Set Find Tool defaults

You can set the defaults at the organization, workstation, or staff member level. Staff member settings take precedence over workstation settings.

To set default characteristics for Polaris Find Tool searches and results displays:

1. In the Administration Explorer tree view, select Profiles for the organization, workstation, or staff member, and select the Staff Client tab in the details view.

Note:
For more information about listing workstations and staff members in the Explorer, see List workstations in the Explorer and List staff members in the Explorer.

2. To set the default number of records to return as search results, double-click Find Tool: Default number of records to return in a result set, and type a number. The limit does not apply to count-only search results. Users can temporarily change the number of records to return with the Find Tool Retrieval Limit setting.

Higher values may require longer search times. Lower values may impact the quality of search results.

Example:
If the limit is set at 1,000 titles (typical), but a search yields 1,500 titles, only the first 1,000 titles to satisfy the search terms display in the results list.

3. To set the number of records that will trigger a warning message when a user has opted to add all the results to a record set, double-click Find tool/record-set-to-record-set creation: Record set size warning threshold and type a number.

If the results set reaches or exceeds this number, and the user has chosen to create a record set from the results, the warning message gives the user the opportunity to cancel the record set. This message is useful for count-only search result sets, which may be very large because the result set limit is not applied to them. This setting also triggers the warning message when you create a record set from another Cataloging record set - item to bib, bib to item, authority to bib, or bib to authority.

4. To specify the default setting for the Use Initial Article Table checkbox on the Polaris Find Tool, double-click Find Tool: Use Initial Article Table, and select one of the following options:

• Yes - The Use Initial Articles Table box (Settings tab) is selected (checked) as the default setting when the Find Tool opens. This means that the search uses the Initial Articles table that specifies words to be stripped from the beginning of exact match searches for bibliographic title, bibliographic series, and item title search strings. See Defining Leading Articles. Using the table (that is, stripping initial articles) can significantly improve search response times. The checkbox can be cleared when the Find Tool is opened.
• No - The Use Initial Articles Table box is cleared as the default setting when the Find Tool opens. This means that the Initial Articles table is not checked, so no words are stripped out. Catalogers may not want to use the initial article table in their searches to identify non-filing indicator problems. The checkbox can be selected (checked) when the Find Tool is opened.

5. To specify the set of languages available for scoping searches, double-click Find Tool: Use Language Scoping Display, and select Yes or No:

• Yes - The languages listed in the Value box when you limit a search by language, and in the Value box on the Scoping tabbed page, are limited to the entries specified in the MARC Language Scoping Display policy table for the organization. See Setting Language Display.
• No - All languages defined by the MARC 21 format are displayed in the Value boxes.

Related Information

• Staff Client profiles reference list - See Polaris Permission Groups - Default Permissions Reference.
• PAC search limits - In the PAC, you may experience decreased performance for searches with large results sets if your server capacity is limited. To improve performance, you can adjust the maximum number of records to return. The profile Result set: Maximum number of records to return, available at the system, library, and branch levels, controls this limit. The profile is available on the PowerPAC and Children’s PAC tabbed pages. You set it separately for each PAC.

Note:
If you lower the maximum number of records to return, relevancy ranking may be less effective.