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Staff Client Help v6.7

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Staff Client Online Help/v6.7 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRComm/Community_Record_Workform.htm
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Community UI Reference">
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRComm.fm" /><title>Community Record Workform</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRComm/Community_Record_Workform.htm">Open topic with navigation</a>
</p>
<div class="nocontent">
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" &gt; " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor5000"></a><a name="IX_described_156"></a>Community <span style="font-size: 11.0pt;"><a name="CSH_183"></a></span>Record Workform</h1>
<p>The Community Record workform includes the following tabs: Profile, More info, Events, Social, Services, Subjects, Organization Rep, Preview, and Statistics. After a community record is created, a staff member can designate a patron as a community representative who can update and modify the record from the Polaris PowerPAC.</p>
<p>Use the Community Record workform to:</p>
<p>Enter or modify the following community profile information:</p>
<ul type="disc">
<li value="1">
<p class="FM_Bullet">Basic information - Select the Profile tab of the Community Record workform. See <a href="../../Community Profiles/CommProfStaffClient/Enter_basic_community_information_in_the_staff_client.htm#XREF_83004_Add_a_new">Enter basic community information in the staff client</a>.</p>
</li>
<li value="2">
<p class="FM_Bullet">Additional information - Select the More info tab. See <a href="../../Community Profiles/CommProfStaffClient/Enter_more_community_information_in_the_staff_client.htm#XREF_54792_Enter_or_edit">Enter more community information in the staff client</a>.</p>
</li>
<li value="3">
<p class="FM_Bullet">Events - Select the Events tab. When you enter a new event, an Event record is created. See <a href="../../Community Profiles/CommProfStaffClient/Enter_a_community_event_in_the_staff_client.htm#XREF_30563_Enter_or_edit_an">Enter a community event in the staff client</a>.</p>
</li>
<li value="4">
<p class="FM_Bullet">Social information - Select the Social tab. See <a href="../../Community Profiles/CommProfStaffClient/Enter_community_social_links_in_the_staff_client.htm#XREF_86217_Enter_or_edit">Enter community social links in the staff client</a>.</p>
</li>
<li value="5">
<p class="FM_Bullet">Subjects information - Select the Subjects tab. Click the <b>New subject</b>&#160;button to open the Add a new subject dialog box. See <a href="../../Community Profiles/CommProfStaffClient/Enter_community_subjects_in_the_staff_client.htm#XREF_89516_Enter_or_edit">Enter community subjects in the staff client</a>.</p>
</li>
<li value="6">
<p class="FM_Bullet">Organization representative’s information - Select the Organization Rep tab. See <a href="../../Community Profiles/CommProfStaffClient/Designate_a_community_representative.htm#XREF_54538_Designate_a">Designate a community representative</a>.</p>
</li>
</ul>
<p>Preview how the community record displays in Polaris PowerPAC - Select the Preview tab. See <a href="../../Community Profiles/CommProfStaffClient/Preview_the_community_record_from_the_staff_client.htm#XREF_60432_Preview_the">Preview the community record from the staff client</a>.</p>
<p>
<p>View the community record’s statistics - Select the Statistics tab. See <a href="../../Community Profiles/CommProfStaffClient/View_community_record_statistics_in_the_staff_client.htm#XREF_72971_View_community">View community record statistics in the staff client</a>.</p>
</p>
</div>
</div>
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
<col style="width: 50%;" />
<col style="width: 50%;" />
<tbody>
<tr>
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
</tr>
</tbody>
</table>
<table style="width: 100%;">
<col />
<tbody>
<tr>
<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
</tr>
</tbody>
</table>
</body>
</html>
Staff Client Online Help/v6.7 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRComm/Community_Workforms.htm
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference">
<head>
