Polaris PowerPAC Profiles Reference

3M PAMS: Enabled

System, Library, Branch

Specifies whether 3M™ Public Access Management System “smart cards” are used at public access workstations in the library.

Requirement: Set Single Logon: Enable to Yes in PowerPAC Profiles. List workstation with readers in the In-House IP Addresses table.

Ask us: Require login

System, Library, Branch

Determines whether users must be registered patrons to send a question to the library by email, using the Ask Us feature. See Set up and start Ask Us.

Bookmarking & Sharing: Enable

System, Library, Branch

Enable social bookmarking for titles in PowerPAC search results. See Social Bookmarking for Search Results (AddThis™).

Bookmarking & Sharing: Profile ID for AddThis analytics

System, Library, Branch

Specify your AddThis profile ID for social bookmarking analytics. See Social Bookmarking for Search Results (AddThis™).

Branch switching: Enable

System, Library, Branch

Determines whether the Switch to another branch list is displayed on Polaris PowerPAC pages. The Switch to another branch list allows patrons to select another library in the system. See Setting Up Polaris PowerPAC.

Categorization of ESource targets

System, Library, Branch

Displays the E-Source Target Categorization dialog box, which is used to set up e-sources (proprietary non-Z39.50 databases) and organize e-source targets as a finding aid. See Setting Up E-Source Targets.

Dashboards: Expanded

System, Library, Branch

Sets the default display of most lists (Web parts) on the dashboard to expanded or closed. Patrons can select the title bar of any list to expand or close the list.

Dashboards: Narrow your search & related searches

System, Library, Branch

Enables and sets up the Narrow and Related Web parts settings that are displayed with search results. See Setting PowerPAC Narrow/Related Search Options.

Dashboards: Web page / web part assignment

System, Library, Branch

Displays the Web Page - Web Part Configuration dialog box, to specify which Web parts display in the dashboards on specific Web pages for each branch. See Defining Web Parts for Dashboards.

Requirement: Define Web parts at the system level, using the profile Dashboards: Web Part Construction (PowerPAC profiles).

Dashboards: Web part construction

System

Displays the Web Part Editor dialog box, to create custom Web parts for dashboards and limit the number of items on automated lists in Web parts. See Defining Web Parts for Dashboards.

Requirement: Assign the Web parts to specific Polaris PowerPAC pages using the profile Dashboards: Web Page / Web Part Assignment (PowerPAC profiles).

Did you mean: Suggestions are to display even when hits are returned

System, Library, Branch

For Polaris PowerPAC, specifies whether Did You Mean search suggestions are displayed with search results (Y), or only when a search returns no hits (N). (Profile does not affect Polaris PowerPAC Children’s Edition.) See Setting Up Did You Mean Term Checking.

Enable logging of transactions

System

Determines whether transactions (such as hold requests and self-registration) initiated through Polaris PowerPAC are logged.

Feature It: Screen display options

System, Library, Branch

Enables Feature It promotions in Polaris PowerPAC and specifies the promotion position in the search results display. See Feature It Promotions.

Note:
Feature It is available by specific contract to your library.

Google Preview: Enable on full display

System, Library, Branch

Enables the Google Preview (book viewer) feature on the product page for a title in PowerPAC search results. See Google Preview for PowerPAC Search Results.

Google Preview: Enable on search results pages

System, Library, Branch

Enables the Google Preview (book viewer) feature on the initial search results pages. See Google Preview for PowerPAC Search Results.

Highlight local items in matching title view

System, Library, Branch

Determines whether titles with at least one local item are highlighted in search results. See Highlighting Titles with Local Items (PowerPAC).

In-house access definitions: Setup

System, Library, Branch

Controls how a workstation’s in-house status is determined for PAC patron actions (patron inactivity timeout, Recently Viewed Titles) and e-source access. The system uses the settings of the Polaris PowerPAC connection organization. If you select In-House IP Addresses Table only, a workstation’s IP address must be included in that table to be considered in-house. If you select In-House IP Addresses Table AND registered workstations (default), a workstation’s IP address can either be included in the In-House IP Addresses table or the workstation can be registered in Polaris to be considered in-house.

Item availability: “Text it” feature enabled

System, Library, Branch

Allows patrons to send a call number by text message from the item availability view in PowerPAC or Mobile PAC search results. See Sending Call Numbers by Text Message (PowerPAC) and Text It in Mobile PAC (Mobile PAC).

