Grant Administration Permissions

To assign the permissions that control access to Polaris administration:

In the Administration Explorer, select Security for the System level. The Security view is displayed.
Select (highlight) System Administration in the Control Record list, and press ALT+* (on the numeric key pad). The System Administration permission tree expands to display all the System Administration permissions.

Identify who can set permissions. See the Patron Services Administration PDF Guide, Permissions to Set Permissions. Permissions to Set Permissions.
Identify who can maintain organizational information. Manage organization security settings.
Identify who can maintain group, workstation, and staff member records. See Permission Group, Workstation, Staff Member Record Permissions.
Identify who can work with specific permissions as assigned to groups (such as cataloging or circulation administration tables, public access search and display tables, and acquisitions tables. See Manage Permission Group Membership.
Identify who can work with circulation administration tables. See Circulation Administration Permissions.
Identify who can work with public access search and display tables. See Public Access Administration Permissions.
Identify who can work with acquisitions tables. See Acquisitions Administration Permissions.
Select File > Save.

Related Information

General information about permissions - See Permission Strategies.
Specific System Administration permissions - See Find Tool Permissions Reference.
Using the Security view - See Managing Organization Security.
Permission Groups - See Managing Permissions with Permission Groups.
Setting permissions from a workform - See Managing Permissions for Staff, Workstations, Groups.

Administration Workflow Permissions

This section lists the combinations of permissions needed for specific administration workflows.

Note:
For information on System Administration permissions, see System Administration Permissions Reference and Administration Workflow Permissions. For more information about setting permissions in Polaris, see Permission Strategies.

Permissions to Set Permissions

Workflow	Required Permissions	Administration Explorer Security Location
Authorize others to set permissions	Access administration: Allow	System - System Admin
	Object/task control record: Access	System - System Admin
	Object/task control record: Modify	System - System Admin
	Staff members: Access	System, Library, Branch - System Admin
	System: Access	System - System Admin
	Workstations: Access	System, Branch - System Admin
Maintain security for a library. These permissions are required to allow individuals to set local permissions.	Access administration: Allow	System - System Admin
	Object/task control record: Access	System - System Admin
	Object/task control record: Modify	System - System Admin
	Libraries: Access	System - System Admin
	Branches: Access	System - System Admin
	Groups: Access	System - System Admin
	Staff members: Access	System, Library, Branch - System Admin
	Workstations: Access	System, Library, Branch - System Admin
Maintain permissions for groups, staff members, and workstations	Access administration: Allow	System - System Admin
	Object/task control record: Access	System - System Admin
	Object/task control record: Modify	System - System Admin
	Permission Groups: Access	System - System Admin
	Staff members: Access	System, Library, Branch - System Admin
	Workstations: Access	System, Library, Branch - System Admin

Organization Maintenance Permissions

Workflow	Required Permissions	Administration Explorer Security Location
Create new organizations	Access administration: Allow	System - System Admin
	Branches: Access	System - System Admin
	Branches: Create	System - System Admin
	Libraries: Access	System - System Admin
	Libraries: Create	System - System Admin
Maintain resource groups	Access administration: Allow Resource Group: Access Resource Group: Create Resource Group: Delete Resource Group: Modify	System - System Admin System - System Admin System - System Admin System - System Admin System - System Admin




Maintain system organizational information	Access administration: Allow	System - System Admin
	Modify parameters: Allow	System - System Admin
	Modify profiles: Allow	System - System Admin
	System: Access	System - System Admin
	System: Modify	System - System Admin
Administer system-wide address and contact information (add these permissions to the system maintenance permissions). These permissions can be added to library-level and branch-level administration permissions, but any changes apply to the entire system.	Access tables: Allow	System - System Admin
	Modify address table: Allow	System - System Admin
	Modify contact persons table: Allow	System - System Admin
	Modify countries table: Allow	System - System Admin
	Modify dates closed table: Allow	System - System Admin
	Modify postal codes table: Allow	System - System Admin
Administer record operations and transactions (add these permissions to the system maintenance permissions). These permissions can be added to library-level and branch-level administration permissions.	Access tables: Allow	System - System Admin
	Modify object locks table: Allow	System - System Admin
	Modify transaction logging table: Allow	System - System Admin
Maintain and change organizational information	Access administration: Allow	System - System Admin
	Branches: Access	System - System Admin
	Branches: Modify	System - System Admin
	Libraries: Access	System - System Admin
	Libraries: Modify	System - System Admin
Maintain organizational parameters and profiles	Access administration: Allow	System - System Admin
	Branches: Access	System - System Admin
	Libraries: Access	System - System Admin
	Modify parameters: Allow	System - System Admin
	Modify profiles: Allow	System - System Admin
Administer collections	Access administration: Allow	System - System Admin
	Collections: Access	System - System Admin
	Collections: Create	System - System Admin
	Collections: Delete	System - System Admin
	Collections: Modify	System - System Admin
Administer servers	Access administration: Allow	System - System Admin
	Access tables: Allow	System - System Admin
	Modify search databases table: Allow	System - System Admin
	Servers: Access	System - System Admin
	Servers: Modify	System - System Admin
	Servers: Create	System - System Admin
	Servers: Delete	System - System Admin

