Staff Client Help v7.2
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDPNCIP.fm" /><title>Add a hold note to incoming requests </title>
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<h1><a name="kanchor1943"></a><a name="IX_adding_a_note_to"></a><a name="XREF_11792_Add_a_hold_note_to"></a>Add a hold note to incoming requests </h1>
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<p>To add a hold note to incoming requests:</p>
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<ol>
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<li style="mc-hyphenate: never;" value="1">In the Administration Explorer tree view, open the Parameters folder at the system, library, or branch level, and select the NCIP tabbed page in the details view.</li>
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<li value="2">Double-click <b>NCIP ILL holds: Add staff display note</b>. The NCIP ILL holds: Add staff display note dialog box opens. </li>
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</ol>
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<p class="indent2">
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<img alt="NCIPnote.gif" style="width: 300;height: 114;" src="NCIPnote_300x114.gif" class="imgprint" /> </p>
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<li value="3">Select <b>Enable</b>.</li>
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</ol>
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<p class="indent2">The default <b>Item was requested through ILL</b> text is displayed in the Staff display note field. You can customize this text by entering up to 255 characters.</p>
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<blockquote>
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<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>
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<li value="4">Click <b>OK</b>.</li>
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<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>
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<td colspan="3" style="text-align: center;"> <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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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDPNCIP.fm" /><title>Delete temporary records when item is checked in</title>
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<h1><a name="XREF_87871_Delete_temporary"></a>Delete temporary records when item is checked in</h1>
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<p><a name="kanchor1838"></a><a name="IX_controlling_temporary"></a>The interlibrary loan application handles most ILL workflows step-by-step, including checking a requested item back in after circulation, which deletes the temporary records created in Polaris. However, some libraries may prefer checking the item in and then automatically removing the temporary records at that point. If you prefer to use this method, set the <b>Delete temporary records on receive</b> NCIP parameter to <b>Yes</b>; the default setting is <b>No</b>.</p>
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<p>To delete temporary records when an item is checked in:</p>
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<ol>
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<li value="1">In the Administration Explorer tree view, open the Parameters folder at the system level, and select the NCIP tabbed page in the details view.</li>
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<li value="2">Double-click <b>Delete temporary records on receive</b>.</li>
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</ol>
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<p class="indent2">
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<img alt="deletetemp.gif" src="deletetemp_500x223.gif" class="imgprint" style="width: 500;height: 223;" /> </p>
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<ol data-mc-continue="true">
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<li value="3">Select <b>Yes</b>. </li>
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<li value="4">Select <b>File </b>><b> Save</b>, or press <b>Ctrl+S</b> to save the setting.</li>
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</ol>
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<col style="width: 50%;" />
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<tbody>
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<tr>
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<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>
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||||
<td colspan="2" style="text-align: right;"> <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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<col />
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<td colspan="3" style="text-align: center;"> <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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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Map NCIP medium types to item material types </title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Map_NCIP_medium_types_to_item_material_types.htm">Open topic with navigation</a>
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<h1><a name="kanchor5025"></a><a name="IX_map_medium_types_to_item"></a><a name="XREF_44814_Map_NCIP_medium"></a>Map NCIP medium types to item material types </h1>
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<p class="NoteShade"><b>Note:<br /></b>These System Administration permissions are required to modify the NCIP Medium Types policy tables: <b>Access administration: Allow</b>; <b>Access tables: Allow</b>; <b>Modify NCIP Medium Types: Outgoing - Allow; Modify NCIP Medium Types: Incoming - Allow</b>.</p>
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||||
<p>NCIP supports a limited number of medium types, as shown in the table below. </p>
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||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;float: alignleft;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" cellspacing="1" class="TableStyle-BlueHeader">
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<col class="TableStyle-BlueHeader-Column-Column1" />
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<col class="TableStyle-BlueHeader-Column-Column1" />
