Staff Client Help v7.2
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<h1><a name="kanchor891"></a><a name="IX_described_194"></a>Add to Course Reserve Dialog Box </h1>
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<p>To access the Add to Course Reserve dialog box, select an item in the Find Tool results list, right-click and select <b>Add to Course Reserve Record</b>, or from the Item Record workform, select <b>Tools, Add to Course Reserve Record</b>. Use the Add to Course Reserve dialog box to place an item on reserve. The dialog box has two tabbed views: the Course and Item view and the Disposition view. See <a href="../../Patron_Services/PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a> for detailed information.</p>
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<h2><a name="TOC_Add_to_Course_Reserve1"></a><a name="kanchor892"></a><a name="IX_Course_Item_tabbed_page"></a>Add to Course Reserve - <span style="font-size: 11.0pt;"><a name="CSH_220"></a></span>Course & Item Tab</h2>
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<p>Use the Add to Course Reserve - Course and Item tab to:</p>
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<ul type="disc">
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<li>Search for and select the course for which the is item reserved - Click <b>Find Course</b> to open the Find Tool and search for the record.</li>
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</ul>
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<h2><a name="TOC_Add_to_Course_Reserve2"></a><a name="kanchor893"></a><a name="IX_Disposition_tabbed_page"></a>Add to Course <span style="font-size: 11.0pt;"><a name="CSH_221"></a></span>Reserve - Disposition Tab</h2>
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<p>Use the Add to Course Reserve Disposition tab to:</p>
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<ul type="disc">
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<li>Specify holds information - Select <b>Holdabl</b>e if the item can be placed on hold, and select from the options for holds. </li>
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<li>Indicate if the item should be purchased - Select<b> Purchase</b> to indicate that the library may wish to purchase copies of an item, if it is instructor-owned, or additional copies of a library-owned item. This option is a reminder. It does not initiate automatic purchase order functions.</li>
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<li>Specify that the item can be checked out, but cannot be removed from the library - Select <b>Limit the item to in-library circulation only</b>.</li>
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<li>Indicate the copyright information for the course material - If the material is copyrighted, and there is a fee, you can indicate that the fee was paid. Select <b>CCG (Copyright Compliance)</b> for photocopied journal articles if the article is dated within the last five years, <span class="FM_Emphasis">and</span> your library does not own the journal title, <span class="FM_Emphasis">and</span> this is the fifth or fewer request made for this item within the current calendar year. Select <b>CCL (Copyright Compliance)</b> for all photocopies that do not fall under CCG; for example, if the article is older than five years, <span class="FM_Emphasis">or</span> your library owns the journal title, <span class="FM_Emphasis">or</span> this is the sixth or greater request within the calendar year and your library is paying royalties to the Copyright Clearance Center or a document delivery vendor.</li>
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<li>Specify the item’s owner - Select <b>Library (Copy owner) </b>to indicate that the library (not the instructor) owns the item. Select <b>Instructor (Copy owner)</b> to indicate that an instructor (not the library) owns the item.</li>
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</ul>
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<h2><a name="TOC_Linked_Course_Reserve"></a><a name="kanchor894"></a><a name="IX_described_195"></a><a name="XREF_57919_Linked_Course"></a>Linked Course <span style="font-size: 11.0pt;"><a name="CSH_222"></a></span>Reserve Item Information Dialog Box</h2>
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<p>The Linked Course Reserve Item Information dialog box appears when you right-click an existing item record listed on the Course Reserve workform, Items view, and select <b>Edit Linked Information</b>. Use this dialog box to edit the information that appears on the Reserves view of the Item Record workform for the item you select. See <a href="../../Patron_Services/PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a> for detailed information.</p>
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<p>Use the Linked Course Reserve to:</p>
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<ul type="disc">
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<li>Change the start and end dates for the reserved item - The course reserve information on the bottom of the Reserve view of the Item Record workform is updated.</li>
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<li>Enter a note - The note appears at the bottom of the Reserve view of the Item Record workform</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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<h1><a name="XREF_82552_Add_to_New_or"></a>Add to <span style="font-size: 11.0pt;"><a name="CSH_277"></a></span>New or Existing Purchase Order Dialog Box</h1>
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<p><a name="kanchor2426"></a><a name="IX_described_230"></a>When you select records in a bibliographic record set to bulk add to a purchase order, you can choose to add them to a new or existing purchase order. See <a href="../../Acquisitions/PAorder/Creating_Purchase_Orders.htm#XREF_80666_Create_a_purchase">Creating Purchase Orders</a>.</p>
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<ul type="disc">
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<li>If you choose <b>New</b>, the Add to New Purchase Order dialog box appears.</li>
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<li>To use a template, click <b>Find</b> next to the <b>Order template</b> box, and use the Find Tool to locate and select a template from the list. The PO number, suffix, ordered at location, supplier, order type, and payment method are defined in the template.</li>
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<li>If you are not using a template, specify the PO number, suffix, ordered at location, order type, and payment method. Click <b>Find</b> next to the Supplier box to search for and select a supplier.</li>
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<li>If you choose <b>Existing</b>, the Add to Existing Purchase Order dialog box appears. On the Add to Existing Purchase Order dialog box, the information in the header is already filled in and cannot be changed. </li>
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<li>Defaults are used to substitute for missing data in the bibliographic records, if your system administration parameter is set to use these defaults. See <a href="../../Acquisitions_Admin/PDKacquire/Set_bulk_add_to_use_default_data_in_purchase_orders.htm#XREF_40095_Substitute_data_in">Set bulk add to use default data in purchase orders </a>. The error report lists the records where substitutions were made.</li>
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<li>Enter defaults in the <b>Material type</b>, <b>List price</b>, <b>Discount</b>, <b>Quantity</b>, <b>Collection</b>, and <b>Destination</b> boxes. </li>
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<li>Click <b>Find</b> next to the <b>Fund</b> box to locate the default fund. </li>
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<li>Type the name for the error report, or click <b>Browse</b> to locate the report file. </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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<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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<h1><a name="XREF_88890_Add_to_New_or"></a>Add to <span style="font-size: 11.0pt;"><a name="CSH_278"></a></span>New or Existing Selection List Dialog Box</h1>
|
||||
<p>When you select records in a record set to bulk add to a selection list, you can choose to add them to a new or existing selection list. See <a href="../../Acquisitions/PAselections/Create_a_selection_list_by_bulk_adding_titles.htm#XREF_94615_Create_a_selection">Create a selection list by bulk adding titles</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>If you choose <b>Existing</b>, the Add to Existing Selection List dialog box appears. The information in the header is already filled in and cannot be changed. </li>
|
||||
<li>If you choose <b>New</b>, the Add to New Selection List dialog box appears. Type the list name and select the library name.</li>
|
||||
<li>Defaults are used to substitute for missing data in the bibliographic records if your system administration parameter is set to use these defaults. See <a href="../../Acquisitions_Admin/PDKacquire/Set_bulk_add_to_use_default_data_in_selection_lists.htm#XREF_60451_Set_bulk_add_to">Set bulk add to use default data in selection lists</a>.<ul type="disc"><li>Enter defaults in the <b>Quantity</b>, <b>Material Type</b>, <b>Destination, </b>and<b> Collection</b> boxes. </li><li>Click <b>Find</b> next to the <b>Fund</b> box to locate the default fund. </li><li>Type the name for the error report, or click <b>Browse</b> to locate the report file.</li></ul></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>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+87
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Authority Create Links Queue Dialog Box</title>
|
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</head>
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Authority_Create_Links_Queue_Dialog_Box.htm">Open topic with navigation</a>
|
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</p>
|
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<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1>Authority <span style="font-size: 11.0pt;"><a name="CSH_259"></a></span>Create Links Queue Dialog Box</h1>
|
||||
<p><a name="kanchor3468"></a><a name="IX_described_213"></a>The Authority Create Links Queue box lists jobs that create new links to authority records from other unlinked bibliographic records or other authority records. For more information on creating and updating links, see <a href="../../Cataloging/PKchecking/Create_links_from_authority_records_to_other_records.htm#XREF_31142_Create_links_from">Create links from authority records to other records</a>.</p>
|
||||
<p>The columns in the list box list the following information:</p>
|
||||
<ul type="disc">
|
||||
<li>The control number of the authority record to which the new links are made.</li>
|
||||
<li>The heading count of the bibliographic records that have been linked to the authority record.</li>
|
||||
<li>The reference count of the authority records that have been linked to the authority record.</li>
|
||||
<li>The status of the job, and the date and time that the job was run. </li>
|
||||
</ul>
|
||||
<p>Use the Authority Create Links Queue list box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Print a log or report - Select a job in the list, right-click and select <b>Print Report</b>, select <b>File > Print</b>, or click <img alt="logicon.gif" style="width: 28.828pt;height: 24.917pt;margin-bottom: -4.000pt;" id="image74" src="logicon.gif" />. The report appears in the Report Preview window. Click <img alt="PrinterIcon.gif" style="margin-bottom: -4.000pt;width: 28;height: 30;" id="image75" src="PrinterIcon_28x30.gif" /> to print the report.</li>
|
||||
<li>Delete one or more jobs - Select the completed jobs in the list, right-click and select <b>Delete</b>, select <b>File > Delete</b>, or click <img alt="deleteicon.gif" style="width: 23.613pt;height: 24.321pt;margin-bottom: -4.000pt;" id="image76" src="deleteicon.gif" />.</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>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+83
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|
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Authority Record Deletion Options</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Authority_Record_Deletion_Options.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_38481_Last_Copy_Options"></a><a name="XREF_49081_Authority_Record"></a>Authority <span style="font-size: 11.0pt;"><a name="CSH_264"></a></span>Record Deletion Options</h1>
|
||||
<p><a name="kanchor2602"></a><a name="IX_described_217"></a>The Authority Record Deletion Options dialog box appears when you select <b>File, Delete</b> on the Authority Record workform. See <a href="../../Cataloging/PKmanaging/Delete_bibliographic_or_item_records.htm#XREF_39573_Delete_a_catalog">Delete bibliographic or item records</a> for detailed instructions.</p>
|
||||
<p>Use the Authority Record Deletion Options dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Delete the heading and tag in linked bibliographic records - Select <b>Delete linked headings (bibliographic)</b>.</li>
|
||||
<li>Delete the linked authority headings - Select <b>Delete linked headings (authority)</b>. </li>
|
||||
<li>Break links to any bibliographic headings linked to the authority record - Select <b>Unlink headings (bibliographic). </b>The heading remains in the bibliographic record as an unauthorized heading.</li>
|
||||
<li>Break links to any authority records linked to this authority record - Select <b>Unlink headings (authority).</b></li>
|
||||
<li>Convert the 5XX tag in linked authority records to a 4XX tag - Select<span class="FM_BulletHead"> </span><b>Flip the linked authority headings</b>. Selecting this option converts the 5XX tag (<span style="font-style: italic;">See Also From</span> reference) in the linked records to a <span style="font-style: italic;">4XX </span>(<span style="font-style: italic;">See </span>reference). The <b>Flip linked headings</b> option is available only when an authority record is linked to the authority record you are deleting. </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>
|
||||
</table>
|
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</body>
|
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</html>
|
||||
+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="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Authority Record Workform</title>
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</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor1536"></a><a name="IX_described_197"></a><a name="XREF_24926_Authority_Record"></a>Authority <span style="font-size: 11.0pt;"><a name="CSH_224"></a></span>Record Workform</h1>
|
||||
<p>To access the Authority Record workform, select <b>Cataloging, Authority Records</b>. Use the Authority Record workform to create new authority records or edit existing records. You can also automatically check MARC format and headings, and check for duplicate records. </p>
|
||||
<p>The Authority Record workform header contains the control number, record status (final or provisional), and heading. Below the header is the MARC data for the authority record. See <a href="../../Cataloging/PKcreate/Creating_MARC_Records.htm#XREF_42000_Creating">Creating MARC Records</a>.</p>
|
||||
<p>Use the toolbar on the Authority Record workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Print the authority record - Select <b>File > Print</b> and select the type of information to print. You can also click <img alt="btnPrint00632.gif" style="margin-bottom: -5.000pt;width: 31;height: 30;" id="image36" src="btnPrint00632_31x30.gif" /> to print the currently displayed record, or click the arrow next to the printer icon to select the other views to print.</li>
|
||||
<li>Create an authority record - On a blank authority record workform, type information in the bottom section of the workform, and save the record. On an existing authority record, select <b>File > New</b> or click <span style="font-size: 9.0pt;"><img alt="btnNew.gif" style="margin-bottom: -5.000pt;width: 28;height: 27;" id="image37" src="btnNew_28x27.gif" /></span>to create a new bibliographic record. See <a href="../../Cataloging/PKcreate/Creating_MARC_Records.htm#XREF_42000_Creating">Creating MARC Records</a>.</li>
|
||||
<li>Validate the MARC format of the record - Select <b>Tools > Check MARC format</b>, or click <img alt="validate_button00633.gif" style="margin-bottom: -5.000pt;width: 31;height: 29;" id="image38" src="validate_button00633_31x29.gif" />. See <a href="../../Cataloging/PKchecking/Checking_MARC_Format.htm#XREF_34885_Checking_Tags"> Checking MARC Format</a>.</li>
|
||||
<li>Check for duplicate records - Select <b>Tools > Check duplicates</b>, or click <img alt="dupdetcbutton00634.gif" style="margin-bottom: -5.000pt;width: 27;height: 27;" id="image39" src="dupdetcbutton00634_27x27.gif" />. See <a href="../../Cataloging/PKchecking/Checking_for_Duplicate_Records.htm#XREF_17463_Checking_for">Checking for Duplicate Records</a></li>
|
||||
<li>Check See Also From references - Select <b>Tools > Check See Also From References, </b>or click <img alt="chckseeicon.gif" style="margin-bottom: -4.500pt;width: 30;height: 31;" id="image40" src="chckseeicon_30x31.gif" />.  See <a href="../../Cataloging/PKchecking/Checking_Authority_Headings.htm#XREF_11876_Checking_Headings">Checking Authority Headings</a>.</li>
|
||||
<li>Check for linked records - Select <b>Tools > Check for Linked Records</b>.</li>
|
||||
<li>View linked bibliographic records - Select <b>Tools > Show Linked Bibliographic Records</b> or click <img alt="authbiblink.gif" style="margin-bottom: -4.500pt;width: 34;height: 31;" id="image41" src="authbiblink_34x31.gif" />.</li>
|
||||
<li>View linked See Also From records - Select <b>Tools > Show Linked See Also From References</b>.</li>
|
||||
<li>Create links to bibliographic records - Select <b>Tools > Create Links to Bibliographic records</b>. If there are possible bibliographic records that are unlinked to authority records, and this authority record could be linked, a list of the unlinked records appears.</li>
|
||||
<li>Create links to other authority records - Select <b>Tools > Create Links to Authority Records</b>. </li>
|
||||
<li>Sort the fields in the MARC data - Select <b>Tools > Sort</b>.</li>
|
||||
<li>Use a macro - Select<b> Tools > Macro</b> to display the Macros tool bar. </li>
|
||||
<li>To apply a macro, select a macro name in the Macros list and click <img alt="kRunMacroBtn00635.gif" style="width: 13.039pt;height: 11.594pt;margin-bottom: -4.000pt;" id="image42" src="kRunMacroBtn00635.gif" /> (Run Macro). See <a href="../../Cataloging/PKcreate/Apply_a_macro.htm#XREF_21500_Apply_a_macro">Apply a macro</a>.</li>
|
||||
<li>To record a macro, click <img alt="kRecordMacroBtn00636.gif" style="margin-bottom: -4.000pt;width: 17;height: 16;" id="image43" src="kRecordMacroBtn00636_17x16.gif" /> (Record Macro). See <a href="../../Cataloging/PKcreate/Record_a_macro.htm#XREF_52098_Record_a_macro">Record a macro</a>.</li>
|
||||
<li>Delete an authority record.</li>
|
||||
<li>Add a new field or subfield to the record. See <a href="../../Cataloging/PKcreate/Insert_a_subfield_in_a_MARC_record.htm#XREF_60766_Insert_a_subfield">Insert a subfield in a MARC record</a>.</li>
|
||||
</ul>
|
||||
<p>Use the MARC Editor section of the Authority Record workform to enter MARC data:</p>
|
||||
<ul type="disc">
|
||||
<li>Type title information in the bottom section of the workform. See <a href="../../Cataloging/PKcreate/Editing_MARC_Records.htm#XREF_68739_Editing_MARC">Editing MARC Records</a>.</li>
|
||||
<li>See <a href="../PRFixedFielddx/Fixed_Fields_Reference.htm#XREF_82768_Fixed_Fields">Fixed Fields Reference</a> for a list of dialog boxes to help you enter the Leader and fixed fields.</li>
|
||||
<li>Enter diacritics by selecting them from a dialog box. See <a href="../../Cataloging/PKcreate/Choose_characters_diacritics_from_a_chart.htm#XREF_84426_Insert_a_diacritic">Choose characters/diacritics from a chart</a>.</li>
|
||||
<li>For shortcut keys, see <a href="../../Cataloging/PKquickref/Cataloging_Shortcut_Keys.htm#XREF_96327_Edit_Actions">MARC Editor (Keyboard)</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>
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</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
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<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>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+75
@@ -0,0 +1,75 @@
|
||||
<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Authority Template Workform</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Authority_Template_Workform.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_14452_Authority_Template"></a>Authority <span style="font-size: 11.0pt;"><a name="CSH_229"></a></span>Template Workform</h1>
|
||||
<p>Authority templates help you create new authority records quickly. The information in the authority template is carried into all authority records created with the template. For example, if in the authority template you create a MARC 21 100 tag for Mark Twain (<b>100 10 ‡aTwain, Mark ‡d1835-1910.‡tWorks.‡f1972.</b>), a new authority record based on the template would have the same information in the 100 tag. The information can then be edited if it is not applicable to the new record. You create authority templates the same way you create authority records. See <a href="../../Cataloging/PKcreate/Creating_MARC_Records.htm#XREF_42000_Creating">Creating MARC Records</a> for detailed information about the Authority Record workform.</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%;">
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<col style="width: 50%;" />
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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>
|
||||
<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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</table>
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<table style="width: 100%;">
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<col />
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<tbody>
|
||||
<tr>
|
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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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</tbody>
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</table>
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</body>
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</html>
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+89
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Authority Update Links Queue</title>
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Authority_Update_Links_Queue.htm">Open topic with navigation</a>
|
||||
</p>
|
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<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div role="main" id="mc-main-content">
|
||||
<h1>Authority <span style="font-size: 11.0pt;"><a name="CSH_260"></a></span>Update Links Queue</h1>
|
||||
<p><a name="kanchor5212"></a><a name="IX_described_214"></a>The Authority Update Links Queue list box lists jobs that update links to authority records from other unlinked bibliographic records or other authority records. For more information on creating and updating links, see <a href="../../Cataloging/PKchecking/Create_links_from_authority_records_to_other_records.htm#XREF_31142_Create_links_from">Create links from authority records to other records</a>.</p>
|
||||
<p>The columns in the list box list the following information:</p>
|
||||
<ul type="disc">
|
||||
<li>The control number of the authority record to which the updated links are made.</li>
|
||||
<li>The heading count of the bibliographic records that have been linked to the authority record.</li>
|
||||
<li>The reference count of the authority records that have been linked to the authority record.</li>
|
||||
<li>The status of the job, and the date and time that the job was run. </li>
|
||||
</ul>
|
||||
<p>Use the Authority Update Links Queue list box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Print a log or report - Select a job in the list, right-click and select <b>Print Report</b>, select <b>File > Print</b>, or click <img alt="logicon00656.gif" style="width: 28.828pt;height: 24.917pt;margin-bottom: -4.000pt;" id="image77" src="logicon00656.gif" />. The report appears in the Report Preview window. Click <img alt="PrinterIcon00657.gif" style="margin-bottom: -4.000pt;width: 28;height: 30;" id="image78" src="PrinterIcon00657_28x30.gif" /> to print the report.</li>
|
||||
<li>
|
||||
<p class="FM_Task">Delete one or more jobs - Select the completed jobs in the list, right-click and select <b>Delete</b>, select <b>File > Delete</b>, or click <img alt="deleteicon00658.gif" style="width: 23.613pt;height: 24.321pt;margin-bottom: -4.000pt;" id="image79" src="deleteicon00658.gif" />.</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="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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|
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</tbody>
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</table>
|
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</body>
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</html>
|
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|
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<!DOCTYPE html>
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<h1>Bibliographic <span style="font-size: 11.0pt;"><a name="CSH_251"></a></span>Bulk Change Job Queue Dialog Box</h1>
|
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<p><a name="kanchor1708"></a><a name="IX_described_212"></a>To access the Bibliographic Bulk Change Job Queue dialog box, select <b>Utilities > Cataloging Processing > Bibliographic Bulk Change Queue</b>. It displays the bulk change jobs, the total number of records, the status of the job, and the date it was posted. For more information on bulk changing bibliographic records, see <a href="../../Cataloging/PKrecordset/Changing_Multiple_Bibliographic_Records.htm">Changing Multiple Bibliographic Records</a>.</p>
|
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<p>Use the Bibliographic Bulk Change Job Queue list box to:</p>
|
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<ul type="disc">
|
||||
<li>View the bibliographic bulk change jobs - Click on column headers to sort the list.</li>
|
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<li>Delete a pending or completed bulk change job - Select a job in the list and click <b>Delete</b>. If you delete a pending job, the bulk changes are not processed. You cannot cancel or delete a bulk change job that is running. After a job is deleted, you cannot run reports on that bulk change job.</li>
|
||||
<li>Print the Bibliographic Bulk Change Report - Select <b>File > Print > Current View </b>or<b> List View.</b></li>
|
||||
<li>Preview the Bibliographic Bulk Change Report - Select <b>File > View</b> <b>Report</b> to open the report in the Preview window.</li>
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<h1><a name="XREF_61812_Bibliographic_Bulk"></a>Bibliographic <span style="font-size: 11.0pt;"><a name="CSH_246"></a></span>Record Bulk Change Dialog Box - 006 Tag Tab</h1>
|
||||
<p><a name="kanchor2062"></a><a name="IX_006_Tag_tabbed_page"></a>To access the Bibliographic Record Bulk Change dialog box, select <b>Tools</b> > <b>Bulk Change</b>, or click <img alt="" style="margin-bottom: -5.500pt;width: 43;height: 33;" id="" src="bulkchicon_43x33.gif" /> on a record set containing multiple bibliographic records. Click the tabs on the Bibliographic Bulk Change dialog box to change certain data on all bibliographic records in the record set. For more information on using the 006 Tag tab of the Bibliographic Bulk Change dialog box, see <a href="../../Cataloging/PKrecordset/Bulk_change_the_006_tag_in_bibliographic_records.htm#XREF_90445_Bulk_change_the">Bulk change the 006 tag in bibliographic records</a>.</p>
|
||||
<p>Use the 006 Tag tab to make the following changes to the 006 tags in all the bibliographic records in the record set:</p>
|
||||
<ul type="disc">
|
||||
<li>Insert or replace an entire 006 tag - Select <b>Insert</b> or<b> Replace</b>, select the form of material code in the <b>(00)</b> box, and click <b>Define</b>. In the dialog box that appears, select the appropriate codes from the lists. Click <b>OK</b> when you are finished defining the character positions. If you are inserting a tag, select <b>As first</b> if you want the tag to be the first 006 tag, or <b>As last</b> if you want the tag to be the last 006 tag. If you are replacing a specific 006 tag, select <b>First</b> or <b>Last</b>. </li>
|
||||
<li>Delete a specific tag - Select <b>Delete</b>, select the value that matches the 006 tag you want to delete, and select <b>First instance </b>or <b>All instances</b>. </li>
|
||||
<li>Change a specific value in the Form of material code - Select the checkbox that corresponds to the form of material to change, for example <b>Books</b>. Select the value to change in the <b>From</b> box, and the new value in the <b>To</b> box. Click <b>OK</b>.</li>
|
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<h1><a name="XREF_46063_Bibliographic_Bulk"></a>Bibliographic <span style="font-size: 11.0pt;"><a name="CSH_247"></a></span>Record Bulk Change Dialog Box - <span style="font-size: 11.0pt;"><a name="CSH_248"></a></span>007 (1) or 007 (2) Tab</h1>
|
||||
<p>To access the Bibliographic Record Bulk Change dialog box, select <b>Tools</b> > <b>Bulk Change</b>, or click <img alt="" style="margin-bottom: -5.500pt;width: 43;height: 33;" id="" src="bulkchicon_43x33.gif" /> on a record set containing multiple bibliographic records. Click the tabs on the Bibliographic Bulk Change dialog box to change certain data on all bibliographic records in the record set. For more information on using the 007(1) or 007(2) tab, see <a href="../../Cataloging/PKrecordset/Bulk_change_the_007_tag_in_bibliographic_records.htm#XREF_40972_Bulk_change_the">Bulk change the 007 tag in bibliographic records</a>. </p>
|
||||
<p>Use the 007 (1) or 007 (2) tabs to make the following changes to the 007 tag in all the bibliographic records in the record set:</p>
|
||||
<ul type="disc">
|
||||
<li>Insert or replace an entire 007 tag - Select <b>Insert</b> or <b>Replace</b>, select the category of material code in the <b>(00)</b> box, and click <b>Define</b>. In the dialog box,  select the appropriate codes from the lists, and click <b>OK</b>. If you are inserting a new 007 tag, select<b> As first</b> if you want the tag to be the first 007 tag, or select <b>As last</b> if you want the tag to be the last 007 tag. If you are replacing a specific 007 tag, select <b>First</b> or <b>Last</b>.</li>
|
||||
<li>Delete a specific 007 tag - Select <b>Delete</b> and select the value that matches the 007 tag you want to delete. Select <b>First instance </b>to delete only the first 007 tag that contains that value, <b>Last instance</b> to delete the last occurrence of the tag, or <b>All instances </b>to delete all 007 tags with this value.</li>
|
||||
<li>Change a value - Select the checkbox that corresponds to the category of material you want to change, for example <b>Video recording</b> (007 Tag 2 tab). Click the <b>From</b> button and select the value to change from the dialog box. In the <b>To</b> box, select the value to put in this position.</li>
|
||||
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|
||||
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|
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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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|
