Branch Workform

The Branch workform displays organization information for the branches in your system. There may be multiple branches in a Polaris installation; each has a parent library organization. See Working with Branches.

Note:
You can set tables, parameters, profiles, and permissions for an organization directly from the Administration Explorer. Some settings are available only from the Explorer and are not available from the organization workform. See Use the Administration Explorer.

Use the workform views as follows:

Edit branch location and contact information - Select View, General, or click .

• Address and contact information - Must be defined in the appropriate tables before you can select them in the branch record. See Setting Organization Addresses and Identifying Organization Contacts. You can set separate addresses for billing, shipping, and the return address on notices.
• Standard address number (SAN) - Three fields provide places for the SAN elements, from left to right: the SAN prefix (international code); the standard address number of the branch; and the SAN suffix (the department or organization code). The SAN is used in ordering and interlibrary loans.
• Tax exempt number - This organization-specific number is placed on orders where branches are exempt from paying sales tax.
• Error Reporting Email - (Optional) Type the e-mail address of the administrator who should receive the report of a system error.

Set parameters - Select View, Parameters, or click . For general procedures, see Editing Parameters, Profiles, and Tables. For information about specific parameters, see the following topics:

• Acquisitions/Serials - Acquisitions and Serials Parameters
• Cataloging - Cataloging Parameters Reference
• Patron Services - Patron Services Parameters Reference
• PAC - Editing Messages and Labels
• Notification - Telephony Parameters Reference
• SelfCheck Unit - Self-Check Parameters Reference
• Request - NCIP Administration
• Credit Card Payment - Setting Up E-Commerce

Set profiles - Select View, Profiles, or click . For general procedures, see Editing Parameters, Profiles, and Tables. For information about specific profiles, see the following topics:

• Acquisitions/Serials - Acquisitions and Serials Profiles Reference
• Patron Services - Patron Services Profiles Reference
• Cataloging - Cataloging Permissions, Parameters, and Profiles
• PAC - PAC Profiles Reference
• PowerPAC - Polaris PowerPAC Profiles Reference
• Children’s PAC - Children’s PAC Profiles Reference

• Staff Client - Polaris Permission Groups - Default Permissions Reference

• Mobile PAC - Mobile PAC Profiles Reference

Edit tables - Select View, Database Tables, or click . See Working with Tables.

Note:
Some tables are view-only. Some tables are available only from the Administration Explorer.

• Assign permissions - Select View, Permissions, or click . See Granting Permissions.