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<thead>
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<tr class="TableStyle-BlueHeader-Head-Header1">
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<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
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<p style="color: #ffffff;"><b>NCIP Medium Type ID</b>
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</p>
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</th>
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<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
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<p style="color: #ffffff;"><b>Description</b>
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</p>
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</th>
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</tr>
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</thead>
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<tbody>
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<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
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<td style="width: 102.000pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="FM_TableBody">1</p>
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</td>
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<td style="width: 112.329pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
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<p class="FM_TableBody">Audio tape</p>
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</td>
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</tr>
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<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Blu-Ray</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">3</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Book</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">4</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Book with Audio Tape</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">5</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Book with Compact Disc</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Book with Diskette</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">7</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Bound Journal</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">8</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">CD-Rom</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">9</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Compact Disc (CD)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">10</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Diskette</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">11</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">DVD</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">12</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Magazine</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">13</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Microform</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">14</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="FM_TableBody">Video Tape</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<p>To map NCIP medium types to Polaris item material types for outgoing and incoming requests:</p>
|
||||
<p> </p>
|
||||
<ol>
|
||||
<li style="mc-hyphenate: never;" value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the system, and select <b>NCIP Medium Types: Outgoing</b>. The <b>NCIP Medium Types: Outgoing</b> policy table is displayed in the details view.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">To map a Polaris item material type to an NCIP medium type, double-click the material type. The Modify dialog box appears.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select an NCIP Medium Type from the list and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">You can assign none, one, or more than one item material type to each NCIP medium type, but an item material type can be assigned to only one NCIP medium type. The default NCIP medium type is Book. If you select <b>None</b> for the Medium Type, the item material type cannot be assigned to that medium type and will not be eligible for ILL requests.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>File </b>><b> Save</b> to save your changes.</li>
|
||||
<li value="5"> In the Policy Tables folder for the system, select <b>NCIP Medium Types: Incoming</b>. The <b>NCIP Medium Types: Incoming</b> policy table is displayed in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">This table maps NCIP Medium types to Polaris item material types for incoming requests, and is used for requests where the Polaris library is the borrower. This table allows the library to create ILL items with different material types.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">To map an NCIP medium type to a Polaris item material type, double-click the NCIP medium type. The Modify dialog box appears.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select a Polaris item material type from the list and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The default item material type is ID 01 (typically Book, but your library may assign a different material type to ID 01 in the Material Types policy table; <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../EContent Integration/EContentPAC/Setting_up_a_digital-branch.htm#XREF_13377_Defining_Material">Defining Material Types</a></MadCap:conditionalText>).</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Select <b>File </b>><b> Save</b> to save your changes.</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;"> <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>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <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>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+87
@@ -0,0 +1,87 @@
|
||||
<!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="Patron Services Administration |[%=System.LinkedTitle%]|[%=System.LinkedTitle%]" 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="X-UA-Compatible" content="IE=edge" />
|
||||