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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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<h1>Bibliographic <span style="font-size: 11.0pt;"><a name="CSH_249"></a></span>Record Bulk Change Dialog Box - 008 Tab</h1>
|
||||
<p><a name="kanchor1173"></a><a name="IX_008_tabbed_page"></a>To access the Bibliographic Record Bulk Change dialog box, select <b>Tools</b> > <b>Bulk Change</b>, or click <img alt="" style="margin-bottom: -5.500pt;width: 43;height: 33;" id="" src="bulkchicon_43x33.gif" /> on a record set containing multiple bibliographic records. Click the tabs on the Bibliographic Bulk Change dialog box to change certain data on all bibliographic records in the record set. See <a href="../../Cataloging/PKrecordset/Bulk_change_the_008_tag_in_bibliographic_records.htm#XREF_64298_Bulk_change_the">Bulk change the 008 tag in bibliographic records</a>.</p>
|
||||
<p>Use the 008 tab to make the following changes to the 008 tag in all the bibliographic records in the record set:</p>
|
||||
<ul type="disc">
|
||||
<li>Select the checkbox that corresponds to the 008 tag you want to change. </li>
|
||||
<li>Click <b>From</b> and select the values you want to change in the Bulk Change 008 -- (From) dialog box. </li>
|
||||
<li>Click <b>To</b> and select the values you want to replace the existing 008 values. Select <b>Replace</b> to replace the whole tag. </li>
|
||||
<li>Click <b>Help</b> on the fixed fields dialog box for specific information about the field.</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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<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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<table style="width: 100%;">
|
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<col />
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|
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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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<h1><a name="XREF_28309_Bibliographic_Bulk"></a>Bibliographic <a name="CSH_244"></a>Record Bulk Change Dialog Box - Data Fields Tab</h1>
|
||||
<p><a name="kanchor2244"></a><a name="IX_Data_Fields_tabbed_page"></a>To access the Bibliographic Record Bulk Change Dialog box, select <b>Tools</b> > <b>Bulk Change</b>, or click <img alt="" style="margin-bottom: -5.500pt;width: 43;height: 33;" id="" src="bulkchicon_43x33.gif" /> on a record set containing multiple bibliographic records. Click the tabs on the Bibliographic Bulk Change dialog box to change certain data on all item records in the record set. For more information on using the Data Fields tab on the Bibliographic Bulk Change dialog box, see <a href="../../Cataloging/PKrecordset/Bulk_change_data_fields_in_bibliographic_records.htm#XREF_35416_Bulk_change_data">Bulk change data fields in bibliographic records</a>.</p>
|
||||
<p>Use the Data Fields tab to make the following changes to specific tags, indicators or subfields in all the bibliographic records in the record set: </p>
|
||||
<ul type="disc">
|
||||
<li>Insert a new tag - In the <b>Operation</b> box, select an option to insert a new tag, then specify the tag, indicator, and subfield. Click <b>Add Change to Queue</b>.</li>
|
||||
<li>Insert a subfield in a tag - In the <b>Operation</b> box, select an option to insert a subfield in any location within an existing tag, or before or after a specific subfield. Specify the tag where to insert the subfield and the subfield to insert. Click <b>Add Change to Queue</b>.</li>
|
||||
<li>Delete a tag - In the <b>Operation</b> box, select an option to delete the first instance of a tag, delete the last instance of a tag, or delete all instances of a tag. Specify the tag to delete, and click <b>Add Change to Queue</b>.</li>
|
||||
<li>Delete a subfield - In the <b>Operation</b> box, select an option to delete a subfield with any data, with specific data, or the last instance of the tag and subfield. Specify the subfield to delete, and click <b>Add Change to Queue</b>.</li>
|
||||
<li>Change a specific tag - In the <b>Operation</b> box, select an option to change a specific tag’s number, change a subfield code, or replace data in the subfield. Specify the tag and subfield code. If you chose to replace data, specify the old data and the new data to put in its place. Click <b>Add Change to Queue</b>.</li>
|
||||
<li>Correct non-filing indictors - In the <b>Operation</b> box, select the option to correct the non-filing indicators, (a, an, or the). </li>
|
||||
<li>Change a tag’s indicator only - In the<b> Operation</b> box, select the option to change a specific tag’s indicator. This will change the tag’s indicator without changing the data in the tag. Specify the tag and the indicator to change. Click <b>Add Change to Queue</b>.</li>
|
||||
<li>Add changes to queue - When you are finished with all the data field changes, click <b>Add Change to Queue</b>. </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%;" />
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||||
<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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</tbody>
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<table style="width: 100%;">
|
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<col />
|
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<tbody>
|
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<tr>
|
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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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<h1>Bibliographic <span style="font-size: 11.0pt;"><a name="CSH_245"></a></span>Record Bulk Change Dialog Box - Leader Tab</h1>
|
||||
<p><a name="kanchor189"></a><a name="IX_Leader_tabbed_page"></a>To access the Bibliographic Record Bulk Change Dialog box, select <b>Tools</b> > <b>Bulk Change</b>, or click <img alt="" style="margin-bottom: -5.500pt;width: 43;height: 33;" id="" src="bulkchicon_43x33.gif" /> on a record set containing multiple bibliographic records. Click the tabs on the Bibliographic Bulk Change dialog box to change certain data on all item records in the record set. For more information on using the Leader tab on the Bibliographic Bulk Change dialog box, see <a href="../../Cataloging/PKrecordset/Bulk_change_the_Leader_in_bibliographic_records.htm#XREF_92853_Bulk_change_the">Bulk change the Leader in bibliographic records</a>.</p>
|
||||
<p>Use the Leader tab make the following changes in all bibliographic records in the record set: </p>
|
||||
<ul type="disc">
|
||||
<li>Change specific positions of the Leader - <ul type="disc"><li>Select the box next to the position of the Leader. </li><li>Select the value to change in the <b>From</b> box and the new value in the <b>To</b> box. </li></ul></li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
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<h1> <a name="XREF_14462_Bibliographic_Bulk"></a>Bibliographic <span style="font-size: 11.0pt;"><a name="CSH_243"></a></span>Record Bulk Change Dialog Box - Non-MARC Tab</h1>
|
||||
<p><a name="kanchor1523"></a><a name="IX_described_210"></a>To access the Bibliographic Record Bulk Change dialog box, select <b>Tools</b> > <b>Bulk Change</b>, or click <img alt="bulkchicon.gif" style="margin-bottom: -5.500pt;width: 43;height: 33;" id="image62" src="bulkchicon_43x33.gif" /> on a record set containing multiple bibliographic records. Click the tabs on the Bibliographic Bulk Change dialog box to change certain data on all bibliographic records in the record set. For more information on using the Non-MARC tab on the Bibliographic Bulk Change dialog box, see <a href="../../Cataloging/PKrecordset/Bulk_change_non-MARC_data_in_bibliographic_records.htm#XREF_45173_Bulk_change_PAC">Bulk change non-MARC data in bibliographic records</a>.</p>
|
||||
<p>Use the Non-MARC tab of the Bibliographic Bulk Change dialog box to make the following changes to the bibliographic records in the record set: </p>
|
||||
<ul type="disc">
|
||||
<li>Change the setting for displaying records in the PAC - Select the <b>Display in PAC </b>box to change the setting in all the records, and select <b>On</b> or<b> Off</b>.</li>
|
||||
<li>Change the records’ owner - Select <b>Record Owner</b>, and select the owner to change in the <b>From</b> and the new owner in the <b>To</b> box. </li>
|
||||
<li>Change provisional bibliographic records as final - Select the <b>Save provisional records as final</b> box.</li>
|
||||
<li>Create resource entities - This option is used to create resource entities for eContent bibs to link them to eConent vendor accounts. See <a href="../../EContent Integration/EContentNON/Create_a_non-integrated_eContent_vendor_account.htm#XREF_37768_Resources_Entities">Resources Entities for Non-Integrated EContent Vendors</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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<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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<h1><a name="kanchor3295"></a><a name="IX_described_192"></a><a name="XREF_29002_Bibliographic"></a>Bibliographic <span style="font-size: 11.0pt;"><a name="CSH_217"></a></span>Record Workform</h1>
|
||||
<p>To access the Bibliographic Record workform, select <b>Cataloging, Bibliographic Records</b> or press <b>F12</b>, and search for the record. Use the Bibliographic Record workform to create new bibliographic records, edit existing records, check MARC format, check headings, detect duplicates, and create item records. The Bibliographic workform header is located above the bibliographic information, and does not change when you change the workform’s view.</p>
|
||||
<p>The Bibliographic Record workform header includes the following read only information:</p>
|
||||
<ul>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Control number</b>
|
||||
</li>
|
||||
<li><b>Owner</b>
|
||||
</li>
|
||||
<li style="margin-top: 2.000pt;font-weight: bold;">Items - <span style="font-weight: normal;">The number of linked items.</span></li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Record status</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Title </b>
|
||||
</li>
|
||||
</ul>
|
||||
<p>If you have the appropriate permissions, you can select or clear the <b>Display in PAC</b> checkbox or the <b>Do not overlay</b> checkbox. If the <b>Display in PAC</b> box is checked, the title displays in the PAC. If the <b>Do not overlay</b> box is checked, the bibliographic record cannot be overlaid during automatic processing, such as importing or duplicate detection.</p>
|
||||
<p>The ILL checkbox is checked if the bibliographic record is an interlibrary loan bib, and the Host box is checked if the bib is the host record in a bound-with group.</p>
|
||||
<p>If the <b>Bibliographic record Do not overlay feature enabled </b>parameter is set to <b>Yes</b>, the <b>Do not overlay</b> checkbox appears in the header. </p>
|
||||
<p><a name="XREF_30985_Editor_tasks"></a>From the Bibliographic workform, you can do the following:</p>
|
||||
<ul type="disc">
|
||||
<li>Create a new bibliographic record - On a blank bibliographic workform, type information in the bottom section of the workform, and save the record. On an existing bibliographic record, select <b>File > New</b> to create a new bibliographic record. See <a href="../../Cataloging/PKcreate/Creating_MARC_Records.htm#XREF_42000_Creating">Creating MARC Records</a>.</li>
|
||||
<li>Search for another existing bibliographic record - Select <b>File > Open</b> to open the Polaris Find Tool and search for another bibliographic record.</li>
|
||||
<li>Print the bibliographic information - Select <b>File > Print</b> and select the type of information to print. You can also click <img alt="btnPrint.gif" style="width: 31;height: 18;" id="image3" src="btnPrint_31x18.gif" class="imginline" /> to print the currently displayed record, or use the arrow next to the printer icon to select the other views to print (<b>Current view, List view, Bibliographic Full, Bibliographic Brief</b>).</li>
|
||||
<li>Delete the bibliographic record - Select <b>File > Delete</b> or click <img alt="DeleteButton.gif" style="width: 25;height: 18;" id="image4" src="DeleteButton_25x18.gif" class="imginline" />. </li>
|
||||
<li>Check authority headings - Select <b>Tools > Check Authority Headings</b>. See <a href="../../Cataloging/PKchecking/Checking_Authority_Headings.htm#XREF_11876_Checking_Headings">Checking Authority Headings</a>.</li>
|
||||
<li>Validate the MARC format of the record - Select <b>Tools > Check MARC format</b>. See <a href="../../Cataloging/PKchecking/Checking_MARC_Format.htm#XREF_34885_Checking_Tags"> Checking MARC Format</a>.</li>
|
||||
<li>Check for duplicate records - Select <b>Tools > Check duplicates</b>. See <a href="../../Cataloging/PKchecking/Checking_for_Duplicate_Records.htm#XREF_17463_Checking_for">Checking for Duplicate Records</a>.</li>
|
||||
<li>Create linked item records - Select <b>Tools > Create > Item Record</b>. See <a href="../../Cataloging/PKitems/Creating_Item_Records.htm#XREF_30368_Creating_Item">Creating Item Records</a>.</li>
|
||||
<li>See all linked item records - Select <b>Links > Item Records</b>, press <b>Ctrl+T</b>. If there are multiple item records, they appear in the Linked Item Records dialog box. Double-click an item to open it in the Item Record workform.</li>
|
||||
<li>Place a hold on the title - Select <b>Tools > Place Hold</b>. See <a href="../../Patron_Services/PPholds/Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a>.</li>
|
||||
<li>Go to existing linked records - Select <b>Links > Existing</b>, and select the type of record to open. If there are several linked records, they appear in the Linked Records dialog box. You can right-click the listed records and perform various functions. The options available on the context menu depend on the type of record.</li>
|
||||
<li>Sort the fields in the MARC data - Select <b>Tools > Sort</b>.</li>
|
||||
<li>Use a macro - Select<b> Tools > Macro</b> to display the Macros tool bar. <ul type="disc"><li>To apply a macro, select a macro name in the Macros list and click <img alt="kRunMacroBtn.gif" style="width: 13.039pt;height: 11.594pt;margin-bottom: -4.000pt;" id="image11" src="kRunMacroBtn.gif" /> (Run Macro). See <a href="../../Cataloging/PKcreate/Apply_a_macro.htm#XREF_21500_Apply_a_macro">Apply a macro</a>.</li><li><span class="FM_BulletHead">To record a macro, </span>click <img alt="kRecordMacroBtn.gif" style="width: 17;height: 16;" id="image12" src="kRecordMacroBtn_17x16.gif" class="imginline" /> (Record Macro). See <a href="../../Cataloging/PKcreate/Record_a_macro.htm#XREF_52098_Record_a_macro">Record a macro</a>.</li></ul></li>
|
||||
<li>View or enter MARC data. See <a href="#XREF_31634_Bibliographic">Bibliographic Record Workform - MARC 21 View</a>.</li>
|
||||
<li>View how the title appears in the PAC - Select <b>View</b> ><b> PAC </b>. See <a href="#XREF_83921_Bibliographic">Bibliographic Workform - PAC View</a>.</li>
|
||||
<li>View the statistics about the title -Select <b>View</b> > <b>Statistics</b> to view historical information. See <a href="#XREF_16344_Editor_fields">Bibliographic Workform - Statistics View</a>.</li>
|
||||
<li>View the resource entity for the bibliographic record - Select <b>View > Resources</b>. Resource entities are created if the bibliographic record is for an eContent or another electronic resource linked to a Vendor Account record. See <a href="#XREF_26246_Bibliographic">Bibliographic Workform - Resources View</a>.</li>
|
||||
<li>View the links for a Bound-with group - Select <b>View > Bound-with</b><b>. </b></li>
|
||||
<li>View usage statistics - Select <b>Tools > Show Usage Statistics</b> to open a window that shows the brief display of the record, the circulation statistics for all items linked to the bibliographic record, and a list of all item records that are linked to the bibliographic record. </li>
|
||||
<li>View the bibliographic record’s properties - Select <b>File > Properties</b>. The Bibliographic Record Properties window appears with two tabs—General and About. The General tab displays MARC information such as the title, author, publisher, publication date, format, and language. It also lists the number of linked items and the number of holds. The About tab displays information about the record such as the creator, the creation date, the last modified date, the import date and import file (if the record was imported), the first available date, and circulation statistics. </li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Bibliographic_Record1"></a><a name="kanchor3296"></a><a name="IX_MARC_21_view"></a><a name="XREF_31634_Bibliographic"></a>Bibliographic Record Workform - MARC 21 View</h2>
|
||||
<p>Use the MARC 21 view to enter MARC data. Type title information in the bottom section of the workform. See <a href="../../Cataloging/PKcreate/Editing_MARC_Records.htm#XREF_68739_Editing_MARC">Editing MARC Records</a>. </p>
|
||||
<p class="NoteShade"><b>Tips:<br /></b>For shortcut keys, see <a href="../../Cataloging/PKquickref/Cataloging_Shortcut_Keys.htm#XREF_96327_Edit_Actions">MARC Editor (Keyboard)</a>. <br />See <a href="../PRFixedFielddx/Fixed_Fields_Reference.htm#XREF_82768_Fixed_Fields">Fixed Fields Reference</a> for a list of dialog boxes to help you enter the Leader and fixed fields.<br />Enter diacritics by selecting them from a dialog box. See <a href="../../Cataloging/PKcreate/Choose_characters_diacritics_from_a_chart.htm#XREF_84426_Insert_a_diacritic">Choose characters/diacritics from a chart</a>.<br />Enter data in the 006 or 007 tag by double-clicking the tag, or <span style="font-size: 11.0pt;">pressing </span><b>Ctrl + E</b>. See <a href="../../Cataloging/PKcreate/Add_006_and_007_fixed_fields.htm#XREF_15494_Add_006_and_007">Add 006 and 007 fixed fields</a>. <br />To enter a subfield <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">delimiter<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A separate character used in conjunction with a subfield code and introduces each subfield in a variable field.</span></a>, press <b>Ctrl+Q</b>.</p>
|
||||
<h2><a name="TOC_Bibliographic_Workform"></a><a name="kanchor3297"></a><a name="IX_PAC_view"></a><a name="XREF_83921_Bibliographic"></a>Bibliographic Workform - PAC View</h2>
|
||||
<p>Use the PAC view to preview the title information as it would appear in the PAC. The PAC view shows the title as it appears in the PAC except that some tasks that are available in the PAC, such as searching for other records, are unavailable in this view.</p>
|
||||
<h2><a name="TOC_Bibliographic_Workform1"></a><a name="kanchor3298"></a><a name="IX_Statistics_view"></a><a name="XREF_16344_Editor_fields"></a><a name="XREF_36072_Bibliographic"></a>Bibliographic Workform - Statistics View</h2>
|
||||
<p>Use the Statistics view to see the number of item records that are linked to the bibliographic record, the first available date, the number of holds, and the circulation statistics.</p>
|
||||
<h2><a name="TOC_Bibliographic_Workform2"></a><a name="XREF_26246_Bibliographic"></a>Bibliographic Workform - Resources View</h2>
|
||||
<p>Use the Resources view to view the resource entities for this bibliographic record. Resource entities are created if the bibliographic record is for an eContent or other electronic resource linked to a Vendor Account record. See <a href="../../EContent Integration/EContentResEnt/Resource_Entities.htm#XREF_33287_Resource_Entities">Resource Entities</a>.</p>
|
||||
<h2><a name="TOC_Bibliographic_Record2"></a>Bibliographic Record Workform - Bound-With view</h2>
|
||||
<p>Use the Bound-With view to see Host or Constituent links if the title is part of a bound-with group. See <a href="../../Cataloging/Cataloging_Bound-With_Materials.htm#XREF_79620_Cataloging_Bound">Cataloging Bound-With Materials</a>.</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="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>
|
||||
+85
@@ -0,0 +1,85 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging Administration UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
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||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Bibliographic Records: Automatic Display in PAC Processing Dialog Box</title>
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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</script>
|
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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|
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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|
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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</script>
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Bibliographic_Records_Automatic_Display_in_PAC_Processing_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Bibliographic Records: Automatic Display in PAC Processing Dialog Box</h1>
|
||||
<p>To access the Bibliographic records: Automatic display in PAC processing dialog box, open the Administration Explorer at the System level, select Profiles, select the Cataloging tab and double-click on the <b>Bibliographic records: Automatic Display in PAC processing</b> profile.</p>
|
||||
<p>Use the Bibliographic records: Automatic display in PAC processing dialog box to:</p>
|
||||
<p class="FM_Task">Suppress the display of bibliographic records based on the state of their linked item records by selecting <b>Turn OFF The bibliographic 'Display in PAC' checkbox </b>and the following options:</p>
|
||||
<ul>
|
||||
<li class="Bulletedlist" style="font-weight: bold;">if there are no final liked item records.</li>
|
||||
<li class="Bulletedlist" style="font-weight: bold;">if there ARE final linked item records and:<ul><li class="Bulletedlist">Display in PAC is off on all final linked item records</li><li class="Bulletedlist">the circulation status is suppressed on all final linked item records.</li></ul></li>
|
||||
</ul>
|
||||
<p>Ensure the Display in PAC option is turned on if the linked item records are in a state where they can be circulated by selecting the following option:</p>
|
||||
<ul>
|
||||
<li><b>Turn ON the bibliographic 'Display in PAC' if the conditions above are NOT met.</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p>See <a href="../../Cataloging_Admin/PDKcatalog/Set_up_automatic_Display.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set up Automatic Display in PAC Processing for Bibliographic Records</span></a>.</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="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>
|
||||
+75
@@ -0,0 +1,75 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
|
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
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<meta http-equiv="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="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Bibliographic Template Workform</title>
|
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
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</script>
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</script>
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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</script>
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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</script>
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<script>/* <![CDATA[ */
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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/* ]]> */</script>
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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Bibliographic_Template_Workform.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_26969_Bibliographic"></a>Bibliographic <span style="font-size: 11.0pt;"><a name="CSH_227"></a></span>Template Workform</h1>
|
||||
<p>Bibliographic templates help you create bibliographic records quickly. The information in the template is carried into all bibliographic records created with the template. For example, you could create a bibliographic template specifically for creating bibliographic records for DVDs. Then, cataloging staff could use this template when they create bibliographic records for DVDs. You create a bibliographic template the same way as you create a bibliographic record. See <a href="../../Cataloging/PKcreate/Creating_MARC_Records.htm#XREF_42000_Creating">Creating MARC Records</a>.</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="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>
|
||||
+83
@@ -0,0 +1,83 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Community UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
|
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Campaign Workform</title>
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Campaigns_Workform.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Campaign Workform</h1>
|
||||
<p>Use the Campaign workform to automatically generate promotions. For more information, see <a href="../../Community Profiles/CommProfCampaigns/Campaigns_for_Community_Promotions.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Campaigns for Community Promotions</span></a>.</p>
|
||||
<p>The General view of the Campaign workform displays identifying information about the campaign and the period for which it is active. </p>
|
||||
<p>Promotions created by campaigns use a combination of data from the Campaigns workform and community records to generate the required information for the promotion:</p>
|
||||
<ul type="disc">
|
||||
<li>The <b>Name</b> field of the promotion includes the campaign type and a unique ID for the promotion.</li>
|
||||
<li>The owner is inherited from the <b>Owner</b> field on the Campaigns workform.</li>
|
||||
<li>The Headline comes from the <b>Organization Name</b> field in the Community Record workform or the <b>Event Name</b> in the Event Record workform.</li>
|
||||
<li>The Midline comes from the <b>Description</b> field in the Community Record workform or the Event Record workform.</li>
|
||||
<li>The Footline displays the default text for the promotion. If the promotion is for an event, the event type (<b>Event </b>or <b>Program</b>), is displayed. If the promotion type is for a community record, <b>Community Profile </b>is displayed.</li>
|
||||
<li>The <b>Campaign generated</b> box is checked.</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>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+82
@@ -0,0 +1,82 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" class="" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Carousel Toolkit Dialog Box</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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</script>
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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</script>
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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</script>
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Carousel Toolkit Dialog Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
|
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</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Carousel Toolkit Dialog Box</h1>
|
||||
<p>To access the Carousel Toolkit dialog box, select<b> Utilities, Carousel Toolkit.</b></p>
|
||||
<p>Use the Carousel Toolkit dialog box to:</p>
|
||||
<ul>
|
||||
<li> Create a content carousel from a record set - Click <b>Find</b> and search for and select a bibliographic record set.</li>
|
||||
<li>Create a content carousel from a dashboard element - Select <b>Create from Dashboard element</b>, and select a single dashboard element from the list.</li>
|
||||
</ul>
|
||||
<p class="FM_Task">To change the PAC connection branch where users go when they click on a title in the carousel, select a different branch in the PAC context box.</p>
|
||||
<ul>
|
||||
<li>Generate the code and copy it.<ul><li>Select <b>Get iframe code</b> or Get source code.</li><li>Select <b>Copy to clipboard</b> in the Code box.</li></ul></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>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+76
@@ -0,0 +1,76 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
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<meta http-equiv="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="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Cataloging Workforms</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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</script>
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</script>
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</script>
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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</script>
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Cataloging_Workforms.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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</div>
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<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Cataloging UI Reference</h1>
|
||||
<p>In the <b>Contents</b> list for online Help, click the plus sign by <b>Cataloging 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="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>
|
||||
+84
@@ -0,0 +1,84 @@
|
||||
<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
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<meta http-equiv="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="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Character Picker Dialog Box</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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|
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</script>
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Character_Picker_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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</div>
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor668"></a><a name="IX_described_198"></a><a name="XREF_18235_Insert_Diacritics"></a>Character <span class="FM_BulletHead"><a name="CSH_225"></a></span>Picker Dialog Box</h1>
|
||||
<p>Use the Character Picker dialog box to insert international characters into MARC records or to translate search results, labels, or categories in the Polaris PowerPAC. </p>
|
||||
<ul type="disc">
|
||||
<li>List installed international characters - Select the MARC character set in the<b> Graphic set</b> box.</li>
|
||||
<li>View the character code and Unicode value - Select the character to see the unicode value and shortcut key boxes. You can use either the unicode value or the shortcut key combinations to insert an international character in the MARC record.</li>
|
||||
<li>Increase or decrease the size of the characters - Select the large letter <span style="font-weight: bold;">A</span> in the upper right corner of the dialog box.</li>
|
||||
</ul>
|
||||
<p>To insert a character from the dialog box, put the cursor in the area where you want to insert the character, select the character in the Character Picker dialog box, and click <b>Insert.</b> The character or <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">diacritical mark<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Any of various marks, such as a macron or cedilla, added to a letter or symbol to indicate its pronunciation or to distinguish it in some way.</span></a> is inserted in the MARC record if you are working in an authority or bibliographic record. The character or diacritical mark is inserted in the customized PAC label, search results, message, or category if you are translating text in the PAC.</p>
|
||||
<p>If you are in a MARC record, the character is inserted into the authority or bibliographic record. See <a href="../../Cataloging/PKcreate/Choose_characters_diacritics_from_a_chart.htm#XREF_84426_Insert_a_diacritic">Choose characters/diacritics from a chart </a>.</p>