Permission Group, Workstation, Staff Member Record Permissions

Workflow	Required Permissions	Administration Explorer Security Location
Administer staff members	Access administration: Allow	System - System Admin
	Modify parameters: Allow	System - System Admin
	Modify profiles: Allow	System - System Admin
	Staff members: Access	System, Library, Branch - System Admin
	Staff members: Create	System, Library, Branch -System Admin
	Staff members: Modify	System, Library, Branch -System Admin
	Staff members: Delete	System, Library, Branch -System Admin
Administer permission groups. Access to Libraries and Branches can be added to administer permission groups.	Access administration: Allow	System - System Admin
	Permission Groups: Access	System - System Admin
	Permission Groups: Create	System - System Admin
	Permission Groups: Modify	System - System Admin
	Permission Groups: Delete	System - System Admin
	Staff members: Access	System, Library, Branch - System Admin
	Workstations: Access	System, Library, Branch - System Admin
Administer workstations	Access administration: Allow	System - System Admin
	Modify parameters: Allow	System - System Admin
	Modify profiles: Allow	System - System Admin
	Workstations: Access	System, Library, Branch - System Admin
	Workstations: Create	System, Library, Branch - System Admin
	Workstations: Modify	System, Library, Branch - System Admin
	Workstations: Delete	System, Library, Branch - System Admin

Cataloging Administration Permissions

Workflow	Required Permissions	Administration Explorer Security Location
Set automatic bib and authority re-indexing during next server upgrade	Access MARC Re-index during next server upgrade: Allow	System - System Admin
Set MARC validation rules and policies	Access administration: Allow	System - System Admin
	Modify profiles: Allow	System - System Admin
	Access MARC Validation: Authority: Allow	System - System Admin
	Access MARC Validation: Bibliographic: Allow	System - System Admin
	MARC Validation: Authority - insert row: Allow	System - System Admin
	MARC Validation: Authority - modify row: Allow	System - System Admin
	MARC Validation: Authority - delete row: Allow	System - System Admin
	MARC Validation: Bibliographic - insert row: Allow	System - System Admin
	MARC Validation: Bibliographic - modify row: Allow	System - System Admin
	MARC Validation: Bibliographic - delete row: Allow	System - System Admin
Set duplicate catalog record detection criteria	Access administration: Allow	System - System Admin
	Access tables: Allow	System - System Admin
	Modify bibliographic deduplication table: Allow	System - System Admin
	Modify bibliographic tags to retain/delete tables: Allow	System - System Admin
	Modify authority overlay retention table: Allow	System - System Admin
	Modify authority record import: preferred cataloging source A code stored in tag 040 $a that tells who created the record. These codes are governed by the MARC code list for libraries.: Allow	System - System Admin
Set miscellaneous catalog record policies	Access administration: Allow	System - System Admin
	Access tables: Allow	System - System Admin
	Modify call number hierarchy table: Allow	System - System Admin
	Modify item price hierarchy table: Allow	System - System Admin
	Modify item block descriptions table: Allow	System - System Admin
	Modify initial articles table: Allow	System - System Admin
	Modify import blackout times	System - System Admin
Set label configuration profiles	Access administration: Allow	System - System Admin
	Modify profiles: Allow	System - System Admin
	You may limit access to a subset of these levels: Branches: Access Libraries: Access System: Access Workstations: Access Staff members: Access	Various levels - System Admin

