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Staff Client Help v7.2

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Staff Client Online Help/v7.2 - Staff Client Help/PolarisStaffHelp/Administration/PDworkforms/Set_the_Bibliographic_Record_workform_opening_view.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-toc-path="Administration |Setting Preferred Workform Views" 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><a name="XREF_72113_Set_the"></a>Set the Bibliographic Record workform opening view</h1>
<p><a name="kanchor240"></a><a name="IX_setting_preferred_view"></a>You can set this option at the organization, workstation, or staff member level. Staff member settings take precedence over workstation settings.</p>
<p>To set a preferred view to be displayed when the Bibliographic Record workform is opened:</p>
<ol>
<li value="1">In the Administration Explorer tree view, select <b>Profiles </b>for the organization, workstation, or staff member, and select the <b>Staff Client</b>&#160;tab in the details view.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>For more information about listing workstations and staff members in the Explorer, see <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a>&#160;and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>.</p>
<ol data-mc-continue="true">
<li value="2">Double-click <b>Default view selected when bibliographic record opened</b>.</li>
<li value="3">Select a workform view from the drop-down list.</li>
</ol>
<p class="indent2">
<img alt="PreferViewBib.gif" style="margin-bottom: 0.000pt;width: 400;height: 200;" id="image0" src="PreferViewBib_400x200.gif" />&#160;</p>
<ul type="disc">
<li>If <b>Default</b>&#160;is selected, the Bibliographic Record workform opens to different views depending on the circumstances. For example, when you are creating a new bibliographic record, the workform opens to the MARC21 view.</li>
<li>If a specific view is selected, the Bibliographic Record workform always opens to the selected view, regardless of how it is opened.</li>
</ul>
<ol start="4">
<li value="4">Select <b>File </b>&gt;<b> Save</b>.</li>
</ol>
</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%;" />
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<tr>
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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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" alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative Interfaces®</span></a></td>
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Staff Client Online Help/v7.2 - Staff Client Help/PolarisStaffHelp/Administration/PDworkforms/Set_the_Item_Record_workform_opening_view.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-toc-path="Administration |Setting Preferred Workform Views" 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><a name="XREF_25713_Set_the_Item"></a>Set the Item Record workform opening view</h1>
<p><a name="kanchor3835"></a><a name="IX_setting_preferred"></a>You can set this option at the organization, workstation, or staff member level. Staff member settings take precedence over workstation settings.</p>
<p>To set a preferred view to be displayed when the Item Record workform is opened:</p>
<ol>
<li value="1">In the Administration Explorer tree view, select <b>Profiles </b>for the &#160;organization, workstation, or staff member, and select the <b>Staff Client</b>&#160;tab in the details view.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>For more information about listing workstations and staff members in the Explorer, see <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a>&#160;and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>.</p>
<ol data-mc-continue="true">
<li value="2">Double-click <b>Default view selected when item record opened</b>.</li>
<li value="3">Select a workform view from the drop-down list.</li>
</ol>
<p class="indent2">
<img alt="PreferViewItem.gif" style="margin-bottom: 0.000pt;width: 424;height: 200;" id="image1" src="PreferViewItem_424x200.gif" />&#160;</p>
<ul type="disc">
<li>If <b>Default</b>&#160;is selected, the workform opens to the Cataloging view when creating a new item, the Source and Acquisition view when opening an item record from a purchase order or invoice line item, and the Circulation view in all other cases.</li>
<li>If a specific view is selected, the Item Record workform always opens to the selected view, regardless of how it is opened.</li>
</ul>
<ol start="4">
<li value="4">Select <b>File </b>&gt;<b> Save</b>.</li>
</ol>
</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="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</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" alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative Interfaces®</span></a></td>
