Staff Client Help v7.0
This commit is contained in:
+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="Administration |Setting Up Organizations|Identifying Organization Contacts" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Add a contact person entry</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="../../../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/Administration/PDorgnizatn/Add_a_contact_person_entry.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_17074_Add_a_contact"></a>Add a contact person entry</h1>
|
||||
<p><a name="kanchor3351"></a><a name="IX_contact_people"></a><a name="kanchor3352"></a><a name="IX_specifying_for_2"></a> All contacts added to the table are available for use in any Polaris organization record.</p>
|
||||
<ol>
|
||||
<li value="1">To add a new entry to the contact person list:</li>
|
||||
<li value="2">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the organization, and select <b>Contact Persons</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Organization Contact Persons table appears in the details view. Personal information has been removed from the illustration.</p>
|
||||
<p class="indent2">
|
||||
<img alt="dOrgContakTabl.gif" style="margin-bottom: 0.000pt;width: 461;height: 182;" id="image29" src="dOrgContakTabl_461x182.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <img alt="btnInsert00376.gif" src="btnInsert00376_16x16.gif" class="imginline" style="width: 16;height: 16;" /> to display the Insert Organization Contact Persons dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dOrgContakInDx.gif" style="margin-bottom: 0.000pt;width: 311;height: 116;" id="image31" src="dOrgContakInDx_311x116.gif" /> </p>
|
||||
<ol>
|
||||
<li value="1">Type, in the <b>Name</b> box, the name of the contact person as you want it to display in other records.</li>
|
||||
<li value="2">Type the e-mail address for the contact person in the <b>Email Address</b> box.</li>
|
||||
<li value="3">Type the primary telephone number for the contact person in the <b>Phone #1</b> box.</li>
|
||||
<li value="4">If the person can be contacted at an alternate number, such as a cell phone, type the alternate telephone number in the <b>Phone #2</b> box.</li>
|
||||
<li value="5">If the person has a fax number, type the telephone number in the <b>Fax Number</b> box.</li>
|
||||
<li value="6">Click <b>OK</b> in the dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The new entry appears in the Contact Persons policy table.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3353"></a><a name="IX_modifying_entries_5"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnUpdate00377.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image32" src="btnUpdate00377_28x27.gif" />. </span>You can change all the information in the entry. For example, if a director retires and a new director is hired, you can change the name and e-mail address entries in the entry for the director, and the change is applied immediately everywhere the entry is used.</li>
|
||||
<li><a name="kanchor3354"></a><a name="IX_deleting_entries_5"></a><span class="FM_BulletHead">Delete a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnDelete00378.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image33" src="btnDelete00378_28x27.gif" />. </span>If the contact person entry is used in any record, you cannot delete it. You must change the records to use a new contact person before you can delete the entry.</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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="Administration |Setting Up Organizations|Identifying Dates Closed" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Add a date closed</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="../../../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/Administration/PDorgnizatn/Add_a_date_closed.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_38644_Add_a_date_closed"></a>Add Dates Closed </h1>
|
||||
<p><a name="kanchor2084"></a><a name="IX_See_dates_closed"></a><a name="kanchor2085"></a><a name="IX_specifying_2"></a><a name="kanchor2086"></a><a name="IX_adding_entries_2"></a><b>To define the dates when an organization is closed</b>
|
||||
</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> at or above the organization level, and select <b>Dates Closed</b>.
|
||||
<p class="NoteShade"><b>Example:<br /></b>If you are setting the dates closed for all member branches of a library, open the table at the library level. You can add the dates at the library level. All member branches inherit the same dates. In addition, at the library level, you can add or delete dates for specific member branches.</p><p class="NoteShade"><b>Tip: <br /></b>Click the column heads in the Dates Closed table to sort the entries by organization or by date.</p><p>The Dates Closed table appears in the details view.</p><p><img alt="dDatsClosdVu.gif" style="width: 263.490pt;height: 136.509pt;margin-bottom: 0.000pt;" id="image34" src="dDatsClosdVu.gif" /></p></li>
|
||||
<li value="2">Select <img alt="btnInsert00379.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image35" src="btnInsert00379_28x27.gif" /> to display the Insert Dates Closed dialog box.
|
||||
<p><img alt="dInsertDx.gif" style="margin-bottom: 0.000pt;width: 364;height: 95;" id="image36" src="dInsertDx_364x95.gif" /></p></li>
|
||||
<li value="3">Select the organization for the closed date in the <b>Organization</b> list.
|
||||
<p>If you open the Dates Closed policy table at the branch level, only the branch name appears in the <b>Organization</b> list, and the dates closed apply only to that branch.</p><p class="NoteShade"><b>Tip:<br /></b>You can type the date in the <b>Date Closed</b> box (<b>day of week, month, day of month, year</b>, or <b>MM/DD/YYYY</b>). If you type the wrong day of the week for the date, the day is automatically corrected.</p></li>
|
||||
<li value="4">Enter a date closed or a range of dates closed:<ol><li value="1">To enter one date closed:<ol><li value="1">Click the calendar icon on the <b>Date Closed</b> field or the <b>Until</b> field.
|
||||
<p>The calendar appears.</p><p><img src="../../../Resources/Images/dCalendar_576x441.png" alt="" style="width: 576;height: 441;" /></p></li><li value="2">Select the month arrows until the month for the closed date appears.</li><li value="3">Select same date in the <b>Date Closed</b> field and the <b>Until</b> field.
|
||||
</li></ol></li><li value="2">To enter a range of dates closed:<ol><li value="1">Enter the first date of the range in the <b>Date Closed</b> field. Use the previous steps.</li><li value="2">Enter the last date of the range in the <b>Until</b> field.</li></ol></li></ol></li>
|
||||
<li value="5">Select <b>OK</b>.