|
||||
<p>If you are editing PAC messages or labels in Polaris PowerPAC, you can insert a diacritic character. Choose the character in the chart, and click <b>Insert</b>. See <a href="../../Public_Access_Admin/PDOMessages/Edit_PowerPAC_messages_and_labels.htm#XREF_59937_Change_a_public">Edit PowerPAC messages and labels</a>   </p>
|
||||
<p>If you are translating a target or category in the Polaris Children’s PAC, the character is inserted in the target or category. See <a href="../../Public_Access_Admin/PDOchild/Translate_a_category_or_target.htm#XREF_19894_Translate_a">Translate a category or target</a>.</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="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>
|
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</html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Check Headings Assistant Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Check_Headings_Assistant_Dialog_Box.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
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<h1><a name="XREF_17933_Checking_Headings"></a>Check <span style="font-size: 11.0pt;"><a name="CSH_271"></a></span>Headings Assistant Dialog Box</h1>
|
||||
<p><a name="kanchor3808"></a><a name="IX_described_224"></a>If a bibliographic or authority record has unauthorized headings, the Check Headings Assistant dialog box appears when you save the record or when you select <b>Check Heading(s)</b> from the Tools menu on the bibliographic workform or <b>Check See Also From References</b> from the Tools menu on the Authority Record workform. The headings without an exact match appear in the headings list. See <a href="../../Cataloging/PKchecking/Checking_Authority_Headings.htm#XREF_11876_Checking_Headings">Checking Authority Headings</a>.</p>
|
||||
<p>Use the Check Headings Assistant dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Correct the unauthorized heading in the record - Click <b>Edit Record</b> to manually change unauthorized headings in the record.</li>
|
||||
<li>Use an automatic assistant to resolve the unauthorized heading - Click <b>Details</b> to open the Check Heading(s) Details dialog box.</li>
|
||||
<li>Preview the record with the heading - Select the heading, and click <b>Preview</b>.</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>
|
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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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+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="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Check Headings Details Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Check_Headings_Details_Dialog_Box.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_18764_Check_Headings"></a>Check <span style="font-size: 11.0pt;"><a name="CSH_272"></a></span>Headings Details Dialog Box</h1>
|
||||
<p><a name="kanchor938"></a><a name="IX_described_225"></a>The Check Headings Details dialog box appears when you click <b>Details</b> on the Check Headings Assistant dialog box or the Check See Also From References Assistant dialog box. This dialog box displays the heading that did not have an exact match, the possible matches (if any), and the conditions for the possible matches. See <a href="../../Cataloging/PKchecking/Checking_Authority_Headings.htm#XREF_11876_Checking_Headings">Checking Authority Headings</a> for detailed instructions.</p>
|
||||
<p>Use the Check Headings Details dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Locate an authority record to match the heading - Click <b>Find</b> to search for and select an authority record.</li>
|
||||
<li>Create a new authority record to authorize the heading - Select <b>Create new authority record</b>.</li>
|
||||
<li>Resolve the heading - If a heading is listed under <b>Possible Authority Records</b>, or you have located an authority record to use, select the heading, and select <b>Adjust. </b>Then select one of the following options:<ul type="disc"><li><b>bibliographic heading to match authority record </b>or<b> authority see also reference to match heading</b> - Changes the heading in the record to match the authority record you selected.</li><li><b>usage in authority record</b> - Changes the usage of the authority record to authorize the heading.</li><li><b>both</b> - Changes the usage and the heading.</li></ul></li>
|
||||
<li>Manually change the heading - Select <b>Edit bibliographic heading</b> or <b>Edit authority heading</b>, and make changes to the heading in the box.</li>
|
||||
<li>Leave the heading or reference unlinked to an authority record - Select <b>Leave unlinked</b>.</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>
|
||||
</table>
|
||||
</body>
|
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</html>
|
||||
+81
@@ -0,0 +1,81 @@
|
||||
<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Check MARC 21 Format Results Dialog Box</title>
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Check_MARC_21_Format_Results_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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||||
<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_12236_Check_USMARC"></a>Check <span style="font-size: 11.0pt;"><a name="CSH_270"></a></span>MARC 21 Format Results Dialog Box</h1>
|
||||
<p><a name="kanchor4238"></a><a name="IX_described_223"></a>The Check MARC 21 Format Results dialog box appears when you save a bibliographic or authority record, or select <b>Tools, Check MARC 21 Format</b>. The MARC validation problem list shows the tag number and data for each tag that is not MARC 21 compliant. See <a href="../../Cataloging/PKchecking/Checking_MARC_Format.htm#XREF_34885_Checking_Tags"> Checking MARC Format</a>. </p>
|
||||
<p>Use the Check MARC 21 Format Results dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>View any problems with the MARC record </li>
|
||||
<li>Continue saving the record - This option saves the record even if errors were found.</li>
|
||||
<li>Correct the invalid tags in the record - Click<b> Edit Record</b> to change the invalid tags in the record.</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>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+97
@@ -0,0 +1,97 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="rh-authors" content="GIS Information Systems_ Inc." />
|
||||
<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/PRcatUI.fm" /><title>Check for Linked Records Results</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
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</script>
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
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|
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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</script>
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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</script>
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<script>/* <![CDATA[ */
|
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
|
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
|
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/* ]]> */</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Check_for_Linked_Records_Results.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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</div>
|
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<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_40480_Check_for_Linked"></a>Check for <span style="font-size: 11.0pt;"><a name="CSH_274"></a></span>Linked Records Results</h1>
|
||||
<p><a name="kanchor2701"></a><a name="IX_described_227"></a>The Check for Linked Records Results dialog box displays when you edit and save an authority record. The options on the dialog box are dependent on the types of records linked to the edited authority record. Use the Check for Linked Record Results dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Modify the headings in the linked bibliographic records</span> - Click <b>Modify the headings to match the new authority heading</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete the heading and tag in the linked bibliographic record</span> - Select <b>Delete the headings</b>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Break links to any linked bibliographic headings - </span>Select <b>Unlink the headings</b>. The heading remains in the bibliographic record as an unauthorized heading.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Modify the reference (4XX) in linked authority records</span> - Select <b>Modify the references to match the new authority records</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete the references in linked authority records - </span>Select <b>Delete the references</b> to delete the 4XX tag in the authority records to which the edited authority record is linked.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Break links to any linked references - </span>Select <b>Unlink the references </b>to remove links to any references (4XX) linked to the edited authority record.</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="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="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
|
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
||||
<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="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Copy Macro Dialog Box</title>
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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</script>
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Copy_Macro_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Copy Macro Dialog Box</h1>
|
||||
<p><a name="kanchor3805"></a><a name="IX_described_207"></a>The Copy Macro dialog box is displayed when you click <b>Save As</b> on the Macro Selection dialog box. The Copy Macro dialog box displays the name, description, and assigned shortcut key for the macro selected from the Macro Selection dialog box. The Copy Macro dialog box is used to customize and copy an existing macro to your macro list. See <a href="../../Cataloging/PKcreate/Apply_a_macro.htm#XREF_21500_Apply_a_macro">Apply a macro</a>.</p>
|
||||
<p>Use the Save Macro dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Rename the displayed macro</span> - Type the new name in the Name box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Change the description for the displayed macro</span> - Type the new text in the <b>Description </b>box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Change the keyboard shortcut for the displayed macro</span> - Put the cursor in the <b>Press new shortcut key</b> box, and press the new key sequence on the keyboard.</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="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>
|
||||
+114
@@ -0,0 +1,114 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
|
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
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<meta http-equiv="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="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Create Import Profile Window</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Create_Import_Profile_Window.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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||||
</div>
|
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<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor2429"></a><a name="IX_described_202"></a><a name="XREF_70470_Import_Setup"></a>Create Import Profile Window</h1>
|
||||
<p>To access the Create Import Profile window, select <b>File </b>><b> New</b> from the Import Profile Manager, or right-click an existing profile in the Import Profile Manager, and select <b>Open</b> or <b>Copy </b>from the context menu. The Create Import Profile window has five tabs.</p>
|
||||
<h2><a name="TOC_Profile_Setup_Tab"></a>Profile Setup <span style="font-size: 11.0pt;"><a name="CSH_232"></a></span>Tab</h2>
|
||||
<p><a name="kanchor2430"></a><a name="IX_Profile_Setup_tabbed_page"></a>The Profile Setup tab is the first tab that appears when you open the Create Import Profile window.</p>
|
||||
<p>Use the Profile Setup tab to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Create a new import profile </span>- Type the name and description of the import profile. See <a href="../../Cataloging/PKimport/Setting_Up_Import_Profiles_and_Importing_Records.htm#XREF_70782_Importing_Catalog">Setting Up Import Profiles and Importing Records</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Copy an existing import profile</span> - Type a different name and description for the import file over the existing ones. <a href="../../Cataloging/PKimport/Copy_a_Polaris_read-only_import_profile.htm#XREF_12738_Create_an_import">Copy a Polaris read-only import profile</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select a source file location </span>- If you want the import profile to include the directory/file folder for the records to be imported, you can specify the location.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select an eContent vendor account</span> - If you setting up an import profile to import eContent and create resource entities, select the vendor account in the <b>Vendor account</b> box. See <a href="../../EContent Integration/EContentAppStaff/EContent_Item_Records.htm#XREF_42080_Axis_360_Ebook">EContent Item Records</a>. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<h3>Other Tabs</h3>
|
||||
<p>Use the other tabs to specify how records are to be imported using this profile -</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Cataloging/PKimport/Set_import_options_for_bibliographic_records.htm#XREF_81705_Set_profile">Set import options for bibliographic records</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Cataloging/PKimport/Set_import_options_for_item_records.htm#XREF_88850_Set_profile">Set import options for item records</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Cataloging/PKimport/Set_import_options_for_authority_records.htm#XREF_88109_Set_profile">Set import options for authority records</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Cataloging/PKimport/Set_import_options_for_record_sets.htm#XREF_46812_Set_profile">Set import options for record sets </a>
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h3><span class="FM_BulletHead">Save the Import Profile</span> </h3>
|
||||
<p>After setting up the import profile and specifying how you want the records to be imported, click <b>Save</b>. The profile appears in the list of available profiles.</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="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>
|
||||
+76
@@ -0,0 +1,76 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Create Resource Entity Dialog Box</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Create_Resource_Entity.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h2>Create Resource Entity Dialog Box</h2>
|
||||
<p>Use the Create Resource Entity dialog box to create a resource entity for a non-integrated vendor.</p>
|
||||
<p>Select the vendor account from the drop-down list. See <a href="../../EContent Integration/EContentNON/Create_a_resource_entity_from_the_Bibliographic_Record_workform.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Creating a Resource Entity from the Bibliographic Record Workform</span></a>.</p>
|
||||
<p> </p>
|
||||
<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="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>
|
||||
+98
@@ -0,0 +1,98 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="rh-authors" content="GIS Information Systems_ Inc." />
|
||||
<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/PRcatUI.fm" /><title>Customize Label Dialog Box</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Customize_Label_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Customize <span style="font-size: 11.0pt;"><a name="CSH_288"></a></span>Label Dialog Box</h1>
|
||||
<p>The Customize Label dialog box appears when you select <b>Tools, Design Custom Label</b> from the Label Manager.</p>
|
||||
<p>Use the Customize Label dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Name the customized label</span> - Type a name for the label type in the <b>Label Type</b> box. This label type will appear in the Label Configuration dialog box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Specify the owning library for the label type</span> - Select the branch library in the <b>Owner</b> list.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The page and label dimensions are measured in .net units (1 .net unit = 1/100 inch).</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Specify the page dimensions and text alignment</span> - Click the <b>Open </b>button in the <b>Page Size</b> row, or tab to the button and press <b>Enter</b>. The Page Details dialog box appears. Type values for the width, height, top margin, and left margin. Select the text alignment.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Specify the label dimensions and content</span> - Click the <b>Open</b> button in the <b>Label Size & Content</b> row, or tab to the button and press <b>Enter</b>. The Label Details dialog box appears. Type values for the width, height, vertical spacing, horizontal spacing and indent. Select the label content. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Specify the font for the text in the label </span>- Click the <b>Open</b> button in the<b> Label Font</b> box, or tab to the button and press <b>Enter.</b> The Font dialog box appears where you specify the font, the font size, and any other characteristics of the font.</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="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>
|
||||
+93
@@ -0,0 +1,93 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="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="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Edit Macro Dialog Box</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Edit_Macro_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_46068_Edit_Macro_Dialog"></a>Edit Macro <span style="font-size: 11.0pt;"><a name="CSH_240"></a></span>Dialog Box</h1>
|
||||
<p><a name="kanchor2840"></a><a name="IX_described_205"></a>The Edit Macro dialog box is displayed when you click <b>Edit</b> on the Macros tool bar. The Edit Macro dialog box displays the name, description, and assigned shortcut key for the macro shown in the Macros list. See <a href="../../Cataloging/PKcreate/Change_a_macro.htm#XREF_96524_Change_a_macro">Change a macro</a>.</p>
|
||||
<p>Use the Edit Macro dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Rename the displayed macro</span> - Type the new name in the <b>Name</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Change the description for the displayed macro</span> - Type the new text in the <b>Description</b> box. You can type up to 255 characters, including numbers, spaces, and punctuation.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Change the keyboard shortcut for the displayed macro</span> - Put the cursor in the <b>Press new shortcut key</b> box, and press the new key sequence on the keyboard.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete the displayed macro - </span>Click <b>Delete</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Save the changes </span>- Click <b>Save</b>.</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="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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|
||||
</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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|
||||
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|
||||
</body>
|
||||
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|
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|
||||
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Import Jobs Queue</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Import_Jobs_Queue.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>Import Jobs <span style="font-size: 11.0pt;"><a name="CSH_238"></a></span>Queue</h1>
|
||||
<p><a name="kanchor3174"></a><a name="IX_described_203"></a>To access the Import Jobs Queue, select <b>Utilities > Importing > Import Jobs Queue</b>. By default, the jobs are sorted by the date and time posted. If multiple files were selected for import, each file appears on a separate line. Completed jobs remain in the queue until an authorized user manually deletes them. You can click any column heading to sort the list.</p>
|
||||
<p class="NoteShade"><b><a name="XREF_Xbj1345926"></a>Note:<br /></b>Pending import jobs have been successfully initialized, but the import processing has not yet begun. Blacked out import jobs have been successfully initialized, or may have started running, but import processing is not currently allowed because a system- or user-defined blackout time is in effect. When the blackout time has ended, processing automatically begins or resumes. </p>
|
||||
<p>Use the Import Jobs Queue to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View import jobs </span>- Import jobs are listed in the queue following statuses:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Pending</b><span style=""> - Initializing is completed, but processing has not begun.</span>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Running</b> - Import processing is occurring</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Completed</b> - Import processing has finished successfully</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Stopped</b> - Stopped by an authorized user </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Blacked out</b> - Automatically paused by the system because the job was running when a blackout period arrived. The job resumes automatically when the blackout period is over.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Refresh the queue</span> - Click <img alt="refreshbtn.gif" style="margin-bottom: -4.500pt;width: 34;height: 34;" id="image56" src="refreshbtn_34x34.gif" />. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Stop an import job you have initiated</span> - If you have permission to do importing, either the full importing permission (<b>Import bibliographic, item and authority records</b>) or the limited importing permission (<b>Express importing</b>), you can stop or delete your own import jobs.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Stop an import job initiated by another staff member</span> - To stop or delete import jobs initiated by other staff members, you must have the permission <b>Manage import jobs for this organization: Allow </b>for the organization where the job was launched (displayed in the <b>Organization</b> column in the Import Job Queue). </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete a completed or stopped job</span> - Select the job and click <img alt="deletebtn.gif" style="margin-bottom: -4.500pt;width: 23;height: 23;" id="image57" src="deletebtn_23x23.gif" /> or right-click and select <b>Stop</b> from the context menu.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View and print an import report</span> - Select an import job in the list, and select <b>File > View Report</b> to view the report. Select <b>File > Print</b> from the report preview window to print the report.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information, see <a href="../../Cataloging/PKimport/Using_the_Import_Jobs_Queue.htm#XREF_53327_Using_the_Import">Using the Import Jobs Queue</a>.</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="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>
|
||||
+93
@@ -0,0 +1,93 @@
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Import Profile Manager</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Import_Profile_Manager.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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|
||||
<h1><a name="kanchor3292"></a><a name="IX_described_201"></a><a name="XREF_66724_Import_Profile"></a>Import Profile <span style="font-size: 11.0pt;"><a name="CSH_231"></a></span>Manager</h1>
|
||||
<p>To access the Import Profile Manager, select <b>Utilities </b>><b> Importing </b>><b> Profile Manager</b> from the Polaris Shortcut Bar. </p>
|
||||
<p>Use the Import Profile Manager to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View the list of existing import profiles</span> - You can click on the column headers to sort the list by profile name, description, or creator. To see default profiles, select <b>PolarisExec</b> in the <b>Creator</b> box. The import profiles that have read-only in the name are those created by Innovative Interfaces. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Create a new import profile by copying and renaming an existing profile</span>. Select a Polaris read-only import profile (or another profile you set up), right-click and select <b>Copy</b>. See <a href="../../Cataloging/PKimport/Copy_a_Polaris_read-only_import_profile.htm#XREF_12738_Create_an_import">Copy a Polaris read-only import profile</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Create a new import profile </span>- Select <b>File </b>><b> New</b> or click <img alt="newicon00638.gif" style="width: 25.767pt;height: 27.921pt;margin-bottom: -4.500pt;" id="image50" src="newicon00638.gif" />. See <a href="../../Cataloging/PKimport/Create_a_new_import_profile.htm#XREF_29758_Create_a_new">Create a new import profile </a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Modify an existing import profile</span> - Double-click the profile, or right-click and select <b>Open</b>. Change the settings in the appropriate tabs and save the profile. See <a href="../../Cataloging/PKimport/Modify_an_import_profile.htm#XREF_36066_Modify_an_import">Modify an import profile</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print an existing import profile</span> - Right-click the profile, and select <b>Print</b>.</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="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>
|
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</body>
|
||||
</html>
|
||||
+92
@@ -0,0 +1,92 @@
|
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<!DOCTYPE html>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Item Barcode Range Dialog Box</title>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_31236_Item_Barcode_Range"></a>Item Barcode <span style="font-size: 11.0pt;"><a name="CSH_265"></a></span>Range Dialog Box</h1>
|
||||
<p><a name="kanchor225"></a><a name="IX_described_218"></a>The Item Barcode Range dialog box appears when you select <b>Options</b> from the Cataloging menu on the Shortcut Bar, when you create a new item and select <b>System-assigned barcode</b> on the New Item Record Options dialog box, or when you select <b>Use system assigned barcodes</b> on the Misc tab of the Item Record Bulk Change dialog box. </p>
|
||||
<p>Use the Item Barcode Range dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Indicate the type of barcodes you use to catalog items</span> - Select the appropriate type from the <b>Type of barcode</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Indicate the starting number of the barcode range </span>- Type the number in the <b>Start of range</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select the next barcode (in the range) to be assigned</span> - Select the number from the <b>Next to be assigned</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Indicate the last barcode in the range </span>- Type the number in the <b>End of range</b> box.</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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<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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|
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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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|
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|
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<h1><a name="XREF_62428_Item_Record_Bulk"></a>Item <span style="font-size: 11.0pt;"><a name="CSH_254"></a></span>Record Bulk Change Dialog Box - Call Number Tab</h1>
|
||||
<p><a name="kanchor4842"></a><a name="IX_Call_Number_tabbed_page"></a>The Item Record Bulk Change Dialog box appears when you select <b>Tools</b> > <b>Bulk Change</b>, or click <img alt="" style="margin-bottom: -5.500pt;width: 43;height: 33;" id="" src="bulkchicon_43x33.gif" /> on a record set containing multiple item records. Click the tabs on the Item Record Bulk Change dialog box to change certain data on all item records in the record set. See <a href="../../Cataloging/PKrecordset/Changing_Multiple_Item_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Bulk-Changing Item Records</span></a>.</p>
|
||||
<p>Use the Call Number tab to make the following changes to all the items in the record set:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Change the shelving scheme</span> - Select the <b>Shelving scheme</b> checkbox, and select the scheme.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Change the call number prefix</span> - Select the <b>Call number prefix</b> checkbox, and type the prefix.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Change the classification number </span>- Select the <b>Classification number</b> checkbox, and type the number</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Change the cutter number -</span> Select the <b>Cutter number</b> checkbox, and type the number.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Change the call number suffix</span> - Select the <b>Call number suffix</b> checkbox, and type the suffix.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Change the volume number </span>- Select the <b>Volume number</b> checkbox, and type the volume number.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Change the copy number </span>- Select the <b>Copy number</b> checkbox, and type the number in the box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Copy the call number from the linked bibliographic record</span> - Select <b>Use call number fields from bib record</b> to pull the call number from each item’s linked bibliographic record into the item record. This option is available only if the Polaris Administration profile <b>Bring call number fields from bib to item record when link is made</b> is set to <b>Yes</b>. Items that do not have a call number will be updated with the call number from the bibliographic record; item with a call number will be changed. The call number fields are copied from the bibliographic record individually.  </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="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 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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|
||||
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|
||||
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<h1><a name="XREF_95819_Item_Record_Bulk"></a>Item Record Bulk Change Dialog Box - <span style="font-size: 11.0pt;"><a name="CSH_253"></a></span>Circulation Tab</h1>
|
||||
<p><a name="kanchor4139"></a><a name="IX_Circulation_tabbed_page"></a>The Item Record Bulk Change Dialog box appears when you select <b>Tools</b> > <b>Bulk Change</b>, or click <img alt="" style="margin-bottom: -5.500pt;width: 43;height: 33;" id="" src="bulkchicon_43x33.gif" /> on a record set containing multiple item records. Click the tabs on the Item Record Bulk Change dialog box to change certain data on all item records in the record set. See <a href="../../Cataloging/PKrecordset/Changing_Multiple_Item_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Bulk-Changing Item Records</span></a>.</p>
|
||||
<p>Use the Circulation tab to make the following changes to all items in the record set:</p>
|
