Staff Client Help v7.3 - v8.0
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<h1><a name="kanchor2302"></a><a name="IX_described_279"></a>Accrued <span style="font-size: 11.0pt;"><a name="CSH_353"></a></span>Fine Options Dialog Box</h1>
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<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration (system level), select <b>Parameters</b>, <b>Patron Services</b>, <b>Accrued fine options.</b></p>
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<p>These settings control whether to include lost items and/or claimed items in estimated fine calculations, and whether to include estimated fines in blocking calculations. For setup details, see <a href="../../Patron_Services_Admin/PDPblocks/Calculating_and_Blocking_for_Estimated_Accrued_Fines.htm#XREF_11603_Calculating_and">Calculating and Blocking for Estimated Accrued Fines</a>.</p>
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<ul type="disc">
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<li><span class="FM_BulletHead">Include claimed items in accrued fines</span> - Select to include overdue fines on claimed items in estimated fines. When this option is selected, the Estimated Fines icon <img alt="EstFinesIcon.gif" style="margin-bottom: 0.000pt;width: 22;height: 17;" id="image1" src="EstFinesIcon_22x17.gif" /> is available on the Patron Status workform - Claims view.</li>
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<li><span class="FM_BulletHead">Include lost items in accrued fines</span> - Select to include uncharged overdue fines on lost items in estimated fines. When this option is selected, the Estimated Fines icon <img alt="EstFinesIcon00695.gif" style="margin-bottom: 0.000pt;width: 22;height: 17;" id="image2" src="EstFinesIcon00695_22x17.gif" /> is available on the Patron Status workform - Claims view.</li>
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<li><span class="FM_BulletHead">Block for estimated fines</span> - Select to include estimated fines along with already charged fines in blocking calculations.</li>
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<p class="NoteShade"><b>Note:<br /></b>The Estimated Fines icon is always available on the Patron Status workform - Items Out view.</p>
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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="kanchor3144"></a><a name="IX_described_280"></a>Address <span style="font-size: 11.0pt;"><a name="CSH_354"></a></span>Verification Dialog Box</h1>
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<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration (system level), select <b>Parameters</b> > <b>Patron Services</b> > <b>Address verification.</b> This feature is available by license only, and the parameter is not available if the library does not have a license. Availability of the Address verification feature varies by geographic location.</p>
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<p>These settings support automatic address verification with a third-party verification service. After address verification has been set up in Polaris Administration, the process takes place automatically when a new patron is registered (or an existing patron address is edited) with a location-specific address. Staff can also manually submit an address for verification.</p>
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<ul type="disc">
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<li><span class="FM_BulletHead">Enable address verification</span> - Select to enable the feature. If the option is enabled and later disabled, the verify options and related data will be suppressed from display in the Patron Registration workform. The related data in the database tables indicating that an address has or has not been verified will remain intact.</li>
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<li><span class="FM_BulletHead">URL for verification service</span> - Type the full URL for the verification service (250 characters maximum).</li>
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</ul>
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<p class="NoteShade"><b>Important:<br /></b>If the URL changes, you must change it in this parameter <span class="FM_Emphasis">and</span> contact your Polaris Site Manager. Changes to the network connection require an update to the associated SQL config file.</p>
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<ul type="disc">
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<li><span class="FM_BulletHead">Expiration term</span> - Set the verification expiration term. The default is one month. When this period has passed, the patron record indicates that the verification has expired; that is, the address was verified at a date that exceeds the expiration period.</li>
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<h1><a name="kanchor3928"></a>Aeon Special Collection Locations Policy Table</h1>
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<p>The Aeon Special Collection Locations policy table specifies the shelf locations that are designated as Aeon special collection locations for the current organization. If an item is assigned a shelf location that is an Aeon special collection location, patrons can access the item by placing a request in PowerPAC and viewing the item in a library reading room.</p>
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<p>If you do not want to designate any special collection locations for an organization, select <b>(None)</b>.</p>
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<p>For more information about Aeon special collection item requests, see <a href="https://www.atlas-sys.com/aeon" target="_blank">https://www.atlas-sys.com/aeon</a>.</p>
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||||
<p>See also:</p>
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<ul>
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<li><![CDATA[
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]]><a href="../../Administration/PDattribut/Working_with_Tables.htm">Working with Tables</a><![CDATA[ ]]></li>
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<li><![CDATA[
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]]><a href="../../Administration/PDTablesRef/PolicyTabRef.htm">Policy Tables Reference</a><![CDATA[
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]]></li>
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<li><![CDATA[
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]]><a href="../../Public_Access_Admin/PDOPowerProfs/Polaris_PowerPAC_Profiles_Reference.htm">Polaris PowerPAC Profiles Reference</a><![CDATA[
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<h1><a name="kanchor5065"></a><a name="IX_described_281"></a>Associated <span class="FM_BulletHead"><a name="CSH_355"></a></span>Patron Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Associated patron options.</b></p>
|
||||
<p>Use this dialog box to set the maximum number of linked records, specify whether patrons are blocked when their associated patrons are blocked, and whether patrons are allowed to pick up and check out items that are held for their associated patrons:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Linked record limit </b>- Sets the number of records that can be associated with one patron record. Valid values are 0-999. Very high values may impact system performance at checkout. When a staff member adds associations to a patron record, the limit is checked for the patron's Registered at branch. If the limit has already been reached for the branch at which the primary patron is registered, no associated patrons can be added.</li>
|
||||
<li><span class="FM_BulletHead"><b>Always check </b><b>“Block me” by default</b></span><b> </b>- Sets the default value for the option <b style="font-weight: normal;">Block me</b><b> </b><b style="font-weight: normal;">if these patron records are blocked </b>option that will block the primary patron from checking out items if the associated patron is blocked. Staff members with the appropriate permissions can change this setting when adding or editing a patron association. </li>
|
||||
<li><b>Always check "Allow me to pick up holds for these patrons" by default</b>- Sets the default for the option to allow primary patrons to pick up holds for associated patrons. Staff members with the appropriate permissions can change this setting when adding or editing a patron association.</li>
|
||||
</ul>
|
||||
<p>See: <a href="../../Patron_Services_Admin/PDPpatacct/Specify Options for Associated Patrons.htm">Setting Up Defaults for Associated Patrons</a>.</p>
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<h1><a name="kanchor4855"></a><a name="IX_described_282"></a>Borrow <span style="font-size: 11.0pt;"><a name="CSH_356"></a></span>by Mail Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Requests</b>, <b>Borrow by mail.</b></p>
|
||||
<p>The Borrow By Mail dialog box provides options to set up Borrow by Mail processing in the staff client and PAC. With Borrow by Mail, staff members and patrons can request library materials and have the requested materials delivered by mail. Polaris Borrow by Mail is available by license. There is no additional cost, but Borrow by Mail features are available only if the license is activated. See <a href="../../EContent Integration/EContentPAC/Managing_EContent_in_the_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Integrated EContent in the PAC</span></a> for details.</p>
|
||||
<h2><a name="TOC_Borrow_By_Mail_Dialog"></a>Borrow By Mail Dialog Box - Processing Centers Tab</h2>
|
||||
<p>Available at the system level only. Use this tab to set all the organizations that might serve as processing centers for the branches that will enable <b>Borrow by Mail</b>. To enable Borrow by Mail features, at least one organization must be designated as a processing center on this tab. Processing centers may be actual branches or virtual organizations set up for this specific purpose.</p>
|
||||
<h2><a name="TOC_Borrow_By_Mail_Dialog1"></a>Borrow By Mail Dialog Box - Options Tab</h2>
|
||||
<p>These settings are available at the system, library, or branch level.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Enable Borrow by Mail </b>- Select this option to enable Borrow by Mail for this organization. When this option is checked, the other controls become available.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Processing center</b> - Select the processing center for this organization. The available options are determined by your settings on the Processing Centers tab. An item that fills a Borrow by Mail request created in the staff client is shipped to the processing center designated for the log-in branch of the workstation that created the hold request. An item that fills a Borrow by Mail request from the PAC is shipped to the processing center designated for the patron’s registered branch.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Display confirmation message in PAC</b> - Select to display a confirmation message to the patron when the patron places a Borrow by Mail request. If the processing center charges a delivery fee, the message states the charge and offers the option to continue or cancel the request.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Staff display note</b> - Select to enable this option and edit the text of the note if you wish (maximum 250 characters). This message appears when an item that fills a Borrow by mail request is <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, and alerts the staff member that the item requires Borrow by Mail processing.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>PAC display note</b> - Select to enable this option and edit the text of the note if you wish (maximum 250 characters). This note is available in the information view for individual items listed on the PAC patron account Requests page. The system uses the processing center’s setting. Staff members with the branch-level Circulation permission <b>Hold requests: Modify PAC display note</b> can edit the note for individual hold requests.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Suppress charge for Outreach Services patrons</b> - Select this option if the processing center ordinarily charges a delivery fee for Borrow by Mail requests but do not want to charge a fee to homebound (Outreach Services) patrons.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Add days to loan period</b> - If you want to change the loan period to accommodate shipping time, select the number of days to extend the normal loan period for an item.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Borrow_By_Mail_Dialog2"></a>Borrow By Mail Dialog Box - Limits Tab</h2>
|
||||
<p>These settings are available at the system, library, or branch level.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Patron codes permitted</b> - Select the patron codes for the patrons permitted to place Borrow by Mail requests.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Charges</b> - Set at the system or library level only, or for an organization designated as a processing center. If you want to charge a Borrow by Mail delivery fee, select the appropriate patron codes, set the charge amount, and click <b>Apply</b>. You can set separate charges for different patron codes. To specify the same charge for multiple patron codes, select the codes, then set the charge amount and click <b>Apply</b>. The system uses the processing center’s settings for charges. A processing center should set charges for all the patron codes it intends to charge, regardless of whether those codes are used for the processing center’s own patrons.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Item material types permitted</b> - Deselect (uncheck) the item material types that should not be eligible to fill Books by Mail requests. The system uses the setting for the governing library for patron blocks, specified in the system-level Patron Services parameter <b>Consortium circulation</b>. If the governing branch setting for patron blocks is <b>Use patron branch</b>, the permitted item material types for the patron’s registered branch are used. If the governing branch setting for patron blocks is <b>Use transacting branch</b>, the permitted item material types for the processing center are used.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can prevent a specific item from filling a Borrow by Mail request by checking the new setting <b>Do not mail</b> on the Item Record workform - Cataloging view.</p>
|
||||
<h2><a name="TOC_Borrow_By_Mail_Dialog3"></a>Borrow By Mail Dialog Box - Print & Notices Tab</h2>
|
||||
<p>These settings are available at the system, library, or branch level.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Return address</b> - Specify a return address for the item mailer. You can select <b>Processing Branch</b> (default) or <b>Item’s Branch</b> (item’s assigned branch).</li>
|
||||
<li><b>Enable failure notice</b> - Select this option to generate a notice to the patron if an item cannot be checked out during Borrow by Mail bulk checkout due to blocks on the patron account. If you check this option, select a notification method. The available method options are determined by your settings in the <b>Notification options</b> parameter - General tab. </li>
|
||||
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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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<h1><a name="kanchor525"></a><a name="IX_described_283"></a>Branch <span style="font-size: 11.0pt;"><a name="CSH_357"></a></span>Assignment Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select the telephony server, <b>Outbound</b>, <b>Branch assignment.</b></p>
|
||||
<p>For systems with multiple telephony servers. This dialog box shows the current telephony server and the list of organizations that can be assigned to the server, with their current assignments (if any). The list refers to the registered branches of the patrons in the notification queue. In systems with multiple telephony servers, you can assign specific branches to a particular server to minimize long distance calls.</p>
|
||||
<p>Select the branches that should be assigned to this server and click <b>OK</b> to save your assignments.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The branches you have changed are marked with an asterisk * until you save the assignments.</p>
|
||||
<p>See <a href="../../Telephony_Admin/PTOutboundTel/Setting_Outbound_Telephony_Parameters.htm#XREF_97250_Setting_Outbound">Setting Outbound Telephony Parameters</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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<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="kanchor2458"></a><a name="IX_described_327"></a>CLASS <span style="font-size: 11.0pt;"><a name="CSH_407"></a></span>Dialog Box</h1>
|
||||
<p>Make these settings if you use Active Network (Class Point of Sale) for credit card payments from PAC. The information is specific to your contract with Class Point of Sale. For more information about credit card processing in Polaris, see <a href="../../Patron_Services_Admin/PDPCreditCard/Setting_Up_E-Commerce.htm#XREF_47672_Setting_Up">Setting Up E-Commerce</a>.</p>
|
||||
<p>Enter the following settings, and click <b>OK</b>:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>POS Web URL</b> - The URL to the Class online payment page for your site.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>POS Item ID (Library Fines)</b> - The Class POS database identifier for online library fine payments.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Next, set up credit card processing for the PAC. See <a href="../../Patron_Services_Admin/PDPCreditCard/Set_up_Class_Point_of_Sale_credit_card_payments.htm#XREF_10133_Set_up_credit_card">Set up Class Point of Sale credit card payments</a>.</p>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Charge for Missing Parts Dialog Box.htm">Open topic with navigation</a>
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<h1>Charge for Missing Parts Dialog Box</h1>
|
||||
<p>Use this dialog box to charge patrons for missing parts:</p>
|
||||
<ul>
|
||||
<li>Type the amount of the charge in the Amount box.</li>
|
||||
<li>Select the reason for the charge in the Reason box.</li>
|
||||
<li>Type any applicable notes in the Notes box.</li>
|
||||
<li>Click OK to enter the charge and close the dialog box. </li>
|
||||
</ul>
|
||||
<p>See also: <a href="../../Patron_Services/PPclaims/Manage items with missing parts.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Manage Items with a Claim Missing Parts Status</span></a>.</p>
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+68
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI 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="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPat.fm" /><title>Check-In Listview Options Dialog Box</title>
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<h1><a name="kanchor1141"></a><a name="IX_described_284"></a>Check-In <span style="font-size: 11.0pt;"><a name="CSH_358"></a></span>Listview Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Check-in: Listview options.</b></p>
|
||||
<p>Use the Check-in listview options dialog box to set which item information fields appear as columns in the list view of the Check In workform. You can make separate settings for normal and bulk check-in. Simply check the fields you want to display. See <a href="../../Patron_Services_Admin/PDPcircforms/Setting_Up_the_Check_In_Workform.htm#XREF_12405_Setting_Up_the">Setting Up the Check In Workform</a>.</p>
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<h1><a name="kanchor49"></a><a name="IX_described_285"></a>Check-In <span style="font-size: 11.0pt;"><a name="CSH_359"></a></span>Receipt Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Check-in: Receipt options.</b></p>
|
||||
<p>Check-in receipts include by default the item barcode, title, author, material type, call number, and patron’s limited barcode. Use the Check-in Receipt Options dialog box to change the information on check-in receipts. To add information, select each field in the Options list and click <b>Add</b>. To remove information fields from the receipt, select them in the Selections list and click <b>Remove</b>. To print receipts, at least one field must be listed in Selections. See <a href="../../Patron_Services_Admin/PDPreceipts/Set_check-out_receipt_options.htm#XREF_43456_Set_check_in">Set check-in receipt options</a>.</p>
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<h1>Check-Out Item Options Dialog Box</h1>
|
||||
<p>Select the following checkboxes to select the options for allowing or denying circulations from the self-check unit based on the types of items:</p>
|
||||
<ul>
|
||||
<li>Deny checkout if item is from another branch</li>
|
||||
<li>Allow checkout of items with free text blocks</li>
|
||||
<li>Allow checkout of items with library assigned blocks</li>
|
||||
<li>In the Allow checkout of items with the selected circ statuses box, select the checkboxes for the circulation statuses for which checkouts are permitted from the self-check stations.</li>
|
||||
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|
||||
<p>See <a href="../../Patron_Services_Admin/PDPselfcheck/Set_SIP_self-check_parameters.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set SIP self-check parameters</span></a>. </p>
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<h1><a name="kanchor5956"></a><a name="IX_described_Patron"></a>Check-Out Charge Options Dialog Box (Patron Services)</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:</b>
|
||||
<br />In Polaris Administration, select <b>Parameters, Patron Services, Check-out: Charge options</b>.</p>
|
||||
<p>Use this dialog box to set the organization’s policies for charging patrons to check out or renew specified material types:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The system uses the settings of the item’s assigned branch.<br /></p>
|
||||
<ul type="disc">
|
||||
<li><b>Enable</b> - Select to enable charge options for check-out or renewal transactions.</li>
|
||||
<li><b>Material types and charges</b> - Select a material type to which a check-out or renewal charge should be applied, specify the amount to be charged, and click <b>Apply</b>. You can also click several material types or <b>Select All</b>, specify a single amount, and click <b>Apply</b>.</li>
|
||||
<li><b>Patron codes to be charged</b> - Select the patron codes that should be charged the specified check-out charges. You can also click <b>Select All</b>.</li>
|
||||
<li><b>Charge options</b> - Select one option for applying charges:<ul type="disc"><li><b>Check-out only</b> - Apply the charge only at check-out</li><li><b>Check-out and Renewal</b> - Apply the charge at check-out and again if the item is renewed</li><li><b>Renewal only</b> - Apply the charge only when the item is renewed</li></ul></li>
|
||||
<li><b>Prompt in Staff Client</b> - Select this option if you want a message to appear when a staff member attempts to check out or renew a chargeable item.</li>
|
||||
</ul>
|
||||
<p>See: <a href="../../Patron_Services_Admin/PDPfines/Charging_for_Checkout_and_Renewal.htm#XREF_94300_Charging_for">Charging for Checkout and Renewal</a>.</p>
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<h1><a name="kanchor1159"></a><a name="IX_described_SelfCheck_Unit"></a>Check-Out <span style="font-size: 11.0pt;"><a name="CSH_361"></a></span>Charge Options Dialog Box (SelfCheck Unit)</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>SelfCheck Unit</b>, <b>Check-out: Charge options.</b></p>
|
||||
<p>Use this dialog box to determine how the SIP self-check unit handles check-out and renewal transactions for chargeable items. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The system uses the SIP settings for the workstation’s branch, but uses the chargeable settings for the item’s assigned branch. For more information about setting up charges for checkout and renewal, see <a href="../../Patron_Services_Admin/PDPfines/Charging_for_Checkout_and_Renewal.htm#XREF_94300_Charging_for">Charging for Checkout and Renewal</a>.</p>
|
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|
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<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Allow check-out if item is chargeable </span>- Select to allow check-outs of chargeable materials from SIP self-check units.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Allow renewal if item is chargeable</span> - This option is available if you selected <b>Allow check-out if item is chargeable</b>. Select this option to allow renewals of chargeable materials.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Auto-charge for renew all</span> - This option is available if you selected <b>Allow renewal if item is chargeable</b>. Select this option to automatically place any charges on the patron account when the patron renews all items.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the material type is blocked from check-out at SIP self-check units, that setting takes precedence over any chargeable policies and the transaction is stopped.</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="kanchor4644"></a><a name="IX_described_286"></a>Check-Out <span style="font-size: 11.0pt;"><a name="CSH_362"></a></span>Listview Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Check-out: Listview options.</b></p>