<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="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDPNCIP.fm" /><title>Map NCIP user privileges to Polaris patron codes</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="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Map_NCIP_user_privileges_to_Polaris_patron_codes.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>Map NCIP user privileges to Polaris patron codes</h1>
|
||||
<p><a name="kanchor563"></a><a name="IX_mapping_NCIP_user"></a>To map NCIP user privilege types to Polaris patron codes:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Contact your Polaris Site Manager for advice on completing this table.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <strong>Policy Tables</strong> folder for the system, and select <strong>NCIP User Privilege Types</strong>. The NCIP User Privilege types policy table is displayed in the details view. </li>
|
||||
<li value="2">To modify a mapping, select the Polaris patron code and click the Modify icon above the table. The Modify dialog box opens. </li>
|
||||
<li value="3">Select a public user privilege, an academic user privilege, both, or <strong>None</strong> (no mapping).</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>None means that those Polaris patron codes are not mapped to any NCIP user privilege type, and will not be authenticated for ILL requests.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <strong>OK</strong> on the dialog box. The NCIP User Privilege types table appears with the new mapping. The status bar indicates that the modification is pending.</li>
|
||||
<li value="5">Select <strong>File > Save</strong> to save your changes.</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%;">
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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>
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<td colspan="2" style="text-align: right;"> <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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</tbody>
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</table>
|
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<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <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>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
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</body>
|
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</html>
|
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+83
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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="Patron Services Administration |[%=System.LinkedTitle%]" 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/Patron_Services_Admin/PDPNCIP/Mapping_NCIP_Data_to_Polaris_Data.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1>Mapping NCIP Data to Polaris Data</h1>
|
||||
<p>Use the following policy tables to map NCIP data to Polaris data:</p>
|
||||
<ul>
|
||||
<li> <a href="Map_NCIP_medium_types_to_item_material_types.htm">NCIP Medium Types: Outgoing and NCIP Medium Types: Incoming</a></li>
|
||||
<li><a href="Map_NCIP_user_privileges_to_Polaris_patron_codes.htm">NCIP User Privilege Types</a>
|
||||
</li>
|
||||
<li><a href="Modify_the_NCIP_fiscal_action_types_mapping.htm">NCIP Fiscal Action Types</a>
|
||||
</li>
|
||||
<li><a href="Modify_the_NCIP_payment_types_mapping.htm">NCIP Payment Types</a> <![CDATA[ ]]></li>
|
||||
<li><a href="Modify_the_SIP_payment_types_mapping.htm">SIP Payment Types </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%;">
|
||||
<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;"> <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>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <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>
|
||||
</tr>
|
||||
</tbody>
|
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</table>
|
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</body>
|
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</html>
|
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+102
@@ -0,0 +1,102 @@
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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="Patron Services Administration |[%=System.LinkedTitle%]|[%=System.LinkedTitle%]" 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="rh-authors" content="GIS Information Systems_ Inc." />
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<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/PDPNCIP.fm" /><title>Modify the NCIP fiscal action types mapping</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Modify_the_NCIP_fiscal_action_types_mapping.htm">Open topic with navigation</a>
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||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
<h1><a name="XREF_63157_Modify_the_NCIP"></a>Modify the NCIP fiscal action types mapping</h1>
|
||||
<p>The NCIP Fiscal Action Types policy table is pre-filled with NCIP fiscal action types that cannot be modified. You can select the patron account transaction to map to the NCIP fiscal action type.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The permission <b>Modify NCIP Fiscal Action Types table: Allow</b> is required to modify this table.</p>
|
||||
<p>To modify NCIP fiscal action type mapping:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Policy Tables<span class="FM_SC35299032" style="font-weight: bold;font-size: 9.0pt;"></span> folder at the system level, and select <b>NCIP Fiscal Action Type.</b></li>
|
||||
</ol>
|
||||
<p class="indent2">The following NCIP fiscal action types are listed with their corresponding Polaris patron account transactions:</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>Assess</li>
|
||||
<li>Cancel</li>
|
||||
<li>Forgive</li>
|
||||
<li>Payment</li>
|
||||
<li>Penalty</li>
|
||||
<li>Waive</li>
|
||||
<li>Write Off</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click a fiscal action type. The <b>Modify: NCIP Fiscal Action Types</b> dialog box opens. </li>
|
||||
<li value="3">Select a Polaris patron account transaction type from the drop-down list box.</li>
|
||||
</ol>
|
||||
<p class="indent2">Only one Polaris patron account transaction type may be selected for each NCIP fiscal action type, but a Polaris payment method can be assigned to more than one NCIP fiscal action type. The payment type value can be blank.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>OK</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;"> <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>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <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>
