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101 lines
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Serials Administration|Serials Administration Reference">
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Serials Permissions, Parameters, and Profiles</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Serials_Admin/PDKseref/serparamref.htm">Open topic with navigation</a>
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<h1><a name="XREF_24567_Serial_Processing"></a>Serials Parameters Reference</h1>
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<p>These are the parameters and profiles that you set to administer and maintain the Serials subsystem in Polaris Administration.</p>
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<p class="NoteShade"><b>Note:<br /></b>Not all permissions, parameters, and profiles are specific to Serials. There are other permissions which apply to Serials, but are not configured within Serials, such as <b>Override invalid item barcode message: Allow </b>and the Acquisitions permission<b> Create a bib record from acquisitions and serials: Allow</b>.</p>
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<p class="FM_Heading3"><a name="TOC_Serials_Permissions2"></a><a name="XREF_10155_Serials_Permissions"></a>
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</p>
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<p class="FM_Heading3"><a name="TOC_Serials_Parameters"></a><a name="XREF_24640_Setting"></a><a name="XREF_34040_Acquisitions_and"></a>
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<p><a name="kanchor5137"></a><a name="IX_serials_reference_list_1"></a><a name="kanchor5138"></a><a name="IX_reference_list_9"></a>The following parameters are available when you select <b>Parameters, Acquisitions/Serials</b> in the System Administration Explorer at the listed organizational levels. For more information, see <a href="../PDKserial/Serials_Administration.htm#XREF_39867_Working_with">Serials Administration </a>.</p>
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<ul>
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<li value="1"><a name="XREF_52003_Create_purchase"></a>Create purchase order at subscription renewal<br />(System, Library, Branch)</li>
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</ul>
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<p>Specifies whether a purchase order should be created when a subscription is approved for renewal. The default is <b>No</b>; to enable, set to <b>Yes</b>.</p>
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<ul>
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<li value="1">Display of Issues on Check In<br />(System, Library, Branch) </li>
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</ul>
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<p>Specifies the status of issues that appear when the Check In workform is first opened. It can be set to <b>All</b> which displays all issues regardless of their status, or to Not received. You can define which statuses are included in the category Not received using the check boxes.</p>
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<ul>
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<li value="1">Delete linked issue/part when serial item is deleted<br />(System, Library, Branch) </li>
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<p>Specifies if issues/parts are automatically deleted when you delete the linked serial item record. The default is <b>Yes</b>; to disable, set to <b>No</b>.</p>
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<ul>
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<li value="1">Enter unit price at serials check-in</li>
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<p>Specifies whether the <b>Unit price</b> box appears in the prompt for barcode dialog box when serial issues or parts are checked in. When it is set to <b>Yes</b> (default), and the serial holdings record has the settings<span> </span><b>Generate item records at check-in </b>and<span> </span><b>Prompt for barcode</b> turned on, the dialog box also includes the unit price. The default is <b>Yes</b>; to disable, set to <b>No</b>.</p>
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<ul>
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<li value="1"><a name="XREF_32269_Print_subscription"></a>Notification: Print subscription cancellation notice<br />(System, Library, Branch)</li>
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<p>Specifies when a subscription cancellation notice is printed. The default is <b>Automatic</b>, cancellation notices are printed as individual subscriptions are canceled. If set to <b>Batch</b>, the Cancellation Notices report must be generated to print notices for canceled subscriptions.</p>
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<ul>
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<li value="1"><a name="XREF_56597_Subscription"></a>Notification: Subscription cancellation notice text<br />(System, Library, Branch)</li>
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<p>Specifies the wording of the subscription cancellation notice for the organization. The default text is <b>The Subscription identified in this notice is being canceled</b>.</p>
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<ul>
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<li value="1"><a name="XREF_45686_Subscription"></a>Subscription renewal fund - <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">deposit account<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>A deposit account is an account with a vendor that allows customers to pay all or a portion of the estimated annual billing in advance. Depending on the amount prepaid, the typical discount is from 1.5% to 4.5% more than with a regular plan, where invoices are paid after the receipt of titles.</span></a><br />(System, Library, Branch)</li>
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</ul>
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<p>Specifies the budget account to use for the subscription renewal line item on a purchase order if a fund is not specified for the subscription. This fund is used if the payment method for the subscription is a depository agreement.</p>
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<ul>
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<li value="1"><a name="XREF_30306_Subscription"></a>Subscription renewal fund - non-deposit account<br />(System, Library, Branch)</li>
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</ul>
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<p>Specifies the budget account to use for the subscription renewal line item on a purchase order if a fund is not specified for the subscription. This fund is used if the payment method is something other than a depository agreement.</p>
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<p class="FM_Heading3"><a name="TOC_Serials_Profiles"></a><a name="XREF_61072_Acquisitions"></a>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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