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Table Of Contents

Polaris 4.1 Requirements and Server Tools
Polaris Servers
Polaris Database
Polaris Workstations
Upgrades
Organization Limit Increased
Automatic Re-Indexing at Upgrade
New Tools Available in Polaris Server Software
Polaris Licensing Wizard
Validate Polaris Logon and Licensing
View Polaris Diagnostic Messages
Administration
New and Modified Parameters, Profiles, and Tables
New and Modified Permissions
Circulation
System Administration
PAC Administration Changes - ActivePAC End-of-Life
Staff Client - General
Visual Cues for Staff Client Log-On Server
Alert Message
Custom Title Bar Colors
Staff Client Log-On and Log-Off Transactions
Automatic Log-On
Automatic Log-On and PCI Compliance
Object Locks Cleared
User Interface Modified for Increased Text Size & Resolution
Multiple Internal Reports Can Be Viewed Simultaneously
Option to Select Template for New Records
Records Listed in Polaris by License
Course Reserves
Promotions
Community
Find Tool
New Search by and Limit by Options
New Holds Column for Bibliographic Records
SQL Searches
RFID Read Tag for Item/Bib Searches
Keyboard Shortcut for Item Records
Creating and Deleting Collection Records
Creating a Collection Record By Copying
Creating a Collection Record by Clearing
Deleting a Collection
Permission to Save Records with Invalid Barcodes
Acquisitions
Acquisitions Menu Now Has EDI Services Menu Item
Receive Shipment Now Check In Shelf-Ready Materials
Advanced Shipping Notice (ASN)
Advanced Shipment Notification Log
ASN Shipments Option Added To Supplier Record Workform
Removed File Requirements for EDI POAs/Invoices
File Extension Fields Removed from Supplier Record
Check for Supplier Limit on EDI Purchase Order Numbers
Two Concurrent Fiscal Years
Replicate a Fiscal Year
Close a Fiscal Year
Close a Purchase Order
New Purchase Order Line Item Status
Fiscal Year Parameter Added to List of Funds by Fiscal Year Report
Improvements to Printed Claim Alert List
Encumbrances and Expenditures by Supplier Report
Initial Articles Ignored in Title Sort for Acquisitions Reports
Invoice Voucher Columns Resized
New Parameter for Purchase Order Line Item Workslips
Added Support for New On-Order Item Template Code
Cataloging
Changes to Cataloging Menu
Promotion Records
Replacing Bibs Linked to Promotion Records
TOM Icon for Blu-ray Discs Changed
Standardized Coding for E-book Type of Material (TOM)
OR
Create Record Sets from Other Cataloging Record Sets
Staff Client Profile Renamed
First Available Date Added to Bib Record Statistics View
Add Bibs to a Record Set by Scanning Item Barcodes
Item Record Sets
Creating Content Carousels Using Record Sets
Bulk Change Report
Refresh Item List After Ad Hoc Bulk Change
Widened Column for Duplicate Reason Display
Changes to Importing
Import Process Moved from Staff Client to Server
Multiple Files in the Same Import Process
Added Two SQL Jobs for Importing
Updates to Import Reports
New Columns in the Import Job Queue
Cancel an Initializing Import Job
Manage the Import Jobs Queue
Set Blackout Times for Importing
New Import Options for Handling Duplicate Records
Pre-existing Holdings Tags Marked With $9 and Text
Read-Only PolarisExec Acquisitions Bibs Profile Changed
Read-Only PolarisExec DartClix Profile Deleted
Prevent Provisional Items With Duplicate Barcodes
Serials
Link from Serial Issue/Parts to Bib and Supplier Records
Shelving Scheme in New Serial Holdings Records
New Serial Holdings Record Notes View
Item Barcode Format Now Checked for Serial Items
Initial Articles Ignored in Title Sort in Serials Reports
Patron Services/Circulation
Patron Phone Number Fields
Searching for Patron Records - Phone Access Point
Phone Numbers in PAC Patron Account
Converting Mobile Phone Numbers At Upgrade
Patron Last Name Field
Right-Click Menu for Patron Addresses
Photo Date in Patron Properties
Associated Patron Blocking
Setting Up Associated Patron Blocking
Permissions
Staff Client Check-Out and Renewal Processing
Adding and Editing Associations
PAC and Polaris ExpressCheck Check-Out and Renewals
Associated Patron Groups Report
New Permissions for Overriding Circulation Blocks
Circulation Messages Improved
Charge for Checkout
Enabling the Fee Description
Setting Up Charges
Staff Client Transactions
Patron Account Display
Polaris ExpressCheck Transactions
SIP Self-Check Transactions
PAC Availability Display
PAC Courtesy Message for Hold Requests
Renewing Items From PAC
Phone Renewal
Check-Out Limits for Material Type Groups
Setting Up Material Type Groups
Optional Check-Out Receipts
E-Mail and Text Message Receipts (eReceipts)
Enabling eReceipts
Check-Out eReceipt Content
Editing eReceipts in Polaris Language Editor (WebAdmin)
Patron Record Settings for eReceipts and TXT Receipts
Fine eReceipts
Waive eReceipts
eReceipt Options and Bulk Change
eReceipt Options in Polaris PowerPAC and Mobile PAC
Logging and Reporting eReceipts
Specifying Printer Drivers for Display
Duplicate Fine Receipts
Items Out List - Content for Print
In-Transit Slip Information Options
Fines at Check In - Auto-Charge Fines
Renewing Overdue or Billed Items with Holds
Hold Request Deleted If Non-Holdable Item Is Checked Out
Hold Request Notes Icon
Hold Request Workform - Item Circulation Status
Holds Queue Display for Multi-Volume and Serial Requests
Vertical Holds Pickup Slips
Option to Suppress Holds Checking on Offline Upload
Displaying Fee Reason Options
Reset a Patron’s Total Claims Count
Balance Added to Patron Account Display