|
||||
<p>Polaris adds the single date, or every individual date in the range to the Dates Closed table. Polaris automatically saves dates added to the Dates Closed table to the database.</p></li>
|
||||
</ol>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor2087"></a><a name="IX_modifying_entries_6"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnUpdate00380.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image38" src="btnUpdate00380_28x27.gif" />. </span>The date in a displayed date closed entry is the only element you can change. You can  change only the entries that display for the organization level at which the policy table is opened. If you need to change the entry for another organization, delete the entire incorrect entry and insert a new one.</li>
|
||||
<li><a name="kanchor2088"></a><a name="IX_deleting_entries_6"></a><span class="FM_BulletHead">Delete a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnDelete00381.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image39" src="btnDelete00381_28x27.gif" />.</span></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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+120
@@ -0,0 +1,120 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Up Organizations|Setting System Postal Codes" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Add a postal code</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="../../../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/Administration/PDorgnizatn/Add_a_postal_code.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_42173_Add_a_postal_code"></a>Add a postal code</h1>
|
||||
<p><a name="kanchor942"></a><a name="IX_adding_a_postal_code"></a><a name="kanchor943"></a><a name="IX_defining_1"></a>To add a postal code in Polaris:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Staff members with the appropriate permissions can also add entries to this table from certain Polaris records. See <a href="Setting_System_Postal_Codes.htm#XREF_28084_Adding_Entries_to">Additions to the Postal Codes Table from Polaris Records</a>.</p>
|
||||
<ol>
|
||||
<li value="1">Verify that the country associated with the new postal code is listed in the Countries policy table. See <a href="Add_a_postal_code_format.htm#XREF_89872_Add_a_postal_code">Add a postal code format</a>.</li>
|
||||
<li value="2">In the Administration Explorer tree view, expand the <b>Database</b> folder for an organization, and select <b>Postal Codes</b>. The Postal Codes Table Filter dialog box opens. The country filter is already selected based on the <b>Default Country</b> setting in the system record.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PostalCodesFilterDx.gif" style="width: 131.599pt;height: 202.776pt;margin-bottom: 0.000pt;" id="image16" src="PostalCodesFilterDx.gif" /> </p>
|
||||
<p class="NoteShade"><b><b>Important:<br /></b>Unfiltered, the Postal Codes table takes some time to load because at implementation it may contain all the U.S. Postal Service Zip codes and/or Canadian postal codes—over 850,000 entries.</b>
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Set the filters you want to apply to the Postal Codes table:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Country</span> - Select the country’s check box to include the country’s postal codes, or clear the check box to exclude them. At least one country must be selected.</li>
|
||||
<li><span class="FM_BulletHead">States/Provinces</span> - States or provinces are listed depending on the selected country. Select <b>All</b> to include the entire list, or select individual states or provinces. </li>
|
||||
<li><span class="FM_BulletHead">County, city, postal code</span> - These free-text fields are case-insensitive. You can use the asterisk wild-card character <b>*</b> at the beginning or end of the text string. You can also use the pound sign<b> #</b>, which stands for one character only, at any point in the text string. </li>
|
||||
</ul>
|
||||
<p class="indent2">Counts at the top of the filter dialog box show how many postal codes will be loaded with the filters you have set. When you change the filter criteria, you can click the refresh button  <img alt="PostalDXRefresh.gif" style="margin-bottom: -8.000pt;width: 29;height: 25;" id="image17" src="PostalDXRefresh_29x25.gif" /> to see the new counts.</p>
|
||||
<ol start="4">
|
||||
<li value="4">When you are ready to load the Postal Codes table, click <b>Apply Filter</b>. The filtered Postal Codes table appears in the details view of the Explorer.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dPostalCodTabl.gif" style="width: 180.863pt;height: 171.010pt;margin-bottom: 0.000pt;" id="image18" src="dPostalCodTabl.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <img alt="btnInsert00371.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image19" src="btnInsert00371_28x27.gif" /> to display the Insert Postal Codes dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dPostalCodDx.gif" style="margin-bottom: -2.250pt;width: 272;height: 96;" id="image20" src="dPostalCodDx_272x96.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">In the <b>City</b> box, type the name of the town or city associated with the postal code.</li>
|
||||
<li value="7">In the <b>State</b> box, type the name of the state or province where the city is located.</li>
|
||||
<li value="8">If required by library policy, type the county where the city is located in the <b>County</b> box.</li>
|
||||
<li value="9">Select the country in the <b>Country</b> box associated with this postal code.</li>
|
||||
<li value="10">Type the complete postal code for the city in the <b>Postal Code</b> box, and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>From the Postal Codes table, you can open the Postal Codes Table Filter dialog box by clicking the funnel icon <img alt="FilterIcon.gif" style="margin-bottom: -12.000pt;width: 31;height: 30;" id="image21" src="FilterIcon_31x30.gif" />.</p>
|
||||
<p class="indent2">The Insert Postal Codes dialog box closes, and the new entry appears in the Postal Codes table. <b>Modification pending</b> appears in the status bar.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="11">Select <b>File | Save</b>.</li>
|
||||
</ol>
|
||||
<h4 style="font-size: 11pt;"><b style="font-style: italic;">Related Information</b>
|
||||
</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor944"></a><a name="IX_modifying_entries_3"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnUpdate00372.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image22" src="btnUpdate00372_28x27.gif" />. </span>You can change all the information in the entry. Changes are applied immediately everywhere the entry is used.</li>
|
||||
<li><a name="kanchor945"></a><a name="IX_deleting_entries_3"></a><span class="FM_BulletHead">Delete a table entry</span> - Select the entry and click <img alt="btnDelete.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image23" src="btnDelete_28x27.gif" />. If the postal code is used in any record, a dialog box appears. You can choose to continue deleting the entry, and Polaris prompts you for the postal code to replace the entry you are deleting. The dialog box includes all the codes available in the filtered table.</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+104
@@ -0,0 +1,104 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Up Organizations|Setting System Postal Codes" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Add a postal code format</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="../../../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/Administration/PDorgnizatn/Add_a_postal_code_format.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_89872_Add_a_postal_code"></a>Add a postal code format</h1>
|
||||
<p><a name="kanchor5459"></a><a name="IX_adding_2"></a>To define a new postal code format in Polaris:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the <b>Policy Tables</b> folder for an organization, and select <b>Countries.</b> The Countries policy table appears in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dCountriesTabl.gif" style="width: 374.435pt;height: 124.072pt;margin-bottom: 0.000pt;" id="image12" src="dCountriesTabl.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <img alt="btnInsert.gif" style="width: 28;height: 18;" id="image13" src="btnInsert_28x18.gif" class="imginline" /> to display the Insert Countries dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dCountryInDx.gif" style="margin-bottom: 0.000pt;width: 269;height: 94;" id="image14" src="dCountryInDx_269x94.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type the name in the <b>Country</b> box as you want the name to display for all <b>Country</b> boxes in Polaris workforms.</li>
|
||||
<li value="4"><a name="kanchor5460"></a><a name="IX_defining"></a>Define the postal code format in the <b>Postal Code Format</b> box.</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>To identify a number position, type<b> 9</b>.</li>
|
||||
<li>To identify a letter position, type an uppercase <b>Z</b>.</li>
|
||||
<li>To identify a number or letter (alphanumeric) position, type an uppercase <b>A</b>.</li>
|
||||
<li>Place dashes (<b>-</b>) and spaces as required.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example: <br /></b>The postal code (ZIP) format for the United States is:<b>99999-9999</b>. The postal code format for Canada is: <b>Z9Z 9Z9</b>.</p>
|
||||
<ol start="5">
|
||||
<li value="5">Specify the maximum format length in the <b>Postal Code Length</b> box.</li>
|
||||
<li value="6">In the<b>Min Zip Code Length</b> box, enter one of the following:<ul start="5"><li><b>5</b>: For the US, enter 5 to indicate the number of characters before the dash in the nine-digit postal code.</li><li><b>0</b>: For all countries other than the US.</li></ul></li>