Item availability: Display last circ date

System, Library, Branch

Specifies whether the Item Availability display includes the last circulation date of the item.

Item availability: Display local and system levels

System, Library, Branch

Determines whether all system holdings are displayed in one list (setting is No), or local and system holdings are displayed in separate lists (setting is Yes).

Item availability: Display notes

System, Library, Branch

Offers options for item/issue public notes display: hover over icon to display note text, display text, or do not display.

Item availability: Display textual holdings notes

System, Library, Branch

Offers options for displaying serials textual holdings notes: hover over/tap icon to display note, display text or do not display.

Item availability: Expand non-serial titles

System, Library, Branch

Sets the default item availability display to expanded or closed for non-serial items (those with no holdings statement for the branch). Patrons can select branch and collection controls to expand or close the list of items under each branch and collection.

Item availability: Expand serial titles

System, Library, Branch

Sets the default item availability display to expanded or collapsed for serial items (those with a holdings statement for the branch). Patrons can select branch and collection controls to expand or collapse the list of items under each branch and collection.

Librarian’s (MARC) View: Enable

System, Library, Branch

Displays (default) or suppresses the Librarian’s View (MARC record view) in PAC search results when the patron clicks the format icon for a title in Polaris PowerPAC, the Librarian’s View option on the product page for a title in PowerPAC, or the Librarian’s View link for a title in Mobile PAC search results.

Local call number indexed field: Limit choice

System, Library, Branch

Specifies whether patrons can browse-search the local (item-level) call number index only, or browse-search the Dewey or LC call number indexes for bibliographic records, as well as the local call number index.

Navigation: Advanced

System, Library, Branch

Specifies whether patrons can use the Advanced search dialog box to create complex Boolean searches. See Setting Available Search Types.

Navigation: Ask us

System, Library, Branch

Specifies whether patrons can send suggestions, questions, and comments via email message to the library.

Navigation: Boolean

System, Library, Branch

Specifies whether patrons can use the Common Query Language (CQL) syntax to create complex searches. See Setting Available Search Types.

Navigation: Browse

System, Library, Branch

Specifies whether patrons can browse the heading indexes. See Setting Available Search Types.

Navigation: Children’s PAC

System, Library, Branch

Specifies whether patrons can access Polaris PowerPAC Children’s Edition from Polaris PowerPAC.

Navigation: Claimed and Lost

System, Library, Branch

Specifies whether patrons can see their claimed and lost items.

Navigation: Course reserves

System, Library, Branch

Specifies whether patrons can search for course reserve records and reserve item records.

Navigation: E-Sources

System, Library, Branch

Specifies whether patrons can access E-Sources, which are non-Z39.50, proprietary databases that may require authentication for use. See Setting Up E-Source Targets.

Navigation: Events

System, Library, Branch

Specifies whether patrons can display the Events page. For information about editing the Events page, see Add text to the Events page.

Navigation: Exact

System, Library, Branch

Specifies whether patrons can search the public catalog with the exact text (including stop words) shown in the Search box. See Setting Available Search Types.

Navigation: Fines & Fees

System, Library, Branch

Specifies whether patrons can view the fines and fees associated with their library accounts. The system uses the setting for the patron’s registered branch.

Requirement: Set Navigation: Patron Account to Yes (PowerPAC profile).

Navigation: Hours

System, Library, Branch

Specifies whether patrons can display the Hours page. For information about specifying information for the Hours page, see Set Polaris PowerPAC features on the menu bar.

Navigation: Items out

System, Library, Branch

Specifies whether patrons can view the items checked out to their library card. If you allow renewals from the PAC, patrons select the items on this page. The system uses the setting for the patron’s registered branch.

Requirement: Set Navigation: Patron Account to Yes (PowerPAC profile). To allow patrons to renew items, set Patron Access: Renew permitted to Yes (PAC profile). You can block renewals under certain circumstances.

Navigation: Keyword

System, Library, Branch

Specifies whether patrons can do a keyword search. See Setting Available Search Types.

Navigation: My record

System, Library, Branch

Specifies whether patrons can view their library account information. For example, if you allow patrons to update their registration information, change their passwords from the PAC, or manage reading histories, this page provides the appropriate links.

Requirement: Set Navigation: Patron Account to Yes (PowerPAC profile). For information on allowing patrons to update their accounts from the PAC, see Setting Patron Account Options.

Navigation: PAC help

System, Library, Branch)

Specifies whether patrons can access the Polaris-supplied Help page. See Polaris PowerPAC Help.