|
||||
<p>Use the Check-out Listview Options dialog box to set which item information fields appear as columns in the list view of the Check Out workform. Select each field in the Options list, and click <b>Add</b>.</p>
|
||||
<p>You can also set which <span class="FM_Emphasis">patron</span> data to display in the Check Out workform, using the Patron Services parameter <b>Check-out: Optional patron data.</b> See <a href="../../Patron_Services_Admin/PDPcircforms/Setting_Up_the_Check_Out_Workform.htm#XREF_90466_Setting_Patron">Setting Up the Check Out Workform</a>.</p>
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<h1><a name="kanchor5296"></a><a name="IX_described_287"></a>Check-Out <span style="font-size: 11.0pt;"><a name="CSH_363"></a></span>Receipt Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Check-out: Receipt options.</b></p>
|
||||
<p>Check-out receipts always display the library name, date/time, type of receipt, item barcodes, item titles, and due dates. </p>
|
||||
<p>Use the Check-out Receipt Options dialog box to:</p>
|
||||
<ul>
|
||||
<li> Specify additional information for check-out receipts:<ul><li> Select additional content to appear on email and printed receipts</li><li>Select additional content to appear on email receipts</li><li>Select content to appear on text message receipts</li></ul></li>
|
||||
<li>Print a receipt only when the patron requests one - Select <b>Print receipts only with prompt</b>. When the <b>Check out receipt option</b> is checked on the workform <b>Tools, Options</b> menu and the option to prompt for the optional check-out receipt has been enabled for the workstation branch, the prompt to print a receipt is displayed when the <b>Enter</b> key is pressed to signal the end of the check-out transaction.</li>
|
||||
<li>Prompt Leap users when checking out patrons who do not have eReceipts selected. Select the <b>Prompt for eReceipt configuration in Leap</b> if you want staff members checking out patrons in Leap to be prompted if the patron does not receive eReceipts. If this option is selected and the Leap login branch and the patron's branch have enabled eReceipts, a prompt notifies the Leap user that the patron does not receive eReceipts. The Leap user can set up eReceipts for the patron from the check out page.</li>
|
||||
</ul>
|
||||
<p>See <a href="../../Patron_Services_Admin/PDPreceipts/Set_check-out_receipt_options.htm#XREF_37650_Set_patron_record">Set check-out receipt options</a>.</p>
|
||||
<p>In the staff client, you specify the workforms from which the receipts can be printed. You can also specify custom text messages for check-out receipts. See <a href="../../Patron_Services/PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</p>
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<h1>Circulation Statuses Database Table</h1>
|
||||
<p>Use this table to identify the standard names for item circulation statuses. The descriptions can be changed, but the actual statuses are read-only.</p>
|
||||
<p>When you change an item status entry, you can optionally enter text in the <b>Banner Text</b> box if you are using Polaris Leap and want the item status to appear on the bottom of the Item Record workform's book jacket image in Leap.</p>
|
||||
<p>You can select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPitems/View_circulation_status_names_and_edit_descriptions.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">View circulation status names, edit descriptions, and add Leap banner text</span></a>
|
||||
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|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
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|
||||
<li><a href="../../Administration/PDTablesRef/DataTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Database Table Reference </span></a>
|
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<h1><a name="kanchor288"></a><a name="IX_described_288"></a><a name="XREF_19679_Collection_Agency"></a>Collection <span style="font-size: 11.0pt;"><a name="CSH_364"></a></span>Agency Setup Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Collection agency options.</b></p>
|
||||
<p>If your library uses a collection agency, you set the thresholds that determine which patrons are listed on a collection agency report. You also set the report schedule, transmission methods, collection fees, and patron information to include on the reports. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can make independent collection agency settings at the system, library, and branch levels. This means that libraries and branches can choose not to participate in collection services, or they can use different thresholds. However, if possible, it is recommended that your entire library system use a single system-wide setup.</p>
|
||||
<h2><a name="TOC_Collection_Agency_Setup1"></a>Collection Agency Setup Dialog Box - Control Tab</h2>
|
||||
<p>The Control tab sets the parameters for collection agency reporting. For details, see <a href="../../Patron_Services_Admin/PDPcollect/Set_up_collection_agency_processing.htm">Set up collection agency processing</a>. For more information about collection agency reports, see <a href="../../Patron_Services_Admin/PDPcollect/Collection_Processing_Reports.htm">Collection Processing Reports</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Enable collection agency</span> - Select this option to begin using collection agency functions.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important: <br /></b>If you clear (uncheck) the <b>Enable collection agency</b> checkbox after reporting has begun, you receive a warning message. If you continue, any collection agency blocks in patron records are cleared. Then, if you check <b>Enable collection agency</b> again, the patrons are put back in collection and duplicate collection fees are placed on their accounts. Anyone who has paid amounts so the balance is under the threshold, but not down to 0.00, is not included. <span class="FM_Emphasis">If you simply want to stop reporting for a period of time, click </span><b>Stop</b>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Start and stop reporting</span> - Click <b>Start</b> to begin the scheduled reporting process for Submission and Update reports. Click <b>Stop</b> to halt the scheduled reporting process. If you click <b>Stop</b> while reports are being run, you are asked whether you want to stop the reports. If you click <b>Yes</b>, no reports are generated unless the process is restarted by clicking <b>Start</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Reporting and scheduling settings</span> - See <a href="../../Patron_Services_Admin/PDPcollect/Set_up_collection_agency_processing.htm">Set up collection agency processing</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Collection_Agency_Setup2"></a>Collection Agency Setup Dialog Box - Criteria Tab</h2>
|
||||
<p>This tab sets the criteria that determine which patron accounts are reported. For details, see <a href="../../Patron_Services_Admin/PDPcollect/Set_up_collection_agency_processing.htm">Set up collection agency processing</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Cut-off date</span> - The earliest date a fine can be incurred and still be considered in the delinquent balance. Fines incurred before this date are not considered. If you want to be sure to include all fines in the total amount required for reporting, specify a cut-off date in the remote past. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Fine age</span> - The most recent fine that can be considered in the delinquent balance. If you send fine notices to patrons to warn them that their accounts will be placed in collection, be sure this setting is <span class="FM_Emphasis">greater</span> than the fine age setting for the fine notice. This will ensure that the patron receives the notice before the account is sent to collection. See <a href="../../Patron_Services_Admin/PDPnotices/Fine_Notices.htm#XREF_43049_Setting_Up_Fine">Fine Notices</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Minimum balance</span> - Indicate the minimum amount for a patron’s account to be delinquent and submitted for collection. If you send fine notices to patrons to warn them that their accounts will be placed in collection, set this to the <span class="FM_Emphasis">same</span> value as the minimum balance that triggers the fine notice. See <a href="../../Patron_Services_Admin/PDPnotices/Fine_Notices.htm#XREF_43049_Setting_Up_Fine">Fine Notices</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Minimum balance based on item fees only</span> - System level only. Select this option to report patron accounts based only on lost item charges (combined replacement and processing fees). If selected, this setting affects all calculations to determine if a patron account qualifies for reporting, regardless of the <b>Reporting Level</b> (System, Library, Branch) or <b>Reporting By</b> (Patron Branch, Item Branch, Loaning Branch) settings on the Control tab. See <a href="../../Patron_Services_Admin/PDPcollect/Using_a_Collection_Agency.htm#Reportin">Reporting for Lost Item Charges Only</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Patron codes to exclude</span> - Select any patron codes that should never be included in collection agency processing.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Patrons to include</span> - Use this feature to manually include specific patrons in the Submission report, even if they do not qualify according to cut-off date, fine age, and minimum balance criteria, or their patron code is excluded. Click <b>Add</b> to display the Find Tool, and select a patron. (The list is cleared after the patrons are reported.) Click <b>Delete</b> to remove a patron from the list.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Collection_Agency_Setup3"></a>Collection Agency Setup Dialog Box - Details Tab</h2>
|
||||
<p>This tab sets any collection agency fees that will be billed to patrons, and the user-defined field information that should appear on reports. For details, see <a href="../../Patron_Services_Admin/PDPcollect/Set_up_collection_agency_processing.htm">Set up collection agency processing</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Collection agency fees</span> - You can set three levels of fees. If you specify a beginning amount for a second-level fee range in number 2, the <b>To</b> field for number 1 is automatically assigned, and so forth. The fees are automatically added to the amount the patron owes at the time he is reported.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If a patron account has any charge, payment or waive activity after the account is submitted to the collection agency, the patron account is included on the update report, but the collection agency fee is not charged again. The fee is charged only when the account is submitted to the collection agency.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">User-defined fields</span> - Select which fields to include on the Submission and Update reports. If you report minors in care of their guardians, select the appropriate user-defined field for the guardian. See <a href="../../Patron_Services_Admin/PDPcollect/Using_a_Collection_Agency.htm#TOC_Reporting_Minors">Reporting Minors</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Collection_Agency_Setup4"></a>Collection Agency Setup Dialog Box - Output Tab</h2>
|
||||
<p>The Output tab controls the transmission methods for collection agency reporting. For details, see <a href="../../Patron_Services_Admin/PDPcollect/Set_up_collection_agency_processing.htm">Set up collection agency processing</a>. For more information about collection agency reports, see <a href="../../Patron_Services_Admin/PDPcollect/Collection_Processing_Reports.htm">Collection Processing Reports</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Send email</span> - Check to enable e-mail transmission of collection agency reports or summary e-mail report.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">To (e-mail)</span> - Separate multiple e-mail addresses (for example, the collection agency and a library staff member) with a semicolon (;). E-mail fields are limited to 255 characters, including the semicolons. If you have multiple e-mail addresses that require more characters, set up a distribution group on the e-mail server, and type the distribution group name in the e-mail address field.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">From</span> - Specify the reply e-mail address.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Send summary email only</span> - Used with the FTP transmittal (see below). If the library sends files to the agency via e-mail but does not use FTP, do not select this option. If you use FTP transmittal and want to generate an e-mail summary report, check <b>Send email</b>, check <b>Send summary email only</b>, and set up the receiving addresses as described above.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Enable FTP</span> - Check to enable FTP transmission of collection agency reports to the collection agency.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Set mode to Active FTP</span> - Check if the collection agency uses Active FTP transmission. Otherwise, Passive mode is used. See <a href="../../Patron_Services_Admin/PDPcollect/Using_a_Collection_Agency.htm#XREF_16028_Active_FTP">Active FTP</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Agency server information</span> - Type the agency’s server information in the following fields:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>FTP server</b> - The complete URI for the agency’s FTP server.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Default Folder</b> - This organization’s folder name as it exists on the agency’s FTP server.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Default port</b> - Port number for the agency’s FTP server.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>User Name, Password</b> - Supply your user name and password for the agency’s FTP server.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Third-party FTP service</span> - See <a href="../../Patron_Services_Admin/PDPcollect/Using_a_Collection_Agency.htm#XREF_99085_Secure_FTP_and">Secure FTP and Third-Party FTP software</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Type the executable name (for example, <b>ftp.exe</b>) or click <b>Browse</b> to browse for and select the executable.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Enter the FTP parameters as directed by your third-party service. At a minimum, your entry must include <b>[FTPFILE]</b>. Other possible parameters include:</p>
|
||||
</li>
|
||||
<ul>
|
||||
<p class="FM_List"><b>[FTPUSER]</b> - FTP user</p>
|
||||
<p class="FM_List"><b>[FTPPASSWORD]</b> - FTP password</p>
|
||||
<p class="FM_List"><b>[FTPPORT]</b> - FTP port</p>
|
||||
<p class="FM_List"><b>[FTPREMOTEPATH]</b> - The remote FTP path to put the file in</p>
|
||||
<p class="FM_Example" style="font-weight: bold;"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example:<br /></span><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;"> -s -file  [FTPFILE]</b>
|
||||
</p>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some of the parameters may duplicate the values you entered in the <b>User Name</b>, <b>Password</b>, or other fields.</p>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Number of days to keep the reports</span> - Specify how long report copies should be kept on the server. (The report file may be sent to the collection agency via FTP or delivered on disc or paper.)</p>
|
||||
</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Collection agency report processing takes place on the server. Report copies are automatically saved in the following default server location:<br /><b>C:\ProgramData\Polaris\[version]\Logs\SSIS\CollectionAgency\Reports\<br />[Branch Abbreviation]</b></p>
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<h1><a name="kanchor555"></a><a name="IX_described_289"></a>Comprise <span style="font-size: 11.0pt;"><a name="CSH_365"></a></span>MSP Properties Dialog Box</h1>
|
||||
<p>Specify these settings if you use the Comprise SmartPAY payment gateway for credit card processing. The information is specific to your contract with Comprise SmartPAY. For more information about credit card processing in Polaris, see <a href="../../Patron_Services_Admin/PDPCreditCard/E-Commerce_Comprise_SmartPAY.htm#XREF_57129_E_Commerce_with">E-Commerce with Comprise™ SmartPAY™</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Payment page URL</span> (SmartPay API Address) - This can be set at the System level if you have a single Comprise account or at the Branch level if you have multiple Comprise accounts. Provided by Comprise. This is the SmartPAY payment page.</li>
|
||||
<li><span class="FM_BulletHead">Customer Name </span>- This can be set at the System level if you have a single Comprise account or at the Branch level if you have multiple Comprise accounts. Provided by Comprise, passed to SmartPay during the payment transaction. A branch can opt to use a different payment gateway, but all organizations that use Comprise MSP will use the same Customer Name and Customer ID.</li>
|
||||
<li><span class="FM_BulletHead">Customer ID </span>- This can be set at the System level if you have a single Comprise account or at the Branch level if you have multiple Comprise accounts.. Provided by Comprise, passed to SmartPay during the payment transaction. A branch can opt to use a different payment gateway, but all organizations that use Comprise MSP will use the same Customer Name and Customer ID.</li>
|
||||
<li><span class="FM_BulletHead">User name</span> - Provided by Comprise. Each branch has its own user name.</li>
|
||||
<li><span class="FM_BulletHead">Password</span> - Provided by Comprise. Each branch has its own password. </li>
|
||||
<li><span class="FM_BulletHead">Location ID</span> - Provided by Comprise. Apply to PAC only. Pass to SmartPay WEB API. One per branch. </li>
|
||||
<li><span class="FM_BulletHead">PAC Return URL</span> - PowerPAC page to which the user is returned after fines payment, typically the patron account page. Maximum 250 alphanumeric characters.</li>
|
||||
<li><span class="FM_BulletHead">MPAC Return URL</span> - Mobile PAC page to which the user is returned after fines payment, typically the patron account page. Maximum 250 alphanumeric characters.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When a patron cancels a payment from PowerPAC or Mobile PAC, the appropriate Return URL page is displayed.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Donations PAC Return URL</span> - PowerPAC page to which the user is returned after a donation payment. Maximum 250 alphanumeric characters.</li>
|
||||
<li><span class="FM_BulletHead">Donations MPAC Return URL</span> - Mobile PAC page to which the user is returned after a donation payment. Maximum 250 alphanumeric characters.</li>
|
||||
<li><span class="FM_BulletHead">Postback URL</span> - The location on the library Web site used to update the Polaris database. This location applies to both PowerPAC and Mobile PAC, and is not branch-specific. Maximum 250 alphanumeric characters. Format:</li>
|
||||
</ul>
|
||||
<p class="FM_List" style="margin-top: 2.000pt;font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">https://servername:port/payments/PostbackSmartpay.aspx</b>
|
||||
</p>
|
||||
<p class="FM_List">For example:</p>
|
||||
<p class="FM_List" style="margin-top: 2.000pt;font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">https://mylibrary.com/polaris/payments/PostbackSmartpay.aspx </b>
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Inactivity timeout</span> - Specifies how long Polaris waits for the credit transaction to be processed before canceling it. This control applies to ExpressCheck and the staff client only (not to PowerPAC or Mobile PAC).</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also set an <b>Inactivity timeout</b> value set for ExpressCheck transactions (SelfCheck Unit parameters, <b>Polaris ExpressCheck: Options</b>). The default value for both settings is 60 seconds. Polaris ExpressCheck times out after the total of both settings to ensure that the ExpressCheck application never times out before the credit card transaction processing time.</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="kanchor5717"></a><a name="IX_described_290"></a>Consortium <span style="font-size: 11.0pt;"><a name="CSH_366"></a></span>Circulation Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Consortium Circulation.</b></p>
|
||||
<p>Use the Consortium Circulation dialog box to establish which library’s settings govern certain aspects of check-out and renewal transactions: the patron’s branch, the transacting branch, or the item’s assigned branch. You can select different governing libraries for due date calculation, loan and request limits, fine calculation, and lost item recovery. This dialog box is available at the system level only, and these settings apply to the whole system. For important details and exceptions, see <a href="../../EContent Integration/EContentPAC/Managing_EContent_in_the_PAC.htm#XREF_29189_Set_the_governing" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Integrated EContent in the PAC</span></a>.</p>
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<h1>Course Reserves: Course Names Policy Table</h1>
|
||||
<p>Use this table to associate the organizations (branches) with the course names for which the branches handle course reserves.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPreceipts/Set_check-out_receipt_options.htm">Setting Course Reserve Tables</a>
|
||||
</li>
|
||||
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|
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|
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|
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<h1>Course Reserves: Departments Policy Table</h1>
|
||||
<p>Use this table to associate the organizations (branches) with the academic departments for which the organizations handle course reserves.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPreceipts/Set_check-out_receipt_options.htm">Setting Course Reserve Tables</a>
|
||||
</li>
|
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<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
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|
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<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
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<h1>Course Reserves: Schools/Divisions Policy Table</h1>
|
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<p>Use this table to associate the organizations (branches) with the academic schools or divisions for which the branches handle course reserves. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
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<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPreceipts/Set_check-out_receipt_options.htm">Setting Course Reserve Tables</a>
|
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</li>
|
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<h1>Course Reserves: Course Terms Policy Table</h1>
|
||||
<p>Use this table to associate the organizations (branches) with the course terms for which the branches handle course reserves.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPreceipts/Set_check-out_receipt_options.htm">Setting Course Reserve Tables</a>
|
||||
</li>
|
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<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
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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="kanchor5536"></a><a name="IX_described_291"></a>Course <span style="font-size: 11.0pt;"><a name="CSH_367"></a></span>Reserve Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Course reserve options.</b></p>
|
||||