|
||||
<li value="7">Click <b>OK.</b> The Insert Countries dialog box closes and the Administration Explorer appears. The new entry appears in the Countries table. <b>Modification Pending</b> appears in the status bar.</li>
|
||||
<li value="8">Select <b>File > Save</b>. <b>Record saved</b> appears in the status bar.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><a name="kanchor5461"></a><a name="IX_modifying_entries_2"></a><a name="kanchor5462"></a><a name="IX_editing_8"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnUpdate.gif" style="width: 28;height: 18;" id="image15" src="btnUpdate_28x18.gif" class="imginline" />. </span>All elements in the postal code format entry can be changed.</p>
|
||||
<p class="NoteShade"><a name="kanchor5463"></a><a name="IX_deleting_21"></a><a name="kanchor5464"></a><a name="IX_deleting_entries_2"></a><b>Important: <br /></b>When you change a Countries table entry, all occurrences of the country name or postal format are changed in all Polaris records. You cannot delete an entry from this table. Postal code formats must be maintained as long as addresses in patron, supplier, and organization records use the postal code format.</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+100
@@ -0,0 +1,100 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Up Organizations|Setting Organization Addresses" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Add an organization address entry</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="../../../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/Administration/PDorgnizatn/Add_an_organization_address_entry.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_32432_Add_an"></a>Add an organization address entry</h1>
|
||||
<p><a name="kanchor2768"></a><a name="IX_addresses"></a><a name="kanchor2769"></a><a name="IX_specifying_for_1"></a>To add a new organization address to Polaris:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The postal code format and country for a new address must be defined in the Countries policy table before you can add an organization address. For more information, see <a href="Add_a_postal_code_format.htm#XREF_89872_Add_a_postal_code">Add a postal code format</a>.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for an organization, and select <b>Addresses</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Addresses policy table appears in the details view.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <img alt="btnInsert00373.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image25" src="btnInsert00373_28x27.gif" /> to display the Insert Organization Addresses dialog box.</li>
|
||||
<li value="3">Type the first line of the street address in the <b>Street One</b> box.</li>
|
||||
<li value="4">If the street address for an organization requires a second line, type the additional part in the <b>Street Two</b> box.</li>
|
||||
<li value="5">Select the country for the organization in the <b>Country</b> box.</li>
|
||||
<li value="6">Type the postal code for the organization in the <b>Postal Code</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The <b>City</b>, <b>State</b>, and <b>County</b> boxes display information appropriate to the postal code.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the <b>City</b>, <b>State</b>, and <b>County</b> boxes do not display any information after entering the postal code, type the appropriate information in these boxes.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Click <b>OK</b> on the dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Insert Organization Addresses dialog box closes, and the new address entry appears in the Addresses policy table.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor2770"></a><a name="IX_modifying_entries_4"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnUpdate00374.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image27" src="btnUpdate00374_28x27.gif" />. </span>You can change all information in the address entry. Changes are immediately reflected in all records and workforms using the address entry.</li>
|
||||
<li><a name="kanchor2771"></a><a name="IX_deleting_entries_4"></a><span class="FM_BulletHead">Delete a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnDelete00375.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image28" src="btnDelete00375_28x27.gif" />. </span>If the address entry is used in any organization record, you must change the record to a different address before you can delete the address entry. Deleting an address entry removes the address from display on all workforms that use the address.</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+119
@@ -0,0 +1,119 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Up Organizations|Changing System Information" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Change the system record</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="../../../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/Administration/PDorgnizatn/Change_the_system_record.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_84074_Change_the_system"></a>Change the system record</h1>
|
||||
<p><a name="kanchor5753"></a><a name="IX_editing_7"></a>To change the system record.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Address and contact information must be defined in the appropriate tables before you can specify them in the system record. See <a href="Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a> and <a href="Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration</b>, <b>Explorer</b>, <b>System</b> on the Polaris Shortcut Bar. The Administration Explorer appears.</li>
|
||||
<li value="2">Right-click <b>System</b> in the tree view of the Administration Explorer, and select <b>Edit</b> from the context menu. The System workform appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="OrgID.gif" style="margin-bottom: 0.000pt;width: 600;height: 415;" id="image0" src="SystemWkfm_600x415.png" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Change the system registration information as needed by typing in the text boxes or making selections in the list boxes. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The name you specify in the <b>Display Name</b> box identifies the organization in the workform title bar and in Mobile PAC. On the Polaris Shortcut bar, the display name of the logged-in workstation’s parent organization appears in the title bar and in the About Polaris window (Help menu).</p>
|
||||
<p class="NoteShade"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;"><span style="font-size: 11pt;"><span>Important:</span></span></span>
|
||||
<br />These characters cannot be used in the Name or Display Name fields:; (semi-colon)<br />? (question mark)<br />: (colon)<br />@ ('at' sign)<br />& (ampersand)<br />= (equals sign)<br />+ (plus sign)<br />$ (dollar sign)<br />, (comma)<br />\ (back slash)<br />* (asterisk)<br />< (less than sign)<br />> (greater than sign)<br />| (vertical pipe)<br />" (double quote)<br />/ (forward slash)</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4"><a name="kanchor5754"></a><a name="IX_system_setup"></a>To set up error reporting, in the <b>Error Reporting Email field</b>, type the e-mail address of the administrator who should receive the report of a system error. You can use error reporting to identify workstations that have stopped functioning due to unhandled exceptions. If you use Polaris ExpressCheck and credit card processing, an error report is sent if a credit card refund is not successful when a lost or billed item charge needs to be resolved. Your error reporting settings at the system level are inherited by libraries and branches unless you change the settings at those levels.</li>
|
||||
<li value="5">Select <b>File | Save</b> to save your changes.</li>
|
||||
<li value="6">Edit system-level permissions, profiles, parameters, and tables as needed.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b><a name="kanchor5755"></a>Note:</b>
|
||||
<br />The system property sheet shows summary information about the system, including the number of libraries, branches, accessible remote servers, accessible remote databases available to the branch in the staff client and in PAC, collections, workstations, staff members, and registered patrons. To open the property sheet, right-click the system name in the Administration Explorer and select <b>Properties</b>, or click the Properties icon <img alt="PropertiesIcon.gif" style="width: 29;height: 18;" id="image2" src="PropertiesIcon_29x18.gif" class="imginline" /> on the System workform.</p>
|
||||
<p>
|
||||
</p>
|
||||
<p>For more information about setting up and administering Polaris, see:</p>
|
||||
<ul>
|
||||
<li><a href="../PDattribut/Setting_Parameters_and_Profiles.htm#XREF_92415_Working_with">Setting Parameters and Profiles</a> </li>
|
||||
<li><a href="../PDattribut/Working_with_Tables.htm#XREF_52853_Working_with">Working with Tables</a>
|
||||
</li>
|
||||
<li><a href="../PDpermiss/Managing_Organization_Security.htm#XREF_64276_Working_with">Managing Organization Security</a>
|
||||
</li>
|
||||
<li><a href="Identifying_Dates_Closed.htm#XREF_79758_Identifying_Dates">Identifying Dates Closed</a>
|
||||
</li>
|
||||
<li><a href="../PDlogging/Collecting_Transaction_Statistics.htm#XREF_75344_Logging">Collecting Transaction Statistics</a>
|
||||
</li>
|
||||
<li><a href="../../Cataloging_Admin/PDKcatalog/Cataloging_Administration.htm">Cataloging Administration</a>
|
||||
</li>
|
||||
<li>Integrated EContent Administration</li>
|
||||
<li> <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services_Admin/PDPabout/Patron_Services_Administration_Topics.htm">Patron Services Administration</a> </MadCap:conditionalText></li>
|
||||