||||
<ul type="disc">
|
||||
<li>Change the circulation status <span class="FM_BulletHead">-</span> Select the <b>Circulation status</b> checkbox and select the new status.</li>
|
||||
<li>Change the material type -<span class="FM_BulletHead"></span>Select the <b>Material type</b> checkbox and select the new type in the <b>Material type</b> box.</li>
|
||||
<li>Change the loan period code - Select the <b>Loan period code</b> checkbox and the new code. To change the loan period code, an assigned branch must be selected on the Location tab.</li>
|
||||
<li>Change the fine code - Select the <b>Fine code</b> checkbox and the new code. To change the fine code, an assigned branch must be selected on the Location tab.</li>
|
||||
<li>Change the statistical code - Select the <b>Statistical code</b> checkbox, and specify the new code in the <b>Statistical code</b> box. To change the statistical code, an assigned branch must be selected on the Location tab.</li>
|
||||
<li>Change the maximum number of times items can be renewed - Select the <b>Renewal limit</b> checkbox and specify the new limit in the <b>Renewal limit</b> box.</li>
|
||||
<li>
|
||||
<p class="FM_Task">Change the holds setting to allow or prevent holds - Select the <b>Holdable</b> checkbox to change the setting for all item records in the record set. Select the checkbox to the right to allow holds, or leave the right checkbox empty to prevent holds.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Change hold limits<span class="FM_BulletHead"></span>- If you selected the <b>Holdable</b> checkbox, you can change the limit settings for all records in the record set. Select the <b>Limit to</b> setting you want to change. Then, select the checkbox to the right of the setting to limit the holds, or leave the right checkbox empty to deselect the limit. For more information about these settings, see Restricting Holds on Specific Items. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>If you want to allow all items in the record set to be held and then picked up at any library, select the <b>Holdable</b> checkbox, select <b>Pickup at this branch</b>, but leave the checkbox to the right empty. This will clear the<b> Pickup at this branch</b> setting for all items in the record set that have this limit setting selected.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">Change the circulation setting to allow or prevent circulation - Select the <b>Non-circulating</b> checkbox to change this setting. Then, select the checkbox to the right to prevent circulation, or leave the right checkbox blank to allow circulation.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Change the setting to allow or prevent loans outside the system - Select the <b>Loanable within system</b> checkbox to change this setting. Then, select the checkbox to the right to allow loans outside the system, or leave the checkbox blank to prevent loans outside the system.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Change the setting to allow or prevent the item from floating to other collections - Select the <b>Do not float </b>checkbox to change this setting. Then, select the checkbox to the right to prevent items from floating, or leave the checkbox blank to allow the items to float.</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="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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|
||||
</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>
|
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<h1>Item Record <span style="font-size: 11.0pt;"><a name="CSH_252"></a></span>Bulk Change Dialog Box - Location Tab</h1>
|
||||
<p><a name="kanchor4115"></a><a name="IX_Location_tabbed_page"></a>The Item Record Bulk Change Dialog box appears when you select <b>Tools</b> > <b>Bulk Change</b>, or click <img alt="" style="margin-bottom: -5.500pt;width: 43;height: 33;" id="" src="bulkchicon_43x33.gif" /> on a record set containing multiple item records. Click the tabs on the Item Record Bulk Change dialog box to change certain data on all item records in the record set. See <a href="../../Cataloging/PKrecordset/Changing_Multiple_Item_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Bulk-Changing Item Records</span></a>.</p>
|
||||
<p> Use the Location tab to make the following changes to all items in the record set:</p>
|
||||
<ul type="disc">
|
||||
<li>Change the owning branch - Select the <b>Owner</b> checkbox and the branch name.</li>
|
||||
<li>Change the branch to which the items are assigned - Select the <b>Assigned branch</b> checkbox and the branch name.</li>
|
||||
<li>Change the collection to which the items are assigned - Select the <b>Assigned collection</b> checkbox and the collection.</li>
|
||||
<li>Change the shelf location - Select the <b>Shelf location</b> checkbox and the new location.</li>
|
||||
<li>Change the home branch - Select the <b>Home branch </b>checkbox and the new home branch.</li>
|
||||
<li>Assign a temporary shelf location - Select the <b>Temporary location</b> checkbox, and type the new location.</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>
|
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</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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<h1><a name="XREF_78081_Item_Record_Bulk"></a>Item Record <span class="FM_BulletHead"><a name="CSH_256"></a></span>Bulk Change Dialog Box - Misc Tab</h1>
|
||||
<p>The Item Record Bulk Change Dialog box appears when you select<b> Tools, Bulk Change</b>, or click <img alt="" style="margin-bottom: -5.500pt;width: 43;height: 33;" id="" src="bulkchicon_43x33.gif" /> on a record set containing multiple item records. Click the tabs on the Item Record Bulk Change dialog box to change certain data on all item records in the record set. See <a href="../../Cataloging/PKrecordset/Changing_Multiple_Item_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Bulk-Changing Item Records</span></a>.</p>
|
||||
<p>Use the Miscellaneous tab page to make the following changes to all the item records in the record set:</p>
|
||||
<ul type="disc">
|
||||
<li>Change the bibliographic control number to a new number<b> </b>- Select the <b>Bib control no.</b> checkbox. Then, type the new control number, or click <b>Find</b> to locate the record.</li>
|
||||
<li>Change the setting to display or not display items in the PAC - Select the <b>Display in PAC</b> checkbox to change the setting. Then, if you want all the items in the record set to display in the public access catalog, select the right checkbox. If do not want the items to display in the PAC, leave the right checkbox empty. </li>
|
||||
<li>Assign the items to a new parent item - Select the <b>Parent item</b> checkbox, and enter the item control number of the new parent item.</li>
|
||||
<li>Change the piece name - Select the <b>Name of piece</b> checkbox, and type the new name.</li>
|
||||
<li>Change the funding source - Select the <b>Funding source</b> checkbox, and enter the name of the new source.</li>
|
||||
<li>Change the price - Select the <b>Price</b> checkbox, and enter the new price.</li>
|
||||
<li>Assign barcodes to items without barcodes - Scan or type each barcode in the <b>Item barcode(s)</b> box. Or, select <b>Use system assigned barcodes</b> and enter the information in the Item barcode range dialog box. For more information, see <a href="Item_Barcode_Range_Dialog_Box.htm#XREF_31236_Item_Barcode_Range">Item Barcode Range Dialog Box</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>
|
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|
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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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|
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|
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<h1><a name="XREF_12008_Item_Record_Bulk"></a>Item <span style="font-size: 11.0pt;"><a name="CSH_255"></a></span>Record Bulk Change Dialog Box - Notes/Blocks Tab</h1>
|
||||
<p><a name="kanchor1582"></a><a name="IX_Notes_Blocks_tabbed_page"></a>The Item Record Bulk Change dialog box appears when you select<b> Tools, Bulk Change</b>, or click <img alt="" style="margin-bottom: -5.500pt;width: 43;height: 33;" id="" src="bulkchicon_43x33.gif" /> on a record set containing multiple item records. Click the tabs on the Item Record Bulk Change dialog box to change certain data on all item records in the record set. See <a href="../../Cataloging/PKrecordset/Changing_Multiple_Item_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Bulk-Changing Item Records</span></a>.</p>
|
||||
<p>Use the Notes/Blocks tab to make the following changes to all the item records in the record set:</p>
|
||||
<ul type="disc">
|
||||
<li>Change notes - You can add a note at the beginning or end of an existing note or replace an existing note. Select the <b>Public note</b>, <b>Non-public note or Physical condition</b> checkbox and type the text for the note in the appropriate box. Select <b>Replace</b> to replace the existing note, <b>Prepend</b> to put the text in front of the note, or <b>Append</b> to put the text after the note.</li>
|
||||
<li>Change the free text block - Select the<b> Free text block</b> checkbox, type the text. Select <b>Replace </b>to replace the existing free text block,<b> Prepend </b>to add the text to the beginning of the free text block,<b> </b>or<b> Append</b> to put the text after the free text block.</li>
|
||||
<li>Apply a library assigned block - Select the assigned branch on the Location tab before selecting a library assigned block. Select the <b>Library assigned block</b> checkbox, and select the block name. For information on setting blocks, see <a href="../../Patron_Services_Admin/PDPfloating/Designating_Floating_Collections.htm#XREF_91520_Defining_Item">Designating Floating Collections</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%;" />
|
||||
<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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|
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<table style="width: 100%;">
|
||||
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|
||||
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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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|
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|
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<h1>Item Record <span style="font-size: 11.0pt;"><a name="CSH_257"></a></span>Bulk Change Dialog Box - Report/Record Set Tab</h1>
|
||||
<p>The Item Record Bulk Change Dialog box appears when you select <b>Tools</b> > <b>Bulk Change</b>, or click <img alt="" style="margin-bottom: -5.500pt;width: 43;height: 33;" id="" src="bulkchicon_43x33.gif" /> on a record set containing multiple item records. Click the tabs on the Item Record Bulk Change dialog box to change certain data on all item records in the record set. See <a href="../../Cataloging/PKrecordset/Changing_Multiple_Item_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Bulk-Changing Item Records</span></a>.</p>
|
||||
<p>Use the Report/Record set tab to make the following changes to all the item records in the record set:</p>
|
||||
<ul type="disc">
|
||||
<li>Change the location of the bulk change report - If you want to change the name of the bulk change report, type over the default name (<b>ItemBulkChange__ </b>with a 16-character date /time), or click <b>Browse</b> to locate the file or folder. </li>
|
||||
<li>Name a record set to contain the unchanged records - If you want to create a record set of the items that did not get changed, select the checkbox under <b>Error Record Set</b>, type the record set’s name in the <b>Name</b> box, and select the record set owner in the <b>Owner</b> box.</li>
|
||||
</ul>
|
||||
</div>
|
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</div>
|
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<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%;" />
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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>
|
||||
<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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<h1><a name="kanchor2826"></a><a name="IX_described_193"></a><a name="XREF_26288_Keyboard_Short_cut"></a><a name="XREF_26098_Item_Record"></a><a name="XREF_34426_Item_Record"></a>Item Record <a name="CSH_218"></a>Workform</h1>
|
||||
<p>To access the Item Record workform, select <b>Cataloging > Item Records</b>, or press <b>Ctrl+Alt+F9</b> and search for an item. Double-click an item in the search results to open the Item Record workform. The Item Record workform includes cataloging, circulation, notes, notice history, and source information for an item record. If your library uses course reserves functionality, the Item Record workform includes reserve circulation information and linked course reserve records. You can specify the view that appears when you first open the Item Record workform using the Polaris Administration Staff Client profile <b>Default view selected when item record opened</b>. See <a href="../../Administration/PDworkforms/Setting_Preferred_Workform_Views.htm#XREF_53304_Setting_Search">Setting Preferred Workform Views</a>. If the item record is for an integrated eContent item, the <b>eContent</b> checkbox is checked and a barcode is generated automatically. See <a href="../../EContent Integration/EContentAppStaff/EContent_Item_Records.htm#XREF_42080_Axis_360_Ebook">EContent Item Records</a>.</p>
|
||||
<p>Use the toolbar or menu on the Item Record workform to:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p>Create a new item record manually - If you want to create a single item record, select <b>File > New</b> or click <img alt="newicon00628.gif" src="newicon00628_16x16.gif" class="imginline" style="width: 16;height: 16;" />. The New Item Record dialog box appears. Select <b>Clear Work Form</b> > <b>Copy Existing Work Form</b>, or<b> Use Existing Template</b>. The New Item Record Options window appears. See <a href="../../Cataloging/PKitems/Create_a_single_new_item_record_manually.htm#XREF_50196_Create_a_new_item">Create a single new item record manually</a>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Create multiple item records simultaneously - If you want to create multiple item records that are linked to the same bibliographic record as the open item record, select <b>Tools > Create Item Records</b>. See <a href="../../Cataloging/PKitems/Create_multiple_item_records_for_a_single_title.htm#XREF_21671_Create_multiple">Create multiple item records for a single title</a>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Open another item record - Select <b>File > Open</b> or click <img alt="OpenIcon.gif" src="OpenIcon_16x16.gif" class="imginline" style="width: 16;height: 16;" />. The Find Tool appears with <b>Item Records</b> selected in the<b> Object</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Print information about the item record - Select <b>File > Print</b> or click the arrow next to the printer icon <img alt="PrintButtonArrow.gif" src="PrintButtonArrow_16x16.gif" class="imginline" style="width: 16;height: 16;" /> and select one of the following options:</p>
|
||||
<ul>
|
||||
<li><b>Current View </b>to print the displayed view<b>.</b></li>
|
||||
<li><b>All Views </b>to print every view of the item record.
|
||||
</li>
|
||||
<li><b>Item Full</b> to print the item record.
|
||||
</li>
|
||||
<li><b>Item Brief </b>to print the brief view of the item record.
|
||||
</li>
|
||||
<li><b>Item & Parent</b> to print the item record and its primary (parent item).
|
||||
|
||||
</li>
|
||||
<li><b>Item & Children</b> to print the item record and its subordinate (children) items
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>
|
||||
<p>Print a routing slip for a serial item - Select <b>File > Print > Route Slip.</b> See <a href="../../Serials/PSrouting/Print_a_route_slip.htm#XREF_27599_Print_a_route_slip">Print a route slip</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Print a single spine label for the item record - Select <b>File > Label Request > Single Label </b>or click<b> <img alt="SingleLabicon.gif" src="SingleLabicon_16x16.gif" class="imginline" style="width: 16;height: 16;" /></b>. See <a href="../../Cataloging/PKitems/Print_spine_and_pocket_labels_from_an_item_record.htm#XREF_72455_Print_spine_and">Print spine and pocket labels from an item record</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Print multiple spine labels - Select <b>File > Label Request > Multi-label </b>or click <img alt="MultiLabicon.gif" src="MultiLabicon_16x16.gif" class="imginline" style="width: 16;height: 16;" />. See <a href="../../Cataloging/PKitems/Print_spine_and_pocket_labels_from_an_item_record.htm#XREF_72455_Print_spine_and">Print spine and pocket labels from an item record</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Refresh the workform - Click <img alt="RefreshIcon.gif" src="RefreshIcon_16x16.gif" class="imginline" style="width: 16;height: 16;" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Check in the displayed item - Select <b>Tools > Check In </b>or click<b> <img alt="CheckInIcon.gif" src="CheckInIcon_16x16.gif" class="imginline" style="width: 16;height: 16;" /></b>. See <a href="../../Patron_Services/PPckin/Doing_Normal_Item_Check-Ins.htm#XREF_20651_Checking_Items_In">Doing Normal Item Check-Ins</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Create a hold request to reserve the item - Click <b>Tools > Place Hold</b> or click <img alt="HoldsIcon00629.gif" src="HoldsIcon00629_16x16.gif" class="imginline" style="width: 16;height: 16;" />. See <a href="../../Patron_Services/PPholds/Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>See all items linked to the same bibliographic record - Select <b>Links > All Item Records</b> or click <img alt="LinkedItemsIcon00630.gif" src="LinkedItemsIcon00630_16x16.gif" class="imginline" style="width: 16;height: 16;" />. If there is only one other item record linked to the same bibliographic record, the Item Record workform appears. If there are multiple item records all linked to the same bibliographic record, a list box appears showing all the linked item records. Select an item to open it.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>See the linked bibliographic record - Select <b>Links, Bibliographic Record</b>, press <b>Ctrl+G</b>, or click <img alt="linkedbibicon.gif" src="linkedbibicon_16x16.gif" class="imginline" style="width: 16;height: 16;" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Print receipts or slips - Select <b>Tools, Options,</b> click <img alt="optionsicon.gif" src="optionsicon_16x16.gif" class="imginline" style="width: 16;height: 16;" />, or press <b>Ctrl +T</b>. The <b>Tools, Options</b> dialog box appears. Select the option for the type of receipt or slip you want to print, and click <b>OK</b>. See <a href="../../Patron_Services/PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</p>
|
||||
</li>
|
||||
<li>Set Radio Frequency IDentification (RFID) options before you initialize the RFID tag for the item. Select <b>Tools, RFID Options</b> and enter the information required depending on the RFID vendor you are using. For vendor-specific entries, see <a href="../PRcirc/Options_Dialog_Box.htm">Options <span style="font-size: 11.0pt;"><a name="CSH_212"></a></span>Dialog Box, RFID Options Dialog Box</a>.</li>
|
||||
<li>Initialize the RFID tag for an item. Place the item with the RFID tag on the antenna tray, and select <b>Tools, Initialize RFID Tag</b> or press <b>F9</b>.</li>
|
||||
<li>
|
||||
<p>Add an item to a route list - Select <b>Tools, Add to Route List. </b>See <a href="../../Serials/PSrouting/Add_a_serial_holdings_record_or_an_issue_to_a_route_list.htm#XREF_33982_Add_serial_issues">Add a serial holdings record or an issue to a route list</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Remove the item from a route list - Select <b>Tools, Remove from Route List</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Place the displayed item on course reserve - Select <b>Tools, Add to Course Reserve.</b> See <a href="../../Patron_Services/PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Add the item record to a record set - Select <b>Tools, Add to Record Set, New</b> or <b>Existing</b>. The Find Tool appears already set to search for existing Item Record Sets by name. Just enter the name of the existing record set and click <b>Search</b>. If you select <b>New</b>, a new Item Record Set workform appears with the one item listed. Type a name for the new record set and save it. For more information on record sets, see <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Link to other records - Select <b>Links</b>, and select a record type.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View the item’s cataloging information - Select <b>View, Cataloging</b>, or click <img alt="ItemCatvw.gif" src="ItemCatvw_16x16.gif" class="imginline" style="width: 16;height: 16;" />. See <a href="#XREF_75149_Item_Workform">Item Record Workform - Cataloging View</a>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View the item’s circulation information - Select <b>View, Circulation</b> or click <img alt="ItemCircvw.gif" src="ItemCircvw_16x16.gif" class="imginline" style="width: 16;height: 16;" />. See <a href="#XREF_11667_Item_Workform">Item Workform - Circulation View</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View the item’s import source and/or acquisitions information - Select <b>View, Source Acquisition</b>, or click <img alt="ItemSourcvw.gif" src="ItemSourcvw_16x16.gif" class="imginline" style="width: 16;height: 16;" />. See <a href="#XREF_32756_Item_Workform">Item Record Workform - Source and Acquisition view</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View the item’s notes and notices - Select <b>View, Notes and Notices</b>, or click <img alt="ItemNotesvw.gif" src="ItemNotesvw_16x16.gif" class="imginline" style="width: 16;height: 16;" />. This icon’s color changes to yellow if notes are entered in the Notes and Notices view. It changes to red if blocks are entered. See <a href="#XREF_46049_Item_Record">Item Record Workform - Notes and Notices View</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View the item’s circulation history - Select <b>View, History</b>, or click <img alt="itemrechisticon.gif" src="itemrechisticon_16x16.gif" class="imginline" style="width: 16;height: 16;" />. See <a href="#XREF_35626_Item_Record">Item Record Workform - History View</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View the item’s course reserve information - Select <b>View</b>, <b>Reserve</b> or click <img alt="ItemResvw.gif" src="ItemResvw_16x16.gif" class="imginline" style="width: 16;height: 16;" />. See <a href="#XREF_88903_Item_Record"> Item Record Workform - Reserve View</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To make changes to the item record header information, you must have the following permissions for the Item records: <b>Access</b> and <b>Modify header</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Enter or view the title information for the item record - If a link has been established with a bibliographic record, the <b>Title</b>, <b>Author</b>, and <b>Bib Control</b> fields are filled in automatically. In addition, the <b>Call No</b> information is filled in if the staff profile <b>Bring classification and cutter #s from bib to item record when link is made</b> is set to <b>Yes</b>. If the title information is not filled in, click <b>Find</b> to search for and select the bibliographic record to link to the item record.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Indicate if you want the item to display in the PAC - Select the <b>Display in PAC</b> box to display the item in the public access catalog. If you do not want to display the item record in the public access catalog, clear the checkbox.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Enter or view the price for the item - Type a dollar amount in the <b>Price</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View the parent item’s number - If the item has a parent item, it appears in the <b>Parent</b> box. </p>
|
||||
<p class="NoteShade"><b>Tip:</b>
|
||||
<br />The <b>Temp</b> box is used as a flag for staff members and is not visible in the PAC. The Temp location is not a specific access point for searching for item records. However, you can search for all your item records that have a temporary shelf location using the following SQL search:<br /><b>SELECT ItemRecordID AS RecordID FROM ItemRecordDetails WITH (NOLOCK) WHERE TemporaryShelfLocation IS not NULL</b></p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View or enter the item’s identification and location information - Select the<b> Owner</b>, <b>Assigned</b> (branch), <b>Collection</b>, <b>Shelf location</b> and <b>Circ status</b>. If you want to specify a temporary location, type it in the <b>Temporary location</b> box. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Item_Record_Workform1"></a><a name="kanchor2827"></a><a name="IX_Cataloging_view"></a><a name="XREF_75149_Item_Workform"></a>Item Record Workform - Cataloging View</h2>
|
||||
<p>The Cataloging view contains information regarding the physical location of the item, its material type, call number, and the parameters that control its circulation. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To make changes on this view, you must have the following permissions for the Item records: <b>Access</b> and <b>Modify cataloging view</b></p>
|
||||
<p>Use the Cataloging view to:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p>View or enter the item’s shelving scheme and call number information - Select a shelving scheme from the <b>Scheme</b> box, and enter the call number information in the <b>Prefix, Class, Cutter, </b>and<b> Suffix </b>boxes. If the Cataloging profile, <b>Bring classification and cutter #s from bib to item record when link is made</b> is set to <b>Yes</b>, the classification and cutter numbers are filled in automatically from the bibliographic record, if the bibliographic record contains them. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View or enter the item’s circulation parameters - Select the appropriate values in the <b>Material type, Loan period, Find code, Renewal limit</b> and <b>Stat code</b> boxes. If applicable, type a name in the <b>Name of piece</b> box to indicate the title of a supplement or index. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View or enter the item’s copy information - Type the volume and copy numbers in the <b>Vol.</b> and <b>Copy</b> boxes.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View or change the item’s interlibrary loan setting - If you want the item to be eligible for interlibrary loans, select <b>Loanable outside system</b>. If this checkbox is not selected, the item cannot be loaned outside your library system.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View or change the item’s mail to patron setting - If the <b>Do not mail to patron</b> checkbox is checked, the item cannot be mailed to a patron.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View or specify the controls regarding holds on this item - If you want to allow holds to be placed on this item, select <b>Holdable</b> and specify any limits you want on the holds. You can limit the pickup of the held item to certain branches or patrons. See <a href="../../Patron_Services_Admin/PDPrequests/Restrict_holds_on_specific_items.htm">Restrict Holds on Specific Items</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Identify the linked issue - If the item is for a serial issue, the <b>Issue</b> box displays the <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing.</span></a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Item_Workform"></a><a name="XREF_11667_Item_Workform"></a>Item Workform - Circulation View</h2>
|
||||
<p><a name="kanchor2828"></a><a name="IX_Circulation_view"></a>The Circulation view displays the current check out information if the item is checked out, whether it is being held, and whether it was transferred. Use the Circulation view to:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p>Review current circulation information - If the item is currently being circulated, the branch where the item was checked out, the date it was checked out, the due date, the checkout or renewal method, and the borrower’s name are displayed. If the current check out was a renewal, the original due date, number of renewals, and renewal limit are displayed.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Review the most recent check-in information - The <b>Check-in at</b> box displays the location where the item was last checked in, the <b>Date</b> box displays the date of the last check in, and the <b>Wks/User</b> displays the workstation and user that checked the item in. The information in these fields is updated when the item record changes from any status to In.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Review the previous check out information - The name of the patron who last checked out the item might be displayed in the <b>Last borrower</b> box. The branch where the item was last checked out is displayed in the<b> Loaning branch</b> box. The date and time of the last check out is displayed in the<b> Last circulated</b> box. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Last borrower information may not be visible if your library has limited the number of days that last borrower information is kept.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Review transfer information - If the item was transferred, the <b>From</b> box displays the library that transferred the item, and the <b>Sent</b> box displays the date it was sent. The <b>To</b> box displays the library that received the item and the <b>Rec’d</b> box displays the date it was received.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Review the holds information - If there is a hold on the item, the patron’s name appears in the <b>Held for patron</b> box and the library at which the item is being held appears in the <b>Held at</b> box. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Item_Record_Workform2"></a><a name="kanchor2829"></a><a name="IX_Source_and_Acquisition"></a><a name="XREF_32756_Item_Workform"></a>Item Record Workform - Source and Acquisition view</h2>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To make changes on this view, you must have the following permissions for the Item records: <b>Access</b> and <b>Modify source and acquisition view</b></p>
|
||||
<p>Use the Source and Acquisition view to:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p>Review the information regarding the import - If the item record was created automatically when a bibliographic record was imported, the number for the bibliographic record from which the item record was created is displayed in the <b>Bib record</b> box. The <b>Source</b> box displays the number of the import, and the <b>Imported</b> box displays the date of the import. For more information on creating item records automatically during importing, see <a href="../../Cataloging/PKimport/Set_import_options_for_item_records.htm#XREF_88850_Set_profile">Set import options for item records</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Review the Acquisition information - If there is a purchase order line and/or invoice line item segment linked to the item record, the following information is copied from the Purchase Order Line Item or Invoice Line Item workform:</p>
|
||||
<ul>
|
||||
<li><b>Funding</b> - Fund that was used to purchase the item
|
||||
</li>
|
||||
<li><b>Ordered</b> - Library that ordered the item
|
||||
</li>
|
||||
<li><b>PO</b> - Purchase order number
|
||||
</li>
|
||||
<li><b>Price</b> - The <b>Unit Price</b> for the item on the purchase order line item
|
||||
</li>
|
||||
<li><b>Invoice</b> - The invoice number.