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRComm.fm" /><title>Community Workforms</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRComm/Community_Workforms.htm">Open topic with navigation</a>
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<h1><a name="XREF_18801_Community_Workforms"></a>Community UI Reference</h1>
<p>In the <b>Contents</b>&#160;list for online Help, click the plus sign by <b>Community UI Reference</b>, then click a subtopic link to see more information about how to use a specific workform or dialog box.</p>
<p class="NoteShade"><b>Tip:<br /></b>The same information is available when you click <img alt="formHelp_Icon.gif" style="margin-bottom: -6.000pt;width: 29;height: 29;" id="image0" src="formHelp_Icon_29x29.gif" />, click <b>Help</b>, or press <b>F1</b> on most workforms and dialog boxes.</p>
</div>
</div>
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
<col style="width: 50%;" />
<col style="width: 50%;" />
<tbody>
<tr>
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
</tr>
</tbody>
</table>
<table style="width: 100%;">
<col />
<tbody>
<tr>
<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
</tr>
</tbody>
</table>
</body>
</html>
Staff Client Online Help/v6.7 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRComm/Dashboards_Narrow_your_search_Related_searches_Dialog_Box.htm
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Community UI Reference">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRComm.fm" /><title>Dashboards: Narrow your search &amp; Related searches Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRComm/Dashboards_Narrow_your_search_Related_searches_Dialog_Box.htm">Open topic with navigation</a>
</p>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" &gt; " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor5278"></a><a name="IX_described_Community"></a>Dashboards: <span style="font-size: 11.0pt;"><a name="CSH_185"></a></span>Narrow your search &amp; Related searches Dialog Box</h1>
<p><b>To open the dialog box, </b>in Polaris Administration, select <b>Profiles, Community</b>, <b>Dashboards: Narrow your search &amp; Related searches.</b></p>
<p>Use this dialog box to set up the Narrow and Related Web parts that are displayed in the Polaris PowerPAC dashboard on the community information search results page. You can offer the <b>Narrow</b>&#160;Web part, the <b>Related</b>&#160;Web part, or both; specify the elements available for each Web part and set the display order; set the initial display to expanded or collapsed; set the minimum and maximum number of links for each element; specify your own labels for the Web parts and elements and translate the labels if you have Polaris PowerPAC Multilingual Version. For details about the features these Web parts offer to users, see <a href="../../Community Profiles/CommProfPAC/Community_Search_Results_Facets_in_Polaris_PowerPAC.htm#XREF_88846_Community_Search">Community Search Results Facets in Polaris PowerPAC</a>. </p>
<h2><a name="TOC_Narrow_Tab"></a>Narrow Tab</h2>
<p>Settings on this tab control whether the Narrow Web part is displayed in the dashboard for search results, and what search filter elements are listed for the Web part. For details about this Web part, see <a href="../../Community Profiles/CommProfPAC/Community_Search_Results_Facets_in_Polaris_PowerPAC.htm#XREF_88846_Community_Search">Community Search Results Facets in Polaris PowerPAC</a>.</p>
<ul type="disc">
<li value="1">
<p class="FM_Task"><span class="FM_BulletHead">Modify the settings for an element</span>&#160;- Select the element and click <b>Modify Dashboard Element</b>. The Modify Dashboard Element (Narrow) dialog box appears. See <a href="../../Community Profiles/CommProfPAC/Set_Up_the_Narrow_Your_Search_Web_Part.htm#XREF_75209_Set_Up_the_Narrow">Set Up the Narrow Your Search Web Part</a>.</p>
</li>
<li value="2">
<p class="FM_Task"><span class="FM_BulletHead">Set the display order</span>&#160;- Select an element and click the up or down arrow icons. Elements toward the top of the list are displayed before elements lower in the list. (The label for the entire Web part is always displayed first and cannot be re-ordered.)</p>
</li>
<li value="3">