<li> <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Public_Access_Admin/PDOabout/Public_Access_Administration_Topics.htm">Public Access Administration </a></MadCap:conditionalText></li>
|
||||
<li> <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Acquisitions_Admin/PDKacquire/Acquisitions_Administration.htm">Acquisitions Administration</a></MadCap:conditionalText></li>
|
||||
<li><a href="../../Serials_Admin/PDKserial/Serials_Administration.htm"> </a>
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Serials_Admin/PDKserial/Serials_Administration.htm">Serials Administration</a>
|
||||
</MadCap:conditionalText>
|
||||
</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+88
@@ -0,0 +1,88 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Up Organizations" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Changing System Information</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="../../../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/Administration/PDorgnizatn/Changing_System_Information.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_83202_Changing_System"></a>Changing System Information</h1>
|
||||
<p><a name="kanchor4274"></a><a name="IX_maximum_number"></a><a name="kanchor4275"></a><a name="IX_administration_level"></a>Information about your Polaris system is stored in the system record, which is created upon initial Polaris installation. The system record is the top level of the Polaris administration hierarchy. It  may represent an organization or consortium with up to 1,000 branches, all sharing the same Polaris installation, or it may represent a single library.</p>
|
||||
<p>You can change many system settings from either the System workform or the Administration Explorer, although most database tables are set using the Administration Explorer. The system record cannot be deleted.</p>
|
||||
<p>The system record specifies the following information in the Polaris system:</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor4276"></a><a name="IX_for_organizations"></a><a name="kanchor4277"></a><a name="IX_organization_records"></a><a name="kanchor4278"></a><a name="IX_control_number"></a><b>Control number </b>- The unique record identification number assigned to the organization record and displayed in the workform title bar. This number is used in Polaris code and for special purposes. For example, if you run reports from Reporting Services, you specify an organization filter by control number. The system organization control number is always 1.</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li><b>Name of the library system</b> - The full name, abbreviation, and the display name of the library, cooperative, or consortium that owns and administers the system for all organizations using this installation of Polaris.</li>
|
||||
<li><b>Address and contact information</b> - The postal address of the central office, and contact information for the system director or Polaris administrator. These are initially defined in the organization address and contact tables. See <a href="Setting_System_Postal_Codes.htm#XREF_42844_Setting_Postal">Setting System Postal Codes</a>, <a href="Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a>, and <a href="Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>.</li>
|
||||
<li><b>Default Country and Default Currency</b> - The default country and the main currency that is used throughout the library system. The default is U. S. dollars. You can specify other currencies to use when ordering materials from foreign vendors. </li>
|
||||
<li><a name="kanchor4279"></a><b>Default Language</b> - The default language used throughout the library system. (Currently, this setting is English and cannot be changed.)</li>
|
||||
<li><a name="kanchor4280"></a><a name="IX_setting_attributes"></a><b>Permissions</b> - In general, Polaris permissions set at the system level apply only to records that belong to the system organization. Organizations at lower levels must define their own permissions settings. However, the <b>Allow</b> permissions set with the Security view at the system level are applied to all workstations and staff members in Polaris. See <a href="../PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>.</li>
|
||||
<li><b>Parameters, profiles, policies, and database tables</b> - If set at the system level, the settings are inherited by or used as the basis for settings at subordinate organizations. Some settings are available only at the system level.</li>
|
||||
</ul>
|
||||
<p>See also: <a href="Change_the_system_record.htm#XREF_84074_Change_the_system">Change the system record</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+95
@@ -0,0 +1,95 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Up Organizations" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Identifying Dates Closed</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="../../../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/Administration/PDorgnizatn/Identifying_Dates_Closed.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_79758_Identifying_Dates"></a>Identifying Dates Closed</h1>
|
||||
<p><a name="kanchor4610"></a><a name="IX_overview_102"></a>You specify Dates Closed to indicate dates that an organization is closed when it otherwise would be open for business. For example, a branch is normally open on Tuesday, but in 2013, Christmas falls on a Wednesday. In this case, 12/25/2013 is listed as a date closed. The Dates Closed policy table contains the dates when libraries or branches in the system are closed. Closed dates can be set from the system, library, and branch levels. You can specify different closed dates for each organization in Polaris. </p>
|
||||
<p>You can open the Dates Closed policy table from an organization workform or the Administration Explorer. The organization level at which the table is opened determines the entries you see in the list and the organizations for which you can specify a closed date:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">System level</span> - Displays all libraries and branches with all dates closed for each organization. You can set the most common dates at the system level, so that these dates are also closed dates for all the libraries and branches. You can also set closed dates for specific libraries and branches.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Library level</span> - Displays all branches associated with the selected library, and all dates the branches are closed. You can set closed dates for a library, so that these dates are applied to its member branches. You can also set closed dates for specific branches, and remove closed dates for specific branches if they are not applicable to the branch. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Branch level</span> - Displays the closed dates for the selected branch. You can add or delete closed dates for the branch only.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Modify dates closed table: Allow</b> permission is required to change this table.</p>
|
||||
<p>You specify the <span class="FM_Emphasis">days of the week </span>when an organization is ordinarily closed, such as Sunday, with the Patron Services parameter <b>Hours of operation</b>. Set this parameter at the system, library, or branch level. See <a href="../PDattribut/Setting_Parameters_and_Profiles.htm#XREF_92415_Working_with">Setting Parameters and Profiles</a>. Settings in both the Dates Closed policy table and the <b>Hours of Operation</b> parameter are used to determine circulation due dates. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Add_a_date_closed.htm#XREF_38644_Add_a_date_closed">Add a date closed</a>
|
||||
</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+79
@@ -0,0 +1,79 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Up Organizations" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Identifying Organization Contacts</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="../../../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/Administration/PDorgnizatn/Identifying_Organization_Contacts.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_47821_Identifying"></a>Identifying Organization Contacts</h1>
|
||||
<p><a name="kanchor409"></a><a name="IX_overview_101"></a><a name="kanchor410"></a><a name="IX_overview_100"></a>A standard list of contact people is available for use in all the organization records that require contact information. You define the list of contacts in the Contact Persons policy table. Then the entries in the policy table are listed as options for the <b>Primary</b> and <b>Alternate</b> contact boxes on the organization workforms.</p>
|
||||
<p>You can open the Contact Persons policy table from an organization workform or the Administration Explorer. You can display and work with contact entries from any organization level. The same list of contacts appears at all organization levels, and any changes to the Contact Persons policy table are applied to all organization records.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Modify contact persons table: Allow</b> permission is required to change this table.</p>
|
||||
<p>See also:</p>
|
||||
<p><a href="Add_a_contact_person_entry.htm#XREF_17074_Add_a_contact">Add a contact person entry</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+158
@@ -0,0 +1,158 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Up Organizations|Working with Branches" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Register a branch</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="../../../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/Administration/PDorgnizatn/Register_a_branch.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_20661_Register_a_branch"></a>Registering a Branch</h1>
|
||||