|
||||
</li>
|
||||
</ul>
|
||||
<p>For more information on creating on-order items when releasing a purchase order, see <a href="../../Acquisitions/PAorder/Release_a_purchase_order.htm#XREF_60679_Release_a_purchase">Release a purchase order</a>. For more information on creating item records after receiving them from an invoice, see <a href="../../Acquisitions/PAreceive/Receiving_Orders.htm#XREF_35526_Receiving_a">Receiving Orders</a>.</p>
|
||||
<p>If there is no linked purchase order or invoice line item segment, you can enter a funding source and a price.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Review the donor information - If the item was paid for using a donated fund, the donor’s name or the corporate name appears under <b>Donor</b>. This information comes from the Fund record if there is a linked purchase order line item or invoice line item. If the item has no linked purchase order or invoice line item, you can enter donor information, if applicable. For more information on donor funds, see <a href="../../Acquisitions/PAbudget/Add_donor_information_to_a_fund.htm#XREF_50120_Adding_the_donor">Add donor information to a fund</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Review the item’s circulation statistics - Circulation statistics appear for the current year, the previous year, and the total lifetime circulations. In addition, the <b>First available date </b>displays the date when the item was first available for circulation. You can search for item records in the Find Tool by <b>First available date</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Item_Record_Workform3"></a><a name="kanchor2830"></a><a name="IX_Notes_and_Notices_view"></a><a name="XREF_46049_Item_Record"></a>Item Record Workform - Notes and Notices View</h2>
|
||||
<p>Use the Notes and Notices view to:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> To make changes on this view, you must have the following permissions for the Item records: <b>Access</b> and <b>Modify notes and notices view</b>.</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p>Review the dates that notices were sent out regarding this item - These include bills, hold, reminder, and overdue notices.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Review or enter the blocks associated with this item - You can select a library block in the <b>Library assigned</b> box or type a reason for the block in the <b>Free text</b> box. You cannot enter or change a <b>System</b> block. Library assigned blocks are set in System Administration, see <a href="../../Patron_Services_Admin/PDPfloating/Designating_Floating_Collections.htm#XREF_91520_Defining_Item">Designating Floating Collections</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Review or enter notes - If you want the note to appear in the PAC, type it in the <b>Public note</b> box. If you want only staff to see the note, type it in the <b>Non-public note</b> box. If you want to enter a note regarding the condition of the item, type it in the <b>Physical condition</b> box.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Item_Record_Workform4"></a><a name="kanchor2831"></a><a name="IX_History_view_1"></a><a name="XREF_35626_Item_Record"></a>Item Record Workform - History View</h2>
|
||||
<p>The History view of the Item Record workform appears when you select <b>View, History</b> or click <img alt="itemrechisticon00631.gif" src="itemrechisticon00631_16x16.gif" class="imginline" style="width: 16;height: 16;" />. Use the History view of the Item Record workform to view the item’s circulation history and changes in status. In addition to the circulation history, the view includes a <b>Do not float</b> option and a <b>Home Branch</b> selection. Select <b>Do not float</b> if you do not want the item to be part of floating collections. When item records have the <b>Do not float </b>option checked, it means that the <b>Assigned Branch</b> cannot be changed. If you have the permission, <b>Modify history view, </b>you can modify these fields.</p>
|
||||
<p>The History view also shows the method by which an item check out or renewal occurred, such as phone, PAC, Mobile PAC, self-check, and other actions.</p>
|
||||
<p>For a list of the transactions that are displayed in the Item Record’s Circulation History, see <a href="../../Cataloging/PKitems/View_items_circ_history_and_edit_float_setting.htm#XREF_29954_Item_Circulation">Item Circulation History</a>.</p>
|
||||
<h2><a name="TOC_Item_Record_Workform5"></a><a name="kanchor2832"></a><a name="IX_Reserve_view"></a> <a name="XREF_88903_Item_Record"></a>Item Record <span style="font-size: 11.0pt;"><a name="CSH_219"></a></span>Workform - Reserve View</h2>
|
||||
<p>A Reserve Item Record is a special view of the item record linked to a course reserve record. You can search for Reserve Item Records using the Polaris Find Tool. Information regarding the reserve item is stored in a reserve item “record.” See <a href="../../Patron_Services/PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a> for detailed information.</p>
|
||||
<p>Use the Reserve view to:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To make changes on this view, you must have the following permissions for the Item records: <b>Access</b> and <b>Modify reserves view</b>.</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p>View and edit reserve-specific circulation information - Select the assigned branch, assigned collection, shelf location, loan period code, fine code, renewal limit, and holds information. These settings can be different from those in the primary item record.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View and edit copyright information - If the material is copyrighted, and there is a fee, you can indicate that the fee was paid. Select <b>CCG (Copyright Compliance)</b> for photocopied journal articles if the article is dated within the last five years, <em>and</em> your library does not own the journal title, <em>and</em> this is the fifth or fewer request made for this item within the current calendar year. Select <b>CCL (Copyright Compliance)</b> for all photocopies that do not fall under CCG; for example, if the article is older than five years, <em>or</em> your library owns the journal title, <em>or</em> this is the sixth or greater request within the calendar year and your library is paying royalties to the Copyright Clearance Center or a document delivery vendor.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View and edit ownership information about the item - Select <b>Library (Copy owner) </b>to indicate that the library (not the instructor) owns the item. Select <b>Instructor (Copy owner)</b> to indicate that an instructor (not the library) owns the item.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View and edit the instructions for the item after the reserve - Select the option in the <b>Action when done</b> column. These options change depending on your selection in the <b>Copy owner</b> column. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p>View the linked course reserve item information - At the bottom of the Reserve view, you can see the course, the reserve status, the dates of the reserve, and the number of circulations (check outs and renewals) of the item while on reserve for that course. You can double-click the course to open the Course Reserve workform.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
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|
||||
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|
||||
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||||
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|
||||
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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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||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
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|
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|
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||||
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<h1><a name="kanchor3975"></a><a name="IX_described_200"></a>Item Template <span style="font-size: 11.0pt;"><a name="CSH_228"></a></span>Workform</h1>
|
||||
<p>Item templates help you create item records quickly. The information in the item template is carried into all item records created with the template. For example, if in the item template you identify the owning branch as West Essex and the assigned collection as Children’s, a new item record based on the template would have the same owning branch and assigned collection information. You can also use item record templates when you are creating multiple item records for the same bibliographic record. You create item templates the same way as you create item records. See <a href="../../Cataloging/PKitems/Creating_Item_Records.htm#XREF_30368_Creating_Item">Creating Item Records</a>.</p>
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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>Label <span style="font-size: 11.0pt;"><a name="CSH_287"></a></span>Configuration Dialog Box</h1>
|
||||
<p>The Label Configuration dialog box appears when you select <b>Tools, Label Settings and Content</b> from the Label Manager. You can also access the dialog box from the system, library, or branch Staff Client profile, <b>Labels, Options</b>. </p>
|
||||
<p>The Label Configuration dialog box has two tabs: the Settings tab and the Content tab. The Settings tab is where you enable existing label types and specify their characteristics. The Content tab is where you select the content that appears on specific label types.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see more of the Label Configuration dialog box, select the right, bottom corner of the dialog box, hold down the left mouse button, and drag the corner. To see more of the contents of a certain column in the dialog box, select the column border in the heading and drag the column border to expand it. If you are defining a label set, you can set up Label #1 and Label #2</p>
|
||||
<p>Use the Settings tab on the Label Configuration dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Enable the label types</span> - Select the <b>Enabled</b> box next to each label type.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set or change the label page size</span> - Right-click in the <b>Page Size </b>cell in the row for the enabled label type, and select <b>Open</b>. Or, tab to the <b>Page Size</b> cell, and press <b>Enter</b>. The Page Details dialog box appears. Enter the width, height, top margin, left margin, and text alignment. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set or change the label size, the amount of white space within the label, and the label content</span> - Right-click in the <b>Label # Size & Content</b> cell in the row for the label. Or, tab to the <b>Label # Size & Content</b> cell and press <b>Enter</b>. The Label Details dialog box appears. Enter the width, height, vertical spacing, and indent for the label, and specify the label’s content.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set or change the label’s font</span> - Right-click in the <b>Font</b> cell in the row for the label. Or, tab to the <b>Font </b>cell and press <b>Enter</b>. The Font dialog box appears. Select the font, font size, and any other font characteristics. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Use the Content tab on the Label Configuration dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select an existing content type to change </span>- Select the content type in the <b>Content Type</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Add a new content type</span> - Click <img alt="addcontenttypebtn.gif" style="margin-bottom: -4.500pt;width: 31;height: 27;" id="image115" src="addcontenttypebtn_31x27.gif" />. The Add a New Content Type dialog box appears. Type a name for the new content type. The new content type appears in the <b>Content Type</b> list.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select the fields to appear on the selected label type</span> - In the <b>Options</b> list, select the field to include on the label, and click on the right arrow button <img alt="rtarrowbutton.gif" style="width: 69.335pt;height: 12.161pt;margin-bottom: -4.500pt;" id="image116" src="rtarrowbutton.gif" /> that corresponds to the <b>Top Section</b>, <b>Middle Section</b>, or <b>Bottom Section </b>of the label.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Remove fields from the selected label type</span> - In the <b>Top Section</b>, <b>Middle Section</b> or <b>Bottom Section</b> box, select the field to remove from that portion of the label, and click the left arrow button <img alt="leftarrowbtn.gif" style="margin-bottom: -4.500pt;width: 91;height: 16;" id="image117" src="leftarrowbtn_91x16.gif" />. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Move fields to a different position on the label</span> - Select the field in the <b>Top Section</b>,<b> Middle Section</b>, or <b>Bottom Section</b> box, and use the up <img alt="upbutton.gif" style="width: 48.317pt;height: 18.026pt;margin-bottom: -3.250pt;" id="image118" src="upbutton.gif" /> or down <img alt="downbtn.gif" style="margin-bottom: -4.500pt;width: 64;height: 21;" id="image119" src="downbtn_64x21.gif" /> button to change the position of these fields within that section of the label.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Save the label settings </span>- Click <b>Save</b>.</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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||||
<col style="width: 50%;" />
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||||
<tbody>
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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;"> <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%;">
|
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<col />
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|
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<tr>
|
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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/PRcatUI.fm" /><title>Last Copy Options Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Last_Copy_Options_Dialog_Box.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_28654_Last_Copy_Options"></a>Last Copy <span style="font-size: 11.0pt;"><a name="CSH_263"></a></span>Options Dialog Box</h1>
|
||||
<p><a name="kanchor473"></a><a name="IX_described_216"></a>The Last Copy Options dialog box appears when you delete a record that is the last record linked to another record or records. The dialog box lists records that may no longer be needed after the record is deleted.</p>
|
||||
<p>Use the Last Copy Options dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Permanently delete the listed records from Polaris</span> - Click <b>Delete</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span style="font-weight: bold;">Retain the records but prevent them from appearing in the PAC</span> - Click <b>Suppress From Pac</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span style="font-weight: bold;">Keep the records with their current status</span> - Click <b>Retain</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span style="font-weight: bold;">Open the record set containing the listed records</span> - The linked records are in a record set that is named with the preface “weeded” and a number. Click <b>Open Record Set</b> to work with the records in the weeded record set. See <a href="../../Cataloging/PKrecordset/Working_With_Multiple_Records.htm#XREF_32765_Working_With">Working With Multiple Records</a> for information about what you can do with records listed in record sets.</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="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>
|
||||
+84
@@ -0,0 +1,84 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
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<meta http-equiv="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="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Link Headings Assistant Dialog Box</title>
|
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</script>
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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||||
function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Link_Headings_Assistant_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Link Headings <span style="font-size: 11.0pt;"><a name="CSH_275"></a></span>Assistant Dialog Box</h1>
|
||||
<p><a name="kanchor5160"></a><a name="IX_described_228"></a>The Link Headings Assistant dialog box appears when you select <b>Tools, Create Links to Bibliographic Records </b>or <b>Create Links to Authority Records</b>. If there are bibliographic or authority records with headings that exactly match the authority record, the records are listed in the top portion of the dialog box. If there are records that are close, but do not match exactly, they appear in the bottom portion of the dialog box. See <a href="../../Cataloging/PKchecking/Create_links_from_authority_records_to_other_records.htm#XREF_31142_Create_links_from">Create links from authority records to other records</a>.</p>
|
||||
<p>Use the Link Headings Assistant Dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Link records that can be linked</span> - Select the records that appear in the top portion of the dialog box, and click Link Selected.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Modify the records with headings that are close</span> - Double-click a record that appears in the bottom portion of the dialog box (or right-click and select <b>Open</b>). The record opens, and you can modify the heading and save it again. </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="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>
|
||||
+103
@@ -0,0 +1,103 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
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<meta http-equiv="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" /><title>Linked Authority Records Dialog Box</title>
|
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|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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||||
function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Linked_Authority_Records_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Linked<a name="CSH_280"></a> Authority Records Dialog Box </h1>
|
||||
<p>The Linked Authority Records dialog box lists authority records that are linked to another record. Use the Linked Authority Records dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Sort the list view</span> - Select a column header to sort the list.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Open the authority record </span>- Select the record in the list, select <b>File, Open</b>, click <img alt="OpenIcon00667.gif" style="margin-bottom: -4.000pt;width: 28;height: 28;" id="image92" src="OpenIcon00667_28x28.gif" /> or right-click the record and select <b>Open</b> from the context menu.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print the list of records</span> - Select <b>File > Print</b>, or click <img alt="PrintButtonArrow00668.gif" style="margin-bottom: -4.500pt;width: 41;height: 28;" id="image93" src="PrintButtonArrow00668_41x28.gif" />. Then select <b>List view </b>or <b>Current view</b>. If you select <b>List view</b>, all the linked records in the list are printed. If you select <b>Current view</b>, only the records visible in the dialog box are printed.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print a specific record</span> - Select the record in the list, select <b>File > Print</b>, click <img alt="PrintButtonArrow00669.gif" style="margin-bottom: -4.500pt;width: 41;height: 28;" id="image94" src="PrintButtonArrow00669_41x28.gif" />, or right-click and select <b>Print</b>. Then, select <b>Authority Record</b>. A window opens where you can preview the record before you print it.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View the record’s properties </span>- Select the record in the list, select <b>File > Properties</b>, or click <img style="margin-bottom: -4.000pt;width: 31;height: 29;" src="PropertiesButton_31x29.gif" alt="" />. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete a record</span> - Select the record in the list, select <b>File > Delete</b> or click <img alt="DeleteButton00671.gif" style="margin-bottom: -4.000pt;width: 30;height: 29;" id="image96" src="DeleteButton00671_30x29.gif" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Add a record to a record set</span> - Select the record or multiple records, right-click and select <b>Add to Record Set</b> > <b>New</b> or <b>Existing</b>. You can select <b>Edit</b> > <b>Select All</b> to select all the records and then add them to a record set.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Link to bibliographic records</span> - Select the record, right-click, and select <b>Links > Bibliographic Records</b>. If there are multiple bibliographic records linked to this authority record, they are listed in a window.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Link to record sets that include this authority record</span> - Select the record, right-click, and select <b>Record Sets</b>. If there are multiple record sets that contain this bibliographic record, they are listed in a window. </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="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>
|
||||
+95
@@ -0,0 +1,95 @@
|
||||
<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Linked Bibliographic Records Dialog Box</title>
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<h1>Linked <span style="font-size: 11.0pt;"><a name="CSH_279"></a></span>Bibliographic Records Dialog Box</h1>
|
||||
<p>The Linked Bibliographic Records dialog box lists the bibliographic records that are linked to the open record. Use the Linked Bibliographic Records dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Sort the list view</span> - Select a column header to sort the list.</li>
|
||||
<li><span class="FM_BulletHead">Open the bibliographic record </span>- Select the record in the list, select <b>File > Open</b>, click <img alt="OpenIcon00663.gif" style="margin-bottom: -4.000pt;width: 28;height: 28;" id="image87" src="OpenIcon00663_28x28.gif" /> or right-click the record and select <b>Open</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Place a hold</span> - Select the record in the list, right-click, and select<b> Place Hold</b>.</li>
|
||||
<li><span class="FM_BulletHead">Preview how the record appears in the Polaris PowerPAC</span> - Select the record in the list, right-click and select <b>Preview</b>. A window displays the record. You can keep this window open and select other records to preview. </li>
|
||||
<li><span class="FM_BulletHead">Print the list of records</span> - Select <b>File > Print</b>, or click <img alt="PrintButtonArrow00664.gif" style="margin-bottom: -4.500pt;width: 41;height: 28;" id="image88" src="PrintButtonArrow00664_41x28.gif" />. Then select <b>List view </b>or <b>Current view</b>. If you select <b>List view</b>, all the linked records in the list are printed. If you select <b>Current view</b>, only the records visible in the dialog box are printed.</li>
|
||||
<li><span class="FM_BulletHead">Print a specific record</span> - Select the record in the list, select <b>File > Print</b>, click <img alt="PrintButtonArrow00665.gif" style="margin-bottom: -4.500pt;width: 41;height: 28;" id="image89" src="PrintButtonArrow00665_41x28.gif" />, or right-click and select <b>Print</b>. Then, select <b>Bibliographic Full</b> to print the full bibliographic record, or<b> Bibliographic Brief </b>to print the brief bibliographic record. A window opens where you can preview the record before you print it.</li>
|
||||
<li><span class="FM_BulletHead">View the record’s properties </span>- Select the record in the list, select <b>File > Properties</b>, or click <img alt="PropertiesButton.gif" style="margin-bottom: -4.000pt;width: 31;height: 29;" id="image90" src="PropertiesButton_31x29.gif" />. </li>
|
||||
<li><span class="FM_BulletHead">Delete a record</span> - Select the record in the list, select <b>File > Delete</b> or click <img alt="DeleteButton00666.gif" style="margin-bottom: -4.000pt;width: 30;height: 29;" id="image91" src="DeleteButton00666_30x29.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Add a record to a record set</span> - Select the record or multiple records, right-click and select <b>Add to Record Set</b> > <b>New</b> or <b>Existing</b>. You can select <b>Edit</b> > <b>Select All</b> to select all the records and then add them to a record set.</li>
|
||||
<li><span class="FM_BulletHead">Create an item record</span> - Select a record, right-click, and select <b>Create > Item Record</b>.</li>
|
||||
<li><span class="FM_BulletHead">Create a serial holdings record </span>- Select a record, right-click, and select <b>Create > Serial Holdings record</b>.</li>
|
||||
<li><span class="FM_BulletHead">Link to the holds queue</span> - Select a record, right-click, and select<b> Links > Holds Queue</b>.</li>
|
||||
<li><span class="FM_BulletHead">Link to item records</span> - Select a record, right-click, and select <b>Links > Item Records</b>.</li>
|
||||
<li><span class="FM_BulletHead">Link to authority records</span> - Select the record, right-click, and select <b>Authority Records</b>.</li>
|
||||
<li><span class="FM_BulletHead">Link to selection list line items for this title</span> - Select the record, right-click, and select <b>Selection List Line Items</b>. If there are multiple selection list line items linked to this bibliographic record, they are listed in a window.</li>
|
||||
<li><span class="FM_BulletHead">Link to purchase order line items for this title</span> - Select the record, right-click, and select <b>Purchase Order Line Items</b>. If there are multiple purchase order line items linked to this bibliographic record, they are listed in a window.</li>
|
||||
<li><span class="FM_BulletHead">Link to invoice line items for this title </span>- Select the record, right-click, and select<b> Invoice Line Items</b>. If there are multiple invoice line items linked to this bibliographic record, they are listed in a window.</li>
|
||||
<li><span class="FM_BulletHead">Link to record sets that include this bibliographic record</span> - Select the record, right-click, and select <b>Record Sets</b>. If there are multiple record sets that contain this bibliographic record, they are listed in a window.</li>
|
||||
</ul>
|
||||
</div>
|
||||
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|
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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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<h1>Linked <a name="CSH_285"></a>Cataloging Record Sets Dialog Box</h1>
|
||||
<p>The Linked Cataloging Record Sets dialog box displays the record sets to which the current cataloging record belongs. Use the Linked Cataloging Record Sets dialog box to: </p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Sort the list view</span> - Select a column header to sort the list.</li>
|
||||
<li><span class="FM_BulletHead">Open a record set </span>- Select the record set in the list, select <b>File > Open</b>, click <img style="width: 26.476pt;height: 28.630pt;margin-bottom: -4.500pt;" src="OpenIcon.gif" alt="" /> or right-click the record set and select <b>Open</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Print the list of record sets</span> - Select <b>File > Print</b>, or click <img style="margin-bottom: -4.500pt;width: 44;height: 37;" src="PrintButtonArrow_44x37.gif" alt="" />. Then select <b>List view </b>or <b>Current view</b>. If you select <b>List view</b>, all the linked records in the list are printed. If you select <b>Current view</b>, only the records visible in the dialog box are printed.</li>
|
||||
<li><span class="FM_BulletHead">Print a specific record</span> <span class="FM_BulletHead">set</span>- Select the record in the list, select <b>File > Print</b>, click <img style="margin-bottom: -4.000pt;width: 44;height: 37;" src="PrintButtonArrow_44x37.gif" alt="" /> or right-click, and select <b>Print</b>. Then, select <b>Print bibliographic (item </b>or<b> authority) record set</b> to print the record set. A report window opens with a list of all the records in the record set. You can print from the report window.</li>
|
||||
<li><span class="FM_BulletHead">View the record set’s properties </span>- Select the record in the list, select <b>File > Properties</b>, or click <img style="margin-bottom: -4.000pt;width: 31;height: 29;" src="PropertiesButton_31x29.gif" alt="" />. </li>
|
||||
<li><span class="FM_BulletHead">Delete a record set</span> - Select the record in the list, select <b>File > Delete</b> or click <img src="DeleteButton_30x29.gif" style="margin-bottom: -4.000pt;width: 30;height: 29;" alt="" />.</li>
|
||||
<li><span class="FM_BulletHead">Add bibliographic records to a purchase order</span> - If the record sets listed contain bibliographic records, you can add them to a purchase order. Right-click a bibliographic record set, and select <b>Add to Purchase Order, New </b>or<b> Existing</b>. See <a href="../../Acquisitions/PAorder/Creating_Purchase_Orders.htm#XREF_80666_Create_a_purchase">Creating Purchase Orders</a>.</li>
|
||||
<li><span class="FM_BulletHead">Add bibliographic records to a selection list</span> - If the record sets listed contain bibliographic records, you can add them to a purchase order. Select a record set, right-click and select <b>Add to Selection List, New </b>or<b> Existing</b>. See <a href="../../Acquisitions/PAselections/Create_a_selection_list_by_bulk_adding_titles.htm#XREF_94615_Create_a_selection">Create a selection list by bulk adding titles</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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<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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<h1>Linked <a name="CSH_281"></a>Item Records Dialog Box</h1>
|
||||
<p>The Linked Item Records dialog box lists the item records that are linked to the same bibliographic record. Use the Linked Item Records dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Sort the list view</span> - Select a column header to sort the list.</li>
|
||||
<li><span class="FM_BulletHead">Open the item record </span>- Select the record in the list, select <b>File, Open</b>, click <img alt="OpenIcon00672.gif" style="width: 26.476pt;height: 28.630pt;margin-bottom: -4.500pt;" id="image97" src="OpenIcon00672.gif" /> or right-click the record and select <b>Open</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Check in the item</span> - Select the record in the list, right-click, and select <b>Check In</b>. </li>
|
||||
<li><span class="FM_BulletHead">Place a hold</span> - Select the record in the list, right-click, and select<b> Place Hold</b>.</li>
|
||||
<li><span class="FM_BulletHead">Print the list of records</span> - Select <b>File, Print</b>, or click <img alt="PrintButtonArrow00673.gif" style="margin-bottom: -4.500pt;width: 41;height: 28;" id="image98" src="PrintButtonArrow00673_41x28.gif" />. Then select <b>List view </b>or <b>Current view</b>. If you select <b>List view</b>, all the linked records in the list are printed. If you select <b>Current view</b>, only the records visible in the dialog box are printed.</li>
|
||||
<li><span class="FM_BulletHead">Print a specific record</span> - Select the record in the list, select <b>File, Print</b>, click <img alt="PrintButtonArrow00674.gif" style="margin-bottom: -4.500pt;width: 41;height: 28;" id="image99" src="PrintButtonArrow00674_41x28.gif" /> or right-click, and select <b>Print</b>. Then, select <b>Item Full</b> to print the full item record, or<b> Item Brief </b>to print the brief item record. A window opens where you can preview the record before you print it.       </li>