<p class="FM_Task"><span class="FM_BulletHead">Translate a label</span>&#160;- Select the element and click <b>Translate Label</b>. Your choice of languages depends on the languages you purchased with Polaris PowerPAC Multilingual Version. See <a href="../../Community Profiles/CommProfPAC/Translate_Labels_for_Narrow_Related_Web_Parts.htm#XREF_90372_Translate_Labels">Translate Labels for Narrow/Related Web Parts</a> and <a href="../../Community Profiles/CommProfPAC/Multilingual_Supp_for_Dashboard_Titles.htm">Multilingual Support for Dashboard Titles</a>..</p>
</li>
<li value="4">
<p class="FM_Task"><span class="FM_BulletHead">Save settings</span>&#160;- Click the Save icon <img alt="SaveIconTitleDisp.gif" style="width: 19.531pt;height: 18.072pt;margin-bottom: 0.000pt;" id="image1" src="SaveIconTitleDisp.gif" />. Your changes on this tab are immediately saved to the Polaris database. Reload PowerPAC to see your changes in PAC.</p>
</li>
</ul>
<p class="NoteShade"><b>Note:<br /></b>A message alerts you if you have set <b>DASHBOARD</b>&#160;(the first element in the list) to be displayed but no elements. At least one element within the Web part must be set for display in order to display the Web part itself.</p>
<h2><a name="TOC_Related_Searches_Tab"></a>Related Searches Tab</h2>
<p>Settings on this tab control whether the Related Web part is displayed in the dashboard for search results, and what related search elements are listed for the Web part. For details about this Web part, see <a href="../../Community Profiles/CommProfPAC/Community_Search_Results_Facets_in_Polaris_PowerPAC.htm#XREF_88846_Community_Search">Community Search Results Facets in Polaris PowerPAC</a>.</p>
<ul type="disc">
<li value="1">
<p class="FM_Task"><span class="FM_BulletHead">Modify the settings for an element</span>&#160;- Select the element and click <b>Modify Dashboard Element</b>. The Modify Dashboard Element (Related) dialog box appears. See <a href="../../Community Profiles/CommProfPAC/Set_Up_the_Related_Searches_Web_Part.htm#XREF_25448_Set_Up_the_Related">Set Up the Related Searches Web Part</a>.</p>
</li>
<li value="2">
<p class="FM_Task"><span class="FM_BulletHead">Set the display order</span>&#160;- Select an element and click the up or down arrows. Elements toward the top of the list are displayed before elements lower in the list. (The label for the entire Web part is always displayed first and cannot be re-ordered.)</p>
</li>
<li value="3">
<p class="FM_Task"><span class="FM_BulletHead">Translate a label</span>&#160;- Select the element and click <b>Translate Label</b>. Your choice of languages depends on the languages you purchased with Polaris PowerPAC Multilingual Version. See <a href="../../Community Profiles/CommProfPAC/Translate_Labels_for_Narrow_Related_Web_Parts.htm#XREF_90372_Translate_Labels">Translate Labels for Narrow/Related Web Parts</a> and <a href="../../Community Profiles/CommProfPAC/Multilingual_Supp_for_Dashboard_Titles.htm">Multilingual Support for Dashboard Titles</a>.</p>
</li>
<li value="4">
<p class="FM_Task"><span class="FM_BulletHead">Save settings</span>&#160;- Click the Save icon <img alt="SaveIconTitleDisp00610.gif" style="width: 19.531pt;height: 18.072pt;margin-bottom: 0.000pt;" id="image2" src="SaveIconTitleDisp00610.gif" />. Your changes on this tab are immediately saved to the Polaris database. Reload PowerPAC to see your changes in PAC.</p>
</li>
</ul>
<p class="NoteShade"><b>Note:<br /></b>A message alerts you if you have set <b>DASHBOARD</b>&#160;(the first element in the list) to be displayed but no elements. At least one element within the Web part must be set for display in order to display the Web part itself.</p>
</div>
</div>
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
<col style="width: 50%;" />
<col style="width: 50%;" />
<tbody>
<tr>
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
</tr>
</tbody>
</table>
<table style="width: 100%;">
<col />
<tbody>
<tr>
<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
</tr>
</tbody>
</table>
</body>
</html>
Staff Client Online Help/v6.7 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRComm/Event_Import_Profile_Window.htm
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Community UI Reference">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRComm.fm" /><title>Event Import Profile Window</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRComm/Event_Import_Profile_Window.htm">Open topic with navigation</a>
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</div>