<p><a name="kanchor1464"></a><a name="IX_adding_to_Polaris_1"></a>To add a branch to Polaris:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Address and contact information must be defined in the appropriate tables before you can specify them in the branch record. See <a href="Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a> and <a href="Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you have deleted a branch and are setting up a new one, you may have difficulty matching settings such as item statistical codes. In this situation, contact your Polaris Site Manager for assistance. Fees may apply.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration</b>, <b>Explorer</b>, <b>System</b> on the Polaris Shortcut Bar. The Administration Explorer appears.</li>
|
||||
<li value="2">Select <b>File, New, Branch</b> on the Administration Explorer menu bar. The Branch workform appears.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type the formal name of the branch in the <b>Name</b> box.</li>
|
||||
<li value="4">Select the library organization to which the branch belongs in the <b>Parent</b> box. A branch that has the same name as a library administration record should have that library as the parent.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>In Administration boxes where the options are marked with an organization icon, such as the <b>Parent</b> box, you can type the first letter of an organization name and that organization is chosen. If multiple selections begin with the same letter, keep typing the letter to cycle through the choices.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Type the abbreviation of the branch name in the <b>Abbr</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor1465"></a><a name="IX_Baker_Taylor"></a><b>Important:<br /></b>If you use enriched EDI ordering and shelf-ready cataloging with Baker & Taylor, the branch abbreviation is limited to 5 characters or fewer to comply with this vendor’s data requirements.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">In the <b>Display Name</b> box, type the name you want to appear in the workform title bar and on the Polaris Shortcut bar, where the name appears as the parent organization of the logged-in workstation. This name is also used in Mobile PAC and text message hold notices.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These characters cannot be used in the Name or Display Name fields:</p>
|
||||
<p class="NoteShade">; (semi-colon)<br />? (question mark)<br />: (colon)<br />@ ('at' sign)<br />& (ampersand)<br />= (equals sign)<br />+ (plus sign)<br />$ (dollar sign)<br />, (comma)<br />\ (back slash)<br />* (asterisk)<br />< (less than sign)<br />> (greater than sign)<br />| (vertical pipe)<br />" (double quote)<br />/ (forward slash)</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select the appropriate addresses for the branch in the following boxes:<ul type="disc"><li><span class="FM_BulletHead">Addresses Primary</span> - Select the main mailing address for the branch.</li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>In Administration boxes where the options are not marked with an organization icon, such as the <b>Addresses</b> boxes, you can type the first letter or number of an option and that option is chosen. If multiple options begin with the same character, type the first two or three characters.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Billing</span> - Select the address where invoices and other billing information should be mailed. This address is used on purchase orders created in Polaris.</li>
|
||||
<li><span class="FM_BulletHead">Shipping</span> - Select the address where packages and other bulk shipments for the branch should be sent, typically the address for a receiving department at the library or branch. This address is used on purchase orders created in Polaris.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol start="8">
|
||||
<li value="8">Type the email and URL addresses in the <b>Email</b> and <b>WWW</b> boxes.</li>
|
||||
<li value="9">Select the branch staff to contact in the <b>Primary</b> and <b>Alternate</b> boxes.</li>
|
||||
<li value="10">Type the library office phone and fax numbers in the <b>Phone Numbers</b> boxes.</li>
|
||||
<li value="11"><a name="kanchor1466"></a><a name="IX_specifying_for_a_branch"></a>Define the normal hours of operation for the branch by following these steps:</li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select <b>Tools, Define Hours of Operation</b>. The Hours of Operation dialog box opens.</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Clear the <b>Closed</b> check box for each day of the week that the branch is open. The opening and closing time boxes become available for each open day.</li>
|
||||
<li value="3">Set the appropriate opening and closing times. Select the hours, minutes, seconds, and AM/PM fields, and type the appropriate entry or use the up and down arrows to set the field. Then click <b>OK</b>.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Once the branch is set up, you can edit the normal hours of operation using this method, or with the Patron Services parameter <b>Hours of Operation</b> for the branch. To set specific <span class="FM_Emphasis">dates</span> closed, such as January 1, 2012, see <a href="Identifying_Dates_Closed.htm#XREF_79758_Identifying_Dates">Identifying Dates Closed</a><span style="font-size: 11.0pt;">.</span></p>
|
||||
</blockquote>
|
||||
<ol start="12">
|
||||
<li value="12">Complete the following optional information according to your library policies:<ul type="disc"><li><span class="FM_BulletHead">Standard Address Number</span> - If the branch has a registered SAN, type the number.</li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you use EDI for acquisitions, the SAN number is essential for the correct processing.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Tax Exempt #</span> - If the branch does not have to pay sales taxes, type the registered exemption number.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol start="13">
|
||||
<li value="13"><a name="kanchor1467"></a><a name="IX_branch_setup"></a>To set up error reporting, in the <b>Error Reporting Email field</b>, type the email address of the administrator who should receive the report of a system error. You can use error reporting to identify workstations that have stopped functioning due to unhandled exceptions. If you use Polaris ExpressCheck and credit card processing, an error report is sent if a credit card refund is not successful when a lost or billed item charge needs to be resolved. Your error reporting settings at the system and library level are inherited by branches unless you change the settings at this level.</li>
|
||||
<li value="14">Select <b>File | Save</b> to save the branch record. <b>Record saved</b> appears in the status bar.</li>
|
||||
<li value="15">Edit branch-level permissions, profiles, parameters, and tables as needed. See the “Related Information” section.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">General information about how to edit administration records</span> - See <a href="../PDattribut/Setting_Parameters_and_Profiles.htm#XREF_92415_Working_with">Setting Parameters and Profiles</a> and <a href="../PDattribut/Working_with_Tables.htm#XREF_52853_Working_with">Working with Tables</a>.</li>
|
||||
<li><span class="FM_BulletHead">Setting permissions</span> - Permissions must be set explicitly for the branch. See <a href="../PDpermiss/Managing_Organization_Security.htm#XREF_64276_Working_with">Managing Organization Security</a>.</li>
|
||||
<li><span class="FM_BulletHead">Setting specific dates closed</span> - See <a href="Identifying_Dates_Closed.htm#XREF_79758_Identifying_Dates">Identifying Dates Closed</a>.</li>
|
||||
<li><span class="FM_BulletHead">Collections </span>- If this branch uses collections, see <a href="../../Patron_Services_Admin/PDPstats/Setting_Statistical_Codes_for_Reports.htm#XREF_22362_Administering">Setting Statistical Codes for Reports</a>.</li>
|
||||
<li><span class="FM_BulletHead">Acquisitions settings</span> - See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Acquisitions_Admin/PDKacquire/Acquisitions_Administration.htm">Acquisitions Administration</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Cataloging settings</span> - Certain settings, such as tags to retain for overlaid bibliographic and authority records and preferred cataloging sources, are made at the branch level. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Cataloging_Admin/PDKcatalog/Cataloging_Administration.htm">Cataloging Administration</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Circulation and patron services settings - </span>Many settings, such as fines and fees, loan periods, item blocks, and holds routing, are made at the branch level. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services_Admin/PDPabout/Patron_Services_Administration_Topics.htm">Patron Services Administration</a></MadCap:conditionalText>.</li>
|
||||
<li><span class="FM_BulletHead">Statistical reporting</span> - If the branch does statistical reporting, specify the item and patron statistical categories. </li>
|
||||
<li><span class="FM_BulletHead">Search databases in the staff client and public catalog</span> - See <a href="../PDserver/Controlling_Database_Access_in_the_Staff_Client.htm#XREF_58445_Defining_Database">Controlling Database Access in the Staff Client</a>.</li>
|
||||
<li><span class="FM_BulletHead">Display characteristics in the public catalog</span> - Many settings, such as the bibliographic information displayed in search results, the item holdings display, cross-reference terms, and shelf locations, are made at the branch level.</li>
|
||||