|
||||
<li><span class="FM_BulletHead">Delete a record</span> - Select the record in the list, select <b>File, Delete</b> or click <img alt="DeleteButton00675.gif" style="margin-bottom: -4.000pt;width: 30;height: 29;" id="image100" src="DeleteButton00675_30x29.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Add a record to a record set</span> - Select the record or multiple records, right-click and select <b>Add to Record Set</b>, <b>New</b> or <b>Existing</b>. You can select <b>Edit</b>, <b>Select All</b> to select all the records and then add them to a record set.</li>
|
||||
<li><span class="FM_BulletHead">Add the item to a route list</span> - Select the record, right-click, and select <b>Add to Route List</b>.</li>
|
||||
<li><span class="FM_BulletHead">Remove the record from a route list</span> - Select the record, right-click, and select <b>Remove from Route List</b>.</li>
|
||||
<li><span class="FM_BulletHead">Create an item record or child item record</span> - Select a record, right-click, and select <b>Create, Item Record </b>or<b> Child Item Record</b>.</li>
|
||||
<li><span class="FM_BulletHead">Link to the borrower’s record</span> - Select a record, right-click, and select <b>Links, Borrower</b>, <b>Current </b>or <b>Previous</b>. If the item is currently out, and you select <b>Current</b>, the Patron Status - Items Out workform appears for the patron who currently has the item checked out. If you select,<b> Previous</b>, the Patron Status workform for the previous borrower appears.</li>
|
||||
<li><span class="FM_BulletHead">Link to the holds queue</span> - Select a record, right-click, and select<b> Links, Holds Queue</b>.</li>
|
||||
<li><span class="FM_BulletHead">Link to child item records</span> - Select a record, right-click, and select <b>Links, Child Item Records</b>.</li>
|
||||
<li><span class="FM_BulletHead">Link to parent item records</span> - Select a record, right-click, and select <b>Links, Parent Item Records.</b> </li>
|
||||
<li><span class="FM_BulletHead">Link to bibliographic records</span> - Select the record, right-click, and select <b>Links, Bibliographic Records</b>.</li>
|
||||
<li><span class="FM_BulletHead">Link to subscription issues or <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> parts</span> - Select the record, right-click, and select <b>Links, Issue/Part record</b>. </li>
|
||||
<li><span class="FM_BulletHead">Link to the record for the patron for whom the issue is being held</span> - Select the record, right-click, and select<b> Links, Held For</b>.</li>
|
||||
<li><span class="FM_BulletHead">View the record’s properties </span>- Select the record in the list, select <b>File, Properties</b>, or click <img style="margin-bottom: -4.000pt;width: 31;height: 29;" src="PropertiesButton_31x29.gif" alt="" />. </li>
|
||||
</ul>
|
||||
</div>
|
||||
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|
||||
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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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<h1>Linked <a name="CSH_282"></a>Reserve Item Records Dialog Box</h1>
|
||||
<p>The Linked Reserve Item Records dialog box displays the reserve item records that are linked to a course reserve record. Use the Linked Reserve Item Records dialog box to: </p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Sort the list view</span> - Select a column header to sort the list.</li>
|
||||
<li><span class="FM_BulletHead">Open the reserve item record </span>- Select the record in the list, select <b>File, Open</b>, click <img alt="OpenIcon00677.gif" style="margin-bottom: -4.000pt;width: 28;height: 28;" id="image102" src="OpenIcon00677_28x28.gif" /> or right-click the record and select <b>Open</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Place a hold</span> - Select the record in the list, right-click, and select<b> Place Hold</b>.</li>
|
||||
<li><span class="FM_BulletHead">Check in the reserve item</span> - Select the record in the list, right-click, and select <b>Check In</b>. </li>
|
||||
<li><span class="FM_BulletHead">Print the list of records</span> - Select <b>File, Print</b>, or click <img alt="PrintButtonArrow00678.gif" style="margin-bottom: -4.500pt;width: 41;height: 28;" id="image103" src="PrintButtonArrow00678_41x28.gif" />. Then select <b>List view </b>or <b>Current view</b>. If you select <b>List view</b>, all the linked records in the list are printed. If you select <b>Current view</b>, only the records visible in the dialog box are printed.</li>
|
||||
<li><span class="FM_BulletHead">Print a specific record</span> - Select the record in the list, select <b>File, Print</b>, click <img alt="PrintButtonArrow00679.gif" style="margin-bottom: -4.500pt;width: 41;height: 28;" id="image104" src="PrintButtonArrow00679_41x28.gif" /> or right-click, and select <b>Print</b>. Then, select <b>Item Full</b> to print the full item record, or<b> Item Brief </b>to print the brief item record. A window opens where you can preview the record before you print it.       </li>
|
||||
<li><span class="FM_BulletHead">View the record’s properties </span>- Select the record in the list, select <b>File, Properties</b>, or click <img style="margin-bottom: -4.000pt;width: 31;height: 29;" src="PropertiesButton_31x29.gif" alt="" />. </li>
|
||||
<li><span class="FM_BulletHead">Delete a record</span> - Select the record in the list, select <b>File, Delete</b> or click <img alt="DeleteButton00681.gif" style="margin-bottom: -4.000pt;width: 30;height: 29;" id="image106" src="DeleteButton00681_30x29.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Add a record to a record set</span> - Select the record or multiple records, right-click and select <b>Add to Record Set</b>, <b>New</b> or <b>Existing</b>. You can select <b>Edit</b>, <b>Select All</b> to select all the records and then add them to a record set.</li>
|
||||
<li><span class="FM_BulletHead">Add the item to a route list</span> - Select the record, right-click, and select <b>Add to Route List</b>.</li>
|
||||
<li><span class="FM_BulletHead">Remove the record from a route list</span> - Select the record, right-click, and select <b>Remove from Route List</b>.</li>
|
||||
<li><span class="FM_BulletHead">Create an item record or child item record</span> - Select a record, right-click, and select <b>Create, Item Record </b>or<b> Child Item Record</b>.</li>
|
||||
<li><span class="FM_BulletHead">Link to the borrower’s record</span> - Select a record, right-click, and select <b>Links, Borrower</b>, <b>Current </b>or <b>Previous</b>. If the item is currently out, and you select <b>Current</b>, the Patron Status - Items Out workform appears for the patron who currently has the item checked out. If you select,<b> Previous</b>, the Patron Status workform for the previous borrower appears.</li>
|
||||
<li><span class="FM_BulletHead">Link to the holds queue</span> - Select a record, right-click, and select<b> Links, Holds Queue</b>.</li>
|
||||
<li><span class="FM_BulletHead">Link to child item records</span> - Select a record, right-click, and select <b>Links, Child Item Records</b>.</li>
|
||||
<li><span class="FM_BulletHead">Link to parent item records</span> - Select a record, right-click, and select <b>Links, Parent Item Records.</b> </li>
|
||||
<li><span class="FM_BulletHead">Link to bibliographic records</span> - Select the record, right-click, and select <b>Links, Bibliographic Records</b>.</li>
|
||||
<li><span class="FM_BulletHead">Link to subscription issues or <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> parts</span> - Select the record, right-click, and select <b>Links, Issue/Part record</b>. </li>
|
||||
<li><span class="FM_BulletHead">Link to the record for the patron for whom the issue is being held</span> - Select the record, right-click, and select<b> Links, Held For</b>.</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%;" />
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||||
<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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<table style="width: 100%;">
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<col />
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<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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<h1> <a name="XREF_93238_Macro_Selection"></a>Macro <span style="font-size: 11.0pt;"><a name="CSH_241"></a></span>Selection Dialog Box</h1>
|
||||
<p><a name="kanchor2088"></a><a name="IX_described_206"></a>The Macro Selection dialog box is displayed when you click <b>Show All</b> on the Macros tool bar. The Macro Selection dialog box list all macros owned by the other users in Polaris. You can copy a macro to your own list. Select a macro from the list and click <b>Save As</b>.</p>
|
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|
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<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="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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<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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<h1>Multiple <span style="font-size: 11.0pt;"><a name="CSH_291"></a></span>Object Deletion - Bibs</h1>
|
||||
<p>The Multiple Object Deletion dialog box appears when you select multiple bibliographic records in a list box, record set, or Find Tool results list and select <b>Delete</b>. </p>
|
||||
<p>Use the Multiple Object Deletion dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Suppress warning messages</span> - If you have the required permissions, you can keep the warning messages for unbreakable or breakable links from appearing as the system goes through deleting multiple bibliographic records. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To keep the warning messages for breakable links from appearing, you must have the permission: <b>Suppress warnings for breakable links when deleting multiple bibliographic records: Allow.</b></p>
|
||||
<p class="NoteShade">To keep the warning messages for unbreakable links from appearing, you must have the permission: <b>Suppress warnings for unbreakable links and other stopping conditions, when deleting multiple bibliographic records: Allow</b></p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Uncheck the <b>breakable links </b>box to suppress warning messages from appearing when the system encounters bibliographic records that have breakable links. The system will continue deleting these records without a warning message.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Uncheck the <b>unbreakable links and other stopping conditions</b> box to suppress warning messages from appearing when the system encounters bibliographic records that have unbreakable links or other conditions that prevent them from being deleted. When the warning messages for unbreakable links are suppressed, these records are skipped because they cannot be deleted, but no warning message appears.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Confirm that you want to delete the records </span>- Click <b>Yes</b> to delete the selected records. If you do not want to delete the records, click <b>No</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span style="font-weight: bold;">Bibliographic Record Unbreakable links </span>- The following links prevent the record from being deleted:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">The bib is final and it is linked to final/provisional items</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">The bib is deleted and the linked items are deleted</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Linked to active hold requests</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Linked to serial holdings records</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Linked to PO Lines with a status of Pending</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Linked to Invoice Lines with a status of Open</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Linked to Issue records</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Linked to subscription records</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Linked to resource records (digital media)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span style="font-weight: bold;">Bibliographic Record Breakable links</span> - The bibliographic record can be deleted if it is linked to the following types of records:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"> Linked to item templates</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"> Linked to record sets</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"> Linked to selection list line items</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"> Linked to PO Lines with a status other than Pending</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"> Linked to Invoice Lines with a status other than Open</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
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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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<h1>Multiple <span style="font-size: 11.0pt;"><a name="CSH_292"></a></span>Object Deletion - Items</h1>
|
||||
<p>The Multiple Object Deletion dialog box appears when you select multiple item records in a list box, record set, or Find Tool results list and select <b>Delete</b>. </p>
|
||||
<p>Use the Multiple Object Deletion dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Suppress warning messages</span> - If you have the required permissions, you can keep the warning messages for unbreakable or breakable links from appearing as the system goes through deleting multiple item records. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To keep the warning messages for breakable links from appearing, you must have the permission: <b>Suppress warnings for breakable links when deleting multiple item records: Allow.</b></p>
|
||||
<p class="NoteShade">To keep the warning messages for unbreakable links from appearing, you must have the permission: <b>Suppress warnings for unbreakable links and other stopping conditions, when deleting multiple item records: Allow</b></p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Uncheck the <b>breakable links </b>box to suppress warning messages from appearing when the system encounters item records that have breakable links. The system will continue deleting these records without a warning message.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Uncheck the <b>unbreakable links and other stopping conditions</b> box to suppress warning messages from appearing when the system encounters item records that have unbreakable links or other conditions that prevent them from being deleted. When the warning messages for unbreakable links are suppressed, these records are skipped because they cannot be deleted, but no warning message appears.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Confirm that you want to delete the records </span>- Click <b>Yes</b> to delete the selected records. If you do not want to delete the records, click <b>No</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Item Record Unbreakable Links</span> - The item record cannot be deleted if it is linked to the following types of records:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">The item record is a parent item, the item is final, and the linked child item records are final</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Is a parent item, the item is deleted, and has any child item records</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Is checked out</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Has been shipped for hold</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Has <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a> for hold</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Has item level hold</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Is on a route list that is routed</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Item Record Breakable Links</span> - The item record can be deleted if it is linked to the following types of records:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Link to item template</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Link to record set</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Link to serial issue - This is only checked if the SA parameter: Delete linked issue/part when serial item is deleted is set to 'No'</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Link to POLI segment</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Link to InvLI segment</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Link to patron charge</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Item lost</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Item claimed</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Linked to Course Reserve</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Last holdable item linked to a bib record</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Is on a route list that is not currently routed</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%;" />
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||||
<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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|
||||
<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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<h1><a name="kanchor641"></a><a name="IX_described_196"></a>New Item <span style="font-size: 11.0pt;"><a name="CSH_223"></a></span>Record Options Dialog Box</h1>
|
||||
<p>Access the New Item Record Options dialog box by selecting <b>File </b>><b> New</b> > <b>Item Record</b> or <b>Tools </b>><b> Create Item Record</b>. If you selected <b>File </b>><b> New</b> from the Shortcut bar, the bibliographic information is not filled in. If you selected <b>Tools </b>><b> Create Item Record</b> from the Item Record or Bibliographic Record workform, the bibliographic information is filled in. See <a href="../../Cataloging/PKitems/Create_multiple_item_records_for_a_single_title.htm#XREF_21671_Create_multiple">Create multiple item records for a single title</a>.</p>
|
||||
<p>Use the New Item Record Options dialog box to create multiple item records as follows:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Locate the bibliographic record to link to the item records</span> - Click <b>Find</b> and search for a bibliographic record. </li>
|
||||
<li><span class="FM_BulletHead">Enter the barcodes for the items</span> - Scan the item barcodes, or type each one in the <b>Item barcode(s)</b> box and press <b>Enter</b>. If you select<b> System Assigned barcodes</b>, the <b>Item Barcode Range</b> dialog box appears where you enter the type of barcodes and the range.</li>
|
||||
<li><span class="FM_BulletHead">Enter the call number information </span>- If it is not already filled in from the bibliographic record, or you want to change the call number information, do the following steps:</li>
|
||||
<li>Select a number in the <b>Number of items</b> box to indicate the number of physical item records you are creating.</li>
|
||||
<li>Select the shelving scheme for the new item in the <b>Scheme </b>box.</li>
|
||||
<li>Type the prefix for the call number in the <b>Prefix </b>box.</li>
|
||||
<li>Type the classification number in the <b>Class </b>box. </li>
|
||||
<li>Type the cutter number in the <b>Cutter </b>box.</li>
|
||||
<li>Type the suffix for the call number in the <b>Suffix</b> box.</li>
|
||||
<li>Type the volume number, if applicable, in the <b>Vol</b> box.</li>
|
||||
<li>Type the copy number, if applicable, in the <b>Copy</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Enter the item price</span><b> </b>- If the price is not filled in from the linked bibliographic record, type the dollar amount in the <b>Price</b> field. </li>
|
||||
<li><span class="FM_BulletHead">Enter the item distribution information</span> -</li>
|
||||
<li>If you want to use a template, select it in the <b>Template</b> box in the far right column of the distribution grid. </li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When you select a template in any line of the Distribution grid, the <b>Use template values instead of these (if available)</b> box is checked. You can clear this checkbox if you want to use the values in the dialog box instead of those in the template.</p>
|
||||
<ul type="disc">
|
||||
<li>If you want to enter the distribution information for each item, type the number of items in the <b>Items</b> box, select the <b>Branch, Collection,</b> <b>Shelf Location</b>, <b>Material Type</b>, <b>Loan Period</b>, <b>Fine Code</b>, <b>Statistical Code, </b>and <b>Owner</b>.</li>
|
||||
<li>Double-click in the next distribution row to add a row exactly like the one above it, or click <img alt="AddRowbtn.gif" style="margin-bottom: -4.500pt;width: 28;height: 27;" id="image35" src="AddRowbtn_28x27.gif" /> to add a blank row.</li>
|
||||
<li><span class="FM_BulletHead">Specify the circulation information</span> - If you are not using a template, or the template does not have the circulation information, enter it as follows: </li>
|
||||
<li>Select the circulation status in the <b>Circ status</b> box.</li>
|
||||
<li>Select the renewal limit in the <b>Renewal Limit</b> box.</li>
|
||||
<li>Check the <b>Display in PAC</b> box if you want the item records to display in the Polaris PowerPAC.</li>
|
||||
<li>If you want to indicate that the items do not circulate, select <b>Non-circulating</b>. </li>
|
||||
<li>If you want to specify that the items are to be loaned outside of your library system, select <b>Loanable outside system</b>.</li>
|
||||
<li>If you want to enable holds to be placed on this item, select <b>Holdable</b>.</li>
|
||||
<li><span class="FM_BulletHead">Create the item records</span> - Click <b>OK</b> after you have entered all the information. The item records that were created are listed in a dialog box.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
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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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<h1><a name="XREF_83523_New_Record_Set"></a>New Record <span style="font-size: 11.0pt;"><a name="CSH_268"></a></span>Set Dialog Box</h1>
|
||||
<p><a name="kanchor5381"></a><a name="IX_described_221"></a>The New Record Set dialog box appears when you create a new record set other than when importing records. Use the New Record Set dialog box to select the type of records to be included in the new record set from the <b>Record Type</b> box. See <a href="../../Cataloging/PKrecordset/Using_Cataloging_Record_Sets.htm#XREF_76466_Using_Cataloging">Using Cataloging Record Sets</a>.</p>
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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>Page & Label <span style="font-size: 11.0pt;"><a name="CSH_289"></a></span>Details Dialog Boxes</h1>
|
||||
<p>Use the Page Details or Label Details dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Change the page or label’s width</span> - Type a different number in the <b>Width </b>box.</li>
|
||||
<li><span class="FM_BulletHead">Change the page or label’s height </span>- Type a different number in the <b>Height </b>box.</li>
|
||||
<li><span class="FM_BulletHead">Change the page top margin</span> - Type a different number in the <b>Top Margin</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Change the page left margin</span> - Type a different number in the <b>Left Margin</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Change the label’s vertical spacing</span> - Type a different number in the <b>Vertical Spacing</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Change the label’s horizontal spacing </span>- Type a different number in the <b>Horizontal Spacing</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Change the label’s indent from the left border of the label</span> - Type a different number in the <b>Indent</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Change the text alignment within the page or label</span> - Select a different alignment in the <b>Text Alignment </b>box.</li>
|
||||
<li><span class="FM_BulletHead">Change the content type for the label</span> - Select a different content type in the <b>Content</b> box. To set up a different content for the label type, see <a href="../../Cataloging/PDKlabels/Define_the_label_content.htm#XREF_59938_Define_the_label">Define the label content</a>.</li>
|
||||
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<h1><a name="XREF_11422_Authority_Record"></a>Polaris Import Setup Window- Authority <span style="font-size: 11.0pt;"><a name="CSH_236"></a></span>Records Tab</h1>
|
||||
<p><a name="kanchor2536"></a><a name="IX_Authority_Records_tabbed"></a>The options on the Authority Records tab control how to handle imported authority records. See <a href="../../Cataloging/PKimport/Set_import_options_for_authority_records.htm#XREF_88109_Set_profile">Set import options for authority records</a>. </p>
|
||||
<p>Use the Authority Records tab to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Indicate how to save the incoming authority record</span> - Select <b>Save all records as final</b> or <b>Save all records as provisional</b>. You can select <b>Do not save any records</b> if the import file contains a mixture of records, and you do not want to import the authority records.</li>
|
||||
<li><span class="FM_BulletHead">Check MARC format</span> - Select <b>Perform MARC 21 Validation</b>.</li>
|
||||
<li><span class="FM_BulletHead">Specify how records with MARC format errors are saved</span> - Select<b> Save record as provisional</b> if you want records with errors to be saved provisionally. Select <b>Ignore errors; save as final</b> if you want the records to be saved as final even if they have MARC format errors.</li>
|
||||
<li><span class="FM_BulletHead">Check for duplicate records already in the database</span> - Select <b>Perform duplicate detection</b>. </li>
|
||||
<li><span class="FM_BulletHead">Set duplicate detection rules</span> - You can use the default duplicate detection rules or specify custom duplicate detection rules. If <b>Use custom duplicate detection rules</b> is selected, you can select the rules to apply. Select duplication detection rules from the <b>Rules to select list </b>and<b> </b>click <img alt="rtarrowbut.gif" style="margin-bottom: -4.500pt;width: 22;height: 23;" id="image55" src="rtarrowbut_22x23.gif" /> to add the rules to the <b>Rules to apply (as unique groups)</b> list.</li>
|
||||
<li><span class="FM_BulletHead">Specify how you want duplicates to be handled</span> - You can save incoming duplicate authority records as final or provisional. Or, you can choose to merge duplicate records and select a preferred <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">cataloging source<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A code stored in tag 040 $a that tells who created the record. These codes are governed by the MARC code list for libraries.</span></a> owner from the list. When a duplicate authority record is found, and the imported record is from a preferred cataloging source, the duplicates are merged. See <a href="../../Cataloging_Admin/PDKcatalog/Specify_preferred_cataloging_sources_for_authority_records.htm#XREF_24986_Specify_a">Specify preferred cataloging sources for authority records</a>.</li>
|
||||
<li><span class="FM_BulletHead">Check cross references</span> - Select<span style="font-style: italic;"> </span><b>Perform See Also From reference linking</b>, and specify what should be done if no matching heading is found. You can specify that you want <span style="font-style: italic;">See Also</span> references created automatically when the records are imported, or that you want to import the records without creating the <span style="font-style: italic;">See Also </span>reference automatically, and then save the records as final or provisional.</li>
|
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|
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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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<h1>Polaris Import Setup Window- Bibliographic <span style="font-size: 11.0pt;"><a name="CSH_234"></a></span>Records Tab</h1>
|
||||
<p><a name="kanchor3952"></a><a name="IX_Bibliographic_Records_6"></a>The Polaris Import Setup - Bibliographic Records tab contain the options for importing bibliographic records and automatic processing of the records upon import. See <a href="../../Cataloging/PKimport/Set_import_options_for_bibliographic_records.htm#XREF_81705_Set_profile">Set import options for bibliographic records</a> for detailed steps.</p>
|
||||