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<h1>Event Import Profile Wi<a name="CSH_188"></a>ndow</h1>
<p>Use the Event Import Profile window to create or modify an event import profile. To access the Event Import Profile window, select <b>Utilities, Importing, Event Import Profile Manager</b>. Then right-click and select New to create a new import profile or select Open to view or edit an existing import profile.</p>
<p>Use the Event Import Profile window to:</p>
<ul type="disc">
<li value="1">Enter the information for a new event import profile&#160;- First click <b>Find</b>&#160;and search for the community record with which you want to associate the event import. See <a href="../../Community Profiles/CommEventImport/Create_a_new_events_import_profile.htm#XREF_61069_Create_a_new">Create a new events import profile</a>.</li>
<li value="2">Modify the information for an existing event import profile - See <a href="../../Community Profiles/CommEventImport/Edit_an_events_import_profile.htm#XREF_58513_Edit_an_events">Edit an events import profile</a>.</li>
</ul>
</div>
</div>
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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Staff Client Online Help/v6.7 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRComm/Event_Record_Workform.htm
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Community UI Reference">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRComm/Event_Record_Workform.htm">Open topic with navigation</a>
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<h1><a name="kanchor4745"></a><a name="IX_described_157"></a>Event <span style="font-size: 11.0pt;"><a name="CSH_184"></a></span>Record Workform</h1>
<p>The Event Record workform appears when you search for an Event record in the Polaris Staff Client or when you enter an event on the Event tab of the Community Record workform.</p>
<p class="NoteShade"><b>Note:<br /></b>For more information, see <a href="../../Administration/Polaris_Permission_Groups_-_Default_Permissions_Reference.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a>. </p>
<p>Use the Event Record workform to do the following:</p>
<p class="NoteShade"><b>Tip:<br /></b>To enter diacritics and non-Roman characters, select <b>Tools, Diacritics</b>&#160;or press <b>Alt+D</b>. Then, select the characters from the dialog box.</p>
<ul type="disc">
<li value="1">
<p class="FM_Task" style="font-weight: bold;"><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Enter basic information about the event:</span>
</p>
</li>
<li value="2">
<p class="FM_Bullet">Type a name in the <strong>Event name</strong> box at the top of the workform.</p>
</li>
<li value="3">
<p class="FM_Bullet">Select the event type in the <strong>Event type</strong> box.</p>
</li>
<li value="4">
<p class="FM_Bullet">Select the <strong>Display in PAC</strong>&#160;check box (if it is not already selected) to display the event in the PAC. </p>
</li>
<li value="5">
<p class="FM_Bullet">If the event has a different address and/or contact person than the information displayed, type the information in the appropriate boxes.</p>
</li>
</ul>
<p class="NoteShade"><b>Note:<br /></b>The Map It feature uses this address to create the event map.</p>
<ul type="disc">
<li value="1">
<p class="FM_Bullet">Select the start and end dates/times in the <strong>Event start date</strong>&#160;and <strong>Event end date</strong> boxes.</p>
</li>
</ul>
<p class="NoteShade"><a name="kanchor4746"></a><a name="IX_automatically_updates"></a><b>Note: <br /></b>The <b>End date </b>is used to automatically set the <b>Date to remove event from the library catalog</b>&#160;date. The default setting is 7 days, but this can be changed in the Polaris Administration Community profile <b>Days to continue showing event in PAC after event end date</b>. See <a href="../../Community Profiles/CommProfPAC/Setting_Community_Search_Options_for_PAC.htm#XREF_14778_Setting_Community">Setting Community Search Options for PAC</a>. </p>
<ul type="disc">
<li value="1">
<p class="FM_Bullet">Type a description of the times/dates for the event in the <b>Event date as it appears in library catalog box</b>. </p>
</li>
<li value="2">
<p class="FM_Bullet">Type the event description in the <b>Event description</b> box.</p>
</li>
<li value="3">