|
||||
</tr>
|
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</tbody>
|
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</table>
|
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</body>
|
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</html>
|
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+105
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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="Patron Services Administration |[%=System.LinkedTitle%]|[%=System.LinkedTitle%]" 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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Modify_the_NCIP_payment_types_mapping.htm">Open topic with navigation</a>
|
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|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_53687_Modify_the_NCIP"></a>Modify the NCIP payment types mapping</h1>
|
||||
<p>This table is pre-filled with NCIP payment types that cannot be modified. You can select the Polaris payment method to map to the NCIP payment type. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The permission <b>Modify NCIP Payment Types table: Allow</b> is required to modify this table. </p>
|
||||
<p>To modify NCIP payment type mapping:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Policy Tables folder at the system level, and select <b>NCIP Payment Types</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The following NCIP payment types are listed with their corresponding Polaris patron account transactions<b>:</b></p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>Bank Draft</li>
|
||||
<li>Cash</li>
|
||||
<li>Check</li>
|
||||
<li>Credit Card</li>
|
||||
<li>Debit Card</li>
|
||||
<li>Deposit Account</li>
|
||||
<li>Direct Debit</li>
|
||||
<li>Funds Transfer</li>
|
||||
<li>Money Order</li>
|
||||
<li>Traveler’s Check</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click a payment type. The Modify: NCIP Payment Types dialog box opens. </li>
|
||||
<li value="3">Select a Polaris payment method from the drop-down list box.</li>
|
||||
</ol>
|
||||
<p class="indent2">Only one Polaris payment method may be selected for each NCIP Payment Type, but a Polaris payment method can be assigned to more than one NCIP Payment Type. The Polaris payment type value can be blank.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>OK</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%;">
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|
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|
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<tbody>
|
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<tr>
|
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<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>
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<td colspan="2" style="text-align: right;"> <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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<td colspan="3" style="text-align: center;"> <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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+110
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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="Patron Services Administration |[%=System.LinkedTitle%]|[%=System.LinkedTitle%]" 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/PDPNCIP.fm" /><title>Modify the SIP payment types mapping</title>
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|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Modify the SIP payment types mapping</h1>
|
||||
<p>This table is pre-filled with SIP payment types that cannot be modified. You can select the Polaris payment method to map to the SIP payment type. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The permission <b>Modify SIP Payment Types table: Allow</b> is required to modify this table. </p>
|
||||
<p>To modify SIP payment type mapping:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Policy Tables folder at the system level, and select <b>SIP Payment Types</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The following SIP payment types are listed with their corresponding Polaris payment methods:</p>
|
||||
<blockquote>
|
||||
<ul>
|
||||
<li>AAM Allocation Account Payment Code</li>
|
||||
<li>Blackboard Account Payment Code</li>
|
||||
<li>Cash</li>
|
||||
<li>Check</li>
|
||||
<li>Coupons</li>
|
||||
<li>Credit Account Payment Code</li>
|
||||
<li>Credit Card</li>
|
||||
<li>Debit Card</li>
|
||||
<li>Deposit Account Payment Code</li>
|
||||
<li>Direct Debit</li>
|
||||
<li>Gift cards/certificates</li>
|
||||
<li>Other</li>
|
||||
<li>Patron Account</li>
|
||||
<li>Stored Value Card</li>
|
||||
<li>Waive</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click the payment type. The <b>Modify: SIP Payment Types </b>dialog box opens. </li>
|
||||
<li value="3">Select a Polaris payment method from the drop-down list box.</li>
|
||||
</ol>
|
||||
<p class="indent2">Only one Polaris payment method may be selected for each SIP payment type, but a Polaris payment method can be assigned to more than one SIP payment type. The payment method value can be blank.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>OK</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%;">
|
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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;"> <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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</tr>
|
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</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <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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</tbody>
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</table>
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</html>
|
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+83
@@ -0,0 +1,83 @@
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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="Patron Services Administration " data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDPNCIP.fm" /><title>NCIP Administration</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/NCIP_Administration.htm">Open topic with navigation</a>