<p>Course reserve options control the default settings for the reserve item “record,” which stores circulation, status, and disposition information about an item that has been placed on course reserve. The default values for the reserve item record can be different from those used in the equivalent (non-reserved) item record. See <a href="../../Patron_Services_Admin/PDPreceipts/Set_check-out_receipt_options.htm#XREF_62840_Viewing">Setting Course Reserve Options</a>. Set the defaults for reserve items as follows:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Course reserve tables control course information settings. </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task" style="margin-top: 5.000pt;font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Assigned branch</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Assigned collection</b> (optional) - The list includes all collections defined for the assigned branch.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Shelf location</b> (optional) - The list includes all shelf locations defined for the assigned branch.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task" style="margin-top: 5.000pt;font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Loan period code</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task" style="margin-top: 5.000pt;font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Fine code</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Renewal limit</b> - Select <b>0</b> if you do not allow renewals on most reserve items.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Holdable</b> - Select if hold requests are allowed on most reserve items.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Copy owner</b> - Select <b>Library</b> if most reserve items are drawn from the library’s collection. Select <b>Instructor</b> if instructors supply most reserve items.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Action when done</b> - Indicates the default action to take when a reserve item is taken off reserve.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Discard </b>- The item should be discarded when it is taken off reserve. You may wish to use this option if most of your reserve items are photocopies or temporary materials provided by the instructor.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Return item to collection </b>- The item should return to the library’s circulating (non-reserve) collection when it is taken off reserve (available only if <b>Library</b> is the selected copy owner).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Return to owner</b> - The item should be returned to the instructor when it is taken off reserve (available only if <b>Instructor</b> is the selected copy owner).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Auto-delete </b>- Automatically delete the item record (and the associated bibliographic record, if appropriate) when an item is taken off reserve. If most of your reserve items are instructor-owned, and you are therefore creating temporary item records for them when they are placed on reserve, you may wish to select this option (available only if <b>Discard</b> or <b>Return to Owner</b> is selected).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Copyright compliance</b> - Select a default compliance option:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>None - </b>Select if most reserve items are not photocopies.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>CCG</b> (compliance with copyright guidelines) - For photocopied journal articles if the article is dated within the last five years, <span class="FM_Emphasis">and</span> your library does not own the journal title, <span class="FM_Emphasis">and</span> this is the fifth or fewer request made for this item within the current calendar year.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>CCL</b> (compliance with copyright law) - All other photocopies; for example, the article is older than five years, <span class="FM_Emphasis">or</span> your library owns the journal title, <span class="FM_Emphasis">or</span> this is the sixth or greater request within the calendar year and if your library is paying royalties to the Copyright Clearance Center or a document delivery vendor.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Library use only</b> - Select if most reserve items should not be removed from the library.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Requires full cataloging</b> - Select if most reserve items need further cataloging (available only if <b>Library</b> is the selected copy owner).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Purchase</b> - Indicates that the library may wish to purchase copies of most reserve items, if they are instructor-owned, or additional copies of library-owned items. This option simply sets an indicator in the reserve item record. It does not initiate automatic purchase order functions.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Copyright fee required</b> - Indicates that a copyright fee is required for most reserve items. This option does not initiate any automatic functions.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<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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<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/UI_Ref/PRadminPat/Dates_Closed_Policy_Table.htm">Open topic with navigation</a>
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<h1>Dates Closed Policy Table</h1>
|
||||
<p>Use this table to specify the dates that the branch is closed due to holidays or other events. To specify the days of the week when a branch is ordinarily closed, such as Sunday, use the Patron Services parameter Hours of operation.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
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<p>See also:</p>
|
||||
<ul>
|
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<li><a href="../../Administration/PDorgnizatn/Add_a_date_closed.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Add Dates Closed </span></a>
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|
||||
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|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
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<h1><a name="kanchor1387"></a><a name="IX_described_292"></a>Duplicate <span style="font-size: 11.0pt;"><a name="CSH_368"></a></span>Detection Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b> > <b>Patron Services</b> > <b>Duplication detection options.</b></p>
|
||||
<p>When you save a patron record, Polaris automatically checks for duplicate records. Polaris always checks the patron name fields (first, middle, and last names), barcode, and birth date (if any) for matches. Use this dialog box to set additional duplicate detection criteria. You can select a maximum of two from the list of user-defined fields. There is no selection limit in the other sections. The system uses the registration library’s settings. See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Patron_Duplicate_Detection.htm#XREF_25482_Setting_Patron">Setting Patron Duplicate Detection</a>.</p>
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<h1><a name="kanchor5382"></a><a name="IX_described_294"></a>EReceipt <span style="font-size: 11.0pt;"><a name="CSH_371"></a></span>Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Ereceipt options.</b></p>
|
||||
<p>Use this dialog box to enable eReceipts (e-mail receipts and/or TXT receipts) for patrons who prefer either of these options over printed receipts. E-mail and/or text message receipts are available for check-out, renewal, and fine receipts from the staff client, and renewals from PAC and Polaris ExpressCheck.</p>
|
||||
<p>Select <b>Enable e-mail receipts</b>, <b>Enable TXT receipts</b>, or both. When at least one eReceipt option is selected, you can also opt to send receipts for renewal from PAC.</p>
|
||||
<p>When at least one options is selected for the patron’s branch, the option is available for selection on the patron registration workform. At check out, eReceipts must be enabled for <span class="FM_Emphasis">both</span> the patron’s branch and the check-out (log-on) branch in order for the patron to receive the check-out eReceipt.</p>
|
||||
<p>For more information, see <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm#XREF_80825_Setting_Up">Setting Up eReceipts</a>.</p>
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<h1><a name="kanchor3484"></a><a name="IX_described_293"></a>End <span style="font-size: 11.0pt;"><a name="CSH_369"></a></span>of Term Due Date Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>End-of-term due date options.</b></p>
|
||||
<p>Use this dialog box to prevent items from circulating after a specific or recurring date, regardless of the item’s loan period. See <a href="../../Patron_Services_Admin/PDPloans/Setting_End-of-Term_Due_Dates.htm#XREF_30624_Setting_End_of">Setting End-of-Term Due Dates</a>. </p>
|
||||
<p>Polaris applies end-of-term (EOT) due dates based on the settings for the branch (item, patron, or transacting) that governs due dates. For information about setting the governing branch for due dates, see <a href="../../Patron_Services_Admin/PDPGovLib/Governing_Library_for_Circulation_Transactions.htm">Governing Library for Circulation Transactions</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Although you can set EOT dates at any organizational level, settings made at higher levels do not display at the branch level but may nevertheless override branch-level settings. To avoid this issue, set all EOT dates at the branch level, especially if different organizations need different dates.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set a new end-of-term date</span> - Click <b>New</b>. <a name="CSH_370"></a>The End-of-Term Due Date dialog box appears. Choose one of the following options:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Set one numeric date</span> - Click <b>Specific date</b>, and select the date from the calendar in the <b>Specific date</b> box.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>Friday, December 20, 2002</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Set the date by day of the month</span> - click <b>The</b> and select a value in each of the three boxes (order, day, and month).</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>The third Friday of December</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Set a recurring date</span> - Select the <b>Recurring date</b> checkbox. Then, to stop the EOT date from functioning after a specific number of occurrences, click <b>End after</b> and type the number in the occurrences box. Or, to stop the EOT date from functioning after a specific year, click <b>End after year</b> and type the year in the box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Set the date to function indefinitely</span> - Click <b>Never end</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Exempt certain patron codes from </span><span class="FM_Emphasis">all</span><span class="FM_BulletHead"> EOT dates</span> - Select the checkbox next to each specific patron code that should be exempt.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Exempt certain patron codes from</span> <span class="FM_Emphasis" style="font-weight: bold;">a selected EOT date only</span> - Select the EOT date, select the <b>Separate exclusions</b> checkbox, then select the checkbox next to each specific patron code that should be exempt.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Edit an end-of-term due date</span> - Select an EOT date, and select one of the following options:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Change the date and recurrence information</span> - Click <b>Edit</b>. The End-of-Term Due Date dialog box appears. Make any changes, and click <b>OK</b>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Change the patron codes excluded from the selected EOT date</span> - Select the <b>Separate exclusions</b> checkbox, and select or clear the checkboxes next to the patron codes.</p>
|
||||
</li>
|
||||
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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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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPat.fm" /><title>Express Patron Registration Options Dialog Box</title>
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<h1><a name="kanchor2851"></a><a name="IX_described_295"></a><a name="XREF_70043_Express_Patron"></a>Express <span style="font-size: 11.0pt;"><a name="CSH_372"></a></span>Patron Registration Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Express patron registration options.</b></p>
|
||||
<p>Staff can express-register a new patron at check-out, so that the patron can check out items immediately. Use the Express Patron Registration Options dialog box to enable <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">express registration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Entering patron information during the check-out process as a service to new, unregistered patrons.</span></a>, set required fields, and set the default values for certain fields on the Express Registration workform. The defaults can be edited on the workform if necessary. See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Express_Registration_Defaults_and_Requirements.htm#XREF_60272_Setting_Express">Setting Express Registration Defaults and Requirements</a>. For more information about express registration, see <a href="../../Patron_Services/PPckout/Express-register_a_new_patron_at_check-out.htm#XREF_97787_Express_register_a">Express-register a new patron at check-out</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">General Defaults tab</span> - Use this page to activate the express-registration function for circulation staff, and select default values for basic patron information. See <a href="../../Patron_Services_Admin/PDPpatacct/Set_express_registration_default_values_and_required_fields.htm#XREF_65301_Set_express">Set express registration default values and required fields</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Activate express registration</span> - Select <b>Enable Express Registration</b>. If the checkbox is not selected, express registration is not available on the Check Out workform.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Add block to verify patron</span> - Select to add an automatic block to any patron record created through express registration. See <a href="../../Patron_Services/PPblocks/Resolve_a_Verify_Patron_block.htm#XREF_55711_Verify_patron_self">Resolve a Verify Patron block</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Patron information</span> - Set the default information for patron records created through express registration.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Notification</b> setting also controls the default notification method when a patron registers for a new account in Polaris PowerPAC or Mobile PAC.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">UDF Defaults tab</span> - Use this page to designate user-defined fields (UDFs) as required for express registration, and type default text for free-text UDFs or select default options for drop-menu UDFs. The available UDFs are defined with the Patron Services profiles <b>Patron registration user defined fields</b>. See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_User-Defined_Fields.htm#XREF_64065_User_Defined">Setting Up User-Defined Fields</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Required Fields tab</span> - Use this page to designate additional required fields for express patron registration. See <a href="../../Patron_Services_Admin/PDPpatacct/Set_express_registration_default_values_and_required_fields.htm#XREF_65301_Set_express">Set express registration default values and required fields</a>.</p>
|
||||
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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/UI_Ref/PRadminPat/Fee_Descriptions.htm">Open topic with navigation</a>
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</p>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1>Fee Descriptions Policy Table</h1>
|
||||
<p>Use this table to define fee descriptions. Entries in this table display as available selections when staff apply charges to patrons' accounts. At the branch level, you can specify the fee descriptions that you want to display for that branch and set the order of the fee descriptions.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPfines/Add_a_fee_description_entry.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Add a fee description and tax rate entry </span></a>
|
||||
</li>
|
||||
<li><a href="../../Patron_Services_Admin/PDPfines/Set_fee_descriptions_for_branch-level_display.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set fee reason descriptions for branch-level display</span></a>
|
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|
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<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
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|
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<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
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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="kanchor2095"></a><a name="IX_described_297"></a>Fine <span style="font-size: 11.0pt;"><a name="CSH_374"></a></span>Receipt Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Fine receipt options.</b></p>
|
||||
<p>Fine receipts record the fines paid or waived for overdue items, replacement items, and other fees for a patron. They always include the library name, date/time, type of receipt, title, item barcode, reason (from the charge transaction), the amount paid or waived, and total charges. Use the Fine Receipt Options dialog box to specify more information for fine receipts, in addition to the standard information. Select each field in the Options list, and click <b>Add</b>. If you add <b>Suppress for waived charges</b>, the fine receipt is not printed for any waived transaction. However, if a transaction contains both payments and waivers, the receipt is printed regardless of this setting. See <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm#XREF_64505_Set_fine_receipt">Set fine receipt options</a>.</p>
|
||||
<p>In the staff client, you specify the workforms from which the receipts can be printed. See <a href="../../Patron_Services/PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</p>
|
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|
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|
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|
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<h1><a name="kanchor2965"></a><a name="IX_described_296"></a>Fine <span style="font-size: 11.0pt;"><a name="CSH_373"></a></span>and Loan Period Defaults Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Fine and loan period defaults.</b></p>
|
||||
<p>Use this dialog box to set default values for fine amount, maximum fine, grace period, and loan period duration. The default values are used when you add a new fine code or loan period code to the system. You can change them for specific patron codes using the Fines policy table and Loan Periods policy table. See <a href="../../Patron_Services_Admin/PDPfines/Defining_Fines_and_Fees.htm">Defining Fines and Fees</a> and <a href="../../Patron_Services_Admin/PDPloans/Defining_Loan_Periods.htm">Defining Loan Periods</a>.</p>
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||||
<h1>Fine Codes Policy Table</h1>
|
||||
<p>Use this table to define fines codes, which in combination with patron codes, determine fine amounts. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPfines/Add_a_fine_code.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Add a fine code </span></a>
|
||||
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|
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<h1>Fines Policy Table</h1>
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<p>Use this table to specify fine amounts, based on the patron code of the person being charged and the fine code assigned to the item.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
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<h1><a name="kanchor5095"></a><a name="IX_described_298"></a>Finished <span style="font-size: 11.0pt;"><a name="CSH_375"></a></span>Transaction Deletion Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Account transaction deletion.</b></p>
|
||||
<p>Use the Finished Transaction deletion dialog box (<b>Account transaction deletion</b> parameter) to set whether finished transactions older than a specified period are deleted from the patron’s transaction summary. See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Patron_Accounting_Options.htm#XREF_63686_Setting_Patron">Setting Patron Accounting Options</a>.</p>
|
||||
<p>If you want to delete old transactions, select <b>Enable finished transaction deletion</b>. Then select <b>years</b> or <b>months</b>, and type the number of years or months that transactions should be retained.</p>
|
||||
<p>Certain transactions remain in the transaction summary, regardless of your setting. See <a href="../../Patron_Services_Admin/PDPpatacct/Set_patron_accounting_options.htm#XREF_31965_Set_patron">Set patron accounting options</a> for details.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>After the cut-off date, most completed transactions are removed from the system, <span class="FM_Emphasis">including lost-and-paid transactions</span>. Set this parameter to a minimum of one year, for example, if you reimburse patrons for lost-and-paid material when the material is found within a year.</p>
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>For each receiving branch, set the limits for the number of In items with a Final status that can be in each collection. See Limit the number of floating items a branch can receive for a collection .</title>
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<h1>Floating: Collection Limits Policy Table</h1>
|
||||
<p>At the System level, your library can use the <b>Floating Options</b> parameter to define floating limits by the maximum number of <b>In</b> items attached to the same bibliographic record for each material type, or by the number of <b>In</b> items in a collection. If <b>Title/Material type</b> is selected, the limits are set for the received branches using the Floating: Material Type Limits policy table. If <b>Collection</b> is selected, the limits are set for the receiving branches using the Floating: Collection Limits policy table.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The permission <b>Modify Floating Collection Limits Table: Allow</b> is required to modify this table.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also: </p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPfloating/Limit_the_number_of_floa.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Limit the number of floating items a branch can receive for a collection </span></a>
|
||||
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|
||||
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|
||||
<p><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
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<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" class="" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI 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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<h1>Floating: Material Types Policy Table</h1>
|
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<p>Use this policy table to specify the material types that may not float from the home branch, even if some items are part of the floating collection. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
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<p>See also:</p>
|
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<ul>
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<li><a href="../../Patron_Services_Admin/PDPfloating/Set_the_material_types_that_cannot_float.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set the material types that cannot float</span></a>
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||||
<h1>Floating Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In the Polaris Administration Explorer, select the organization<b>, Parameters</b>, <b>Patron Services</b>, and double-click Floating Options.</p>
|
||||
<p>Use this dialog box to:</p>
|
||||
<p>
|
||||
<p class="Bullet">Enable floating collections - Select the<b> Floating enabled</b> checkbox.</p>
|
||||
</p>
|
||||
<p class="Bullet">Limit the items that can float into receiving branches by selecting <b>Collection</b> or <b>Title/Material Type</b>. The Limit By Option can be selected at the System level only and cannot be modified at the Branch level.</p>
|
||||
<p class="Bullet">Implement load balancing - If <b>Collection</b> is selected, you can also select<b> Load balancing</b>. If <b>Load balancing</b> is selected, the options <b>Float items with no matching collection</b>, <b>Float items with no collection</b>, and <b>Prompt for additional floating items</b> are not visible in the dialog box.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br>
|
||||
</br>If<b> Collection</b> is selected, branches can specify the default collection limit. Branches can further refine collection limits using the Floating: Collection Limits policy table.If <b>Title/Material Type</b> is selected, branches can use the Floating: Material Type Limits policy table.</p>
|
||||
<p>See also:</p>
|
||||