<p class="FM_Bullet">If the automatic map for the event is not correct, enter the coordinates in the <b>Latitude</b>&#160;and <b>Longitude</b>&#160;boxes to override the automatic coordinates. Click the <b>What’s this?</b>&#160;link to get the coordinates.</p>
</li>
<li value="4">
<p class="FM_Bullet">Type the area location for the event in the <b>Event location (room or meeting area)</b> box.</p>
</li>
<li value="5">
<p class="FM_Bullet">If the event has an associated web site, type the URL for the website in the <b>Event website address</b>&#160;box and a description of the website in the <b>Website title/description</b> box.</p>
</li>
<li value="6">
<p class="FM_Task"><span class="FM_BulletHead">Enter additional information - </span>Select the More info tab. This information is copied from the Community record to the event, but you can modify it for the event. See <a href="../../Community Profiles/CommProfStaffClient/Enter_more_community_information_in_the_staff_client.htm#XREF_54792_Enter_or_edit">Enter more community information in the staff client</a>.</p>
</li>
<li value="7">
<p class="FM_Task"><span class="FM_BulletHead">Enter event services - </span>Select the Services tab. The services are copied from the Community, but you enter different information for the event. See Enter community services in the staff client.</p>
</li>
<li value="8">
<p class="FM_Task"><span class="FM_BulletHead">Share this event - </span>Select the Related Organizations tab. Click the <b>New related organization </b>button, and use the Find Tool to search for and select the related organization. The event will display in the related organization’s calendar of events and in the list of events on the product page. </p>
</li>
<li value="9">
<p class="FM_Task"><span class="FM_BulletHead">See how the event displays in the PAC -</span>&#160;Select the Preview tab. If the Preview does not appear, save and close the event record, reopen it, and select the Preview tab. </p>
</li>
<li value="10">
<p class="FM_Task"><span class="FM_BulletHead">View statistics about the event - </span>Select the Statistics tab.</p>
</li>
</ul>
</div>
</div>
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
<col style="width: 50%;" />
<col style="width: 50%;" />
<tbody>
<tr>
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
</tr>
</tbody>
</table>
<table style="width: 100%;">
<col />
<tbody>
<tr>
<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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Staff Client Online Help/v6.7 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRComm/Events_Import_Profile_Manager.htm
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<h2><a name="kanchor3855"></a><a name="IX_described_159"></a><a name="CSH_187"></a>Events Import Profile Manager</h2>
<p>If your library uses Polaris Community Profiles, you can import library events information from Evanced Solutions or Plymouth Rocket - EventKeeper to create event records in the Polaris database. The events import runs once every night as an executable from the Polaris API consumer service. Imported events are saved in the Polaris database as Community Event records.</p>
<p>To access the Event import profile manager:</p>
<ul style="list-style-type: square;">
<li value="1">Select <b>Utilities &gt; Importing &gt; Event Import Profile Manager</b>. </li>
</ul>
<p>The Events Import Profile Manager opens displaying the import profiles, if any, in the following columns: <b>Community record name</b>, <b>Enabled</b>, <b>Vender</b>, <b>Feed URL</b>&#160;and <b>Days of events</b>. </p>
<p>Use the Events Import Profile Manager to:</p>
<ul type="disc">
<li value="1">
<p class="FM_Task"><span class="FM_BulletHead">Sort the list of import profiles</span>&#160;- The default sort for the import profiles is by the Community record name, bu you can click any column heading to sort the list. </p>
</li>
<li value="2">
<p class="FM_Task"><span class="FM_BulletHead">Open an existing import profile</span>&#160;- Right-click and select <strong>Open</strong>. <a href="../../Community Profiles/CommEventImport/Edit_an_events_import_profile.htm#XREF_58513_Edit_an_events">Edit an events import profile</a>.</p>
</li>
<li value="3">
<p class="FM_Task"><span class="FM_BulletHead">Delete an existing import profile</span>&#160;- Right-click and select <strong>Delete</strong>. See <a href="../../Community Profiles/CommEventImport/Delete_an_events_import_profile.htm#XREF_69037_Delete_an_events">Delete an events import profile</a>.</p>