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Staff Client Online Help/v7.2 - Staff Client Help/PolarisStaffHelp/Administration/PDworkforms/Set_the_Patron_Status_workform_opening_view.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-toc-path="Administration |Setting Preferred Workform Views" 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><a name="XREF_87296_Set_the_Patron"></a>Set the Patron Status workform opening view</h1>
<p><a name="kanchor3689"></a><a name="IX_view_setting_preferred"></a> You can set this option at the organization, workstation, or staff member level. Staff member settings take precedence over workstation settings.</p>
<p>To set a preferred view to be displayed when the Patron Status workform is opened:</p>
<ol>
<li value="1">In the Administration Explorer tree view, select <b>Profiles </b>for the organization, workstation, or staff member, and select the <b>Staff Client</b>&#160;tab in the details view.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>For more information about listing workstations and staff members in the Explorer, see <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a>&#160;and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>.</p>
<ol data-mc-continue="true">
<li value="2">Double-click <b>Default view selected when patron status opened</b>.</li>
<li value="3">Select a workform view from the drop-down list.</li>
</ol>
<p class="indent2">
<img alt="PreferViewPatron.gif" style="margin-bottom: 0.000pt;width: 412;height: 218;" id="image2" src="PreferViewPatron_412x218.gif" />&#160;</p>
<ul type="disc">
<li>If <b>Default</b>&#160;is selected, the Patron Status workform opens to the Items Out view.</li>
<li>If a specific view is selected, the Patron Status workform always opens to the selected view.</li>
</ul>
<p class="NoteShade"><b>Note:<br /></b>Certain situations take precedence over the default setting or your selection. For example, when the Patron Blocks dialog box appears at circulation and the staff member selects an option to resolve a block, the Patron Status workform opens to the appropriate view regardless of the profile setting. For example, if the block is <b>Patron owes money</b>, the Patron Status workform - Account view opens.</p>
<ol start="4">
<li value="4">Select <b>File </b>&gt;<b> Save</b>.</li>
</ol>
<h4><span style="font-size: 11pt; font-style: italic; font-weight: bold;">Related Information</span>
</h4>
<ul type="disc">
<li><span class="FM_BulletHead">Staff Client profiles reference list</span>&#160;- See <a href="../PDStaffClProfRef/Staff_Client_Profiles_Reference.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Staff Client Profiles Reference</span></a>.</li>
</ul>
</div>
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<col style="width: 50%;" />
<col style="width: 50%;" />
<tbody>
<tr>
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
</tr>
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<table style="width: 100%;">
<col />
<tbody>
<tr>
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</tr>
</tbody>
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</html>
Staff Client Online Help/v7.2 - Staff Client Help/PolarisStaffHelp/Administration/PDworkforms/Setting_Preferred_Workform_Views.htm
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<h1><a name="XREF_53304_Setting_Search"></a>Setting Preferred Workform Views</h1>
<p><a name="kanchor5343"></a><a name="IX_views_setting_preferred"></a>You can set the Bibliographic Record workform, Item Record workform and Patron Status workform to open to specific views, using Staff Client profiles available at the system, library, branch, workstation, and staff member levels. Setting them at the staff member level can accommodate the workflows of specific staff members. For example, a cataloger may want the Item Record workform to open to the cataloging view every time she opens the workform, regardless of whether the workform is opened to create a new record or an existing item record is opened from a Find Tool results list.</p>
<p>To set preferences for Leap workforms, use the Web App staff client profiles. See <a href="../PDStaffClProfRef/Staff_Client_Profiles_Reference.htm">Staff Client - Web App Profiles</a>.</p>
<p>See also:</p>
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<li><a href="Set_the_Bibliographic_Record_workform_opening_view.htm#XREF_72113_Set_the">Set the Bibliographic Record workform opening view</a>
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<li><a href="Set_the_Item_Record_workform_opening_view.htm#XREF_25713_Set_the_Item">Set the Item Record workform opening view</a>
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<li><a href="Set_the_Patron_Status_workform_opening_view.htm#XREF_87296_Set_the_Patron">Set the Patron Status workform opening view</a>
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