<p><a href="../../Patron_Services_Admin/PDPfloating/Setting_Up_Floating_Collections.htm">Setting Up Floating Collections</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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<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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<!DOCTYPE html>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/FloatingToBranchPolTab.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>Floating: To Branch Policy Table</h1>
|
||||
<p>Use this policy table to specify the branches that may receive items from the home branch.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPfloating/Set_the_branches_to_receive_floating_items.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set the branches to receive floating items</span></a>
|
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|
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<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</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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<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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+77
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI 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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|
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Floating_Material_Limits.htm">Open topic with navigation</a>
|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
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|
||||
<h1>Floating: Material Type Limits Policy Table</h1>
|
||||
<p>At the System level, your library can use the <b>Floating Options</b> parameter to define floating limits by the maximum number of <b>In</b> items attached to the same bibliographic record for each material type, or by the number of <b>In</b> and <b>In-transit</b> items in a collection.</p>
|
||||
<p> If <b>Title/Material type</b> is selected in the Floating Options parameter, the limits are set for the received branches using the Floating: Material Type Limits policy table. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p><a href="../../Patron_Services_Admin/PDPfloating/Limit_the_floating_items_for_the_same_title_a_branch_can_receive.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Limit the floating items for the same title and material type</span></a>.</p>
|
||||
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|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
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|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy 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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|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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||||
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|
||||
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|
||||
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|
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|
||||
+77
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|
||||
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|
||||
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|
||||
<h1>Hold Request Statuses Database Table</h1>
|
||||
<p>Use this table to specify the hold request statuses that display in the Polaris staff client and the PAC patron account.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPrequests/Edit_hold_request_status_descriptions.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Edit hold request status descriptions</span></a>
|
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|
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|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Certain staff client menus, such as the item record Links menu, display the default hold request description instead of your custom description. </p>
|
||||
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|
||||
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|
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|
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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="kanchor2909"></a><a name="IX_described_299"></a>Hold <span style="font-size: 11.0pt;"><a name="CSH_376"></a></span>Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters </b>><b> Requests </b>><b> Holds options</b>.</p>
|
||||
<p>Use the <b>Holds options</b> tabbed dialog box to control holds processing in the staff client, Polaris PowerPAC, Polaris PowerPAC Children’s Edition, and Mobile PAC. Most holds settings can made at the system, library, or branch level. However, the options that control the following are system level only:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p> charges for holds</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>the time when expired, canceled, and not-supplied hold requests are deleted from Polaris</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>trapping preference groups</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="hold_opt_req.htm">Hold Options Dialog Box - Requests Tab</a>
|
||||
</li>
|
||||
<li><a href="hold_opt_charges.htm">Hold Options Dialog Box - Charges Tab</a>
|
||||
</li>
|
||||
<li><a href="hold_opt_pref.htm">Hold Options Dialog Box - Preferred Tab</a>
|
||||
</li>
|
||||
<li><a href="hold_opt_pickup.htm">Hold Options Dialog Box - Pickup Tab</a>
|
||||
</li>
|
||||
<li><a href="hold_opt_pickup_area.htm">Hold Options Dialog Box - Pickup Area Tab</a>
|
||||
</li>
|
||||
<li><a href="hold_opt_staff_pac.htm">Hold Options Dialog Box - Staff Client and PAC Tab</a>
|
||||
</li>
|
||||
<li><a href="hold_opt_staff_terms.htm">Hold Options Dialog Box - Terms Tab</a>
|
||||
</li>
|
||||
<li><a href="hold_opt_staff_RTF.htm">Hold Options Dialog Box - RTF Tab</a>
|
||||
</li>
|
||||
<li><a href="hold_opt_staff_queue.htm">Hold Options Dialog Box - Queue Tab</a>
|
||||
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|
||||
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|
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|
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<h1><a name="kanchor1153"></a><a name="IX_described_301"></a>Hold <span style="font-size: 11.0pt;"><a name="CSH_378"></a></span>Pickup Slip Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Hold pickup slip options.</b></p>
|
||||
<p>When enabled, the hold pickup slip prints automatically when an item’s status becomes <b>Held</b> at a circulation transaction. This slip is intended for use in libraries that allow patrons to pick up their own held items. The hold pick-up slip is inserted in the book so that the patron’s name or barcode in a specified format and the pick-up date are visible on the shelf. By default, this slip is printed horizontally on the receipt paper, and requires a line mode (not dot matrix) receipt printer. Vertical printing settings are also available. You can also choose to append the pickup slip to the default hold slip, to the hold call slip, or both.</p>
|
||||
<p>In the staff client, you specify the workforms from which the hold pickup slip can be printed. See <a href="../../Patron_Services/PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</p>
|
||||
<p>For descriptions and setup information about Polaris receipts and slips, see <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_Circulation_Receipts.htm">Setting Up Circulation Receipts</a>.</p>
|
||||
<h2><a name="TOC_Hold_Pickup_Slip_Dialog"></a>Hold Pickup Slip Dialog Box - Options Tab</h2>
|
||||
<p>Use the Hold Pickup Slip dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Enable pickup slip</b> - Select to enable hold pickup slips.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Append hold call slip</b> - The checkbox is available for selection only if the <b>Append hold call slip to pickup slip</b> is selected under <b>Hold slip combined</b>. (The option is available only when the Hold Pickup Slip Options dialog box is opened at the System level.)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Print options</b>:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Print full patron name</b> - When this option is selected, the patron’s full name is printed on the pickup slip.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Printer limitations restrict the name to approximately 38 characters, depending on the width of the characters and the printer model. Very long names may be cut off even if you specified the full patron name. If you set the number of characters to 1, only the first character of the last name is printed.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Print__characters of patron last name</b> - If you want only a portion of the patron’s name to print, select this option and select the number of characters.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Print ___digits of the patron barcode</b> - If you want the barcode to print select this option and select the number of barcode digits to print.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Large print </b>- Select this option to print the barcode in large type.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Hold slips combined </b>options:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>None</b> - This is the default. When this option is selected, the hold call slip, pickup slip, and in-transit slip are printed separately.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Combine hold pickup and in-transit slip</b> - Select this option to combine the hold pickup slip and the in-transit slip.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Append hold call slip to pickup slip - </b>Select this option to append the hold call slip to the pickup slip. See <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_Circulation_Receipts.htm">Setting Up Circulation Receipts</a>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Orientation </b>options:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Horizontal</b> (default) - The hold pickup slip is inserted in the material, exposing the patron name and pickup date. The material is shelved so that the slip extends horizontally from the material.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Vertical </b>- The hold pickup slip is a wrapper that is typically taped to the spine of the material. The pickup date is printed horizontally at the top and the patron’s name is printed vertically down the slip. Any additional content is printed in small type under the pickup date.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Tag -</b> The hold pickup slip is inserted into the material. When the slip is inserted, the patron name and pickup date are exposed at the top of the slip, printed horizontally, and the “tail” of the slip is inside the material. The material is shelved so that the slip extends above the material. Any additional content is printed in small type under the item barcode.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Trailing blank lines</b> - Specify the number of blank lines to insert on the right side of horizontal slips or the bottom of vertical slips. This setting determines the length of the blank “tail” that is inserted into the book.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>For more information, see <a href="../../Patron_Services_Admin/PDPreceipts/Set_up_hold_pickup_slips.htm">Set up hold pickup slips</a>.</p>
|
||||
<h2><a name="TOC_Hold_Pickup_Slip_Dialog1"></a>Hold Pickup Slip Dialog Box - Contents Selection Tab</h2>
|
||||
<p>Select the fields that you want to be printed on the hold pickup slip in the Options list, and click <b>Add</b>. See <a href="../../Patron_Services_Admin/PDPreceipts/Set_hold_slip_options.htm">Set hold slip options</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>last four digits of the patron’s phone number</b> - The numbers are printed after the patron’s name, if you chose to print the name, in the same large font. The system uses the last four consecutive digits of the <b>Voice phone 1</b> field in the patron record. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Title</b><span class="FM_BulletHead"> </span>- The item’s title is printed in normal weight, smaller characters.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Item barcode</b> - The item barcode is printed.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Pickup branch abbreviation</b> - The pickup branch abbreviation, if selected is printed on all holds pickup slips, regardless of format, at the top of the slip. On horizontal slips, the branch abbreviation is printed above the patron name in bold capital letters the same font size as the date. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Unclaimed date</b> - The unclaimed date.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Libraries that process items for holds centrally, sorting held items by pickup branch, may want to select the pickup branch abbreviation option to print at the top of the holds pickup slip for ease in sorting.</p>
|
||||
</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="kanchor932"></a><a name="IX_described_300"></a>Hold <span style="font-size: 11.0pt;"><a name="CSH_377"></a></span>Slip Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Hold slip options.</b></p>
|
||||
<p>A hold slip prints automatically when an item’s status becomes <b>Held</b> at a circulation transaction. The slip always includes the pickup location, date the item was <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> for the hold, held till (unclaimed) date, item title, item call number, item barcode, and item’s assigned branch. Use the Hold Slip Options dialog box to set what additional information appears on hold slips. Select each field in the Options list, and click <b>Add</b>. See <a href="../../Patron_Services_Admin/PDPreceipts/Set_hold_slip_options.htm">Set hold slip options</a>.</p>
|
||||
<p>In the staff client, you specify the workforms from which the hold slip can be printed. See <a href="../../Patron_Services/PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</p>
|
||||
<p>For descriptions and setup information about Polaris receipts and slips, see <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_Circulation_Receipts.htm">Setting Up Circulation Receipts</a>.</p>
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<h1>Holds Routing Sequences Primary Policy Table</h1>
|
||||
<p>Use this table to add or edit a primary holds routing entry. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPrequests/holdsrouttable.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Edit Holds Routing Tables</span></a>
|
||||
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|
||||
<li><a href="../../Patron_Services_Admin/PDPrequests/HoldsroutingSeq.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Holds Routing Overview</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
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|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI 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="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/PRadminPat.fm" /><title>Holds: Item Pickup Branches Dialog Box</title>
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gtag('js', new Date());
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Holds_Item_Pickup_Branches_Dialog_Box.htm">Open topic with navigation</a>
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|
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<div class="nocontent">
|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1>Holds: Item <a name="CSH_424"></a>Pickup Branches Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In the Polaris Administration Explorer, select the branch organization and select <b>Parameters</b>, <b>Patron Services</b>, <b>Holds: Item pickup branches.</b>:</p>
|
||||
<p>Use the Holds: Item pickup branches dialog box to:</p>
|
||||
<p>Select one or more pickup branches for holds processing. The selected branches display in the Item Record workform <b>Pickup at</b> list. See <a href="../../Patron_Services_Admin/PDPrequests/definepickupbranch.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up the hold pickup branch list</span></a>.</p>
|
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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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<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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+73
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|
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI 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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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Holds_PickupAreas_PolicyTable.htm">Open topic with navigation</a>
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</p>
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<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Hold Pickup Areas Policy Table</h1>
|
||||
<p>Use this table to add, modify, or delete the pickup areas patrons and staff can select from when placing a hold in Leap or in the patron-facing PAC. </p>
|
||||
<p>This table is empty by default. You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>, or select an entry and <a href="../../Administration/PDattribut/Delete_a_table_entry.htm">delete it</a>. Select an entry and select the arrows above to change the entry's sequence.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
|
||||
</li>
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||||
</ul>
|
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</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[
|
||||
]]></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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</p>
|
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</div>
|
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|
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</body>
|
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</html>
|
||||
+77
@@ -0,0 +1,77 @@
|
||||
<!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="Polaris User Interface (UI) Reference|Patron Services Administration UI 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>Holds Routing Sequences Secondary Policy Table</title>
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|
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|
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
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</script>
|
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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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>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Holds_Routing_Sequences_Secondary_Policy.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>
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1>Holds Routing Sequences Secondary Policy Table</h1>
|
||||
<p>Use this table to add or edit a secondary holds routing entry. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPrequests/holdsrouttable.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Edit Holds Routing Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Patron_Services_Admin/PDPrequests/HoldsroutingSeq.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Holds Routing Overview</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
|
||||
</li>
|
||||
</ul>
|
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</div>
|
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</div>
|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 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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</body>
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</html>
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+71
@@ -0,0 +1,71 @@
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI 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="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/PRadminPat.fm" /><title>Hours of Operation Dialog Box</title>
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<h1><a name="kanchor2967"></a><a name="IX_described_302"></a>Hours <span style="font-size: 11.0pt;"><a name="CSH_379"></a></span>of Operation Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Hours of operation.</b></p>
|
||||
<p>Use the Hours of Operation dialog box to designate days closed for an organization. If a day of the week (for example, Sunday) is designated as a closed day, the due date moves to the next open day. See <a href="../../Patron_Services_Admin/PDPloans/Calculating_Due_Dates.htm#XREF_16834_Calculating_Due">Calculating Due Dates</a>. Simply select the closed days in the dialog box. In addition, set the operating times for each open day. This schedule is used in calculating overnight loans for hourly items. See <a href="../../Patron_Services_Admin/PDPloans/Calculating_Due_Dates.htm#XREF_85177_Hourly_Loans">Hourly Loans</a>.</p>
|
||||
<p>The lending library’s closed <span class="FM_Emphasis">dates</span> are also used in due date calculation. If the due date (such as January 1) is defined as closed, the due date moves to the next open date. These dates are set in the Dates Closed policy table for an organization. See <a href="../../Administration/PDorgnizatn/Identifying_Dates_Closed.htm#XREF_79758_Identifying_Dates">Identifying Dates Closed</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Regardless of governing library settings, the system always uses the <b>Hours of operation</b> (closed days) settings and Dates Closed policy table of the <span class="FM_Emphasis">transacting branch</span> when calculating the due date.</p>
|
||||
<p>The schedule set up in the Hours of Operation dialog box is also used on the Polaris PowerPAC Hours page (see <a href="../../Public_Access_Admin/PDOpower/Set_Polaris_PowerPAC_features_on_the_menu_bar.htm#XREF_61605_Set_Polaris">Set Polaris PowerPAC features on the menu bar</a>) and the Library & Contact page in Mobile PAC (see <a href="../../Public_Access_Admin/PDOMobilePAC/Set_up_the_Library_Hours_Contact_page.htm#XREF_98782_Set_up_the_Library">Set up the Library Hours & Contact page</a>).</p>
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<h1>ILL Institutional <a name="CSH_422"></a>Patron Dialog Box</h1>
|
||||
<p>When lending items through interlibrary loan, NCIP uses a default “institutional patron” as the borrower. Only one institutional patron is used for all ILL lending. When the request is filled in the other system, the Polaris item will be checked out automatically to this NCIP patron. See <a href="../../Patron_Services_Admin/PDPNCIP/Setting_NCIP_Parameters.htm">Setting NCIP Parameters</a>.</p>
|
||||
<p>A single patron record with the barcode <b>NCIPpatron001</b> must be set up and the selected as the institutional patron for successful processing. If a patron record with the barcode <b>NCIPpatron001</b> has been defined, the patron record will be selected in the dialog box.</p>
|
||||
<p>If your library is licensed to use INN-Reach, the institutional patron is used in the creation of virtual patron records for INN-Reach. See <a href="../../INN-Reach Integration/INNOverview/set_up_patron_template.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enable Creation of Virtual Patron Records </span></a>.</p>
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<h1><a name="kanchor5066"></a><a name="IX_described_303"></a>ILL <span style="font-size: 11.0pt;"><a name="CSH_380"></a></span>Options Dialog</h1>
|
||||
<p class="NoteShade"><b>To open this dialog:<br /></b>In Polaris Administration, select <b>Parameters</b> > <b>Requests</b> > <b>ILL options</b>.</p>
|
||||
<p>An interlibrary loan (ILL) request is filled by routing the request to potential lenders outside the local library system. You can set Polaris to allow interlibrary loan requests from the staff client, PAC, or both. The ILL Options dialog (<b>Requests</b> parameters) provides options that control interlibrary loan processing. See <a href="../../Patron_Services_Admin/PDPrequests/Setting_Up_ILL_Requests.htm#XREF_76341_Defining_ILL">Setting Up ILL Requests</a>.</p>
|
||||
<h2><a name="TOC_ILL_Options_Dialog_Box1"></a>ILL Options Dialog - Requests Tab</h2>
|
||||
<p>Use the <b>Requests</b> tab to enable ILL requests from Polaris PowerPAC and from the staff client. If you select <b>Mediate All</b>, library staff review interlibrary loan requests from the PAC before the requests are sent to the ILL service provider.</p>
|
||||
<h2><a name="TOC_ILL_Options_Dialog_Box2"></a>ILL Options Dialog - Restrictions Tab</h2>
|
||||
<p>Use the <b>Restrictions</b> tab to set limits on ILL requests.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Hold-to-ILL is mediated</b> - Select this option to have ILL requests that are converted from hold requests reviewed by staff before being sent to the ILL service provider.</li>
|
||||
<li><b>Patron codes to exclude</b> - Select any patron codes that should not be allowed to place ILL requests.</li>
|
||||
<li><b>Need-by</b> - Enter the default number of days in which an ILL request should be filled.</li>
|
||||
<li><b>Held period</b> - Enter the number of days a library holds an ILL item for a patron to pick up before returning the item to the lending library.</li>
|
||||