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|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_13293_Defining_Hold_and"></a>NCIP Administration</h1>
|
||||
<p><a name="kanchor3543"></a><a name="IX_NCIP_privilege_type"></a><a name="kanchor3544"></a><a name="IX_mapping_user_privilege"></a><a name="kanchor3545"></a><a name="IX_administration_settings_2"></a><a name="kanchor3546"></a><a name="IX_defined_8"></a>NCIP (NISO Circulation Interchange Protocol) is a standard suite of messages designed to allow disparate systems, such as the Polaris ILS and regional resource sharing solutions or ILL applications, to exchange data in support of lending and circulating material among members of the two systems. NCIP is also used for patron authentication alone by some third party applications.</p>
|
||||
<p>To set up NCIP processing with Polaris, you use policy tables to map NCIP data to Polaris data and NCIP parameters to configure NCIP processing for your library. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Mapping_NCIP_Data_to_Polaris_Data.htm">Mapping NCIP Data to Polaris Data</a>
|
||||
</li>
|
||||
<li><a href="Setting_NCIP_Parameters.htm">Setting NCIP Parameters</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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<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>
|
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<td colspan="2" style="text-align: right;"> <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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<td colspan="3" style="text-align: center;"> <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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Prevent_creation_of_holds_in_response_to_ILL_message.htm">Open topic with navigation</a>
|
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|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_21788_Prevent_creation"></a>Prevent creation of holds in response to ILL message </h1>
|
||||
<p>In NCIP processing, the hold request is created in response to the ItemRequested message used by ILL. This is early in the ILL process, and the hold request cannot be canceled or modified in Polaris. Some library systems may prefer to prevent the immediate creation of the hold request. </p>
|
||||
<p>To prevent an automatic hold request to be placed in response to the ItemRequested message:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Parameters folder at the System level only, and select the Request tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>NCIP: Use unlocked hold request</b>,and select <b>No</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACChiliMoreOptions_500x184.png" style="width: 500;height: 184;" class="imgprint" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>File </b>><b> Save</b> or press <b>Ctrl+S</b> to save the setting.</li>
|
||||
</ol><![CDATA[ ]]></div>
|
||||
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|
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|
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<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>
|
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<td colspan="2" style="text-align: right;"> <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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||||
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||||
<td colspan="3" style="text-align: center;"> <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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+95
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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="Patron Services Administration |[%=System.LinkedTitle%]|[%=System.LinkedTitle%]" 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 name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDPNCIP.fm" /><title>Select an institutional patron</title>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Select_an_institutional_patron.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="kanchor3697"></a><a name="IX_defining_an"></a><b><a name="XREF_14236_Select_an"></a></b>Select an institutional patron</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. </p>
|
||||
<p>To select an institutional patron in Polaris:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Parameters folder at the system level and select the NCIP tabbed page in the details view.</li>
|
||||
<li value="2">Double-click ILL institutional patron.
|
||||
The ILL institutional patron dialog box opens. If a patron record has already been defined as the "institutional patron," the patron's name, branch, and barcode appear in the dialog box. </li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="NCIPILLpatr.gif" style="width: 300;height: 145;" src="NCIPILLpatr_300x145.gif" class="imgprint" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click the <b>Find Patron</b> button. The Find Tool opens.</li>
|
||||
<li value="4">Search for and select the patron record.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="FTpatron_400x191.gif" class="imgprint" style="width: 400;height: 191;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <b>OK.</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;"> <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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|
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|
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</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <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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|
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</tbody>
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|
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</body>
|
||||
</html>
|
||||
+98
@@ -0,0 +1,98 @@
|
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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="Patron Services Administration |[%=System.LinkedTitle%]|[%=System.LinkedTitle%]" 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>Set up centralized or decentralized NCIP processing</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Set up centralized or decentralized NCIP processing.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>Set up centralized or decentralized NCIP processing</h1>
|
||||
