all the news that fits! what’s new in polaris 4 - … 1 update for pug april 2012.pdf · all the...

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MidAtlantic PUG, April 20, 2012

All The News That Fits! What’s New in Polaris 4.1

Bill Schickling, President and CEO


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Polaris PowerPACRedesigned!

► Easier to use, familiar to today’s web users, and more readily customizable

► Tab to other PAC interfaces, languages, and large text

► Site index at bottom of each page for accessibility

► Customize header and dashboard position

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BY POPULAR DEMAND! Configuring the Title Display

► Using Polaris Administration Profiles, you can: ► Select which bibliographic data elements appear in the initial search results list, on the

summary view for a title, and in the full display ► Set the display order of the data elements ► Specify a custom label for each data element ► Create translated versions of the data labels for languages you have licensed ► Copy all these settings from any organization to any other organization ► Show multiple instances of a single tag in the brief display ► Edit existing data segments or create custom elements► Specify specific settings for Polaris PowerPAC bibliographic search results, Mobile PAC

bibliographic search results, and community information search results in both applications

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Faceted Results

► Record counts are included for each facet offered on the “Narrow Your Search” dashboard.

► Facets marked with a checkbox represent “or” filters for the results set.

► When you select a facet, it is placed at the top of the list and the results set is filtered accordingly.

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Summary View

► The user can hover the cursor over a book jacket image in the brief search results to display summary information. You can determine the information displayed in this view.

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Availability Display

► When the user clicks Availability for a title in the search results list, availability information is displayed in a separate lightbox window

► Availability information is also available on the product page (full display) for a title

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The Product Page (full display)

► Displayed when a user clicks a title, cover image or Full Display for a title in the search results list.

► Includes a series of expandable category “drawers” for availability, enriched content and other features

► Recently Viewed Titles are also displayed here, and on any bibliographic record search and results pages

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More Results Features

► Librarian’s View (MARC View)

► Google Preview

► Feature It! (licensed separately) – think of “You Might Also Like…”

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Serials Display in PAC – Your Way

► Brief and Full Results Display – Can configure the results display separately for serials and monographic titles; each branch can select and order the display elements.

At the system level, you can create custom display elements and edit existing ones. The display shown here includes the 310 tag (Currently Published) and a customized 515 tag (Numbering). The display order, labels and white space were also customized using the same Administration tools.

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Serials Display in PAC – Your Way

► Serials Availability Display – New Notes View in the Serial Holdings Record workform that allows for up to 4,000 characters and includes line breaks for the PAC display.

Specify whether to display textual holdings notes from the serial holdings record, and whether to display the notes when the patron hovers over the pushpin icon, or to display the text immediately.

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SHR retention statement, compressed holdings and shared public note

SHR holdings (copy) specific, textual holdings public note

Issue-specific or item-specific public note


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A Merger Is Announced!

► Results from a search on both remote Z39.50 databases and the local catalog are now displayed in a merged list. To select remote databases for searching, users click on the Select Databases link.

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Search results list first displays results from the local catalog, if selected, and the user can click Add Pending Results to add more results to the list. As results are added, the user can click Search Status to see the progress.


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Federated Searching with MuseGlobal

► Federated searching of Z39.50 targets, e-sources and other resources in partnership with MuseGlobal as a separately licensed feature

► Powerful, integrated solution that is transparent to the user, as searches and results take place within the PowerPAC interface

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Community Profiles

► Libraries can link, centralize and promote community resources and events

► Community information is easily accessible in Polaris PowerPAC search results

► Libraries can also offer their partners ContentXChange, a set of widgets that allow the organization to incorporate features from the library into the organization’s own website

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Content Carousels on PAC Portal Page

► Each carousel can consist of a bibliographic record set created in the staff client, or titles from any of the following system-defined and automatic dashboards: ► Most Circulated Titles ► On-Order Items► New Books ► New Large Print ► New Sound Recordings ► New Videos ► BookSense Best-Seller Lists

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PAC Patron Log-In and Account Pages

► Patrons can login by clicking Log In/Register on the My Account menu or in the site index

► From their account, patrons can: ► Create sortable lists► View more information► Initiate renewals from the Items Out page

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Polaris Mobile PAC –New Features

► Text It

► Title Lists

► Saved Searches (Search Agent)

► Enriched Content

► Product Page

► Purchase and Buy It Now Links

► Librarian’s (MARC) View

► Credit Card Payments

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THE BIG NEWS – Patron Services/Circulation

► Associated Patron Blocking

► Email and Text Message Receipts

► Check-Out Limits for Material Type Groups

Hint:Look for the ‘1-2-3’s in thedocumentation for a step-by-stepguide to performing a function

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Patron Services/Circulation –Patron Registration

► Phone Number Fields in the Patron Record

► Notification Preference

► Patron Phone Number Fields in the PAC

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Patron Services/Circulation –Patron Accounting

