </b>or <b>SHIFT</b> key to select multiple workstations.</li>
|
||||
<li value="7">Right-click in the results list, and choose <b>Select</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="WorkstationsSelect.gif" style="margin-bottom: 0.000pt;width: 600;height: 343;" id="image4" src="WorkstationsSelect_600x343.gif" /> </p>
|
||||
<p class="indent2">All the selected workstations are listed under <b>Workstations</b> in the Administration Explorer tree view.</p>
|
||||
<p class="indent2">
|
||||
<img alt="WorkstationsListed.gif" style="margin-bottom: 0.000pt;width: 600;height: 368;" id="image5" src="WorkstationsListed_600x368.gif" /> </p>
|
||||
<h4 style="font-style: italic;font-weight: bold;font-size: 11pt;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">New workstations</span> - See <a href="Register_a_new_workstation.htm#XREF_15044_Add_a_workstation">Register a new workstation</a>.</li>
|
||||
<li><span class="FM_BulletHead">Editing workstation settings</span> - Expand the workstation folder in the tree view, and select <b>Parameters</b>, <b>Profiles</b> or <b>Permissions</b>. The right pane of the Explorer displays the information. To edit the workstation from its workform, right-click the workstation name in the Explorer tree view, and select <b>Edit</b> from the context menu to open the Workstation workform.</li>
|
||||
<li><span class="FM_BulletHead">Deleting a workstation</span> - To delete workstation records from the Polaris database, right-click the workstation name in the Explorer tree view, and select <b>Delete</b> from the context menu.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Avoid deleting workstations during active business hours, because the action has complex effects in the Polaris database and may impact other operations.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<h1><a name="XREF_12766_Multi_Domain"></a>Multi-Domain System Support</h1>
|
||||
<p><a name="kanchor4549"></a><a name="IX_multiple_1"></a><a name="kanchor4550"></a><a name="IX_user_and_workstation"></a><a name="kanchor4551"></a><a name="IX_names_1"></a><a name="kanchor4552"></a><a name="IX_names"></a>Polaris user (staff member) and workstation names in a single Polaris system do not have to be unique across a multi-domain environment. In the multi-domain environment, the workstation and staff member are associated with a domain in Polaris, and while the domain\workstation or domain\user combination must be unique, the workstation and user names themselves may be repeated as long as they are in different domains. You can choose to associate users with domains, workstations with domains, both, or neither. However, in a single domain environment, user and workstation names must be unique.</p>
|
||||
<p>In Polaris Administration, use the system-level Database table <b>Network Domains </b>to specify the NetBIOS Name and DNSName for each domain in your network. For general information about adding and modifying table rows, see <a href="../PDattribut/Working_with_Tables.htm#XREF_52853_Working_with">Working with Tables</a>. The System Administration permission <b>Modify network domains table: Allow</b> is required to work with this table. If you leave this table empty, users and workstations must be unique.</p>
|
||||
<p class="indent2">
|
||||
<img alt="NetworkDomainTable.gif" style="margin-bottom: 0.000pt;width: 379;height: 172;" id="image18" src="NetworkDomainTable_379x172.gif" /> </p>
|
||||
<p>The entries in this table appear as selections in <b>Domain</b> drop-down lists in the Staff Member and Workstation workforms, where the domain is selected from the drop-down list to associate the user or workstation with the domain. If no domains have been entered in the Network Domains table, the field is not available for selection. </p>
|
||||
<p class="indent2">
|
||||
<img alt="StaffWorkform.gif" style="margin-bottom: 0.000pt;width: 376;height: 221;" id="image19" src="StaffWorkform_376x221.gif" /> </p>
|
||||
<p>Your settings also apply to staff client and ExpressCheck client log-on with a Terminal Server connection.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Staff client Log On dialog box</span> - The domain is displayed on the Polaris Log On dialog box. You can also enter a domain in the <b>Name</b> field; for example, <b>Lib\Reid</b> or <b>reid@thelibrary.org</b>.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="LogonDx.gif" style="margin-bottom: 0.000pt;width: 245;height: 111;" id="image20" src="LogonDx_245x111.gif" /> </p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead"><span class="FM_BulletHead">About Polaris dialog box</span></span> - When you select <b>Help, About Polaris</b> on the Polaris Shortcut Bar, the About Polaris dialog box includes the user domain in the Polaris User field, and the workstation domain in the Polaris Workstation field.</li>
|
||||
<li><span class="FM_BulletHead">Web-based application log-ons</span> - Polaris Fusion, Polaris Leap, Polaris Simply Reports, and Polaris WebAdmin log-ons require the domain in the user name field in the format username@domain or domain\username; for example, <b>reid@thelibrary.org </b>or <b>Lib\Reid.</b></li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Network_Domain"></a><a name="XREF_80581_Network_Domain"></a>Network/Domain Requirements and Restrictions</h2>
|
||||
<p>
|
||||
<p>Polaris recommends that the domain computer and user accounts are configured in Active Directory.</p>
|
||||
</p>
|
||||
<p>All Polaris Servers should be members of the same domain, or members of domains that include, minimally, a one-way trust. One-way trusts require that the application server be in the trustee domain. (For example, if domain A trusts domain B, the application server must reside in domain A, if domain A users are expected to use Polaris.)</p>
|
||||
<p>
|
||||
<p>An external domain controller can be used to authenticate users if the domain controller is trusted by the domain(s) in which the Polaris Servers are members. </p>
|
||||
</p>
|
||||
<p>
|
||||
<p>If an application server is running in workgroup mode:<ul><li>When configuring a user account that is a member of the workgroup, leave the <b>Domain</b> field set to <b>None</b> in the Staff Member record.</li><li>When configuring a computer account that is a member of the workgroup, leave the <b>Domain</b> field set to <b>None</b> in the Workstation record.</li></ul></p>
|
||||
</p>
|
||||
<p>
|
||||
<p>When configuring a workstation that has a NetBIOS name different from the DNS hostname, leave the <b>Domain</b> field set to <b>None</b> in the Workstation record.</p>
|
||||
</p>
|
||||
<p>When configuring a workstation that is also a Polaris server, leave the Domain field set to <b>None</b> in the Workstation record. The NetBIOS name of a computer running Polaris server-side software must be unique among all trusted domains.</p>
|
||||
<p>
|
||||
<ul>
|
||||
<li>Each network domain configured in the Polaris Network Domains table must have a unique NetBIOS domain name.</li>
|
||||
<li>Each network domain configured in the Polaris Network Domains table must have a unique DNS domain name.</li>
|
||||
</ul>
|
||||
</p>
|
||||
<p>
|
||||
<p>Remote desktop:</p>
|
||||
</p>
|
||||
<ul>
|
||||
<li>If the staff client is run on a Windows terminal server via a remote desktop connection from a workstation that is a member of a trusted domain, then the remote desktop client workstation can be domain-specific.</li>
|
||||
<li>If the staff client is run on a Windows terminal server via a remote desktop connection from a workstation that is not a member of a trusted domain, then the remote desktop client workstation cannot be domain-specific.</li>
|
||||
</ul>
|
||||
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||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</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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/*]]>*/</script>
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</body>
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</html>
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