<li><a name="kanchor1468"></a><a name="IX_suppressing_from_PAC"></a><span class="FM_BulletHead">Suppressing a branch from display in PAC</span> - Use the system-level PAC profile <b>Suppress branches</b> to select branches to suppress from list displays in PAC. This is useful if you have a branch set up strictly for administrative purposes. For Polaris PowerPAC, the selected branches are suppressed from the connection branch list (<b>Switch to another branch</b>), the list of branches on the Search Options scoping page, and the list of branches on the donations page. For Mobile PAC, this profile suppresses selected branches from the drop list of organizations on the Library Hours page and the Mobile PAC Preferences page.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Use the Request parameter <b>Holds options</b> (Pickup tabbed page) to include or suppress the branches available as pick-up library choices for hold requests placed through PAC.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Branch properties</span> - The branch property sheet shows summary information about the branch, including the number of accessible remote databases available to the branch in the staff client and in PAC , collections, workstations, staff members, and registered patrons. To open the property sheet, right-click the branch name in the Administration Explorer and select <b>Properties</b>, or click the Properties icon <img alt="PropertiesIcon00369.gif" style="margin-bottom: -6.000pt;width: 29;height: 29;" id="image7" src="PropertiesIcon00369_29x29.gif" /> on the Branch workform.</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+107
@@ -0,0 +1,107 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Up Organizations|Working with Libraries" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Register a library in Polaris</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="../../../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/Administration/PDorgnizatn/Register_a_library_in_Polaris.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_38274_Register_a_library"></a>Register a library in Polaris</h1>
|
||||
<p><a name="kanchor3904"></a><a name="IX_adding_to_Polaris"></a>To add the library record to Polaris.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Address and contact information must be defined in the appropriate tables before you can specify them in the library record. See <a href="Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a> and <a href="Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you have deleted a library and are setting up a new one, you may have difficulty matching settings such as item statistical codes. In this situation, contact your Polaris Site Manager for assistance. Fees may apply.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration</b> > <b>Explorer</b> > <b>System</b> on the Polaris Shortcut Bar. The Administration Explorer appears.</li>
|
||||
<li value="2">Select <b>File > New ></b> <b>Library </b>from the Administration Explorer menu bar. The Library workform appears.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also right-click an existing library listed in the Administration Explorer tree view, and select <b>New</b> from the context menu.</p>
|
||||
<p class="indent2">
|
||||
<img alt="NewLibrary.gif" style="margin-bottom: 0.000pt;width: 325;height: 267;" id="image3" src="NewLibrary_325x267.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type the library name in the <b>Name</b> box.</li>
|
||||
<li value="4">Type the abbreviation for the library name in the <b>Abbr</b> box.</li>
|
||||
<li value="5">In the <b>Display Name</b> box, type the name you want to be displayed for this organization. This name identifies the organization in the workform title bar and in Mobile PAC. On the Polaris Shortcut bar, the display name of the logged-in workstation’s parent organization appears in the title bar and in the About Polaris window (Help menu).</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These characters cannot be used in the Name or Display Name fields:<br /><br />; (semi-colon)<br />? (question mark)<br />: (colon)<br />@ ('at' sign)<br />& (ampersand)<br />= (equals sign)<br />+ (plus sign)<br />$ (dollar sign)<br />, (comma)<br />\ (back slash)<br />* (asterisk)<br />< (less than sign)<br />> (greater than sign)<br />| (vertical pipe)<br />" (double quote)<br />/ (forward slash)<br /><br /></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select the parent system organization in the <b>Parent</b> box, if it is not already selected.</li>
|
||||
<li value="7">Select the street address in the <b>Library</b> box, and type the e-mail and URL addresses in the <b>Email</b> and <b>WWW</b> boxes.</li>
|
||||
<li value="8">Select the library staff to contact in the <b>Primary</b> and <b>Alternate</b> boxes.</li>
|
||||
<li value="9">Type the library office phone and fax numbers in the <b>Phone Numbers</b> boxes.</li>
|
||||
<li value="10">Select the type in the <b>Type of Library </b>box.</li>
|
||||
<li value="11"><a name="kanchor3905"></a><a name="IX_library_setup"></a>To set up error reporting, in the <b>Error Reporting Email field</b>, type the e-mail address of the administrator who should receive the report of a system error. You can use error reporting to identify workstations that have stopped functioning due to unhandled exceptions. If you use Polaris ExpressCheck and credit card processing, an error report is sent if a credit card refund is not successful when a lost or billed item charge needs to be resolved. Your error reporting settings at the system level are inherited by libraries unless you change the settings at this level.</li>
|
||||
<li value="12">Select <b>File > Save</b>.</li>
|
||||
<li value="13">Edit library-level permissions, profiles, parameters, and tables as needed. See <a href="#Related" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Related Information</span></a>.</li>
|
||||
</ol>
|
||||
<h4><a name="Related"></a>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Register a branch for the library</span> - See <a href="Working_with_Branches.htm#XREF_58127_Registering_a">Working with Branches</a>.</li>
|
||||
<li><span class="FM_BulletHead">Editing administration settings (general procedures)</span> - See <a href="../PDattribut/Setting_Parameters_and_Profiles.htm#XREF_92415_Working_with">Setting Parameters and Profiles</a> and <a href="../PDattribut/Working_with_Tables.htm#XREF_52853_Working_with">Working with Tables</a>. </li>
|
||||
<li><span class="FM_BulletHead">Setting permissions</span> - See <a href="../PDpermiss/Managing_Organization_Security.htm#XREF_64276_Working_with">Managing Organization Security</a>.</li>
|
||||
<li><span class="FM_BulletHead">Setting schedule information</span> - See <a href="Identifying_Dates_Closed.htm#XREF_79758_Identifying_Dates">Identifying Dates Closed</a>.</li>
|
||||
<li><span class="FM_BulletHead">Library organization properties</span> - The library property sheet shows summary information about the library, including the number of branches, accessible remote servers, accessible remote databases available to the branch in the staff client and in PAC, collections, workstations, staff members, and registered patrons. To open the property sheet, right-click the library name in the Administration Explorer and select <b>Properties</b>, or click the Properties icon <img alt="PropertiesIcon00368.gif" style="margin-bottom: -6.000pt;width: 29;height: 29;" id="image4" src="PropertiesIcon00368_29x29.gif" /> on the Library workform.</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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="Administration |Setting Up Organizations" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Setting Organization Addresses</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="../../../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/Administration/PDorgnizatn/Setting_Organization_Addresses.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_92850_Setting"></a>Setting Organization Addresses</h1>
|
||||
<p><a name="kanchor3541"></a><a name="IX_overview_99"></a><a name="kanchor3542"></a><a name="IX_organizations_overview"></a>A standard set of addresses is available for use in all the organization records that include street addresses. You define the standard addresses in the Addresses policy table. Then the address entries in the policy table display as options for <b>Addresses</b> boxes on the organization workforms.</p>
|
||||
<p>You can open the Addresses policy table from an organization workform or the Administration Explorer. You can display, add, delete, and change address entries from any organization level. The same list of addresses appears at all organization levels, and any changes to the Addresses policy table are applied to all organization records.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Modify address table: Allow</b> permission is required to work with this table.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Add_an_organization_address_entry.htm#XREF_32432_Add_an">Add an organization address entry</a>
|
||||
</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+92
@@ -0,0 +1,92 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Up Organizations" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Setting System Postal Codes</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="../../../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/Administration/PDorgnizatn/Setting_System_Postal_Codes.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_42844_Setting_Postal"></a>Setting System Postal Codes</h1>
|
||||