<li><b>Block for patron fines</b> - These options apply to ILL requests from PAC:<ul type="disc"><li><b>Over 2nd level fine amount</b> - Select this option to block patrons who owe more money than the 2nd level fine amount set by the patron’s registered branch. The system displays a block message in PAC.</li><li><b>Over [amount]</b> - Select this option to block patrons who owe an amount that is greater than or equal to the amount you specify. The system displays a block message in PAC. By default, this option is selected. The default amount is $0.01, which blocks the request if the patron owes any money at all.</li></ul></li>
|
||||
</ul>
|
||||
<h2><a name="TOC_ILL_Options_Dialog_Box3"></a>ILL Options Dialog - OCLC Tab
|
||||
</h2>
|
||||
<p>Use the <b>OCLC</b> tab to set up ILL service parameters with OCLC.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Enable OCLC connection</b> - Select to indicate that interlibrary loan requests are managed through OCLC's ILL Direct Request service.</li>
|
||||
<li><b>OCLC Symbol</b> - The mnemonic for the library with the OCLC account (10-character maximum). Contact OCLC to get this information.</li>
|
||||
<li><b>Direct to Review</b> - This option is always selected. It indicates that ILL requests are sent to a review file at OCLC, where they can be reviewed by OCLC staff and directed to OCLC lenders.</li>
|
||||
<li><b>Service URL</b> - The OCLC service URL. By default, this field contains the following URL:<p><b>https://worldcat.org/isoill/request/data/</b></p><p>The OCLC service URL is the same for all libraries.</p></li>
|
||||
<li><b>API Key</b> - Your library's OCLC API key. Contact OCLC to get this information.</li>
|
||||
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|
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/In-House IP Addresses Database Table.htm">Open topic with navigation</a>
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||||
<h1>In-House IP Addresses Database Table</h1>
|
||||
<p>Use this table to identify specific IP addresses for in-house workstations.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
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+86
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI 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="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/PRadminPat.fm" /><title>In-Transit Slip Options Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/In-Transit_Slip_Options_Dialog_Box.htm">Open topic with navigation</a>
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<h1><a name="kanchor58"></a><a name="IX_described_304"></a>In-Transit <span style="font-size: 11.0pt;"><a name="CSH_381"></a></span>Slip Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>In-transit slip options.</b></p>
|
||||
<p>Use this dialog box to specify the information included on in-transit and in-transit for hold slips. In-transit slips are printed when an item’s status changes to In Transit (because it belongs to another branch) or Transferred (because it will fill a hold and needs to be sent to the pick-up library) during a circulation transaction. </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print patron name on In-transit-hold slip</span> - Select to include a requesting patron’s name on the in-transit for hold slip.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print patron barcode on In-transit-hold slip</span> - Select to include a requesting patron’s barcode on the in-transit for hold slip.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print library full name</span> and <span class="FM_BulletHead">Print library abbreviation</span> - Optional. Select either or both to print the parent library of the destination branch. These options apply to all in-transit slips.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print branch full name</span> or <span class="FM_BulletHead">Print branch abbreviation</span> - Required destination branch information. You must select one option.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Number of trailing blank lines</span> - Select or type the number of blank lines to add to the end of the slip. Use this setting to control the length of the in-transit slip.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>For more information about setting up receipt and slip printing, see <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_Circulation_Receipts.htm">Setting Up Circulation Receipts</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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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<h1>Increased Check-out Limits Policy Table</h1>
|
||||
<p class="NoteShade"><b>Tip</b>:<br />This table is part of the increased check-out limits feature. See "Increasing Check-out Limits by Branch" in the Leap help for more information.</p>
|
||||
<p>Use this table to define the number of additional items that a patron who is enabled for increased check-out limits can check out from specific material types. The system adds the value from this table to the maximum item limit defined for that material type in the <a href="Patron_Material_Type_Loan_Limit_Policy_Table.htm">Patron/Material Type Loan Limit Blocks</a> policy table to determine the increased check-out limit for a patron for that specific material type. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
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|
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<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Item Availability Display Order Policy Table.htm">Open topic with navigation</a>
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|
||||
<h1>Item Availability Display Order Policy Table</h1>
|
||||
<p>Use this policy table to specify the branches listed as Local and System and the order in which they are listed in the PAC item availability display. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Public_Access_Admin/PDOresults/Set_up_the_local_system_item_availability_display.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set up the local/system item availability display</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
</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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<div>
|
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<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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|
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|
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</body>
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</html>
|
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+73
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|
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<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI 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>Item Block Descriptions Database Table</title>
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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</head>
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Item Block Descriptions Database Table.htm">Open topic with navigation</a>
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</p>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1>Item Block Descriptions Database Table</h1>
|
||||
<p>Use this table to define the item blocks listed as options in the<b> Library assigned</b> box on the Item Record workform.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/DataTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Database Table Reference </span></a>
|
||||
</li>
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||||
</ul>
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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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<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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</body>
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</html>
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+75
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI 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 http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Item Statistical Class Codes Policy Table</title>
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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/UI_Ref/PRadminPat/Item Statistical Class Codes.htm">Open topic with navigation</a>
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||||
</p>
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<div class="nocontent">
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||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1>Item Statistical Class Codes Policy Table</h1>
|
||||
<p>Use this policy table to define 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.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li> <a href="../../Patron_Services_Admin/PDPstats/Defining_Item_Statistical_Codes.htm#XREF_56389_Defining_Item" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Defining Item Statistical Codes</span></a></li>
|
||||
<li><a href="../../Administration/PDattribut/Add_a_table_entry.htm">Add a table entry</a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDattribut/Change_a_table_entry.htm">Change a table entry</a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDattribut/Delete_a_table_entry.htm">Delete a table entry</a>
|
||||
</li>
|
||||
</ul>
|
||||
</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>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
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</html>
|
||||
+86
@@ -0,0 +1,86 @@
|
||||
<!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="Polaris User Interface (UI) Reference|Patron Services Administration UI 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 name="rh-authors" content="GIS Information Systems_ Inc." />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
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<meta name="Originator" content="ImportMif" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPat.fm" /><title>Item Barcode Formats Dialog Box</title>
|
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||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Item_Barcode_Formats_Dialog_Box.htm">Open topic with navigation</a>
|
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</p>
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|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor632"></a><a name="IX_described_309"></a>Item <span style="font-size: 11.0pt;"><a name="CSH_387"></a></span>Barcode Formats Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles</b>, <b>Staff Client</b>, <b>Barcodes: Item format definition.</b></p>
|
||||
<p>Use this dialog box to define valid item barcode formats at the system, library, or branch level. You can define multiple valid formats for both items and patrons, and add and remove definitions as necessary. If you decide to define valid item formats, consider defining valid patron formats as well, to produce more consistent messaging.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Double-click the Staff Client profile <b>Barcodes: Patron format definition</b> to set up patron barcode formats.</p>
|
||||
<p>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. If different barcode types are used in each organization, define all of the types for each library and branch to accommodate cross-borrowing.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Length</b> - Type the total number of characters (1-20) required in the barcode, including the prefix. Type <b>*</b> if the barcode can be any length.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Prefix</b> - Type the standard characters that can begin a valid barcode. Type <b>*</b> to accept any character as the prefix.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Add</b> - Click to add the defined length and prefix to the valid barcode list.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Remove</b> - Select a length/prefix combination and click to remove the barcode definition from the list valid barcodes.</p>
|
||||
</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>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
||||
<div>
|
||||
<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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+68
@@ -0,0 +1,68 @@
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<!DOCTYPE html>
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<h1><a name="kanchor1157"></a><a name="IX_described_305"></a>Items <span style="font-size: 11.0pt;"><a name="CSH_382"></a></span>Out Receipt Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Items out receipt options.</b></p>
|
||||
<p>Use this dialog box to specify the information included when a staff member prints a patron’s Items Out list (receipt) from the Patron Status workform - Items Out view. The header of the Items Out list always includes the library name and date/time. Select additional content by checking the options. Your library’s user-defined fields appear at the end of the list of options. For more information, see <a href="../../EContent Integration/EContentPAC/Setting_up_a_digital-branch.htm#XREF_46221_Set_Items_Out">Set Items Out receipt options</a>.</p>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor2754"></a><a name="IX_described_310"></a>Language <span style="font-size: 11.0pt;"><a name="CSH_388"></a></span>Strings Dialog Box (Patron Messages)</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Patron message text: Configure.</b></p>
|
||||
<p>This dialog box opens when you select a message in the Patron Message Text dialog box and click <b>Translate</b>. Patron messages are predefined messages that staff can post to specific patron accounts. The messages are posted and managed from the Patron Status workform - Notes view, and patrons can read and delete them from the PAC patron account. See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_Patron_Messages.htm#XREF_53524_Setting_Up_Patron">Setting Up Patron Messages</a> for details.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Choose language</span> - Select the language from the list. The languages are those licensed for Polaris PowerPAC. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Translate the message</span> - Type your translation in the language column. To insert a diacritic character, click <b>Diacritics</b>. The Character Picker dialog box opens. Select a graphic character set, select the character, and click <b>Insert</b>. For information about inserting diacritic characters, see <a href="../../Cataloging/PKcreate/Choose_characters_diacritics_from_a_chart.htm#XREF_84426_Insert_a_diacritic">Choose characters/diacritics from a chart</a>.</p>
|
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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="kanchor3443"></a><a name="IX_described_311"></a>Licensed <span style="font-size: 11.0pt;"><a name="CSH_389"></a></span>Languages Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Notification</b>, <b>Notification options</b>. Then click the <b>Languages</b> link on the General tab.</p>
|
||||
<p>Use this dialog box to select the languages in which you will deliver notices, then click <b>OK</b>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Multi-lingual notices are a separately licensed feature. See <a href="../../Patron_Services_Admin/PDPnotices/Managing_Notification.htm#TOC_Exporting_Notices_to_a">Notification Language</a>.<span style="font-size: 11.0pt;"> </span>When you enable multi-lingual notices here, patrons can also select a preferred language for notification when they register from the PAC; once registered, they can change their language preference from the patron account page (<b>Change Preferences</b> option).</p>
|
||||
<p>The read-only <b>Licensed</b> column shows which languages are licensed for your system. If notice translations are not available for a licensed language and you need notification in that language, contact your Polaris Site Manager.</p>
|
||||
<p>For additional information about notification options, see <a href="../../Telephony_Admin/PTOutboundTel/Delivering_Notices_by_Phone_Outbound_Telephony.htm#XREF_71823_Managing">Delivering Notices by Phone (Outbound Telephony)</a>.</p>
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<h1>Loan Period Codes Policy Table</h1>
|
||||
<p>Use this policy table to define 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. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPloans/Add_a_loan_period_code.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Add a loan period code</span></a>
|
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</li>
|
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<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
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<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
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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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<h1>Loan Periods Policy Table</h1>
|
||||
<p>This policy table 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. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
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<p>See also:</p>
|
||||
<ul>
|
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<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
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<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
|
||||
</li>
|
||||
<li><a href="../../Patron_Services_Admin/PDPloans/Defining_Loan_Period_Durations.htm">Defining Loan Period Durations</a>
|
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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/UI_Ref/PRadminPat/Lost Item Transition Dialog Box.htm">Open topic with navigation</a>
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<h1>Lost Item Transition Dialog Box</h1>
|
||||
<p>To access the Lost item transition dialog box, select <b>Administration, Explorer</b>, library organization (System, Library, or Branch), <b>Parameters</b>, <b>Patron Services</b>, <span style="font-size: 10pt; font-weight: bold;">Lost item transition</span>.</p>
|
||||
<p>Use the Lost item transition dialog box to update the circulation status of Lost items to either Missing or Withdrawn based on the amount of time they have been lost.</p>
|
||||
<p>Under <b>Move lost item to</b>, select one of the following options:</p>
|
||||
<ul>
|
||||
<li><b>Missing</b>
|
||||
</li>
|
||||
<li><b>Withdrawn</b>
|
||||
</li>
|
||||
<li><b>Do not change status</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Under <b>After</b>, select a number and select <b>Months</b> or <span style="font-size: 10pt; font-weight: bold;">Years</span> to specify the time period for which the items will remain with a Lost status before they transition to Missing or Withdrawn.</p>
|
||||
<p>For more information, see <a href="../../Patron_Services_Admin/PDPitems/Set up lost item transition to missing or withdrawn.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set up lost item transition to missing or withdrawn</span></a>.</p>
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<h1><a name="kanchor2850"></a><a name="IX_described_306"></a>Lost <span style="font-size: 11.0pt;"><a name="CSH_383"></a></span>Item Charge Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Lost item charge options.</b></p>
|
||||
<p>The settings on this dialog box control whether billed items are automatically set to Lost, and how overdue charges are applied billed and lost items. For details and suggestions regarding optimal settings, see <a href="../../Patron_Services_Admin/PDPfines/Overdue_Fines_on_Lost_Items.htm#XREF_77900_Overdue_Fines_on">Overdue Fines on Lost Items</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">(System level only) <span class="FM_BulletHead">Overdues: billed items set to lost</span> - Select this option to make the status of billed items automatically set to Lost.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Charge overdue fines when an item’s status changes to Lost</span> - Select one or both of the following options:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Charge overdue with bill </b>- If <b>Overdues: billed items set to lost</b> is selected for the system, and you select <b>Charge overdue with bill</b>, when the billed item’s status automatically changes to Lost the overdue charge is placed on the patron account, along with other appropriate charges related to lost items (see <a href="../../Patron_Services_Admin/PDPfines/Setting_Replacement_Fee_Defaults.htm#XREF_97518_Setting">Setting Replacement Fee Defaults</a>). </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If <b>Overdues: billed items set to lost</b> is not selected for the system, the billed item’s status remains Out. The overdue charge and any other charges related to billed items are placed on the patron account.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Charge overdue when declared lost</b> - Select this option to charge overdue fines to the patron account when an item is declared lost by a staff member.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Charge overdue fines when a lost item is recovered</span> - Select <b>Lost item: Charge overdue when returned.</b></p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you select <b>Lost item: Charge overdue with bill</b>, <b>Charge overdue when declared lost</b>, or both, this option is unavailable. </p>
|
||||
<p class="indent2">Libraries that use this option typically charge any replacement and processing fees to the patron when the item’s status changes to Lost, but not overdue charges. If the item is recovered, replacement and processing fees are then waived or credited (if already paid), the overdue fine is calculated up to the point when the item was returned, up to the maximum fine amount, and the overdue charge is placed on the patron account.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you select <b>Charge overdue when returned, </b>set the <b>Lost item recovery</b> parameter for lost-and-paid items to <b>Charge</b> for overdues. See <a href="../../Patron_Services_Admin/PDPfines/Set_the_lost_item_recovery_default_actions.htm#XREF_37792_Set_the_lost_item">Set the lost item recovery default actions</a>.</p>
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<h1><a name="kanchor1710"></a><a name="IX_described_339"></a>Lost <span style="font-size: 11.0pt;"><a name="CSH_419"></a></span>Item Recovery Options Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Lost item recovery.</b></p>
|
||||
<p>When a lost item is recovered at check-out or check-in, the charges associated with the item must be resolved (charged, waived, credited, or left as is, as appropriate). Use this dialog box to set defaults so that the charges are resolved automatically when lost items are recovered at circulation, and staff members do not have to resolve each item manually. See <a href="../../Patron_Services_Admin/PDPfines/Setting_Lost_Item_Recovery_Defaults.htm#XREF_53174_Setting_Lost_Item">Setting Lost Item Recovery Defaults</a>. Charges for lost items may include a replacement charge, a processing fee, and an overdue charge, if any. For information about setting replacement costs and processing fees, see <a href="../../Patron_Services_Admin/PDPfines/Setting_Replacement_Fee_Defaults.htm#XREF_97518_Setting">Setting Replacement Fee Defaults</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Lost Item Recovery tab</span> - These settings control the processing defaults that should apply when lost items are recovered at circulation, but the charges related to the items <span class="FM_Emphasis">have not been paid or waived</span>:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Default action if recovered in</span> - Specify the maximum time period for which automatic changes to the patron account should apply. The maximum numerical value is 9999. For any specific item, the period you specify is measured from the point when the item was declared lost.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Normal check-in, bulk check-in, check-out</span> - Select the checkbox for each circulation situation where you want to process lost item fees automatically. If a lost item is recovered in a checked situation before the time specified in the <b>Default action if recovered in</b> fields, fees are processed automatically according to your settings. If the item is recovered after the specified time, the circulation transaction continues but no changes are made to the patron account. If you leave a circulation situation unchecked, automatic processing is not applied, and staff members must resolve the charges when a lost item is recovered in that situation.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Overdue fine, Processing fee, Replacement cost</span> - For each circulation situation that you checked, select the automatic action to take for each fee. C<b>harge</b> leaves the charge related to the lost item unchanged in the patron account. <b>Waive</b> waives the charge in the patron account. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Lost-and-paid recovery tab</span> - These settings control the processing defaults that should apply when lost items are recovered at circulation, and the charges related to the items <span class="FM_Emphasis">have already been paid:</span></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Default action if recovered in</span> - Specify the maximum time period for which automatic changes to the patron account should apply. The maximum numerical value is 9999. For any specific item, the period you specify is measured from the point when the item was declared lost.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Normal check-in, bulk check-in, check-out</span> - Select the checkbox for each circulation situation where you want to process lost item fees automatically. If a lost item is recovered in a situation you checked before the time specified in the <b>Default action if recovered in</b> fields, fees are processed automatically according to your settings. If the item is recovered after the specified time, the circulation transaction continues but no changes are made to the patron account. If you leave a circulation situation unchecked, automatic processing is not applied, and staff members must resolve the charges when a lost item is recovered in that situation.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Overdue fine, Processing fee, Replacement cost</span> - For each circulation situation that you checked, select the automatic action to take for each fee.  <b>Credit</b> credits the patron’s account for the payment amount related to the lost item. <b>Leave as is</b> leaves the transactions related to the lost item unchanged in the patron account.</p>