► Displaying Fee Reason Options

► Reset a Patron’s Total Claims Count

► New Permission for Working With Deposits

► Auto-Charge Fines at Check In

► New Patron Financial Reports

► Collection Agency Reporting via FTP

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Patron Services/Circulation – Notification History

► Patron Notification History Improved – Hold notices (pick-up and cancelled), fine notices and reminder notices are now included in notification history. ► Entries are retained in the notification history for a library-specified period► You can select multiple entries, right-click, and select Print fro the context menu to print

multiple entries, without opening individual notification histories ► Select Item Record to open a linked item for overdue, bill, overdue reminder and hold

notices

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Patron Services/Circulation -Circulation

► Charge for Checkout/Renewal

► PAC Display for Chargeable Checkout/Renewal

► New Permissions for Overriding Circulation Blocks

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The PAC item availability display includes a new icon next to an item if the item’s assigned branch has defined the item’s material type as chargeable.


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Patron Services/Circulation – Hold Requests

► Holds Queue Display for Multi-Volume and Serial Requests

► Hold Request Workform –Item Circulation Status

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Patron Services/Circulation –Receipts and Printing

► Optional Check-Out Receipts

► Duplicate Fine Receipts

► Items Out List

► In-Transit Slip

► Vertical Holds Pickup Slips –New Options Available

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Polaris ExpressCheck Highlights

► eReceipts

► ExpressCheck Display Improvements

► Hold and Fine Message Options

► Patron Account Access from Opening Screen (RFID)

► Printing Receipts from the Items Out View

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► SIP Circulation uses the settings in the Patron/Material Type Loan Limit Blocks policy table to determine check-out blocks, instead of separate self-check settings

► SIP circulation supports charging for checkout and/or renewal

► You can set SIP self-check units to respect or ignore library-assigned blocks on a patron record

SIP Self-Check Highlights

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Staff Client Appearance

► Cues for Staff Client Log-On Server ► Send messages, set custom colors► Custom colors appear on Shortcut bar, workforms, dialog boxes, Report Manager and

Label Manager

► User Interface Modified for Increased Text Size & Resolution► Polaris UI will recognize Small, Medium or Large computer magnification

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Find Tool

► New Search By and Limit By Options► Bibliographic records ► Funds & Fiscal Years► Record sets

► Holds Column Added for Bib Search Results ► Keyboard Shortcut for Item Records ► SQL Searches ► RFID Read Tag for Item/Bib Searches

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Enter slide title hereIn Other Serials News…

► Link to Bib and Supplier Records from Serial Issue/Parts

► Default Shelving Scheme in New Serial Holdings Records

► Item Barcode Format Now Checked for Serial Items

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Acquisitions – EDI Highlights

► Acquisitions Menu Streamlined, EDI Services Menu Item Added

► Advanced Shipping Notice (ASN)

► EDI Invoice/POA Files – No Extensions or Segment Terminators Required

► Check for Supplier Limit on EDI PO Numbers

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Acquisitions – Fiscal Year Processing

► Two Concurrent Fiscal Years

► Fiscal Year Parameter Added to List of Funds by Fiscal Year Report

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Acquisitions – There’s More!

► Improvements to Printed Claim Alert List

► New Purchase Order Line Item Status

► Close a Purchase Order

► Encumbrances and Expenditures by Supplier Report

► New Parameter for Purchase Order Line Item Workslips

► On-Order Item Template Code

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Cataloging – Changes to Importing

► Import Process Moved from Staff Client to Server

► Multiple Files in the Same Import Process

► Additional SQL Jobs for Importing

► Improvements to Import Reports

► Printing a Running Job

► New Columns in the Import Job Queue

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New Columns in Import Job Queue!


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Cataloging – Changes to Importing

► Manage the Import Jobs Queue

► Set Blackout Times for Importing

► New Import Options for Handling Duplicate Records

► Read-Only PolarisExec Acquisitions Bibs Profile Changed

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Enter slide title hereCataloging – Other News

► Standardized Coding for E-Book Type of Material (TOM)

► Create Record Sets from Other Cataloging Record Sets

► Add Bibs to a Record Set by Scanning an Item Barcode

► Add Items to Record Sets via RFID

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Requirements & Upgrades

► Requirements unchanged from Polaris 4.0

► Upgrade to 4.1 from any version of Polaris 4.0

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Cool Tools For Upgrades!

► Automatic re-indexing at upgrade

► Polaris Client Deployment Tool

► Staff Client Log-On and Log-Off Transactions

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Enter slide title hereMore Cool Tools for Administrators

New Polaris Tools program inthe Start menu

► Get your licenses

► Validate Polaris log-on and licensing

► View Polaris diagnostic messages

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Questions?

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THANK YOU!

all the news that fits! what’s new in polaris 4 - … 1 update for pug april 2012.pdf · all the...

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