<p><a name="kanchor5392"></a><a name="IX_overview_97"></a><a name="kanchor5393"></a><a name="IX_overview_96"></a>In organization workforms and throughout Polaris, whenever you need to enter an address, you simply select a country (US or Canada) and type a valid postal code. The <b>City</b> and <b>State/Province boxes</b> are filled in automatically. The postal codes are defined and maintained with two tables that you can access from the Administration Explorer:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can work with these tables at the system, library, or branch levels. Changes made at any level are applied to all organizations in Polaris.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Countries policy table</span> - Defines the postal code length and styles for the countries in which the library sends mail.</li>
|
||||
<li><a name="kanchor5394"></a><a name="IX_maintaining"></a><a name="kanchor5395"></a><a name="IX_overview_98"></a><span class="FM_BulletHead">Postal Codes database table</span> - When Polaris is installed, the Postal Codes database table contains the current ZIP Codes defined by the United States Postal Service. Canadian postal codes are installed at implementation for Canadian customers.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your library is in the US but you need Canadian postal codes, contact your Site Manager. You must be using Polaris version 3.5 or later.</p>
|
||||
<h2><a name="TOC_Additions_to_the_Postal"></a><a name="XREF_28084_Adding_Entries_to"></a>Additions to the Postal Codes Table from Polaris Records</h2>
|
||||
<p><a name="kanchor5396"></a><a name="IX_permission_to_edit"></a><a name="kanchor5397"></a><a name="IX_supplier_permissions_to"></a><a name="kanchor5398"></a><a name="IX_patron_permissions_to"></a><a name="kanchor5399"></a><a name="IX_permissions_to_enter"></a>Staff members who have the Circulation permission <b>Patron registration: Modify postal address fields</b> can also enter a new city/country postal code combination for a US or Canadian address when creating or editing patron records in the staff client, and the new combination is added to the Postal Codes database table when the record is saved. Staff members without this permission can edit street addresses or select a different (but existing) postal code/city/state/country combination in a patron record.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The permission is not checked during offline patron registration. If a patron address in an offline file has an unknown postal code, or if the city does not match an existing postal code, an error appears in the offline upload report and the address is not accepted. If the postal code and city match an existing combination, but the county does not match, the county in the patron address is changed to match the existing postal code-city-county combination.</p>
|
||||
<p>The Serials permission <b>Suppliers: Modify postal address fields</b> controls the ability to enter a new city/country postal code combination for a U.S. or Canadian address when creating or editing a supplier record, and in the Donor view of a fund record. Staff members without this permission can edit street addresses or select a different (but existing) postal code/city/state/country combination in a supplier or fund record.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Modify countries table: Allow</b> and <b>Modify postal codes table: Allow </b>permissions are required to change these tables in Polaris Administration.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Add_a_postal_code_format.htm#XREF_89872_Add_a_postal_code">Add a postal code format</a>
|
||||
</li>
|
||||
<li><a href="Add_a_postal_code.htm#XREF_42173_Add_a_postal_code">Add a postal code</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+109
@@ -0,0 +1,109 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Up Organizations" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Setting Up Organization Resource Groups</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="../../../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/Administration/PDorgnizatn/Setting_Up_Organization_Resource_Groups.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_75320_Setting_Up_Branch"></a>Setting Up Organization Resource Groups</h1>
|
||||
<p><a name="kanchor2936"></a><a name="IX_overview_95"></a>You can associate selected organizations as Resource Groups, and make remote and federated databases and other resources available to PAC users based on the organization resource group. For example, resource groups can be used to expose or suppress specific databases from federated database searches, and to filter the display of ebook bibliographic records. If there is no resource group associated with a resource such as a database, access to that resource is not restricted.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Organizations that share one vendor contract for eContent may wish to set up a digital branch for the content and assign that branch to a resource group. For more information, see <a href="../../EContent Integration/EContentPAC/Setting_up_a_digital-branch.htm">Setting Up a Digital Branch for Integrated EContent</a>.</p>
|
||||
<p>Use the Resource Group workform to create Resource Groups and assign organizations to them. One organization can belong to multiple Resource Groups. You need the following system-level System Administration permissions to work with Resource Groups:</p>
|
||||
<ul type="disc">
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Resource Group: Access</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Resource Group: Create</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Resource Group: Modify</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Resource Group: Delete</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><a name="kanchor2937"></a><a name="IX_when_required_for_ebook"></a><a name="kanchor2938"></a><a name="IX_recycling_upon_PAC_reload"></a><a name="kanchor2939"></a><a name="IX_when_required_for_ebooks"></a><b>Important:<br /></b>Make sure to do both a PowerPAC and Mobile PAC (if your library uses Mobile PAC) reload each time you: add or change a resource group; add or change a vendor account; or change the <b>Resource Groups: Search results settings</b> profile in Polaris Administration.</p>
|
||||
<p>To create a new Resource Group:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File | New</b> from the Polaris Shortcut Bar, and select <b>Resource Group</b> from the New dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Resource Group workform opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Type a name and description for this resource group. The name must be unique. Consider a naming convention that distinguishes Resource Groups by purpose; for example, Resource Groups for federated databases and Resource Groups for e-Content.</li>
|
||||
<li value="3">Specify the organizations that should belong to this Resource Group as follows:<ul><li>Select <b>System Level Access</b> to give PAC users access to the resources associated with this Resource Group when the PAC connection organization is the system.</li><li>Select <b>All Branches</b> to automatically check all branches. Resources with which this Resource Group is associated are available when the PAC connection organization is any library-level organization or any branch-level organization. Typically, it is not necessary to select all branches; if access is not restricted, a resource group is not necessary. However, you can use this option to select all branches and then de-select specific branches in the list. The All Branches check box is gray when some but not all organizations are selected.</li><li>Select a library organization check box to select the branches associated with the library. PAC users connected to any of the selected library’s branches have access to the resources (databases) associated with the resource group.</li><li>Expand the library organization, and select individual branches. PAC users connected at any of the selected branches have access to the resources (databases) associated with the resource group.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">If the PAC connection organization is a member of this Resource Group, the resources associated with the group are accessible in Polaris PowerPAC, subject to your PAC display and usage condition settings. For information about associating resources with resource groups, see <a href="../PDserver/Registering_Remote_Resource_Servers.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Registering Remote Resource Servers</span></a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>File | Save</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:</b>
|
||||
<br />Be sure to reload both PowerPAC and Mobile PAC (if your library uses Mobile PAC) each time you: add or change a resource group; add or change a vendor account; or change the <b>Resource Groups: Search results settings profile in Polaris Administration</b>.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul>
|
||||
<li>To find a resource group, select Administration | Resource Group. You can search by Name or Description and limit the search by organization.</li>
|
||||
<li>To create a new Resource Group from an existing Resource Group, select <b>File | New</b> from the open Resource Group workform, and select <b>Clear Work Form</b> or <b>Copy Existing Work Form</b>. </li>
|
||||
<li>To delete a resource group, right-click the Resource Group in the Find Tool results list and select <b>Delete</b> from the context menu, or open the Resource Group workform and select <b>File | Delete</b>. A Resource Group cannot be deleted if it is associated with a server record.</li>
|
||||