Circulation Administration Permissions

Workflow	Required Permissions	Administration Explorer Security Location
Set up circulation codes and labels (add these permissions to the system maintenance permissions). These permissions can be added to library and branch level administration permissions, but any changes apply to the entire system.	Access tables: Allow	System - System Admin
	Modify circulation status table	System - System Admin
	Modify claim reason table: Allow	System - System Admin
	Modify fee descriptions table: Allow	System - System Admin
	Modify fine codes table: Allow	System - System Admin
	Modify hold status table: Allow	System - System Admin
	Modify item block descriptions table: Allow	System - System Admin
	Modify patron codes table: Allow	System - System Admin
	Modify patron stop descriptions table: Allow	System - System Admin
	Modify material types table: Allow	System - System Admin
	Modify loan period codes table: Allow	System - System Admin
	Modify patron statistical class codes table: Allow	System - System Admin
	Modify NCIP User Privilege Types table: Allow	System - System Admin
Maintain circulation limits, rates, and schedules (add these permissions to the system maintenance permissions). These permissions can be added to library and branch level administration permissions.	Access tables: Allow	System - System Admin
	Modify fines table: Allow	System - System Admin
	Modify loan periods table: Allow	System - System Admin
	Modify patron/materials type loan limit blocks table: Allow	System - System Admin
	Modify payment methods table: Allow	System - System Admin
Set policies for floating collections	Access administration: Allow	System - System Admin
	Access tables: Allow	System - System Admin
	Modify floating material type limits table: Allow	System - System Admin
	Modify floating material types table: Allow	System - System Admin
	Modify floating to branch table: Allow	System - System Admin
Maintain self-check attributes	Access administration: Allow	System - System Admin
	Access tables: Allow	System - System Admin
	Modify self check material types table: Allow	System - System Admin
	System: Access	System - System Admin
Maintain notice settings	Access administration: Allow	System - System Admin
	Access reports and notices: Allow	System - System Admin
	Access tables: Allow	System - System Admin
	Modify profiles: Allow	System - System Admin
	Modify notification dates not to call table: Allow	System - System Admin
	Modify notification local area codes table: Allow	System - System Admin
	Modify notification local prefix table: Allow	System - System Admin
	System: Access	System - System Admin
Maintain hold request routing schedule	Access administration: Allow	System - System Admin
	System: Access	System - System Admin
	Access tables: Allow	System - System Admin
	Modify holds routing sequence table: Allow	System - System Admin
Edit hold request status descriptions	Access administration: Allow	System - System Admin
	System: Access	System - System Admin
	Access tables: Allow	System - System Admin
	Modify hold status table: Allow	System - System Admin
Set up and maintain course reserve functions	Access administration: Allow	System - System Admin
	Access tables: Allow	System - System Admin
	Modify course reserve tables: Allow	System - System Admin
	Modify parameters: Allow	System - System Admin
Specify mobile phone service carriers for selection in the Patron Registration workform and when patrons register or update their account information from the PAC	Access administration: Allow	System - System Admin
	Access tables: Allow	System - System Admin
	Modify mobile phone carriers: Allow	System - System Admin
Set up and maintain outreach service functions	Access administration: Allow	System - System Admin
	Access tables: Allow	System - System Admin
	Modify outreach services tables: Allow	System - System Admin
	Modify parameters: Allow	System - System Admin
Administer NCIP - Map data to Polaris data and set parameters	Access administration: Allow	System - System Admin
	Access tables: Allow	System - System Admin
	Modify NCIP medium types incoming table: Allow	System - System Admin
	Modify NCIP medium types outgoing table: Allow	System - System Admin
	Modify NCIP user privilege types table: Allow	System - System Admin
	Modify NCIP Payment Types table: Allow	System - System Admin
	Modify NCIP Fiscal Action Types table: Allow	System - System Admin
	Modify SIP Payment Types table: Allow	System - System Admin

Public Access Administration Permissions

Workflow	Required Permissions	Administration Explorer Security Location
Maintain catalog results settings	Access administration: Allow	System - System Admin
	System: Access	System - System Admin
	Access tables: Allow	System - System Admin
	Modify shelf locations table: Allow	System - System Admin
	Modify cross reference display constants table: Allow	System - System Admin
	Modify item availability display order table: Allow	System - System Admin
Maintain catalog search settings	Access administration: Allow	System - System Admin
	Access tables: Allow	System - System Admin
	Modify search databases table: Allow	System - System Admin
	System: Access	System - System Admin
Set up and modify override phrases for Did You Mean search suggestions in the PAC	Access administration: Allow	System - System Admin
	Access tables: Allow	System - System Admin
	Modify did you mean overrides table: Allow	System - System Admin
Set up PAC displays for bibliographic and community information searches and search results	Access administration: Allow	System - System Admin
	Modify profiles: Allow	System - System Admin
	Modify bibliographic record title displays: Allow	System - System Admin
	Modify community record title displays: Allow	System - System Admin
	Modify and create display entities: Allow	System - System Admin
	Modify product page categories: Allow	System - System Admin
	Modify PAC limit by display table: allow	System - System Admin
	Modify PAC community limit by display table: allow	System - System Admin
	System: Access	System - System Admin
Enter or edit geographic coordinates for organizations that might be displayed with the Map It (Google Maps) feature in Polaris PowerPAC	Access administration: Allow	System - System Admin
	Access tables: Allow	System - System Admin
	Modify geographic coordinates table: Allow	System - System Admin
	System: Access	System - System Admin

Acquisitions Administration Permissions

Workflow	Required Permissions	Administration Explorer Security Location
Maintain acquisitions settings	Access administration: Allow	System - System Admin
	Access tables: Allow	System - System Admin
	Modify links to supplier databases: Allow	System - System Admin
	Modify donation fund category table: Allow	System - System Admin
	Modify currencies table: Allow	System - System Admin
	System: Access	System - System Admin

Serials Administration Permissions

Workflow	Required Permissions	Administration Explorer Security Location
Set parameters and profiles related to Serials	Access administration: Allow	System - System Admin
	Modify parameters: Allow	System - System Admin
	Modify profiles: Allow	System - System Admin
	System: Access	System - System Admin

WebAdmin Permissions

Workflow	Required Permissions	Administration Explorer Security Location
Use Polaris Language Editor (Web Admin) to customize language strings for Polaris products	WebAdmin access: Allow	System - System Admin