|
||||
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<h1><a name="kanchor3901"></a><a name="IX_described_307"></a><a name="CSH_384"></a>Material <span style="font-size: 11.0pt;"><a name="CSH_385"></a></span>Type Groups Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Material Type Groups.</b></p>
|
||||
<p>Use this dialog box to set check-out limits by patron code for groups of material types. The group limit may be different from the individual limit on each material type. If the individual material type limits and group limit conflict, the patron is blocked according to the group limit. The system uses the setting for the governing library for patron blocks, which may be the transacting branch or the patron’s registered branch (set in the system-level Patron Services parameter <b>Consortium circulation</b>). For details, see <a href="../../Patron_Services_Admin/PDPblocks/Defining_Material_Type_Group_Limits.htm#XREF_54653_Defining_Material">Defining Material Type Group Limits</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Define a material type group</span> - Type a name for the group in the <b>Group definition</b> box and click <b>Add Group</b>. The new group appears in the Group name list at the top left portion of the dialog box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Assign material types to the group</span> - Select the group name in the Group Name list, then in the Material Type Assignment list, check the material types that should be included in the group.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Assign patron codes and patron code limits to the group</span> - In the Patron Code list, check the patron codes that should have a limit for this group. If several patron codes should have the same limit, select the appropriate codes. If all patron codes should have the same limit, click <b>Select All</b>. In the number control, specify the number of items allowed for the selected patron codes, and click <b>Apply</b>. Repeat this process to set different limits for different patron codes.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Modify a material type group</span> - Select the group in the Group Names list. You can then change the item material type and patron code selections, and set new limits. To modify the group name, select the group in the Group Names list. The name appears in the <b>Name</b> box. Edit the name and click <b>Modify Name</b>.</p>
|
||||
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|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete a material type group</span> - Select the group in the Group Names list. The name appears in the <b>Name</b> box. Click <b>Delete</b>. When you delete a material type group, the limits set for individual material types are applied at check-out.</p>
|
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Material_Types_Policy.htm">Open topic with navigation</a>
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</p>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1>Material Types Policy Table</h1>
|
||||
<p>Use this table to name the various material types for the library's holdings. Item material types are used in determining loan periods and lending limits, and in generating statistics.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
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<li><a href="../../Patron_Services_Admin/PDPitems/Defining_Material_Types.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Defining Material Types</span></a>
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<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
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<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
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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/PRadminPat.fm" /><title>Media Dispenser Settings Dialog Box</title>
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<h1><a name="kanchor4852"></a><a name="IX_described_312"></a>Media <span style="font-size: 11.0pt;"><a name="CSH_390"></a></span>Dispenser Settings Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>SelfCheck Unit</b>, <b>Media dispenser settings.</b></p>
|
||||
<p>Use this dialog box to set up staff client, Leap, and Polaris ExpressCheck circulation for media dispensers. </p>
|
||||
<ul type="disc">
|
||||
<li><b>Enable</b> - Check this option to enable media dispenser circulation.</li>
|
||||
<li><b>Media dispenser vendor</b> - ITG DiscXpress is the only media dispenser vendor currently available.</li>
|
||||
<li><b>Properties</b> - <a name="CSH_391"></a>Click to open the ITG DiscXpress dialog box, where you type the full network address or URL of the dispenser unit (100-character limit). This information is provided by your network administrator and is determined when the device is installed on your network.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Media_Dispenser_Settings1"></a>Media Dispenser Settings Dialog Box - General Tab</h2>
|
||||
<p>These settings apply to the staff client, Leap, and Polaris ExpressCheck:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Material types</span> - Check the material types that can be dispensed by the unit. The list includes all the item material types defined at the system level. You must select at least one material type.</li>
|
||||
<li><span class="FM_BulletHead">Dispenser location</span> - To include the dispenser location and slot number on printed check-out receipts, check <b>Include dispenser unit location on printed receipt</b>. </li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Normal check-out receipts from the appropriate staff client workforms and from Polaris ExpressCheck must be enabled to include this information on a printed receipt. Separate dispenser receipts are not printed.</p>
|
||||
<h2><a name="TOC_Media_Dispenser_Settings2"></a>Media Dispenser Settings Dialog Box - Staff Client Tab</h2>
|
||||
<p>These settings apply to the staff client and Leap only:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Receipt text</span> - The default staff client check-out receipt text is <b>Please retrieve items from the dispensing unit</b>. To specify custom text, type the text in the <b>Receipt text</b> box (250-character limit).</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Normal check-out receipts from the appropriate staff client workforms must be enabled to include this information on a printed receipt. Separate dispenser receipts are not printed.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Enable check-out warning</span> - Check this option to display a warning message to staff members when a dispenser item is checked out. The warning message is displayed for each dispenser item during. The staff member must click <b>OK</b> to acknowledge the message and continue. The default warning message text is <b>Please retrieve items from the dispensing unit</b>. You can customize the message in the text box (250-character limit).</li>
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|
||||
<h1>Missing Item Transition Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Missing Item Transition.</b></p>
|
||||
<p>Use the Missing item transition dialog box to update items with a circulation status of Missing to a status of Withdrawn after a specified period of time.</p>
|
||||
<ul>
|
||||
<li>Select <b>Move missing items to withdrawn</b>.</li>
|
||||
<li>In the <b>After</b> fields, select a number and select <b>Months</b> or <span style="font-size: 10pt; font-weight: bold;">Years</span> to specify the time period in which items will remain with a Missing status before they are automatically updated to Withdrawn.</li>
|
||||
</ul>
|
||||
<p>For more information, see <a href="../../Patron_Services_Admin/PDPitems/Set up missing item transition to withdrawn.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set up missing item transition to withdrawn</span></a>.</p>
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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/UI_Ref/PRadminPat/Mobile_Carriers_Database.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>Mobile Phone Carriers Database Table</h1>
|
||||
<p>Use this table to identify the mobile phone carriers that appear as selections in the Patron Registration workform and in the form patrons use to register or update their accounts from the PAC.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPnotices/Specify_available_carriers_for_phone_and_text_messages.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Specify available carriers for phone and text messages</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/DataTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Database Table Reference </span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Certain staff client menus, such as the item record Links menu, display the default hold request description instead of your custom description. </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>
|
||||
+73
@@ -0,0 +1,73 @@
|
||||
<!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="Polaris User Interface (UI) Reference|Patron Services Administration UI 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>NCIP Fiscal Action Types Policy Table</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/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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|
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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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<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>
|
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
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</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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</script>
|
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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</script>
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<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/NCIP_Fiscal_Action_Types_Policy.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>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>NCIP Fiscal Action Types Policy Table</h1>
|
||||
<p>Use this table to map NCIP fiscal action types to Polaris payment methods. You can select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li>Modify the NCIP fiscal action types mapping</li>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></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>
|
||||
+77
@@ -0,0 +1,77 @@
|
||||
<!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="Polaris User Interface (UI) Reference|Patron Services Administration UI 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" />
|
||||
<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/PRadminPat.fm" /><title>NCIP ILL Holds Add Staff Display Note Dialog Box</title>
|
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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" />
|
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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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|
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
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<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">
|
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</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/UI_Ref/PRadminPat/NCIP_ILL_Holds_Add_Staff_Display_Note_Dialog_Box.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>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>NCIP ILL <a name="CSH_423"></a>Holds Add Staff Display Note Dialog Box</h1>
|
||||
<p class="NoteShade"><b>Note:<br /></b>See <a href="../../Patron_Services_Admin/PDPNCIP/Setting_NCIP_Parameters.htm">Setting NCIP Parameters</a>.</p>
|
||||
<p>Use this dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">Enable notes -<b> Click the Enable checkbox.</b></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Enter the note </b>- The default <b>Item was requested through ILL</b> text is displayed in the <b>Staff display note</b> field. You can customize this text by entering up to 255 characters.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When enabled, the note text appears in the hold request Staff Display note that displays when trapping and also prints on the hold slip. If the other notes are added during hold request processing, the ILL note is appended to the existing text.</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>
|
||||
+74
@@ -0,0 +1,74 @@
|
||||
<!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="Polaris User Interface (UI) Reference|Patron Services Administration UI 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>
|
||||
<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>NCIP Medium Types: Incoming Policy Table</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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|
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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" />
|
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
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</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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</script>
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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</script>
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<script>/* <![CDATA[ */
|
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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/UI_Ref/PRadminPat/NCIP_Medium_Types_In_Policy.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>NCIP Medium Types: Incoming Policy Table</h1>
|
||||
<p>Use this table to map NCIP medium types to Polaris item material types for incoming requests. This mapping is used for requests where the Polaris library is the borrowing library.</p>
|
||||
<p>You can select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li>Map NCIP medium types to item material types </li>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></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>");
|
||||
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<h1>NCIP Medium Types: Outgoing Policy Table</h1>
|
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<p>Use this table to map Polaris item material types to NCIP medium types. This mapping is used for requests where the Polaris library is the lending library.</p>
|
||||
<p>You can select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
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<p>See also:</p>
|
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<ul>
|
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<li>Map NCIP medium types to item material types </li>
|
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<h1>NCIP Payment Types Policy Table</h1>
|
||||
<p>Use this table to map NCIP payment types to Polaris payment methods.</p>
|
||||
<p>You can select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
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<p>See also:</p>
|
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<ul>
|
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<li>Modify the NCIP payment types mapping</li>
|
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<h1>NCIP <a name="CSH_421"></a>Processing Dialog Box</h1>
|
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<p>The default setting for the NCIP Processing option is <b>Decentralized processing</b>, but you can change it to <b>Central processing</b>. Use the <b>Central processing</b> setting if ILL items are received at the central location and then sent to the requesting library or branch, and returned items are sent to the central location to be returned to the lender. The “central location” may be a branch or it may be a workstation within a library. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>See <a href="../../Patron_Services_Admin/PDPNCIP/Setting_NCIP_Parameters.htm">Setting NCIP Parameters</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your library or consortium uses a mixture of centralized and decentalized ILL processing, where items are received at a central location but each branch returns items directly to the lender, the Central Processing option is recommended.</p>
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|
||||
<h1>NCIP User Privilege Types Policy Table</h1>
|
||||
<p>Use this table to map Polaris patron codes to NCIP standard public and/or academic user privilege types. You can select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li>Map NCIP user privileges to Polaris patron codes</li>
|
||||
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|
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<h1><a name="kanchor2242"></a><a name="IX_described_308"></a>No <span style="font-size: 11.0pt;"><a name="CSH_386"></a></span>Fine Days Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Days not fineable.</b></p>
|
||||
<p>You can designate specific days of the week as not fineable with this dialog box. Select the days you want to eliminate from fine calculations, or select <b>None</b> to include all days in calculations.</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>A library designates Sunday as a “no fine day” (day not fineable) because the library is closed. If an item is due on Saturday and returned at the branch on Monday, fines are not charged for Sunday, based on the setting for the branch (item, patron, or transacting) whose settings govern fine calculations. If the governing branch for fine calculations has designated Sunday as a “no fine day,” no Sunday is calculated in a fine.</p>
|
||||
<p>For more information about setting up overdue fines, see <a href="../../Patron_Services_Admin/PDPfines/Defining_Fines_and_Fees.htm">Defining Fines and Fees</a>. For information about setting the governing branch for fine calculation, see <a href="../../Patron_Services_Admin/PDPGovLib/Governing_Library_for_Circulation_Transactions.htm">Governing Library for Circulation Transactions</a>.</p>
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<h1><a name="kanchor5936"></a><a name="IX_described_313"></a><a name="XREF_41117_Notification"></a>Notification <span style="font-size: 11.0pt;"><a name="CSH_392"></a></span>Options Dialog</h1>
|
||||
<p class="NoteShade"><b>To open this dialog:<br /></b>In Polaris Administration, select <b>Parameters</b> > <b>Notification</b> > <b>Notification options</b>.</p>
|
||||
<p>Use the Notification options dialog to set up parameters and delivery methods for overdue notices, bills, combined notices, fine notices, hold request pick-up and cancellation notices, serial claim notices and routing notices, and email reminders. See <a href="../../Telephony_Admin/PTOutboundTel/Delivering_Notices_by_Phone_Outbound_Telephony.htm#XREF_71823_Managing">Setting Up Outbound Telephony for Phone Notification</a>.</p>
|
||||
<p>The Notification options dialog includes the following tabs:</p>
|
||||
<ul>
|
||||
<li><a href="#TOC_Notification_Options1">General</a>
|
||||
</li>
|
||||
<li><a href="#TOC_Notification_Options2">Overdue & Bill</a>
|
||||
</li>
|
||||
<li><a href="#TOC_Notification_Options3">Hold Request & Cancellation</a>
|
||||
</li>
|
||||
<li><a href="#TOC_Notification_Options4">Fine</a>
|
||||
</li>
|
||||
<li><a href="#TOC_Notification_Options5">Reminder</a>
|
||||
</li>
|
||||
<li><a href="#TOC_Notification_Options6">Serial</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Notification_Options1"></a>Notification Options Dialog — General Tab</h2>
|
||||
<p>Use settings on this tab to specify:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p>The methods the library uses to send notices </p>
|
||||
</li>
|
||||
<li>
|
||||
<p>The languages in which notices are sent </p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Email addresses and report destination </p>
|
||||
</li>
|
||||
<li>
|
||||
<p>The FTP settings for exported notices</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>See <a href="../../Patron_Services_Admin/PDPnotices/Managing_Notification.htm">Managing Notification</a>.</p>
|
||||
<p><b>To set notification methods</b>
|
||||
</p>
|
||||
<ol>
|
||||
<li value="1">
|
||||
<p>In the <b>Notification methods</b> section, select every method that your library uses to send at least one type of notice. Each of the following notification options offers <b>Available in PAC</b> — your library displays the notice when the patron logs in to PAC — in addition to the other listed options:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p><b>Print</b> — Delivery by printed copy, sent by ground mail.</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p><a name="ExportDef"></a><b>Export</b> — Your library exports these notices in a file to an outside vendor (system or library level only). See <a href="../../Patron_Services_Admin/PDPnotices/Managing_Notification.htm#TOC_Notification_Statistical">Exporting Notices to a Notification Service</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>E-mail</b> — Delivery by email, using the information you provide in the E-mail notice section.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Phone</b> — Delivery by Polaris telephone notification. </p>
|
||||
<ul>
|
||||
<li>
|
||||
<p><b>Export</b> — See <a href="#ExportDef">above</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>TXT Message</b> — Delivery by text message to a patron’s mobile phone. See <a href="../../Patron_Services_Admin/PDPnotices/Managing_Notification.htm#TOC_Notice_Delivery_Methods">Notice Delivery Methods</a>. </p>
|
||||
<ul>
|
||||
<li>
|
||||
<p><b>Export</b> — See <a href="#ExportDef">above</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Include with phone</b> — Your library exports text messages to third-party vendors in the same file as the voice phone notifications. If neither <b>Phone</b> nor <b>TXT Message</b> has <b>Export</b> selected, then this setting does nothing. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Available in PAC</b> — Specifies whether Polaris presents <b>TXT message</b> as an option patrons can select in PAC.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Display SMS terms</b> — Specifies whether Polaris displays an opt-in message in PAC when a patron chooses to receive text message notifications.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p>If you select <b>E-mail</b>, enter information in the E-mail notice section. For detailed steps, see <a href="../../Patron_Services_Admin/PDPnotices/Set_up_notification_methods_e-mail_options_and_export_location.htm#If">Set up notification methods, email options, and export location</a>.</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p>If you select <b>Export</b> for <b>Print</b>, <b>Phone</b>, or <b>TXT Message</b>, enter information in the Export section. For detailed steps, see <a href="../../Patron_Services_Admin/PDPnotices/Set_up_notification_methods_e-mail_options_and_export_location.htm#(System">Set up notification methods, email options, and export location</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can specify a delivery method of <b>Patron Preference</b> for certain patron notice types and <b>Supplier Preference</b> for serial claim notices. If you allow patrons to specify a notification preference in the patron record, be sure the options that patrons can choose are also selected here. If you plan to use <b>Supplier Preference</b>, be sure that <b>Print</b> and <b>E-mail</b> are selected.</p>