<li>To remove an organization from a Resource Group, clear the check box for the organization in the Resource Group workform. If the resource group is associated with one or more databases, users connected to that organization will not be able to access the database(s), and the Report of Unavailable Targets dialog box appears. The dialog box lists the database display name defined for PAC (the organization-level name or system-level name, if none is defined for the organization), the server display name, and the organizations affected. If you continue to save the record, the database is removed from PAC display (if it has been selected for display) for every organization indicated in the report where there is no inheritance. The database may still be available for a parent organization.</li>
|
||||
<li>To see the number of remote databases available to the branch in the staff client and PAC, right-click the branch name in the Administration Explorer and select <b>Properties</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+94
@@ -0,0 +1,94 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration " 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Setting Up Organizations</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="../../../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/Administration/PDorgnizatn/Setting_Up_Organizations.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_22362_Administering"></a>Setting Up Organizations</h1>
|
||||
<p>This unit contains information about setting up basic information for the system, libraries, and branches in Polaris Administration.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Changing_System_Information.htm#XREF_83202_Changing_System">Changing System Information</a> </li>
|
||||
<li><a href="Working_with_Libraries.htm#XREF_53827_Working_with">Working with Libraries</a>
|
||||
</li>
|
||||
<li><a href="Working_with_Branches.htm#XREF_58127_Registering_a">Working with Branches</a>
|
||||
</li>
|
||||
<li><a href="Setting_Up_Organization_Resource_Groups.htm#XREF_75320_Setting_Up_Branch">Setting Up Organization Resource Groups</a>
|
||||
</li>
|
||||
<li><a href="Setting_System_Postal_Codes.htm#XREF_42844_Setting_Postal">Setting System Postal Codes</a>
|
||||
</li>
|
||||
<li><a href="Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a>
|
||||
</li>
|
||||
<li><a href="Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>
|
||||
</li>
|
||||
<li><a href="Identifying_Dates_Closed.htm#XREF_79758_Identifying_Dates">Identifying Dates Closed</a>
|
||||
</li>
|
||||
<li><a href="Viewing_Organization_Licenses.htm#XREF_17686_Viewing">Viewing Organization Licenses</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+89
@@ -0,0 +1,89 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Up Organizations|Viewing Organization Licenses" 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 content="GIS Information Systems_ Inc." name="rh-authors" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>View system information and licenses</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="../../../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/Administration/PDorgnizatn/View_system_information_and_licenses.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_53693_View_system"></a>View System Information and Licenses</h1>
|
||||
<p><a name="kanchor5775"></a><a name="IX_displaying_status"></a>To see system information and active licenses:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Help, About Polaris</b> on the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The About Polaris dialog box opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click the <b>Application Server</b> link.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Polaris Properties dialog box opens. The General tabbed page shows information about the system.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click the <b>Licenses</b> tab to see the separately licensed functions that are active at the system level.</li>
|
||||
<li value="4">Select an organization from the <b>Organizations</b> list to see the active licenses for a particular organization (library or branch).</li>
|
||||
</ol>
|
||||
<p class="indent2">Contact your Polaris Site Manager if you are interested in activating a license.</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+79
@@ -0,0 +1,79 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Setting Up Organizations" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Viewing Organization Licenses</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="../../../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/Administration/PDorgnizatn/Viewing_Organization_Licenses.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_17686_Viewing"></a>Viewing Organization Licenses</h1>
|
||||
<p>Certain Polaris functions, such as Course Reserves and Polaris ExpressCheck, are available under separate licenses. You can quickly view system information and determine the active Polaris licenses for your system or any organization within the system.</p>
|
||||
<p>See also:</p>
|
||||
<p>
|
||||
<p class="FM_Task"><a href="View_system_information_and_licenses.htm#XREF_53693_View_system">View system information and licenses</a>
|
||||
</p>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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="Administration |Setting Up Organizations" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Working with Branches</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="../../../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/Administration/PDorgnizatn/Working_with_Branches.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_58127_Registering_a"></a>Working with Branches</h1>
|
||||
<p><a name="kanchor5482"></a><a name="IX_record_overview"></a>Branch records are at the third level of the Polaris Administration hierarchy. They represent the physical repositories where patrons check in and check out books and other material. Each branch record must be associated with a parent library record.</p>
|
||||
<p>You add a branch or change branch information using the Branch workform. You can also edit profiles, parameters, permissions, and tables for the branch directly from the Administration Explorer tree view, by expanding the appropriate folders beneath the branch name. Address or contact changes are effective immediately. Other changes to a branch record are not effective until the record is saved.</p>
|
||||
<p class="NoteShade"><b>Important: <br /></b>If you change the parent library for the branch, be sure to review the permission, parameter, and profile settings for the branch and new parent library. Some settings are inherited from parent organizations and may change the way functions have worked previously for the branch. A branch that has the same name as a library administration record should always have that library as the parent.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Register_a_branch.htm#XREF_20661_Register_a_branch">Register a branch</a>
|
||||
</li>
|
||||
<li><a href="../../EContent Integration/EContentPAC/Setting_up_a_digital-branch.htm">Setting up a digital branch for integrated eContent</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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="Administration |Setting Up Organizations" 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 content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDorgnizatn.fm" /><title>Working with Libraries</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="../../../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/Administration/PDorgnizatn/Working_with_Libraries.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_53827_Working_with"></a>Working with Libraries</h1>
|
||||
<p><a name="kanchor3226"></a><a name="IX_administering"></a>The library record is the second level in the Polaris Administration hierarchy. It may represent an institution that directs one or more branches, and it may or may not have a physical location. All branches, collections, workstations, and staff members that belong to a library are directly or indirectly linked to the “parent” library record.</p>
|
||||
<p class="NoteShade"><b>Examples:</b>
|
||||
<br />1. A Polaris system with one physical location has two Administration records (one Library record and one Branch record) because circulation and patron registration activities are associated with Branch records and every branch must have a parent Library record.<br />2. A Polaris system consisting of four physical locations (one main library and three branches) has five Administration records, one Library record and four Branch records (one for each physical location).</p>
|
||||
<br />
|
||||
<p>You add a library record or edit library information using the Library workform, and you can delete a library record. You can also edit profiles, parameters, permissions, and tables associated with a library record directly from the Administration Explorer tree view, by expanding the appropriate folders beneath the library name. Address or contact changes are immediately effective. Other changes to a library record are not effective until the record is saved.</p>
|
||||
<p><a name="kanchor3227"></a><a name="IX_setting_attributes_1"></a>Polaris policy, parameter, and profile settings at the library level are inherited from the settings made at the system level. Each library in the Polaris system may change the settings to match its local requirements. Changes made at the library level are inherited by the branch levels that belong to the library. However, permissions for a library apply only to the library. Permissions must also be set for each branch record associated with the library.</p>
|
||||
<p>See also: </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><a href="Register_a_library_in_Polaris.htm#XREF_38274_Register_a_library">Register a library in Polaris</a>
|
||||
</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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user