<p>The default setting for the NCIP Processing option is Decentralized processing, but you can change it to Central processing. Use the Central processing 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:</b>
|
||||
<br />If your library or consortium uses a mixture of centralized and decentralized 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>
|
||||
<p>To set up central or decentralized NCIP processing:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Parameters folder at the system level and select the NCIP tabbed page in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="NCIPtab_500x230.gif" class="imgprint" style="width: 500;height: 230;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click <b>NCIP processing</b>. The NCIP processing dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="ncipprocessing_400x163.gif" class="imgprint" style="width: 400;height: 163;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3"> Select one of the following options:</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li><b>Central processing</b> - When this option is selected, the ILL processing branch drop-down list displays all branches in the system. Select a branch from the ILL processing branch field.</li>
|
||||
<li><b>Decentralized processing</b> - When this option is selected, the Default requesting branch drop-down list displays all branches in the system. Select a branch from the list. This branch will be substituted in cases where NCIP messaging does not include a recognizable Polaris branch to use as the pickup branch.</li>
|
||||
</ul>
|
||||
<ol start="4">
|
||||
<li value="4"> Click <b>OK</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;"> <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>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <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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</tr>
|
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</tbody>
|
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</table>
|
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</body>
|
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</html>
|
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+87
@@ -0,0 +1,87 @@
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<!DOCTYPE html>
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<h1><a name="XREF_30258_Setting_NCIP"></a>Setting NCIP Parameters</h1>
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<p><a name="kanchor4943"></a><a name="IX_setting_parameters_2"></a>The NCIP parameters are located on a separate tab in Polaris Administration. Another parameter that affects NCIP is on the Request tab at the System level only.</p>
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||||
<p>The<b> NCIP ILL holds: Add staff display note</b> is the only NCIP parameter that is available at the Library and Branch levels in Polaris Administration; all other settings are at the System level.</p>
|
||||
<p>Use these parameters to do the following:</p>
|
||||
<ul type="disc">
|
||||
<li style="mc-hyphenate: never;">Specify whether NCIP processing will be done centrally at a single location or decentralized at each participating branch location. The default is set to <b>Decentralized processing</b>. See <a href="Set up centralized or decentralized NCIP processing.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up centralized or decentralized NCIP processing</span></a>.</li>
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<li>Define an “institutional patron” to be used as the borrower for interlibrary loans. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"> See <a href="Select_an_institutional_patron.htm">Select an institutional patron</a>.</MadCap:conditionalText></li>
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<li>Specify the NCIP user privilege type: Public or Academic. See <a href="Specify_the_NCIP_user_privilege_type.htm">Specify the NCIP user privilege type</a></li>
|
||||
<li>Control automatic deletion of temporary records. See <a href="Delete_temporary_records_when_item_is_checked_in.htm">Delete temporary records when item is checked in</a>.</li>
|
||||
<li>Add staff display note. This parameter can be set at the library or branch level in Polaris Administration; all other options on this tab can be set at the system level only. See <a href="Add_a_hold_note_to_incoming_requests.htm">Add a hold note to incoming requests</a>.</li>
|
||||
<li>Prevent the automatic creation of hold requests in response to the ItemRequested message used by ILL. Use the <b>NCIP: Use unlocked hold request</b> parameter on the <b>Parameters > Request </b>tab. See <a href="Prevent_creation_of_holds_in_response_to_ILL_message.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Prevent creation of holds in response to ILL message </span></a><a href="Prevent_creation_of_holds_in_response_to_ILL_message.htm#XREF_21788_Prevent_creation"></a>.</li>
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<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>
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<h1><a name="XREF_80873_Specify_the_NCIP"></a>Specify the NCIP user privilege type</h1>
|
||||
<p><a name="kanchor4935"></a><a name="IX_selecting_the_NCIP_user"></a>To select an academic or public library in Polaris:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The default is Public.<br /></p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Parameters folder at the system level, and select the NCIP tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>NCIP User Privilege type</b>.
|
||||
</li>
|
||||
</ol>
|
||||
<p class="indent2">The drop-down list is available.</p>
|
||||
<p class="indent2">
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<img alt="userpriv.gif" style="width: 500;height: 223;" src="userpriv_500x223.gif" class="imgprint" /> </p>
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<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>Academic</b> or <b>Public</b> in the drop-down list box.</li>
|
||||
<li value="4">Select <b>File </b>><b> Save</b> or press <b>Ctrl+S</b> to save the setting.</li>
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<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>
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<td colspan="2" style="text-align: right;"> <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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