Working with Branches

Branch records are at the third level of the Polaris Administration hierarchy. They represent the physical repositories where patrons check in and check out books and other material. Each branch record must be associated with a parent library record.

You add a branch or change branch information using the Branch workform. You can also edit profiles, parameters, permissions, and tables for the branch directly from the Administration Explorer tree view, by expanding the appropriate folders beneath the branch name. Address or contact changes are effective immediately. Other changes to a branch record are not effective until the record is saved.

Important:
If you change the parent library for the branch, be sure to review the permission, parameter, and profile settings for the branch and new parent library. Some settings are inherited from parent organizations and may change the way functions have worked previously for the branch. A branch that has the same name as a library administration record should always have that library as the parent.