Credit Transaction History in Patron Account
Suppress the Patron Account Balance from Offline MDB Files
New Permission for Working with Deposits
Transaction Summary Dialog Box Improved
Staff Client Credit Card Payments - Swipe Method
Patron Notification History Improved
Retaining Entries in the Notification History
Calculating the Number of Days to Keep the Notice History
Related Information
Mailing Address in Uppercase Letters (Notices)
Plain Text E-Mail Notices
TXT Notice Failure Report
Deleting ILL Records
Linked Item Status in ILL Find Tool Results
ILL Requests from PAC - Block for Fines
ILL PAC Message Translatable
Multiple Ratings for Single Reading History
Item Shelf Location Included in Circulation Transactions
Reserve Statistics Report Improved
New Patron Financial Reports
Financial Transaction Summary by Fee Reason
Financial Transaction Summary by Payment Type
Holds Purchase Alert Report Improvements
Collection Agency Reporting via FTP
Secure FTP and Third-Party FTP software
Active FTP
E-Mail Summary
Sending the Files
Setting Up FTP Transmission in Polaris Administration
Collection Agency Synchronization Report Improved
Hours of Operation Settings at System and Library Levels
Community Profiles
Creating/Editing Community Records in the Polaris Staff Client
Staff Client Community Record - Profile and More info
Staff Client Community Record - Events
Staff Client Community Record - Social
Staff Client Community Record - Services
Staff Client Community Record - Subjects
Staff Client Community Record - Organization Rep
Staff Client Community Record - Preview
Staff Client Community Record - Statistics
Printing Community Records in the Staff Client
Community Reports
Editing Community Records in Polaris PowerPAC
Profile Tabbed Page
More Info Tabbed Page
Events Tabbed Page
Social Tabbed Page
Services Tabbed Page
Subjects Tabbed Page
ContentXChange
ContentXChange Installation
Community Searching in PowerPAC and Mobile PAC
Polaris PowerPAC User Interface Redesign
Dashboard Position in Polaris PowerPAC
Customizing the Header
Navigation
Colors
Header Logo and Branch Name Alignment
Content Carousels on the PowerPAC Portal Page
Carousel Title Display
Sort Order and Entry Point
Maximum Entries
Content Carousels and Rotating Book Jackets
Setting Up Content Carousels for the Portal Page
Custom Content on Portal Page
Feature It: Promotions in Polaris PowerPAC
Setting Up the PAC Display
Narrow Your Search Selections Display
Summary View
Configuring the PAC Title Display
PowerPAC Profile - Title Display: Configure
Mobile PAC Profile - Title Display: Configure
Community Profiles for Search Results
Selecting Entities to Display and Editing Labels
Arranging Selected Entities for Display
Saving or Cancelling Your Work
Sharing Configurations
Editing Entities
Defining New Entities
Availability Display
PowerPAC Product Page
Recently Viewed Titles
Digital Content Display in PowerPAC Search Results
Log In Links and Logged-In Patron Display
Patron Account Pages
Renewals from the Items Out Page
Deleting Items from PowerPAC Reading History
County Selection for Self-Registration
Blocked E-Sources No Longer Linked
Link to Requests List from Failed Request Message
ChiliFresh Reviews and Ratings Changes
ChiliFresh Reviews Display in PowerPAC
JavaScript™ Message in Polaris PowerPAC
Patron Self-Registration: Additional Information Sent to Library
PowerPAC Help Pages
Help with Searching
User Guide
PAC Customization Guide Available
Polaris Mobile PAC
Text It Available in Mobile PAC
Title Lists Available in Mobile PAC
Creating a Working List
E-Mail Options
Saving Lists
Copying and Moving Titles Among Lists
Title Details
Setting Up Mobile PAC Title Lists
Saved Searches (Search Agent) Available in Mobile PAC
Credit Card Payments from Mobile PAC
Setting Up Mobile PAC Credit Card Payments
Enriched Content in Mobile PAC
ChiliFresh Ratings and Reviews in Mobile PAC
Configuring the Mobile PAC Title Display
Mobile PAC Product Page
Purchase and Buy It Now Links in Mobile PAC
Librarian’s (MARC) View in Mobile PAC
Deleting Items from Mobile PAC Reading History
Mobile PAC Reading History Includes Author
Phone Number Validation from Mobile PAC
Community Keyword Searching in Mobile PAC
Mobile PAC Deep Links
SIP Self-Check
Patron Loan and Request Limits Table Used
SIP Self-Check: Ignore Patron Library-Assigned Blocks
Polaris® ExpressCheck™
EReceipts Available for ExpressCheck Transactions
ExpressCheck Display Improvements
Enabling New Display Features
Hold and Fine Message Options in Polaris ExpressCheck
Invoice and Order Report Filters
Not Yet Published Status Available for Order Reports
Encumbrances Closed Status Added for Fiscal Year Filter
Cash Balance Added to Fund List and Summary Reports
Filter Labels Updated
Database Column and Filter Lists Consolidated in Help
Phone Attendant (Inbound Telephony)
Charging for Phone Renewals
eReceipts for Phone Renewals
Alpha-Numeric Passwords for Inbound Telephony
Polaris Language Editor (WebAdmin)
EReceipt Content in Polaris Language Editor (WebAdmin)
Title Display Labels in Polaris Language Editor (WebAdmin)
Polaris NCIP Service
NCIP User Privilege Types Mapping
Installation
NCIP ILL Transactions Added
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WhatsNewIn4_1

WhatsNewIn4_1

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Published by bkbelton

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Published by: bkbelton on May 24, 2012
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