</li>
<li value="4">
<p class="FM_Task"><span class="FM_BulletHead">Create a new import profile</span>&#160;- Right-click anywhere in the window and click <strong>New</strong>. See <a href="../../Community Profiles/CommEventImport/Create_a_new_events_import_profile.htm#XREF_61069_Create_a_new">Create a new events import profile</a>.</p>
</li>
<li value="5">
<p class="FM_Task"><span class="FM_BulletHead">View the import profile’s properties</span>&#160;- Right-click the profile and select <strong>Properties</strong>.</p>
</li>
</ul>
</div>
</div>
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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Staff Client Online Help/v6.7 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRComm/Search_Setting_Defaults_Dialog_Box.htm
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<h1><a name="kanchor552"></a><a name="IX_described_158"></a>Search <span style="font-size: 11.0pt;"><a name="CSH_186"></a></span>Setting Defaults Dialog Box</h1>
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles</b>, <b>Community</b>, <b>Search Settings Defaults.</b></p>
<p>Use this dialog box to set default values for PAC <b>Community Keyword</b>&#160;and <b>Community Browse</b> searches.</p>
<h2><a name="TOC_Keyword_Tab"></a>Keyword Tab</h2>
<ul type="disc">
<li value="1">
<p class="FM_Task"><span class="FM_BulletHead">Search by</span>&#160;- Sets the default <b>Search by</b>&#160;(access point) option. Users can keyword-search community information by <b>Any Field</b>, <b>Organization Name</b>, <b>Event Name</b>, <b>Services</b>, <b>Address and contact person</b>, <b>Postal code</b>, <b>Subject</b>, or <b>Notes</b>. These options look for information in the corresponding fields of community records.</p>
</li>
<li value="2">
<p class="FM_Task"><span class="FM_BulletHead">Limit by</span>&#160;&#160;- Sets the default <b>Limit by</b>&#160;(search filter) option. Users can limit their keyword community searches by <b>All types </b>(no filter), <b>Organizations or Clubs</b>, <b>Events</b>, <b>Programs or services</b>, <b>People</b>, <b>Sponsor or donor</b>, <b>Other</b>.</p>
</li>
<li value="3">
<p class="FM_Task"><span class="FM_BulletHead">Sort by</span>&#160;- Sets the default <b>Sort by</b>&#160;option. Users can sort their keyword community search results by <b>Relevance</b>, <b>Organization Name</b>, <b>Event Name</b>, <b>Event Expiration Date</b>, or <b>Event Start Date</b>.</p>
</li>
</ul>
<p class="NoteShade"><b>Note:<br /></b>To make Community Keyword searching available in Polaris PowerPAC, you must also set the Community profile <b>Navigation (PowerPAC): Community Profiles - Keyword Search</b><span style="font-weight: bold;">&#160;</span>to<span style="font-size: 11.0pt;">&#160;</span><b>Yes.</b></p>
<h2><a name="TOC_Browse_Tab"></a>Browse Tab</h2>
<ul type="disc">
<li value="1">
<p class="FM_Task"><span class="FM_BulletHead">Search by</span>&#160;- Sets the default <b>Search by</b>&#160;option. Users can browse-search community information indexes by <b>Organization Name</b>, <b>Event Name</b>, <b>Services</b>, or <b>Subject</b>.</p>
</li>
<li value="2">
<p class="FM_Task"><span class="FM_BulletHead">Sort Primary Name Results by</span>&#160;- Sets a sort option for Primary Name (heading) results. The options are <b>Relevance</b>, <b>Organization Name, Event Name, </b>and <b>Event Date</b>. These are not displayed to PAC users, so your choice applies to all community browse searches.</p>
</li>
</ul>
<p class="NoteShade"><b>Note:<br /></b>To make Community Browse searching available in Polaris PowerPAC, you must also set the Community profile <b>Navigation (PowerPAC): Community Profiles - Browse Search</b><span style="font-weight: bold;">&#160;</span>to<span style="font-size: 11.0pt;">&#160;</span><b>Yes.</b></p>
</div>
</div>
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
<col style="width: 50%;" />
<col style="width: 50%;" />
<tbody>
<tr>
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
</tr>
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<table style="width: 100%;">
<col />
<tbody>
<tr>
<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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