Serials Administration Overview

Polaris Administration settings control how Polaris data is categorized, used, and stored, and what functions are available to staff and patrons. You can make most administration settings by two methods: through the Administration Explorer, and through the appropriate workform for a specific record.

Configure your Polaris system to process serials in the way that is most efficient for your organization. Serials processing in Polaris includes:

• subscription maintenance
• predicting issues
• receiving
• routing pieces

To enable your staff to perform certain serials tasks, you need to set up the required permissions (security) to access, create, modify, or delete records. Then, you set up the appropriate defaults and settings to streamline and standardize your serials processing.

See also:

• Serials Permissions
• Setting the Check In Display
• Setting Up the Check In Prompt
• Setting Delete of Issue/Part with Item
• Setting Up Subscriptions
• Setting Up Routing
• Setting Up Serials Claiming