|
||||
</li>
|
||||
<li value="4">Select <b>Languages</b> and select the language in which to send print, email, or telephone notices. See <a href="../../Patron_Services_Admin/PDPnotices/Managing_Notification.htm#TOC_Exporting_Notices_to_a">Notification Language</a>.</li>
|
||||
</ol>
|
||||
<h2><a name="TOC_Notification_Options2"></a>Notification Options Dialog — Overdue & Bill Tab</h2>
|
||||
<p>Use this tab to set up to three overdue notices and an optional bill. You can also set up combined notices, which are sent to patrons who are due to receive more than one type of notice. See <a href="../../Patron_Services_Admin/PDPnotices/Overdue_Notices_Bills_and_Combined_Notices.htm#XREF_22538_Defining_Overdue">Overdue, Missing Part, Combined Notices and Bills</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Overdue</b> — Select if you send overdue notices. </li>
|
||||
<li><b>Export</b> — Select if you export overdue notices to an outside vendor. This option is only available if <b>Export</b> is selected for a delivery method on the General tab at the system or library level.</li>
|
||||
<li><b>First overdue</b> section — These settings apply to the first overdue notice.<ul type="disc"><li><p><b>Notice interval</b> — Enter the number of days after an item becomes overdue that the system waits before adding it to the first overdue notice queue.</p><p>You can enter a maximum value of 999 days. Enter a value of 0 to add the item to the notice queue on the same day it becomes overdue.</p></li><li><b>Include claimed items</b> — Select to include claimed items in overdue notice processing. If the <b>Include claimed items</b> and <b>Combined patron notices</b> options are selected, the Missing Parts notice is included in the combined notice.</li><li><p><b>Notification method</b> — Select a delivery method. You can deliver overdue notices by any of the methods you selected on the General tab. <b>Patron Preference</b> means that the method is taken from the patron record. If you select another method, your selection overrides the method specified in the patron record. </p><p class="NoteShade"><b>Important:<br /></b>If you export overdue notices to an outside vendor for print delivery, the notification method must be set to <b>Print</b> at the system, library, and branch levels if you want to export the notices from all organizations. If a branch-level method is set to <b>E-mail</b> or <b>Phone</b>, the system produces notices according to that method. If the method is set to <b>Patron Preference</b>, and the patron’s preference is set to <b>Print</b>, the notice is exported, but if the patron’s preference is E-mail, Phone, or Text message, that method is used.</p></li><li><b>Send additional TXT message</b> — Select to send a text message notice to patrons’ mobile phones in addition to the notification method you selected. A patron only receives the additional text message if the <b>Additional TXT messaging</b> option is selected in the patron record. If you selected <b>Patron Preference</b> in the <b>Notification Method</b> box, patrons who have text messaging set as their preferred notification method in the patron record only receive text message notices.</li><li><b>Notification library</b> — Select the library that should generate the overdue notice. For information on how this selection determines which patrons and items are identified for overdue notice processing, see <a href="../../Patron_Services_Admin/PDPnotices/Managing_Notification.htm#TOC_The_Notification_Library">The Notification Library</a>.</li><li><b>Return address</b> — Select <b>Use notification library</b> to use the address specified in the organization record for the notification library. Select <b>Use optional address</b> to use an address other than the notification library’s address. If you select this option, select the organization whose address should appear on the notice.</li></ul></li>
|
||||
<li><b>Second overdue</b> section — If you send second overdue notices, set the interval and notification method. (If you do not send second overdue notices, set the interval to <b>0</b>). The interval is measured from the point the item status changes to overdue, not from the previous overdue notice. The notification library, return address, and claimed items settings are the same as the first overdue notice settings. </li>
|
||||
<li><b>Third overdue</b> section — If you send third overdue notices, set the interval and notification method. (If you do not send third overdue notices, set the interval to <b>0</b>). The interval is measured from the point the item status changed to overdue, not from the previous overdue notice. The notification library, return address, and claimed items settings are the same as the first overdue notice settings. </li>
|
||||
<li><b>Bill</b> — Select if you send bills.</li>
|
||||
<li><b>Export</b> — Select if you export bills to an outside vendor. This option is available only if <b>Export</b> is selected as the delivery method on the General tab at the system or library level.</li>
|
||||
<li><b>Notice interval</b> — Type or select the number of days (999 maximum) after an item is declared overdue that the item is added to the queue for the bill. Coordinate this setting with your interval settings for overdue notices.</li>
|
||||
<li>
|
||||
<p><b>Notification method</b> — Select a delivery method. You can deliver bills by print, email, or text message if you selected the method on the General tab. Bills cannot be delivered by phone. <b>Patron Preference</b> means that the method is taken from the patron record. If you select another method, your selection overrides the method specified in the patron record.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you export bills to an outside vendor for print delivery, the notification method must be set to <b>Print</b> at the system, library, and branch levels if you want to export the bills from all organizations. If a branch-level method is set to E-mail, the system produces notices according to that method. If the method is set to <b>Patron Preference</b>, and the patron’s preference is set to <b>Print</b> or <b>Phone</b>, the notice is exported for print, but if the patron’s preference is email or text message, that method is used.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li><b>Send additional TXT message</b> — Select to send a text message notice to patrons’ mobile phones <span class="FM_Emphasis">in addition to</span> the notification method you selected. A patron only receives the additional text message if the <b>Additional TXT messaging</b> option is selected in the patron record. If you selected <b>Patron Preference</b> in the <b>Notification Method</b> box, patrons who have text messaging set as their preferred notification method in the patron record only receive text message notices.</li>
|
||||
<li><b>Notification library</b> — Select the library that should generate the bill. For information on how this selection determines which patrons and items are identified for notice processing, see <a href="../../Patron_Services_Admin/PDPnotices/Managing_Notification.htm#TOC_The_Notification_Library">The Notification Library</a>.</li>
|
||||
<li><b>Return address</b> — Select <b>Use notification library</b> to use the address specified in the organization record for the notification library. Select <b>Use optional address</b> to use an address other than the notification library’s. If you select this option, select the organization whose address should appear on the notice.</li>
|
||||
<li><b>Combine patron notices</b> — Select to send combined notices and set the delivery method. You can deliver combined notices by any of the methods you selected on the General tab. <b>Patron Preference</b> means that the method is taken from the patron record. If you select another method, your selection overrides the method specified in the patron record. If the <b>Include claimed items</b> and <b>Combine patron notices</b> options are both selected, the Missing Parts notice is included in the combined notice. For more information about combined notices contents, see <a href="../../Patron_Services_Admin/PDPnotices/Overdue_Notices_Bills_and_Combined_Notices.htm#XREF_62533_Combined_Notices">Combined Notices</a>.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Notification_Options3"></a>Notification Options Dialog — Hold Request & Cancellation Tab</h2>
|
||||
<p>Use the Hold Request & Cancellation tab to set up the first and second notices sent to patrons when a requested item is being held for pick-up. You can also choose to send canceled request notices when a request status changes from Active, Pending, or Inactive to Cancelled. See <a href="../../Patron_Services_Admin/PDPnotices/Request_Pick-Up_Second_Pick-Up_Cancelled_Request_Notices.htm#XREF_77135_Using_Hold_Request">Request Pick-Up, Second Pick-Up, and Cancelled Request Notices</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Request</b> — Select if you send request pick-up notices.</li>
|
||||
<li><b>Export</b> — Select if you export request pick-up notices to an outside vendor. This option is available only if <b>Export</b> is selected as the delivery method on the General tab at the system or library level.</li>
|
||||
<li>
|
||||
<p><b>Notification method</b> — Select a delivery method. You can deliver request pickup notices by any of the methods you selected on the General tab. <b>Patron Preference</b> means that the method is taken from the patron record. If you select another method, your selection overrides the method specified in the patron record. </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you export request pick-up notices to an outside vendor for print delivery, the notification method must be set to <b>Print</b> at the system, library, and branch levels if you want to export the notices from all organizations. If a branch-level method is set to E-mail or Phone, the system produces notices according to that method. If the method is set to <b>Patron Preference</b>, and the patron’s preference is set to <b>Print</b>, the notice is exported, but if the patron’s preference is email, phone, or text message, that method is used.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li><b>Send additional TXT message</b> — Select to send a text message notice to patrons’ mobile phones <span class="FM_Emphasis">in addition to</span> the notification method you selected. A patron only receives the additional text message if the <b>Additional TXT messaging</b> option is selected in the patron record. If you selected <b>Patron Preference</b> in the <b>Notification Method</b> box, patrons who have text messaging set as their preferred notification method in the patron record only receive text message notices.</li>
|
||||
<li><b>2nd hold notice</b> — Select if you send second request pick-up notices. See <a href="../../Patron_Services_Admin/PDPnotices/Request_Pick-Up_Second_Pick-Up_Cancelled_Request_Notices.htm#XREF_32658_Second_Pick_Up">Second Pick-Up Notices</a> for more details about second request processing.</li>
|
||||
<li>
|
||||
<p><b>Notification method</b> — Select a delivery method. You can deliver 2nd request notices by any of the methods you selected on the General tab. <b>Patron Preference</b> means that the method is taken from the patron record. If you select another method, your selection overrides the method specified in the patron record. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you export the regular hold request notice to a third-party service, the second hold notice is also exported.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li><b>Send additional TXT message</b> — Select to send a text message notice to patrons’ mobile phones <span class="FM_Emphasis">in addition to</span> the notification method you selected. A patron only receives the additional text message if the <b>Additional TXT messaging</b> option is selected in the patron record. If you selected <b>Patron Preference</b> in the <b>Notification Method</b> box, patrons who have text messaging set as their preferred notification method in the patron record only receive text message notices.</li>
|
||||
<li><b>Notice interval</b> — Specify the number of days to wait from the date the request staus changed to Held before sending the second notice. </li>
|
||||
<li><b>Cancelled request</b> — Select if you send canceled request notices.</li>
|
||||
<li>
|
||||
<p><b>Notification method</b> — Select a delivery method. You can deliver request cancellation notices by any of the methods you selected on the General tab. <b>Patron Preference</b> means that the method is taken from the patron record. If you select another method, your selection overrides the method specified in the patron record. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you export request pick-up notices, canceled request notices are also exported.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li><b>Send additional TXT message</b> — Select to send a text message notice to patrons’ mobile phones <span class="FM_Emphasis">in addition to</span> the notification method you selected. A patron only receives the additional text message if the <b>Additional TXT messaging</b> option is selected in the patron record. If you selected <b>Patron Preference</b> in the <b>Notification Method</b> box, patrons who have text messaging set as their preferred notification method in the patron record only receive text message notices.</li>
|
||||
<li>
|
||||
<p><b>eContent request</b> — Select <b>eContent request</b>, and select a notification method (E-mail, TXT, or both). See <a href="../../Patron_Services_Admin/PDPnotices/Request_Pick-Up_Second_Pick-Up_Cancelled_Request_Notices.htm#XREF_86167_Notices">Notices for Integrated Ebook Requests</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you select <b>Both</b> for the method, the notice is sent either by email or text message, depending on the patron’s notification preference. If the patron did not select either option as a preference, the patron does not receive notification.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><b>Cancelled eContent request</b> — Select to enable notices for canceled eContent requests, and select a notification method. See <a href="../../Patron_Services_Admin/PDPnotices/Request_Pick-Up_Second_Pick-Up_Cancelled_Request_Notices.htm#XREF_86167_Notices">Notices for Integrated Ebook Requests</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you select <b>Both</b> for the method, the notice is sent either by email or text message, depending on the patron’s notification preference. If the patron did not select either option as a preference, the patron does not receive notification.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Notification_Options4"></a>Notification Options Dialog — Fine Tab</h2>
|
||||
<p>Use the Fine tab to set up fine notices, which are typically sent to a patron before the delinquent account is turned over to a collection agency. See <a href="../../Patron_Services_Admin/PDPnotices/Fine_Notices.htm#XREF_43049_Setting_Up_Fine">Fine Notices</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Fine</b> — Select if you send fine notices. </li>
|
||||
<li><b>Export</b> — Select if you export fine notices to an outside vendor. This option is available only if <b>Export</b> has been selected for a delivery method on the General tab at the system or library level.</li>
|
||||
<li>
|
||||
<p><b>Notification method</b> — Select a delivery method. You can deliver fine notices by any of the methods you selected on the General tab. <b>Patron Preference</b> means that the method is taken from the patron record. If you select another method, your selection overrides the method specified in the patron record. </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you export fine notices to an outside vendor for print delivery, the notification method must be set to <b>Print</b> at the system, library, and branch levels if you want to export the notices from all organizations. If a branch-level method is set to E-mail or Phone, the system produces notices according to that method. If the method is set to <b>Patron Preference</b>, and the patron’s preference is set to <b>Print</b>, the notice is exported, but if the patron’s preference is email, phone, or text message, that method is used.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li><b>Send additional TXT message</b> — Select to send a text message notice to patrons’ mobile phones <span class="FM_Emphasis">in addition to</span> the notification method you selected. A patron only receives the additional text message if the <b>Additional TXT messaging</b> option is selected in the patron record. If you selected <b>Patron Preference</b> in the <b>Notification Method</b> box, patrons who have text messaging set as their preferred notification method in the patron record only receive text message notices.</li>
|
||||
<li><b>Notification library</b> — Select the library that should generate the fine notice. For information on how this selection determines which patrons and items are identified for notice processing, see <a href="../../Patron_Services_Admin/PDPnotices/Managing_Notification.htm#TOC_The_Notification_Library">The Notification Library</a>.</li>
|
||||
<li><b>Return address</b> — Select <b>Use notification library</b> to use the address specified in the organization record for the notification library. Select <b>Use optional address</b> to use an address other than the notification library’s address. If you select this option, select the organization whose address should appear on the notice.</li>
|
||||
<li>
|
||||
<p><b>User-defined field for Guardian</b> — Optional. Specify which user-defined field (UDF), if any, is defined for the guardians of patrons under 18. If you specify a guardian UDF, the fine notice regarding the minor’s delinquent account is sent to the minor in care of the guardian, at the guardian’s address. See <a href="../../Patron_Services_Admin/PDPcollect/Using_a_Collection_Agency.htm#TOC_Reporting_Minors">Reporting Minors</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your library does not use a UDF for guardian barcode, or if no guardian can be determined, the notice is sent to the minor patron.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><b>Minimum balance</b> — The amount owed that a patron’s account must exceed to trigger a fine notice. (Any amount greater than this entry triggers the notice.) </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Set this value to one equal or greater than the <b>Second Level Fine</b> amount set in the Patron and Material Loan Limit table. See <a href="../../Patron_Services_Admin/PDPblocks/Defining_Loan_and_Request_Limit_Blocks.htm#XREF_15218_Defining_Loan">Defining Loan and Request Limit Blocks</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li><b>Fine age</b> — Specify the number of days old a fine must be to be included in the balance that triggers the fine notice. If you use collection agency services, be sure the <b>Fine age (days)</b> setting is <span class="FM_Emphasis">less </span>than the fine age setting for sending an account to collection. This ensures that the patron receives the notice before the account is sent to collection. See <a href="../../Patron_Services_Admin/PDPcollect/Using_a_Collection_Agency.htm">Using a Collection Agency</a>.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Notification_Options5"></a>Notification Options Dialog — Reminder Tab</h2>
|
||||
<p>Use the Reminder tab to set up automatic email reminder notices. See also: <a href="../../Patron_Services_Admin/PDPnotices/Reminder_Notices.htm#XREF_73812_Setting_Up">Reminder Notices</a>. </p>
|
||||
<ul type="disc">
|
||||
<li><b>Send additional TXT message</b> — Select to send a text message notice to a patron's mobile phone <span class="FM_Emphasis">in addition to</span> the email reminder. A patron only receives the additional text message if the <b>Additional TXT messaging</b> option is selected in the patron record.</li>
|
||||
<li><b>Almost overdue/Auto-renew</b> — Select to send notices to borrowers for items that are almost overdue and (if your library has enabled Auto-renew) items that are renewed automatically. The notice also lists other items the patron currently has checked out. If you select this option, set these:<ul type="disc"><li><b>Days before an item is overdue</b> — The number of days (1-9) before an item becomes overdue that your library sends the notice.</li><li><b>Days between notices</b> — The number of days (1-9) to wait before your library sends another notice to the same patron. This prevents the patron from receiving several notices in a row if items are due on successive days.</li><li><b>Include integrated eContent titles</b> — The default setting for this checkbox is unchecked so that no integrated eContent titles appear in the list of almost overdue items. If your library wants integrated eContent titles to be included on the notice with other items that are almost overdue, select this box.</li></ul></li>
|
||||
<li><b>Patron record expiration</b> — Select to send notices to patrons whose registrations are about to expire. Only one reminder is sent. If you select this option, set:<ul type="disc"><li><b>Days until expiration</b> — The number of days (1-999) before a patron registration expires that your library sends the notice.</li></ul></li>
|
||||
<li><b>Inactive patron</b> — Select to send notices to patrons whose library accounts have not been used for a specified number of days. Only one notice is sent. If you select this option, set:<ul type="disc"><li><b>Days until a patron has been inactive</b> — The number of days (1-999) that a patron account has been inactive before your library sends the notice.</li></ul></li>
|
||||
<li><b>Missing part notice</b> — Select to send a notice to a patron if staff checks in an item using the <b>Special Item Check-in</b> function, and uses the <b>Missing part: block and notify</b> option. Only one notice is sent. If you select this option, set this:<ul type="disc"><li><b>Notification method</b> — To use the patron's selected preference, leave as <b>Patron preference</b>. Otherwise select E-mail, Print, Phone, or TXT message.</li><li><b>Send additional TXT message</b> — Select this option to send a text message in addition to an email, print, or phone notification.</li><li><b>Notification library</b> — Select the library that should generate the missing part notice.</li><li><b>Return address</b> — Select the address of the library that should receive a return of the missing part.</li></ul></li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Notification_Options6"></a>Notification Options Dialog — Serial Tab</h2>
|
||||
<p>Use this tab to set up serial routing notices, which alert patrons on a routing list that an item is going to be routed, and serial claim notices, which are sent to suppliers when serials issues or parts are not received as expected. See <a href="../../Serials_Admin/PDKserial/Setting_Up_Routing.htm#XREF_78525_Defining_Route">Setting Up Routing</a>. For information about serials claiming, see <a href="../../Serials_Admin/PDKserial/Setting_Up_Serials_Claiming.htm#XREF_85491_Setting_Up_Serials">Setting Up Serials Claiming</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><b>Serial claim</b> — Select to enable serial claim notices. Then set these options:</p>
|
||||
<ul>
|
||||
<li><b>Automatic claiming</b> — Select if you want claim notices sent automatically when an issue or part is eligible to be claimed.
|
||||
</li>
|
||||
<li><b>Notification method</b> — The delivery method for serial claim notices. <b>Supplier Preference</b> means that the method is taken from the supplier record. If you select another method, your selection overrides the method specified in the supplier record.  
|
||||
</li>
|
||||
<li><b>Contact name, Department name, Phone number, email address</b> — Type the name, department, phone number, and email address of the appropriate individual at the library. This information appears on the serial claim notice.</li>
|
||||
<li><b>Return address</b> — The default is the notification library. If notices are generated for all libraries or branches from a central location, you can specify a central processing branch return address instead.</li>
|
||||
<li><b>Include Claim Reason</b> — Select if you want to include the claim reason on serial claim notices. The claim reason comes from the <b>Reason</b> box in the Claims view of the Issue record.</li>
|
||||
<li><b>Include Claim Note</b> — Select if you want to include a claim note. The claim note comes from the <b>Note</b> field in the Issue record.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Routing</b> — Select this option to enable routing notices. Then set this option:</p>
|
||||
<ul>
|
||||
<li><b>Notification method</b> — The delivery method for routing notices. <b>Patron Preference</b> means that the method is taken from the patron record. If you select another method, your selection overrides the method specified in the patron record.