<p> <a name="XREF_20497_Import_Processing"></a>Use the Bibliographic Records tab to: </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Save records as final or provisional</span> - Select one of the options. If the file being imported contains a mixture of authority records and bibliographic records and you want to save only the authority records, you can select <b>Do not save any records</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Specify the record owner</span> - Select a record owner </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set the PAC display</span> - Select the <b>Display in PAC c</b>heck box to display the records; clear the checkbox to suppress the records from displaying.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Protect the incoming records from being overlaid </span>- To prevent incoming records from being overlaid in the future, select the <b>Do not overlay</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete MARC tags from incoming records</span> - Select the <b>Delete MARC Tags </b>on incoming record, and select one of the following options:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet" style="margin-top: 2.000pt;font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">System defined deletion tags - These tags are defined in Polaris Administration.</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Profile defined deletion tags </b>- If you select this option, define the tags to delete from the incoming records. Click <img alt="addcusttagicon.gif" style="margin-bottom: -4.500pt;width: 27;height: 27;" id="image51" src="addcusttagicon_27x27.gif" /> (to add a tag), or select a tag in the tag list and click <img alt="modifyicon.gif" style="margin-bottom: -4.500pt;width: 27;height: 26;" id="image52" src="modifyicon_27x26.gif" /> (modify tag). </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Check the MARC 21 format </span>- If you selected <b>Save all records as final</b>, you can select <b>Perform MARC 21 Validation</b><span style="font-weight: bold;"> </span>to check the MARC 21 format of the incoming records. To save the records as final even if the validation process detects errors, select <b>Ignore errors; save as final</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Perform authority control</span> - If the option to Save all records as final is selected, you can perform authority control and specify how to incoming records for which no matching heading is found. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Perform duplicate detection </span>- If the option Save all records as finial is selected, you can select <b>Perform Duplicate Detection</b>, and specify how duplicates should be handled.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Specify how duplicate records will be handled</span> - If you selected <b>Perform Duplicate Detection</b>, indicate how you want Polaris to handle duplicate records by selecting one of the following options:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Save incoming record as provisional</b> - The incoming duplicate record is saved as provisional. Only the resident record with a status of final is indexed.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Save incoming record as final; do not replace database record</b> - The incoming duplicate record is saved as final but does not replace the database record. Two similar or identical bibliographic records are saved to the database and both are indexed and searchable.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Save incoming record as final; replace database record - </b>The incoming duplicate record overlays and replaces the database record.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>For information on how records get overlaid based on encoding levels, see <a href="../../Cataloging/PKimport/Automatic_Processes_During_Import.htm#XREF_48724_Bibliographic">Bibliographic Overlay Based on Encoding Level</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet" style="margin-top: 2.000pt;font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Save record with highest encoding level. If encoding levels match:</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet" style="margin-top: 2.000pt;font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Save incoming record as final; replace database record</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet" style="margin-top: 2.000pt;font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Reject incoming record</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet" style="margin-top: 2.000pt;font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Save incoming record as provisional (ignore Keep MARC tags)</b>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Reject incoming record; add MARC retention tags to database record -</b> If a duplicate is encountered, the imported duplicate is rejected, but any retention tags, defined by the system or the profile, are retained in the database record, and the database record is added to the record set.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Specify tags to retain from overlaid records or rejected records </span>- If the <b>Keep MARC tags</b> option is selected, select <b>System defined overlay retention tags</b> or <b>Profile defined overlay retention tags</b>. If you select <b>Profile defined overlay retention tags</b>, click <img alt="addcusttagicon00639.gif" style="margin-bottom: -4.500pt;width: 27;height: 27;" id="image53" src="addcusttagicon00639_27x27.gif" /> (to add a tag), or select a tag in the tag list and click <img alt="modifyicon00640.gif" style="margin-bottom: -4.500pt;width: 27;height: 26;" id="image54" src="modifyicon00640_27x26.gif" /> (modify tag). The Retain Tags dialog box appears. To add a tag, type the tag number. The indicator values in the <b>Indicator 1</b> and <b>Indicator 2</b> boxes are all highlighted. Click the indicator values to deselect them. Click <b>OK</b> to add the tag and indicators. To modify the tag, select or deselect indicators.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>When an existing bibliographic record is overlaid with a new bibliographic record, the links to the item records are maintained and the circulation counts remain. In addition, any holds attached to the old record are transferred to the new record. These requests maintain their position in the holds queue. See <a href="../../Patron_Services/PPill/Working_with_Interlibrary_Loans.htm#XREF_12272_Working_with">Working with Interlibrary Loans</a>. </p>
|
||||
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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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<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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<h1>Polaris <a name="XREF_90928_Import_Setup"></a><a name="XREF_38815_Bibliographic"></a>Import Setup <span style="font-size: 11.0pt;"><a name="CSH_235"></a></span>Window - Item Records Tab</h1>
|
||||
<p><a name="kanchor323"></a><a name="IX_Item_Records_tabbed_page"></a>The options on the Polaris Import Setup - Item Records tab control how item records are created from imported bibliographic records. See <a href="../../Cataloging/PKimport/Set_import_options_for_item_records.htm#XREF_88850_Set_profile">Set import options for item records</a>.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can select the default profile<b> Polaris default (with item creation)</b> to create item records. This profile contains standard settings for mapping embedded holdings information to fields in the item record. You can start with this profile and make changes as necessary.</p>
|
||||
<p>Use the Item Records tab to: </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select an option for creating item records</span> - If you selected <b>Build item records</b>, select one of the following options for creating item records:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Using embedded holdings fields only</b> - Items are created from the embedded holdings data in the 852 or other tag in the bibliographic record. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Using template/system default values only</b> - Items are created from the information in the template and any system defaults for item records.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b><span>Using all available holdings/item fields</span></b> - Items are created from holdings information, if it is available. If the holdings tag does not contain the information but the template does, the field on the item record is filled in from the template.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select an option for handling possible duplicate item records</span>:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Save duplicate item record as provisional</b> if you want duplicates to be saved as provisional records.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Do not save duplicate item record</b> if you do not want duplicate item records to be saved. </p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select an option for handling items without barcodes</span>:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Save item record as final - </b>Saves the new item records as final records, even if they do not have barcodes.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Save item record as provisional</b> - Saves the new items as provisional records if they do not have a barcode.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Do not save item record</b> - If there is no barcode, the item record is not saved.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Indicate if you want items to display in the PAC</span> - If you do not want the item records to display in the PAC, clear the <b>Display in PAC (when not explicitly found)</b>. This checkbox is checked as the default. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select a template to provide any missing item data</span> - If you are creating item records from embedded holdings fields, you can select a template to supply missing required fields if the holdings data does not include enough information to create the item records.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Specify if you want to update item records when you import records from enriched EDI orders </span>- If you are importing bibliographic records that are sent back as a result of an enriched EDI order, the records contain embedded holdings data in the 949 tags, including data in the 949$e (purchase order line item and segment ID). When a match is made between the tags in the bibliographic record and the purchase order data, the item records are built using this data, and they are already shelf-ready because they have the location and collection information from the purchase order line item segment. Minimal cataloging is required for these items to go right out to the shelves. Updated item records maintain their links to the purchase order line item segments. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task" style="font-weight: bold;"><span class="FM_BulletHead" style=" font-style: normal; font-weight: bold; color: #000000; text-decoration: none; letter-spacing: 0.00em; font-size: 10pt;">Map holdings data to fields in the item record:</span>
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information, see <a href="../../Cataloging/PKimport/Automatic_Processes_During_Import.htm#XREF_68389_Item_Records">Item Records Created from Embedded Holdings Tags</a>.</p>
|
||||
<blockquote>
|
||||
<p>
|
||||
<ul>
|
||||
<li>Under <b>Embedded holdings field/MARC subfield mapping</b>, type the tag number where the holdings data is located in the <b>Holdings tag number </b>box. In each item record field box, type the subfield letter or number for the bibliographic subfield that contains this information. The system copies any information in the subfield to the matching field in the item record.</li>
|
||||
</ul>
|
||||
</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Example:<br /></b>Type 852 in the Embedded holdings field/MARC subfield mapping box, and type <b>p</b> in the <b>Barcode</b> box. When the item records are created, the system takes the data in the 852 tag subfield <b>p</b> for every bibliographic record and puts it in the <b>Barcode </b>box on each item record created. </p>
|
||||
</blockquote>
|
||||
<p>
|
||||
<ul>
|
||||
<li>Click <b>Save</b> to save the import profile.</li>
|
||||
</ul>
|
||||
</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="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>
|
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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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</tr>
|
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</tbody>
|
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</table>
|
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</body>
|
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</html>
|
||||
+80
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|
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<!DOCTYPE html>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Polaris Import Setup Window - Record Sets Tab</title>
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<h1><span style="font-size: 11.0pt;"><a name="XREF_36345_Record_Sets_Form"></a></span><a name="XREF_18746_Record_Sets_form"></a>Polaris Import Setup Window - Record Sets <span style="font-size: 11.0pt;"><a name="CSH_237"></a></span>Tab</h1>
|
||||
<p><a name="kanchor5886"></a><a name="IX_Record_Sets_tabbed_page"></a>The options on the Record Sets tab control how imported records are saved in record sets. See <a href="../../Cataloging/PKimport/Set_import_options_for_record_sets.htm#XREF_46812_Set_profile">Set import options for record sets</a>. </p>
|
||||
<p>Use the Record Sets tab to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Create new record sets in which to save the records - </span>For each type of record set you are creating (bibliographic, item, and authority), you can create a separate record set for provisional, final, and deleted records. Type the name and select the owner for each new record set you are creating<span class="FM_BulletHead">.</span></li>
|
||||
<li><span class="FM_BulletHead">Specify existing record sets in which to save the imported records - </span>Click <b>Find</b> to search for and select the existing record set, and select <b>Append</b> to add the bibliographic records to the records in the record set, or select <b>Replace</b> to replace the existing records with the imported records.</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%;" />
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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>
|
||||
<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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<table style="width: 100%;">
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<col />
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<tbody>
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<tr>
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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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</tbody>
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
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</script>
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
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</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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</script>
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<script>/* <![CDATA[ */
|
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window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Polaris_Import_Setup_window_-Profile_Setup_Tab.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Polaris Import Setup window -Profile Setup Tab</h1>
|
||||
<p><a name="kanchor5526"></a><a name="IX_Profile_Setup_tabbed_page_1"></a><a name="CSH_233"></a>When you select <b>Express Import</b> or <b>Full Import</b> from the <b>Utilities, Import</b> menu, the import utility opens to the Profile setup tab.</p>
|
||||
<p>Use the Profile Setup tab to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<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;">Select an existing profile from a list of import profiles - </span>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">If you choose <b>Full Import</b>, you can specify all options for all tabs. See <a href="../../Cataloging/PKimport/Use_Full_Import_to_import_records.htm#XREF_80362_Use_Full_Import_to">Use Full Import to import records</a>. You can choose an existing profile with default settings and make changes to the settings as needed.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">If you choose<b> Express Import</b>, you can select the files to be imported and change the options on the Record Sets tab; all other importing options are read-only. For more information on using the Express Importing option, see <a href="../../Cataloging/PKimport/Use_Express_Import_to_import_records.htm#XREF_56473_Create_item">Use Express Import to import records</a>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Specify the location of the files that contains the records to import</span> - Click <b>Add</b> next to the <b>Import files</b> box to locate the files containing the records to import. Up to 50 records can be selected and added at a time. The file limit is set in a Polaris Administration Cataloging profile. You can select MARC or MARCXML records.</p>
|
||||
</li>
|
||||
<li>
|
||||
<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;">Go to other tabs and set options for automatic processing - </span>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Cataloging/PKimport/Set_import_options_for_bibliographic_records.htm#XREF_81705_Set_profile">Set import options for bibliographic records</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Cataloging/PKimport/Set_import_options_for_item_records.htm#XREF_88850_Set_profile">Set import options for item records</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Cataloging/PKimport/Set_import_options_for_authority_records.htm#XREF_88109_Set_profile">Set import options for authority records</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><a href="../../Cataloging/PKimport/Set_import_options_for_record_sets.htm#XREF_46812_Set_profile">Set import options for record sets </a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Import the records</span> - After specifying how you want the records to be imported, click <b>Import</b>.</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="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>
|
||||
+77
@@ -0,0 +1,77 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="rh-authors" content="GIS Information Systems_ Inc." />
|
||||
<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/PRcatUI.fm" /><title>Preview MARC Data Dialog Box</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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</script>
|
||||
<script>/* <![CDATA[ */
|
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window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
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gtag('js', new Date());
|
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|
||||
gtag('config', 'G-CFH4DBPHLD');
|
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/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Preview_MARC_Data_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Preview <span style="font-size: 11.0pt;"><a name="CSH_273"></a></span>MARC Data Dialog Box</h1>
|
||||
<p><a name="kanchor1086"></a><a name="IX_described_226"></a>When you edit a bibliographic record during authority control checking, you can click <b>Preview </b>on the Check Headings Assistant dialog box to preview the record with the changes you made. Click <b>OK </b>to accept these changes, then click <b>Continue</b> on the Check Headings Assistant dialog box. </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="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>
|
||||
+173
@@ -0,0 +1,173 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="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" /><title>Promotion Workform</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
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</script>
|
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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|
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</script>
|
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|
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</script>
|
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</script>
|
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|
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</script>
|
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|
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</script>
|
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
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</script>
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<script>/* <![CDATA[ */
|
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window.dataLayer = window.dataLayer || [];
|
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function gtag(){dataLayer.push(arguments);}
|
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gtag('js', new Date());
|
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gtag('config', 'G-CFH4DBPHLD');
|
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/* ]]> */</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Promotion_Workform.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Promotion <a name="CSH_293"></a>Workform</h1>
|
||||
<p>Use the Promotion workform to enter data for Feature It, a separately-licensed product that enables libraries to feature resources in a dashboard in the Polaris PowerPAC. Feature It can be used with or without community records, but in order to feature community resources, Community Profiles must also be licensed. </p>
|
||||
<p>Use the toolbar or menu on the Promotion workform to:</p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Create a new promotion record </span>- Select <b>File </b>><b> New,</b> press <b>Ctrl+N</b>, or click <img alt="newicon00689.gif" style="width: 28.630pt;height: 26.476pt;margin-bottom: -4.500pt;" id="image120" src="newicon00689.gif" />. The New Promotion Record dialog box appears. Select <b>Clear Work Form</b> or <b>Copy Existing Work Form</b>. </li>
|
||||
<li><span class="FM_BulletHead">Open another promotion record</span> - Select <b>File, Open</b>, press <b> Ctrl+O</b>, or click <img alt="OpenIcon00690.gif" style="width: 26.476pt;height: 28.630pt;margin-bottom: -4.500pt;" id="image121" src="OpenIcon00690.gif" />. The Find Tool appears with <b>Promotions</b> selected in the<b> Object</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Close the workform</span> - Select <b>File </b>><b> Close</b>, or press <b>Alt+F4</b>.</li>
|
||||
<li><span class="FM_BulletHead">Print information about the promotion record - </span>Select <b>File </b>><b> Print</b> or click the arrow next to the printer icon <img style="margin-bottom: -4.500pt;width: 44;height: 37;" src="PrintButtonArrow_44x37.gif" alt="" /> and select one of the following options.<ul><li><p class="FM_Bullet"><b>Current View </b>to print the displayed view</p></li><li><p class="FM_Bullet"><b>All Views </b>to print every view of the promotion record</p></li></ul></li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Save the record </span>- Select <b>File </b>><b> Save</b> or click <img alt="SaveIcon.gif" style="margin-bottom: -4.500pt;width: 27;height: 32;" id="image123" src="SaveIcon_27x32.gif" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View the record’s properties</span>- Select <b>File </b>><b> Properties</b>. The Properties page has two tabs: the General tab displays the Name, Headline, Midline, and Footline of the profile; the About tab displays the record’s control number, creation date, and modification date.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Undo an entry in the workform</span> - Select <b>Edit</b> > <b>Undo</b> or press <b>Ctrl+Z</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Cut text from the workform</span> - Select <b>Edit</b> ><b> Cut</b> or press <b>Ctrl+X</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Copy text from the workform</span> - Select <b>Edit </b>><b> Copy</b> or press <b>Ctrl+C</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Paste text into the workform</span>- Select <b>Edit </b>><b> Paste</b> or press <b>Ctrl+V</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Clear text that was entered in the workform</span> - Select the text and select <b>Edit </b>><b> Clear</b> or press the <b>Delete</b> key.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Go to another view of the workform</span> - Select View and click on one of the options. You can also click on the icons in the side banner of the workform.  </p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Promotion_Workform1"></a><a name="XREF_91540_Promotion_Workform"></a>Promotion Workform - General View </h2>
|
||||
<p>Use the General view of the Promotion workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">Enter the promotion record’s name</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Select the promotion record’s owner</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">See whether the promotion is Campaign-generated. See <a href="../../Community Profiles/CommProfCampaigns/Campaigns_for_Community_Promotions.htm#XREF_40351_Campaigns_for">Campaigns for Community Promotions</a>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Select the promotion’s activation date and expiration date</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Type the promotion record’s headline, midline, and footline</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Promotion_Workform2"></a><a name="XREF_67109_Promotion_Workform"></a>Promotion Workform - Featured Resources View</h2>
|
||||
<p>Use the Featured Resources view of the Promotions workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Feature bibliographic or community records</span> - Select <b>Feature these local object(s) </b>and select <b>Bibliographic </b>or <b>Community</b> in the <b>Objects</b> box. Then, click the <b>Add</b> button, and search for the bibliographic or community organization/event in the Find Tool. You can select more than one community or bibliographic record, but you cannot add both community and bibliographic records to the same promotion workform.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Feature a web site</span> - Select <b>Open this page</b>, and type the URL for the web site.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Promotion_Workform3"></a><a name="XREF_83610_Promotion_Workform"></a>Promotion Workform - Triggers View</h2>
|
||||
<p>Use the Triggers view of the Promotions workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Define PAC search terms that trigger the display of the featured resources</span> - In the <b>Freetext</b> column, type the text that triggers the display of the featured resource. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select the type of search to which the terms apply </span>- In the <b>Type</b> column, select the box to open the list of types, and select the type(s) of searches to which the search terms apply. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Exclude terms from triggering the display of the featured resources</span> - Enter the search terms and select the type of search. Then, select the checkbox in the <b>Negative</b> column.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Enter more triggers</span> - Type in the next available line. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Insert triggers</span> - Click <img alt="insertbut.gif" style="width: 18.142pt;height: 15.817pt;margin-bottom: -4.500pt;" id="image124" src="insertbut.gif" /> where you want to insert a term.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete a trigger </span>- Select the trigger, and click <img alt="deletebtnTrig.gif" style="margin-bottom: -4.500pt;width: 23;height: 20;" id="image125" src="deletebtnTrig_23x20.gif" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Move a trigger up or down in the list</span> - Select the trigger, and click <img alt="uparrowbtn.gif" style="margin-bottom: -4.500pt;width: 23;height: 19;" id="image126" src="uparrowbtn_23x19.gif" /> or <img alt="downarrowbtn.gif" style="width: 15.250pt;height: 15.817pt;margin-bottom: -4.500pt;" id="image127" src="downarrowbtn.gif" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Normalize the trigger terms </span>- Select the trigger, and click <img alt="normzbtn.gif" style="width: 15.817pt;height: 15.250pt;margin-bottom: -4.500pt;" id="image128" src="normzbtn.gif" />.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Promotion_Workform4"></a><a name="XREF_22487_Promotion_Workform"></a>Promotion Workform - Demographic Targeting View </h2>
|
||||
<p>Use the Demographic Targeting view of the Promotions workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Target a specific language or languages</span> - Select <b>Target only these languages</b>, and select the checkboxes next to the languages you want to target. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Target a specific branch or branches</span> - Select <b>Target only these branches</b>, and select the checkboxes next to the branches you want to target. When a branch location is selected as a target, the featured resources appear only when a PAC user is connected to that branch.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<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="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>
|
||||
+77
@@ -0,0 +1,77 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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||||
<meta name="rh-authors" content="GIS Information Systems_ Inc." />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Properties Dialog Box</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
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||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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</script>
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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</script>
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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||||
function gtag(){dataLayer.push(arguments);}
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||||
gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Properties_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_11501_Properties_Sheet"></a>Properties Dialog Box</h1>
|
||||
<p>The Properties dialog box record displays when you right-click a record in a search results list and select<b> Properties </b>from the context menu. You can view record attributes without loading and displaying the record in a workform. Click the<b> General </b>tab to see descriptive information about the record. Click the<b> About This Record </b>tab to see status and date information. </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="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>
|
||||
+83
@@ -0,0 +1,83 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Purge Criteria List</title>
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
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</script>
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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</script>
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Purge_Criteria_List.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>Purge <span style="font-size: 11.0pt;"><a name="CSH_261"></a></span>Criteria List</h1>
|
||||
<p> The Purge Criteria List box appears when you select <b>Utilities, Cataloging Processing, Purge Cataloging Records</b>. See <a href="../../Cataloging/PKmanaging/Purge_cataloging_records.htm#XREF_80357_Purge_Cataloging">Purge cataloging records</a>.</p>
|
||||
<p>Use the Purge Criteria List to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">View the cataloging jobs that purge records from the database </span>- To sort the list, click on the column headers.</li>
|
||||
<li><span class="FM_BulletHead">Print a log or report</span> - Select a job in the list, right-click and select <b>Print Report</b>, select <b>File </b>><b> Print</b>, or click <img alt="logicon00659.gif" style="width: 28.828pt;height: 24.917pt;margin-bottom: -4.000pt;" id="image80" src="logicon00659.gif" />. The report appears in the Report Preview window. Click <img alt="PrinterIcon00660.gif" style="margin-bottom: -4.000pt;width: 28;height: 30;" id="image81" src="PrinterIcon00660_28x30.gif" /> to print the report.</li>
|
||||
<li><span class="FM_BulletHead">Delete one or more jobs</span> - Select the completed jobs in the list, right-click and select <b>Delete</b>, select <b>File </b>><b> Delete</b>, or click <img alt="deleteicon00661.gif" style="margin-bottom: -4.500pt;width: 29;height: 32;" id="image82" src="deleteicon00661_29x32.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Open a purge criteria record to see details</span> - Select a job in the list, right-click and select <b>Open</b>. The Purge Record workform appears.</li>
|
||||
<li><span class="FM_BulletHead">Create a new purge record</span> - Select <b>File </b>><b> New</b> or click <img alt="newicon00662.gif" style="width: 25.767pt;height: 27.921pt;margin-bottom: -4.500pt;" id="image83" src="newicon00662.gif" />.</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>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+93
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Purge Record Workform</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Purge_Record_Workform.htm">Open topic with navigation</a>
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</p>
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<div class="nocontent">
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_93901_Purge_Criteria"></a>Purge Record <span style="font-size: 11.0pt;"><a name="CSH_239"></a></span>Workform</h1>
|
||||
<p><a name="kanchor5250"></a><a name="IX_described_204"></a>A new Purge Record workform appears when you select <b>Utilities, Cataloging Jobs, Purge Cataloging Records</b> from the Polaris Shortcut Bar and then select <b>File </b>><b> New</b> or click <img alt="newicon00641.gif" style="width: 21.798pt;height: 23.613pt;margin-bottom: -5.000pt;" id="image58" src="newicon00641.gif" /> on the Purge Criteria List box. An existing Purge Record workform appears when you double-click a purge job on the Purge Criteria List box. See <a href="../../Cataloging/PKmanaging/Purge_cataloging_records.htm#XREF_80357_Purge_Cataloging">Purge cataloging records</a>.</p>