Navigation: Patron account

System, Library, Branch

Specifies whether patrons can access their patron accounts. See Editing Messages and Labels.

Navigation: Phrase

System, Library, Branch

Specifies whether patrons can search the public catalog based on a phrase. See Setting Available Search Types.

Navigation: Policies

System, Library, Branch)

Specifies whether patrons can view the library policy page. See Add text to the Policies page.

Navigation: Portal

System, Library, Branch)

Specifies whether patrons can view the portal page, which may include the quick search feature, content carousels and/or rotating book jacket, and custom content. See Setting PowerPAC Narrow/Related Search Options.

Navigation: Requests

System, Library, Branch

Specifies whether patrons can see a list of their hold/ILL requests, and cancel or reactivate requests. The system uses the setting for the patron’s registered branch. You set conditions for requests from PAC, and whether they can be canceled and reactivated, with the Requests parameter Holds options.

Requirement: Set Navigation: Patron Account to Yes (PowerPAC profile).

Navigation: Web site

System, Library, Branch

Specifies whether patrons can access the links of interest page provided by the library in Polaris PowerPAC.

Navigation: Web site URL

System, Library, Branch

Specifies an address for the web page to display when a patron selects Web Site on the Library Info menu.

Requirement: Navigation: Web Site - Yes (PowerPAC profiles).

OverDrive Preview: Enable on full display

System, Library, Branch

Specifies whether the OverDrive Sample button appears on the eContent title's full display in PowerPAC

OverDrive Preview: Enable on search results pages

System, Library, Branch

Specifies whether the OverDrive Sample button appears on the search results page when the results are eContent titles from OverDrive.

Page header options

System, Library, Branch

Settings to customize the PowerPAC page header, including the logo image, return link URL for the logo image, background and branch name text colors, logo and branch name position, and suppressing the branch name text. See Customize the page header.

Patron inactivity timeout

System, Library, Branch

Sets a period of inactivity after which a logged-in patron at a library workstation is automatically logged out.

Applies to in-house workstations only. See Set an inactivity timeout for in-house workstations.

Also determines how frequently the cookie policy message appears on in-house workstations. See Configuring How Frequently the Cookie Policy Message Appears.

Perform a new search if a cross-reference is selected

System, Library, Branch

Determines whether the location in the headings display changes to the cross-reference location when the cross-reference is selected.

Portal custom content (URL)

System, Library, Branch

Specifies the URL for custom content you want to include on the Polaris PowerPAC portal page. Type the complete URL, beginning with http://. See Customizing Portal Page Features.

Portal page content carousels

System, Library, Branch

Sets up content carousels (rotating images of library-specified titles in the library catalog) for display on the Polaris PowerPAC portal page. See Content Carousels on the PowerPAC Portal Page.

Requirement: Navigation: Portal - Yes (PowerPAC profiles).

PowerPAC Analytics

System, Library, Branch

Enables Google Analytics or custom analytics use in Polaris PowerPAC. The same code is also used in Polaris PowerPAC Children’s Edition. See Analyzing Polaris PowerPAC Use.

Product page categories: Configure

System, Library, Branch

Sets the default state of categories (expanded or collapsed) on the Polaris PowerPAC product page for a title in search results, and determines the display order of the categories. See Configuring the PowerPAC Product Page.

Quick search button configuration

System, Library, Branch

These settings enable a quick search feature with search option buttons on the Polaris PowerPAC portal page. You can specify which search option buttons to display and what type of search each launches. See Customizing Portal Page Features and Set up quick search with search option buttons.

Recently viewed titles

System, Library, Branch

Enables the Recently Viewed Titles feature for in-house workstations, remote workstations, or both; sets the maximum number of titles that can be displayed. See Setting Up Recently Viewed Titles.

Remote databases: Categorization of target databases

System, Library, Branch

Displays the Z39.50 Target Categorization dialog box, to allow an organization to group remote search targets as a finding aid. See Editing Messages and Labels for detailed instructions on using target categories.

Requirement: Make remote resources available for searching.

Remote databases: Maximum number that can be searched at once

System, Library, Branch

Set the number of remote databases that can be searched at one time. See Maximum Number of Databases Searchable at One Time.

Remote databases: Usage settings

System, Library, Branch

Set usage conditions for specific remote resources, including authentication requirements and search access points. Enable follow-on searches and specify follow-on search targets. Set PAC display name; specify databases for Using drop-down list in PowerPAC search forms. See Remote Database Usage Settings for PowerPAC.