|
||||
</li>
|
||||
</ul>
|
||||
</li>
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||||
</ul>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/ORS_Packing_List_Dialog_Box.htm">Open topic with navigation</a>
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</p>
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<div class="nocontent">
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor3546"></a><a name="IX_described_315"></a>ORS <span style="font-size: 11.0pt;"><a name="CSH_394"></a></span>Packing List Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>ORS packing list.</b></p>
|
||||
<p>Use this dialog box to specify the header and rating line text for packing lists, which are sent to outreach services patrons with their items so that patrons can rate the titles. Outreach services patrons return their ratings with their items, and staff members enter the ratings in the patron account. See <a href="../../Patron_Services_Admin/PDPoutreachSA/Setting_Up_Reader_Ratings.htm#XREF_93772_Setting_Up_Reader">Setting Up Reader Ratings</a> for details.</p>
|
||||
<p>Specify the header text and introductory rating text. Each part can be 500 characters maximum; press <b>ENTER</b> to start a new line within the header or rating text. </p>
|
||||
<p>Other content is always included in the packing list; see <a href="../../Patron_Services_Admin/PDPoutreachSA/Setting_Up_Reader_Ratings.htm#XREF_30757_Packing_Lists">Packing Lists</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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<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/PRadminPat.fm" /><title>ORS Reading History Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/ORS_Reading_History_Dialog_Box.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="kanchor2400"></a><a name="IX_described_316"></a>ORS <span style="font-size: 11.0pt;"><a name="CSH_395"></a></span>Reading History Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>ORS reading history.</b></p>
|
||||
<p>Use this dialog box to specify limits on reading histories for outreach services patrons. See <a href="../../Patron_Services_Admin/PDPoutreachSA/Setting_Outreach_Patrons_Options.htm#XREF_88110_Setting_Outreach">Setting Outreach Patrons Options</a> for details.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Length of time to retain an entry in the Reading History list -</span> Type the number of months or years in the first <b>History length</b> box, and select the unit of time (months or years) in the second <b>History length</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Maximum entries</span> - In the <b>Maximum history</b> box, type the maximum number of entries that can be retained at one time in the Reading History list.</p>
|
||||
</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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]]></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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|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPat.fm" /><title>Online Payment Settings Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Online_Payment_Settings_Dialog_Box.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="kanchor1803"></a><a name="IX_described_314"></a>Online <span style="font-size: 11.0pt;"><a name="CSH_393"></a></span>Payment Settings Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b> > <b>Credit Card Payment</b> > <b>Online Payments: Configure</b>.</p>
|
||||
<p>Online Payment settings control credit card payment processing from the staff client, the PACs (PowerPAC and Mobile PAC), and Polaris ExpressCheck. Polaris supports several credit card processing services. An organization can use one method only. </p>
|
||||
<p>Use the Online Payment Settings dialog box to:</p>
|
||||
<ul>
|
||||
<li>Select the payment processing gateway from the drop-down list box. The selected gateway determines the other available setup options.</li>
|
||||
<li>Click <b>Properties</b> and make site-specific settings for your payments gateway provider.</li>
|
||||
<li>Select the <b>PowerPAC</b> tab to specify the payment gateway settings for credit card payments from PowerPAC</li>
|
||||
<li>Select the <b>Staff Client</b> tab to specify the payment gateway settings for credit card payments from the Polaris staff client</li>
|
||||
<li>Select the <b>ExpressCheck</b> tab to specify the payment gateway settings for credit card payments from Polaris ExpressCheck</li>
|
||||
<li>Select the <b>Mobile PAC</b> tab to specify the payment gateway settings for credit card payments from Mobile PAC.</li>
|
||||
</ul>
|
||||
<p>For instructions on setting up one of the e-Commerce gateways that can process credit card payments from the Polaris staff client, ExpressCheck, PowerPAC, and MobilePAC, see the topic for the gateway your library will use:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="../../Patron_Services_Admin/PDPCreditCard/E-Commerce_EnvisionWare.htm">E-Commerce with EnvisionWare® </a>
|
||||
</li>
|
||||
<li><a href="../../Patron_Services_Admin/PDPCreditCard/E-Commerce_Comprise_SmartPAY.htm">E-Commerce with Comprise™ SmartPAY™</a>
|
||||
</li>
|
||||
<li><a href="../../Patron_Services_Admin/PDPCreditCard/E-Commerce_PayPal_Payflow_Pro.htm">E-Commerce with PayPal® Payflow Pro®</a>
|
||||
</li>
|
||||
<li><a href="../../Patron_Services_Admin/PDPCreditCard/Using_Class_Point_of_Sale_with_Polaris.htm">E-Commerce with Class Point of Sale</a>
|
||||
</li>
|
||||
</ul>
|
||||
<p>For instructions on setting up one of the e-Commerce gateways that processes web payments from PowerPAC and Mobile PAC only, see the topic for the gateway your library will use:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="../../Patron_Services_Admin/PDPCreditCard/E-Commerce_with_Payments_Gateway_Secure_Web_Pay.htm">E-Commerce with Payments Gateway Secure Web Pay
|
||||
</a>
|
||||
</li>
|
||||
<li><a href="../../Patron_Services_Admin/PDPCreditCard/E-Commerce_with_PayPal_Payflow_Link.htm">E-Commerce with PayPal Payflow Link</a>
|
||||
</li>
|
||||
<li><a href="../../Patron_Services_Admin/PDPCreditCard/e-commerce-with-jetpay.htm">E-Commerce with JetPay</a> (PowerPAC only)</li>
|
||||
</ul>
|
||||
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|
||||
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|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 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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<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
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</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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+69
@@ -0,0 +1,69 @@
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<!DOCTYPE html>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminPat.fm" /><title>Optional Patron Data Dialog Box</title>
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|
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Optional_Patron_Data_Dialog_Box.htm">Open topic with navigation</a>
|
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|
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<div class="nocontent">
|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor1307"></a><a name="IX_described_328"></a>Optional <span style="font-size: 11.0pt;"><a name="CSH_408"></a></span>Patron Data Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Check-out: Optional patron data.</b></p>
|
||||
<p>Use the Optional Patron Data Display dialog box to set which patron information fields appear in the header of the Check Out workform, and in the header of the Patron Status workform. Select each field in the Options list, and click <b>Add</b>. </p>
|
||||
<p>You can also set which <span class="FM_Emphasis">item</span> data fields to display in the Check Out workform, using the Patron Services parameter <b>Check-out: Listview options.</b> See <a href="../../Patron_Services_Admin/PDPcircforms/Setting_Up_the_Check_Out_Workform.htm#XREF_90466_Setting_Patron">Setting Up the Check Out Workform</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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<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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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI 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>Outreach: Delivery Mode Policy Table</title>
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</head>
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Outreach_Delivery_Mode_Policy.htm">Open topic with navigation</a>
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</p>
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<div class="nocontent">
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1>Outreach: Delivery Mode Policy Table</h1>
|
||||
<p>Use this table to specify the possible associate delivery methods your organization uses to deliver items to outreach services patrons. Each method specified in this table appears as an option when setting up the patron's reader services. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPoutreachSA/Set_outreach_delivery_mode_options.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set outreach delivery mode options</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 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>
|
||||
<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</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="Polaris User Interface (UI) Reference|Patron Services Administration UI 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>Outreach: Delivery Route/Stops Policy Table</title>
|
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|
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|
||||
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|
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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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|
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|
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|
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/* ]]> */</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Outreach_Delivery_Policy.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>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Outreach: Delivery Route/Stops Policy Table</h1>
|
||||
<p>Use this table to define default delivery routes and stops for Outreach Services patrons. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPoutreachSA/Set_up_outreach_delivery_routes.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set up outreach delivery routes</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
|
||||
</li>
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||||
</ul>
|
||||
</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>
|
||||
<div>
|
||||
<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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|
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</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="Polaris User Interface (UI) Reference|Patron Services Administration UI 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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|
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<meta charset="utf-8" />
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|
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|
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|
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|
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|
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</script>
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
|
||||
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>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Outreach_Disability_Policy.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>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Outreach: Disability Policy Table</h1>
|
||||
<p>Defines the list of disabilities from which staff members can select when noting a disability for an Outreach Services patron. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPoutreachSA/Set_outreach_patron_disability_selections.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set outreach patron disability selections</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
|
||||
</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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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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|
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|
||||
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|
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|
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI 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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</head>
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Outreach_Equipment_Policy.htm">Open topic with navigation</a>
|
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</p>
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<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
|
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|
||||
<h1>Outreach: Equipment Policy Table</h1>
|
||||
<p>Use this table to define the list of special equipment needs from which staff can select for Outreach Services patrons. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPoutreachSA/Set_outreach_patron_equipment_selections.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set outreach patron equipment selections</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy 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>
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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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/*]]>*/</script>
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</div>
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</body>
|
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</html>
|
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+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="Polaris User Interface (UI) Reference|Patron Services Administration UI 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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|
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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>/* <![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>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Outreach_Excluded_Circ_Stat_Policy.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>Outreach: Excluded Circ Statuses Policy Table</h1>
|
||||
<p>Use this table to define the circulation statues for items that are excluded from Outreach Services selection lists.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPoutreachSA/Set_circulation_statuses_for_outreach_selection_lists.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set circulation statuses for outreach selection lists</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></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>");
|
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/*]]>*/</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="Polaris User Interface (UI) Reference|Patron Services Administration UI 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>Outreach: Included Branches Policy Table</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
|
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|
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|
||||
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|
||||
<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" />
|
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
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|
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|
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|
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|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</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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|
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
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</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
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/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Outreach_Included_Branches_Policy.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>Outreach: Included Branches Policy Table</h1>
|
||||
<p>Use this table to specify the branches for which items are included in Outreach Services selection lists processing. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPoutreachSA/Set_branch_items_to_include_in_outreach_selection_lists.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set branch items to include in outreach selection lists</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></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>");
|
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/*]]>*/</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="Polaris User Interface (UI) Reference|Patron Services Administration UI 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" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Outreach: Pick List Headers</title>
|
||||
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|
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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" />
|
||||
<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">
|
||||
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<h1>Outreach: Pick List Headers</h1>
|
||||
<p>Use this table to define the column headings and the order in which the headings appear for Outreach Services picklists.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
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|
||||
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|
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<li><a href="../../Patron_Services_Admin/PDPoutreachSA/Set_pick_list_column_heads.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set pick list column heads</span></a>
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<h1><a name="kanchor1528"></a><a name="IX_described_317"></a>Outreach <span style="font-size: 11.0pt;"><a name="CSH_396"></a></span>Title Rating Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Outreach title rating.</b></p>
|
||||
<p>Use the Outreach Title Rating dialog box to set up the rating scale for outreach services patrons if you choose to enable reader ratings. Outreach services patrons return their ratings with their items, and staff members enter the ratings in the patron account. See <a href="../../Patron_Services_Admin/PDPoutreachSA/Setting_Up_Reader_Ratings.htm#XREF_93772_Setting_Up_Reader">Setting Up Reader Ratings</a> for details.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Highest</span> - Click the <b>Highest</b> value to indicate which end of the scale (1 or 5) is the most positive rating a title can receive.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Rating descriptions</span> - Type a description (maximum of 50 characters) for each rating increment on the scale.</p>
|
||||
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|
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|
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|
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<h1><a name="kanchor5677"></a><a name="IX_described_329"></a>Overnight <span style="font-size: 11.0pt;"><a name="CSH_409"></a></span>Loan Period Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Parameters</b>, <b>Patron Services</b>, <b>Overnight loan period.</b></p>
|
||||
<p>If you set up hourly loans, Polaris checks these Patron Services parameters for the lending library: <b>Hours of operation</b> (for hours and closed days), and <b>Overnight loan period</b>. Use the Overnight Loan Period dialog box to specify what happens if an item is due <span class="FM_Emphasis">after</span> the lending library closes:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Allow automatic overnight loan</b> - Select to set the due date to the next day the library is open. Then set a due time after the library’s opening time, plus any additional time specified by the library. If <b>Allow automatic overnight loan </b>is not selected, and the loan period is less than 24 hours, the transaction is blocked at the circulation desk. See <a href="../../Patron_Services_Admin/PDPloans/Calculating_Due_Dates.htm#XREF_16834_Calculating_Due">Calculating Due Dates</a> for details.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The system checks the governing library’s Loan Periods policy table to determine if an item is an hourly loan. If so, the system then uses the <b>Hours of operation</b> and <b>Overnight loan period</b> parameter settings of the <span class="FM_Emphasis">transacting branch</span>. For more information about setting the governing branch for due dates, see <a href="../../Patron_Services_Admin/PDPGovLib/Governing_Library_for_Circulation_Transactions.htm">Governing Library for Circulation Transactions</a>.</p>
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||||
<h1>Patron Address Types Database Table</h1>
|
||||
<p>Use this table to specify the patron address types that are available for selection in the Polaris staff client and Leap when registering a new patron or modifying an existing patron's record. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/DataTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Database Table Reference </span></a>
|
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</li>
|
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</ul>
|
||||
</div>
|
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 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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<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI 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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/PatBlockSupression_Policy.htm">Open topic with navigation</a>
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</p>
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<div class="nocontent">
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1>Patron Block Suppression Policy Table</h1>
|
||||
<p class="NoteShade"><b>Tip</b>:<br />This table is part of the suppress nonblocking circulation notes feature. See "Suppressing Nonblocking Circulation Notes" in the Leap help for more information.</p>
|
||||
<p>Use the Patron Block Suppression table to configure which of the following informational circulation notes to suppress:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p>Money owed</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Held item</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Unread messages</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Accrued money owed</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p> </p>
|
||||
<p>You must have the permission <b>Modify patron block suppression table: Allow</b> to access this policy table.</p>
|
||||
<p>This policy table is considered only if the <b>Staff client</b> > <b>Web App: Suppress display of non-blocking patron blocks</b> profile is set to <b>Yes</b>. </p>
|
||||
<p>You can select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
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</li>
|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
|
||||
</li>
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||||
</ul>
|
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</div>
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|
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<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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<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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+73
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI 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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|
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</head>
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/PatNameTitlesDataTable.htm">Open topic with navigation</a>
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</p>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1>Patron Name Titles Database Table</h1>
|
||||
<p>This table is used to maintain a list of the titles (such as Mr., Ms. etc) that appear in the Patron Registration workform in the Polaris staff client and Leap.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
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|
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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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+96
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI 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="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/PRadminPat.fm" /><title>Patron Barcode Formats Dialog Box</title>
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<h1><a name="kanchor3655"></a><a name="IX_described_330"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_410"></a></span>Barcode Formats Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles</b>, <b>Staff Client</b>, <b>Barcodes: Patron format definition</b>.</p>
|
||||
<p>Use this dialog box to define valid patron barcode formats at the system, library, or branch level. Each branch can specify different barcode types for both patrons and items. You can define multiple valid formats for both patrons and items, and add and remove definitions as necessary. </p>
|
||||
<p class="NoteShade"><b>Note</b>: <br />The Polaris API does not support the plus symbol (+) in barcodes.</p>
|
||||
<p>If you decide to define valid patron formats, consider defining valid item formats as well to produce more consistent messaging. You can Double-click the Staff Client profile <b>Barcodes: Item format definition</b> to set up item barcode formats.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Length</b> - Type the total number of characters (1-20) required in the barcode, including the prefix. Type <b>*</b> if the barcode can be any length. If you plan to use this format as the default patron barcode format, you cannot leave this field undefined (<b>*</b>). You must type a number.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Prefix</b> - Type the standard characters that can begin a valid barcode. Type <b>*</b> to accept any character as the prefix. If you plan to use this format as the default patron barcode format, you cannot leave this field undefined (<b>*</b>). You must type the characters.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Add</b> - Click to add the defined length and prefix to the valid barcode list.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Remove</b> - Select a length/prefix combination and click to remove the barcode definition from the list of valid barcodes.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Default: On/Off</b> (system level only) - 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 the format as the default so that staff can enter just the significant digits in a patron barcode field, and patrons can enter just the significant digits to log on at the PAC. Select the length/prefix combination to use as the default patron barcode format, and click <b>Default On/Off</b>. The <b>Default</b> column displays a check to indicate that this barcode is used as the default, for significant digit purposes. For details, see <a href="../../Administration/PDbarcodes/Barcode_Formats.htm#XREF_60061_Significant_Digits">Significant Digits in Patron Barcodes</a>. (To remove the default designation, select the default barcode and click <b>Default: On/Off</b>.)</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
<p><b>Self Registration: On/Off</b> (system level only) - To avoid duplicates, we recommend that you create a new prefix for self registration. Select the new length/prefix combination to use it for all online patron barcode formats, and click <b>Self Registration: On/Off</b>. The <b>Self Registration</b> column displays a check to indicate that this barcode is used for all online registrations. (To remove the self registration designation, select the self registration barcode and click <b>Self Registration: On/Off</b>.)</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b><b>Default: On/Off</b> and <b>Self Registration: On/Off</b> settings are available only at the system level because the settings apply to all organizations. For Example, 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>
|
||||
</li>
|
||||
<li>
|
||||
<p>The <b>Revert</b> button allows you to undo any changes to the database that you made while you were using the dialog.</p>
|
||||
</li>
|
||||
</ul>
|
||||
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|
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<h1><a name="kanchor4851"></a><a name="IX_described_SelfCheck_Unit_1"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_397"></a></span>Blocks Dialog Box (SelfCheck Unit)</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box</b>:<b><br /></b>In Polaris Administration, select <b>Parameters</b> > <b>SelfCheck Unit</b> > <b>Patron blocks</b>.</p>
|
||||
<p>Use this dialog box to set parameters that determine how SIP self-check units handle blocking conditions on patron records. </p>
|
||||
<p class="NoteShade"><b>Note</b>:<b><br /></b>If a patron's registration is expired, Polaris always prevents the patron from performing a checkout using a SIP self-check unit. This is true regardless of how your library's self-check unit parameters are configured.</p>
|
||||
<p>You can configure the following parameters:</p>
|
||||
<ul>
|
||||
<li><![CDATA[
|
||||
]]><b>Free text blocks</b>
|
||||
— Many SIP check-out devices check the Patron Status or Patron Information SIP message before attempting to perform a checkout. This parameter applies only to check-out transactions performed on these devices. Select this checkbox to prevent a patron with free text blocks from performing a checkout. This checkbox is selected by default.</li>
|
||||
<li><b>Library assigned blocks</b> — Select this checkbox to prevent a patron with library-assigned blocks from performing a checkout. This checkbox is selected by default.</li>
|
||||
<li><b>Blocking notes</b> — Select this checkbox to prevent a patron with blocking notes from performing a checkout. This checkbox is selected by default.</li>
|
||||
<li><b>Associated patron blocks</b> — Select this checkbox to prevent a patron from performing a checkout if the patron has associated patron records that are blocked. This checkbox is cleared by default.</li>
|
||||
<li><b>Collection agency blocks</b> — Select this checkbox to prevent a patron with collection agency blocks from performing a checkout. This checkbox is selected by default.</li>
|
||||
<li><b>Maximum claims</b> —
|
||||
This parameter specifies the maximum number of current claims  
|
||||
a patron can have before being blocked from performing a checkout. Enter a number between 0 and 9,999. By default, this parameter is set to 10.</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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<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>Patron Codes Policy Table</h1>
|
||||
<p>Use this table to define patron codes typically assigned to patrons when they are registered. These patron codes define available services, loan periods, fines, and limits for specific classes of patrons. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services_Admin/PDPpatacct/Defining_Patron_Codes.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Defining Patron Codes</span></a>
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||||
<h1>Patron <a name="CSH_425"></a>Custom Data: Definition Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In the Polaris Administration Explorer, select <b>System, Profiles</b>, <b>Patron Services</b>, and double-click <b>Patron custom data</b>: Definition.</p>
|
||||
<p>Use this dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">Define patron custom data fields at the System organization level. See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_Patron_Custom_Data_Fields.htm#XREF_37348_Setting_UP_Patron">Setting Up Patron Custom Data Fields</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Modify a patron custom data field- Select a field and click <b>Modify Field</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Delete a patron custom data field - Select a field, and click <b>Delete Field</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Only patron custom data fields that are not in use can be deleted.</p>
|
||||
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|
||||
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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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/*]]>*/</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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||||
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Reference in New Issue
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