|
||||
<p>Use the Purge Record workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Identify the purge criteria record</span> - Select the name and owner of the purge criteria record.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Schedule the purge</span> - Set the date in the <b>Scheduled</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select the type of records to purge</span> - Select Authority, Bibliographic, or Item. This specifies that the authority, bibliographic, or item records with a status of Deleted will be removed from the Polaris database. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select record sets to purge</span> - You can also select <b>Record Sets</b> and click <b>Find</b> to search for and select a specific record set that contains the deleted bibliographic or item records. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Indicate the date range for the purge</span> - Select the <b>Begin</b> and<b> End</b> dates to purge records that were deleted on or after the begin date, and before or on the end date. </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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<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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</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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</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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+81
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Quick-circ Item Record Workform</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Quick-circ_Item_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=" > " 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 role="main" id="mc-main-content">
|
||||
<h1>Quick-circ <span style="font-size: 11.0pt;"><a name="CSH_284"></a></span>Item Record Workform</h1>
|
||||
<p>Quick-circ item records let you circulate items, such as pamphlets, that are not intended for full cataloging so that you can generate circulation statistics for these items. You can create a new quick-circ item by selecting <b>File </b>><b> New </b>><b> Quick-circ Item</b> from the Polaris Shortcut Bar or by selecting <b>Tools </b>><b> Quick-circ Item Record</b> from the Check Out workform. You can access an existing quick-circ item record from the Quick-circ Item Records list dialog box (see <a href="Quick-circ_Item_Records_List_Dialog_Box.htm#XREF_71011_Quick_circ_Item">Quick-circ Item Records List Dialog Box</a>). You cannot search for a quick-circ item. For information on quick-circ items, see <a href="../../Patron_Services/PPquickcirc/Circulating_Ephemeral_Items.htm#XREF_68346_Unit_Title_heading">Circulating Ephemeral Items</a>.   </p>
|
||||
<p>Use the Quick-circ Item Record workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Create a new quick-circ item record or edit an existing one</span> - Scan the barcode, select the assigned branch, assigned collection, and material type.</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="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>
|
||||
+86
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|
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<body>
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||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Quick-circ_Item_Records_List_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
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||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_71011_Quick_circ_Item"></a>Quick-circ<a name="CSH_283"></a> Item Records List Dialog Box</h1>
|
||||
<p>The Quick-circ Item Records List dialog box appears when you select <b>Utilities, Quick-circ Item Records</b> from the Polaris Shortcut Bar. It lists the quick-circ items. For more information on quick-circ items, see <a href="../../Patron_Services/PPquickcirc/Circulating_Ephemeral_Items.htm#XREF_68346_Unit_Title_heading">Circulating Ephemeral Items</a>.</p>
|
||||
<p>Use the Quick-circ Item Records List dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Edit a quick-circ item</span> - Select an item in the list, right-click and select <b>Open</b>, select<b> File, Open</b>, or click <img alt="openfileicon.gif" style="width: 26.476pt;height: 27.921pt;margin-bottom: -4.000pt;" id="image107" src="openfileicon.gif" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print the quick-circ item</span> - Select an item in the list, right-click and select Print, select <b>File, Print</b>, or click <img style="margin-bottom: -4.000pt;width: 34;height: 36;" src="PrinterIcon_34x36.gif" alt="" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete the quick-circ item </span>- Select an item in the list, right-click and select <b>Delete</b>, select <b>File, Delete</b>, or click <img alt="deleteicon00683.gif" style="width: 23.613pt;height: 24.321pt;margin-bottom: -4.000pt;" id="image109" src="deleteicon00683.gif" />.</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="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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<h1><a name="XREF_51901_Record_Links"></a>Record Links <span style="font-size: 11.0pt;"><a name="CSH_276"></a></span>Dialog Box</h1>
|
||||
<p><a name="kanchor2474"></a><a name="IX_described_229"></a>The Record Links dialog box appears when you attempt to delete a record that has other records linked to it. It lists the links that prevent a record from being deleted. You can go to the linked records and delete them first, or click <b>Continue Deleting</b> to delete the record without affecting the linked records. This option is available only when record links can be broken.</p>
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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>Record Macro Dialog Box</h1>
|
||||
<p><a name="kanchor1343"></a><a name="IX_described_208"></a>The Record Macro dialog box is displayed when you click <img alt="kRecordMacroBtn00642.gif" style="margin-bottom: -4.000pt;width: 17;height: 16;" id="image59" src="kRecordMacroBtn00642_17x16.gif" /> on the Macros tool bar. See <a href="../../Cataloging/PKcreate/Record_a_macro.htm#XREF_52098_Record_a_macro">Record a macro</a>.</p>
|
||||
<p>Use the Record Macro dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Name the new macro</span> - Type the name in the <b>Name</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Describe the purpose of the new macro</span> - Type the text in the <b>Description</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Assign a shortcut key to the new macro</span> - Put the cursor in the <b>Press new shortcut key</b> box, and press the new key sequence on the keyboard.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Record the keyboard actions for the new macro</span> - Click <b>Start Recording</b>. </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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<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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</tbody>
|
||||
</table>
|
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<table style="width: 100%;">
|
||||
<col />
|
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<tbody>
|
||||
<tr>
|
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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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|
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|
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+77
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<h1><a name="XREF_57066_Record_Set_Found"></a>Record Set <span style="font-size: 11.0pt;"><a name="CSH_267"></a></span>Found Dialog Box</h1>
|
||||
<p><a name="kanchor3534"></a><a name="IX_described_220"></a>The Record Set Found dialog box appears when you attempt to create a record set with the name of an existing record set. You can click <b>Replace</b> to replace the existing record set with the one you are creating, or click <b>Append</b> to add the records to the existing record set.</p>
|
||||
</div>
|
||||
</div>
|
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<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%;" />
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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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</table>
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<table style="width: 100%;">
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<col />
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<tbody>
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<tr>
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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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<h1>Record Set Setup Dialog Box</h1>
|
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<p>Use the Record Set Setup dialog box to specify the name and owner for the record set.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"> Type a name to give the record set in the <b>Name</b> box.</p>
|
||||
</li>
|
||||
<li>Select the owner of the record set in the <b>Owner</b> box. Then click <b>OK</b>. The record set of unlinked bibliographic or authority records is created, and the Record Set workform opens.</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="kanchor5277"></a><a name="IX_described_199"></a><a name="XREF_17257_Record_Sets"></a>Record Set <span style="font-size: 11.0pt;"><a name="CSH_226"></a></span>Workform</h1>
|
||||
<p>Record Sets group patron, item, bibliographic, or authority records so they can be processed together. The header of the Record Sets workform shows the record set name, the type of records, the owner of the record set, and the number of records. </p>
|
||||
<p>To make changes to the record set or initiate a bulk change process: click <b>Tools</b> and select an option; select one or more records, right-click and choose an option from the context menu; or click on an icon.</p>
|
||||
<p>For more information on using record sets, see <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a>. </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>A yellow icon <img alt="unlinked.gif" style="margin-bottom: -4.500pt;width: 22;height: 21;" id="image44" src="unlinked_22x21.gif" /> next to an authority record listed in an authority record set indicates the record is not linked to any other record in Polaris.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can create record sets automatically by importing records and saving them in a record set. See <a href="../../Cataloging/PKimport/Set_import_options_for_record_sets.htm#XREF_46812_Set_profile">Set import options for record sets </a>. If you want to see all the bibliographic records or authority records that are not linked to any other records in the database, select Utilities, Cataloging Processing, Create Unlinked Bibliographic Record Set or Create Unlinked Authority Record Set. See <a href="../../Cataloging/PKmanaging/Create_a_record_set_of_unlinked_records.htm#XREF_90419_Create_a_record">Create a record set of unlinked records</a>.</p>
|
||||
<p>Use the Record Set workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Add records to a Record Set - Select <b>Tools, Add or Tools, Add Scan</b> or click the plus button. The Scan Barcode dialog box appears, in which you scan the barcode (or type the barcode and press ENTER). The selected record appears in the Record Set workform’s Records list, and the <b>Number of records</b> is updated.</li>
|
||||
<li>Remove records from a Record Set - Select one or more records, and select <b>Tools, </b>or click the<b></b>minus<b></b>button. This removes the record from the record set but does not affect the record itself.</li>
|
||||
<li>Make changes to the list - Select one or more records and do one of the following: right-click to use the options on the context menu; click an icon in the list view; or select an option from the Tools menu. </li>
|
||||
<li>Delete a record from the database - Select the record in the Record Set, and select <b>Tools, Delete</b> or click the delete (<b>X</b>) button in the list view bar. If your library uses the purge process for deleted cataloging records, the records are marked for deletion but are actually deleted from the database during the purge process. </li>
|
||||
<li>View record set status - Record sets can have a status of Final or Deleted.</li>
|
||||
<li>Delete the record set - This deletes the record set, but leaves the member records in the Polaris database. Select <b>File, Delete</b>. </li>
|
||||
<li>Undelete the record set - If enabled by your system administrator, this restores the record set.</li>
|
||||
<li>Create a record set of linked item records from a bibliographic record set - From the Bibliographic Record Set workform, select <b>Tools, Create Item Record Set</b>, press <b>Ctrl+T</b>, or click <img alt="itemrecsetbtn.gif" style="width: 24.208pt;height: 24.803pt;margin-bottom: -4.500pt;" id="image47" src="itemrecsetbtn.gif" />. Then type a name for the new record set in the dialog box.</li>
|
||||
<li>Create a record set of linked bibliographic records from an item record set - From the Item Record Set workform, select <b>Tools, Create Bibliographic Record Set</b>, press <b>Ctrl+T</b>, or click <img alt="bibrecsetbtn.gif" style="width: 21.798pt;height: 20.608pt;margin-bottom: -4.500pt;" id="image48" src="bibrecsetbtn.gif" />. Then type a name for the new record set in the dialog box.</li>
|
||||
<li>Bulk change fields in <a href="../../Cataloging/PKrecordset/Changing_Multiple_Item_Records.htm">item records</a>, <a href="../../Cataloging/PKrecordset/Changing_Multiple_Bibliographic_Records.htm">bibliographic records</a>, or <a href="../../Patron_Services/PPpatrecbulk/Bulk-Changing_Patron_Records.htm">patron records</a>. Select <b>Tools, Bulk Change</b>. </li>
|
||||
<li>Print the record set information and the list of member records - Select <b>File, Print,</b> or click <img alt="btnPrint00637.gif" style="margin-bottom: -5.000pt;width: 31;height: 30;" id="image49" src="btnPrint00637_31x30.gif" />.</li>
|
||||
<li>Bulk add records from a bibliographic record set to a selection list - <ul type="disc"><li>To create a new selection list with all the records in the record set, select <b>Tools, Add all records to, New Selection List</b>. To create a selection list with specific records from the record set, select them in the list, and select <b>Tools, Add selected records to, New Selection List</b>. See <a href="../../Acquisitions/PAselections/Create_a_selection_list_by_bulk_adding_titles.htm">Create a selection list by bulk adding titles</a>.</li><li>To add all the records to an existing selection list, click <b>Tools, Add all records to, Existing Selection List</b>. To add only specific records, select them in the list, and select <b>Tools, Add selected records to, Existing Selection List</b>. See <a href="../../Acquisitions/PAselections/Bulk_add_titles_to_an_existing_selection_list.htm">Bulk add titles to an existing selection list</a>.</li></ul></li>
|
||||
<li>Bulk add records from a bibliographic record set to a purchase order -<ul type="disc"><li>To create a new purchase order with all the records in the record set, select <b>Tools, Add all records to, New Purchase Order</b>. To add only specific records, select them in the list, and select <b>Tools, Add selected records to, New Purchase Order</b>. See <a href="../../Acquisitions/PAorder/Create_a_purchase_order_by_bulk_adding_titles.htm">Create a purchase order by bulk adding titles</a>.</li><li>To add all the records to an existing purchase order, select <b>Tools, Add all records to, Existing Purchase Order</b>. To add only specific records, select them in the list, and select <b>Tools, Add selected records to, Existing Purchase Order</b>. See </li></ul></li>
|
||||
</ul>
|
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|
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<col style="width: 50%;" />
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||||
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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>
|
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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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<h1><a name="XREF_76520_Duplicate"></a>Replace/Check <span style="font-size: 11.0pt;"><a name="CSH_266"></a></span>for Duplicates Dialog Box</h1>
|
||||
<p><a name="kanchor5796"></a><a name="IX_described_219"></a>The Replace/Check for Duplicates dialog box appears when you save a bibliographic record from the Bibliographic Record workform and duplicates are detected. It also appears when you select <b>Tools, Check for Duplicates</b>, click <img alt="checkdupesicon.gif" style="width: 26.589pt;height: 24.208pt;margin-bottom: -4.500pt;" id="image84" src="checkdupesicon.gif" /> or press <b>Ctrl+I</b> whether or not duplicates are detected. If duplicates are detected, the dialog box opens with the duplicate records listed. If no duplicates are detected, the dialog box opens with the message <b>No duplicates were found. You can select records to replace with the add button above.</b> You can continue by selecting records to replace or close the dialog box. When a record is replaced, all links to other records are transferred to the newly saved record. See <a href="../../Cataloging/PKchecking/Checking_for_Duplicate_Records.htm#XREF_17463_Checking_for">Checking for Duplicate Records</a>.</p>
|
||||
<p>Use the Replace/Check for Duplicates dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View duplicate records</span> - If duplicates are detected according to the rules groups in the Bibliographic Deduplication database table, the bibliographic records determined to be duplicates are displayed in a list. You can select a single bibliographic record and click <b>Open</b>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Add bibliographic records to be replaced</span> - Click <img alt="addbtn.gif" style="margin-bottom: -4.500pt;width: 25;height: 26;" id="image85" src="addbtn_25x26.gif" />  to search for bibliographic records or bibliographic record sets. When you select a record or records, they appear in the list. If you select a record set or record sets, all the records in the selected record sets appear in the list.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Remove bibliographic records from the list of records to be replaced</span> - Select the records to remove from the Records to replace list, and click <img alt="removebut.gif" style="width: 17.599pt;height: 20.600pt;margin-bottom: 0.000pt;" id="image86" src="removebut.gif" />. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Replace the records in the list with the record displayed in the Bibliographic Record workform</span> - After all the records that you want to replace are displayed in the list, you can click <b>Replace All </b>to replace all the listed records. If you are replacing only some of the records, select the records in the list and click <b>Replace Selected</b>. </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="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>
|
||||
+75
@@ -0,0 +1,75 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="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="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Reserve Item Template Workform</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
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</script>
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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</script>
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
|
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Reserve_Item_Template_Workform.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_83110_Reserve_Item"></a>Reserve Item <span style="font-size: 11.0pt;"><a name="CSH_230"></a></span>Template Workform</h1>
|
||||
<p>Reserve item templates help you create reserve items quickly. You create a reserve item template the same way as you create a reserve item. The information in the template is carried into all reserve item records created with the template. For example, if in the reserve item template you identify the owning branch as West Essex and the assigned collection as Reserve Room, a new reserve item record based on the template would have the same owning branch and assigned collection information. See <a href="../../Patron_Services/PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>.</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="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>
|
||||
+79
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
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<meta http-equiv="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="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Scan Barcode Dialog Box</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
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</script>
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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</script>
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<script>/* <![CDATA[ */
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||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Scan_Barcode_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h2>Scan Barcode <span style="font-size: 11.0pt;"><a name="CSH_242"></a></span>Dialog Box</h2>
|
||||
<p><a name="kanchor1392"></a><a name="IX_described_209"></a>The Scan Barcode dialog box appears when you are scanning items to enter them in a record set. Select <b>Add Scan </b>or click <img alt="AddBrcdBtn00643.gif" style="width: 26.476pt;height: 26.476pt;margin-bottom: -4.500pt;" id="image60" src="AddBrcdBtn00643.gif" />. Scan or type the barcode and press <b>ENTER</b>. </p>
|
||||
<p>The selected record appears in the Record Set workform’s Records list and the <b>Number of records</b> increments.</p>
|
||||
<p>See also:</p>
|
||||
<p><a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Creating and Using Record Sets</span></a>
|
||||
</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="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>
|
||||
+86
@@ -0,0 +1,86 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<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" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Select Headings Results Dialog Box</title>
|
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|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
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</script>
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Select_Headings_Results_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Select Headings <span style="font-size: 11.0pt;"><a name="CSH_286"></a></span>Results Dialog Box</h1>
|
||||
<p>When you browse search for a bibliographic record in the Polaris Find Tool, you may see different instances of a browse heading when you want only one to display. You can change the display heading from the Select Headings Results dialog box. Right-click on the heading that you want to display and select Select Display Heading. The Select Display Heading option is available only when the heading count is greater than 1 and it is not a <b>See </b>or <b>See Also</b> heading. </p>
|
||||
<p>Use the Select Headings Results dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Update the browse display to use a specific heading</span> - Select the heading that you want to display and click Update Browse Display. The heading you selected will display in the browse search in the Polaris PowerPAC and in the Find Tool.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Show a list of the bibliographic records linked to the heading </span>- Select the heading and click Show Bib Records. A dialog box lists the bibliographic records that use this heading. You can open the bibliographic records that use the heading you do not want, and update the headings. For example, you could add diacritics to a heading that was missing them. </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="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>
|
||||
+89
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="Originator" content="ImportMif" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcatUI.fm" /><title>Set Default Printers Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Set_Default_Printers_Dialog_Box.htm">Open topic with navigation</a>
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<h1>Set Default <span style="font-size: 11.0pt;"><a name="CSH_290"></a></span>Printers Dialog Box</h1>
|
||||
<p>The Set Default Printers dialog box appears when you select <b>Utilities, Label Manager, Tools, Set Default Printers</b>. </p>
|
||||
<p>Use the Set Default Printers dialog box to specify the printer to use for each enabled label type. </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">For each label type that is enabled and appears in the <b>Label Type</b> column, click the down arrow to open the list, and select the default printer in the <b>Printer Name</b> column. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The choices depend on what printers have been installed on the workstation.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">Click <b>Save</b> to save the printer selections. </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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<col style="width: 50%;" />
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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>
|
||||
<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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</table>
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<h1>Summary of <span style="font-size: 11.0pt;"><a name="CSH_250"></a></span>Changes Dialog Box</h1>
|
||||
<p><a name="kanchor1232"></a><a name="IX_described_211"></a>The Summary of Changes dialog box appears after you have set up a bulk change to bibliographic records on the Bibliographic Bulk Change dialog box. See <a href="../../Cataloging/PKrecordset/Changing_Multiple_Bibliographic_Records.htm">Changing Multiple Bibliographic Records</a>.</p>
|
||||
<p>Use the Summary of Changes dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
View a list of all the changes to the bibliographic records - The dialog box lists the number of bibliographic records that will be changed and the record set name and owner. It also shows the name of the record set that will contain any records that did not get processed and the name of the bulk change report. The bottom part of the dialog box shows all the changes that will be made to the bibliographic records in the record set.
|
||||
</li>
|
||||
<li>
|
||||
Start the bulk change process - Click <b>Continue</b>.
|
||||
</li>
|
||||
<li>
|
||||
Cancel the bulk change process - Click <b>Cancel</b>.
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>See the progress of the bulk change process by selecting <b>Utilities, Cataloging Processing, Bibliographic Bulk Change Queue</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="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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</tbody>
|
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</table>
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</body>
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</html>
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+88
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||||
<h1>Summary <span style="font-size: 11.0pt;"><a name="CSH_258"></a></span>of Changes Dialog Box</h1>
|
||||
<p>Use the Summary of Changes dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View a list of all the changes to item records</span> - The dialog box lists the number of item records that will be changed and the record set name and owner. It also shows the name of the record set that will contain any records that did not get processed and the name of the bulk change report. The bottom part of the dialog box shows all the changes that will be made to the item records in the record set.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Start the bulk change process</span> - Click <b>Continue</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Cancel the bulk change process</span> - Click <b>Cancel</b>.</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="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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||||
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||||
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<h1>System <span style="font-size: 11.0pt;"><a name="CSH_262"></a></span>Generated Authority Records Dialog Box</h1>
|
||||
<p><a name="kanchor4294"></a><a name="IX_described_215"></a>The System Generated Authority Record dialog box appears when you select <b>Create new authority record</b> on the Check See Also From Reference dialog box (when working with authority records) or the Check Headings Details dialog box (when working with bibliographic records). Use the System Generated Authority Record dialog box to<span class="FM_BulletHead"> </span>display the new authority record. Double-click the record listed in the dialog box to display the Authority Record workform. See <a href="../../Cataloging/PKchecking/Checking_Authority_Headings.htm#XREF_11876_Checking_Headings">Checking Authority Headings</a>. </p>
|
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</div>
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</div>
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<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%;" />
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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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<table style="width: 100%;">
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<col />
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<tbody>
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<tr>
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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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</tr>
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</table>
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</html>
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcatUI/Template_Setup_Dialog_Box.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_29064_Template_Setup"></a>Template <span style="font-size: 11.0pt;"><a name="CSH_269"></a></span>Setup Dialog Box</h1>
|
||||
<p><a name="kanchor5179"></a><a name="IX_described_222"></a>The Template Setup dialog box appears when you select <b>File </b>><b> Save As Template</b> from the Item Record, Bibliographic Record, or Authority Record workform. </p>
|
||||
<p>Use the Template Setup dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Name the template</span> - Type a name for the template in the <b>Name </b>box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Select the template owner </span>- Select the branch that will own the template in the <b>Owner </b>box and click <b>OK</b>. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>The template workform appears for the type of cataloging record you have selected. See <a href="../../Cataloging/PKtemplates/Using_Cataloging_Templates.htm#XREF_37134_Working_with">Using Cataloging Templates</a>. </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%;">
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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>
|
||||
</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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|
||||
</tbody>
|
||||
</table>
|
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</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user