Remote user PowerPAC: Enable

System, Library, Branch

Specifies whether patrons use Polaris PowerPAC to access the library catalog from remote locations (that is, from computers that are not in the library or are not defined in the In-House IP Addresses table)

Results set: Maximum number of records to return

System, Library, Branch

Sets the maximum number of records that can be returned in a results set. If you experience decreased performance for searches with large results due to limited server capacity, you can lower the maximum number of records to return. However, relevancy ranking may be less effective at lower maximum value.

Rotating best seller jacket on Portal page

System, Library, Branch

Displays a random book jacket image drawn from best-seller lists on the portal page. When the image is selected, a search is launched for the title. See Set up rotating book jackets.

Requirement: Set up an enriched data source. See Polaris Social with ChiliFresh Connections.

RSS Feeds: Enable

System, Library, Branch

Provides RSS feeds from the New Titles dashboard list. See Setting Up RSS Feeds. When this profile is set to Yes, an orange XML icon is displayed by the elements of the New Titles list.

RSS Feeds: Maximum new releases

System

Specifies how many titles should be listed in the RSS feed that the patron receives. This profile is available at the system level only; that is, it controls the number for every branch that enables RSS feeds.

Scoping: Use MARC language scoping display table

System, Library, Branch

Determines whether catalog searches can be limited only by certain languages, or by any language defined by the MARC 21 format. This profile controls the languages displayed for selection in the PowerPAC Search Options list.

Requirement: Specify languages in Policy Tables, MARC Language Scoping.

Search: Display search criteria in search box for link-produced searches

System, Library, Branch

Specifies whether search terms such as an ISBN are displayed in the search box when the user clicks a link (for example, in the New Titles list) to launch a search.

Search options: Limit by collection enabled

System, Library, Branch

Specifies whether collections are available as a scoping option on the Polaris PowerPAC Search Options page.

Single login: Enable

System, Library, Branch

Displays a Log In option on the My Account menu that allows a patron to log on once for a PAC session, instead of each time the patron selects a function that requires identification. See Controlling Patron Account Login & Access.

Text: Headings count column for “see from” headings

System, Library, Branch

Specifies the text to display in the number of titles column of the headings list when the headings entry is a SEE heading.

Theme dashboard position

System, Library, Branch

Sets the position of the dashboard on Polaris PowerPAC pages. (Does not affect the dashboard position on the product page, which is always on the right.) See Setting Polaris PowerPAC Themes.

Theme selection

System, Library, Branch

Specifies the overall appearance of Polaris PowerPAC pages by providing several ready-made skin choices. See Setting Polaris PowerPAC Themes.

Title Display: Configure

System, Library, Branch

Specifies the data elements that are displayed in brief, full, and summary search results views for a title in the Polaris PowerPAC. You can customize and order the elements you select, and customize and translate their labels. See Configuring the PowerPAC Title Display.

See Configuring the PowerPAC Title Display.

Title list: Email

System, Library, Branch

Specifies whether patrons can send their title list as an email message from Polaris PowerPAC or Mobile PAC.

Requirements: Set Title List: Enable to Yes (PowerPAC profiles) and specify an email address for sender in Email Notification: Email address of sender (PAC Profile)

Title list: Enable

System, Library, Branch

Specifies whether patrons can create a bibliography of titles they select from search results. See Enabling PAC Title Lists. This profile also affects Mobile PAC. See Title Lists in Mobile PAC.

Specifies whether patrons can place multiple hold requests at once from PowerPAC working or saved title lists. See Bulk Hold Requests from Polaris PowerPAC Title Lists.

Requirement: Set Title List: Enable to Yes (PowerPAC profiles).

Title list: Print

System, Library, Branch

Specifies whether patrons can print their title lists.

Requirement: Set Title List: Enable to Yes (PowerPAC profiles).

Title list: Save

System, Library, Branch

Specifies whether patrons can save their title list to a file.

Requirement: Set Title List: Enable to Yes (PowerPAC profiles).

Virtual reference: Configure

System, Library, Branch

If you contract with a virtual reference service, use this dialog box to set up the specific profiles for that service. For more information, see Setting Up Live Virtual Reference Services.

Requirement: Virtual reference: Enable - Yes (PowerPAC profiles)

Virtual reference: Enable

System, Library, Branch

Specifies whether patrons can use a virtual reference service from Polaris PowerPAC. This feature provides interactive, online reference services. See Setting Up Live Virtual Reference Services.