Library Workform

The Library workform displays organization information for the libraries in your system. There may be multiple library records in a Polaris installation; each is the parent organization of at least one branch. See Working with Libraries.

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:

To Edit library 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 library record. See Setting Organization Addresses and Identifying Organization Contacts.
• Error Reporting Email - (Optional) Type the e-mail address of the administrator who should receive the report of a system error.

To 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 Parameters Reference
• Circulation Permissions Reference
• Editing Messages and Labels (PAC)
• Telephony Parameters Reference.
• Self-Check Parameters Reference.
• NCIP Administration
• Setting Up E-Commerce.

To set profiles - Select View, Profiles, or click . For general procedures, see Editing Parameters, Profiles, and Tables. For in formation about specific profiles, see the following topics:

• Acquisitions and Serials Profiles Reference
• Patron Services Profiles Reference.
• Cataloging Profiles Reference
• PAC Profiles Reference
• Polaris PowerPAC Profiles Reference
• Children’s PAC Profiles Reference
• Polaris Permission Groups - Default Permissions Reference
• Mobile PAC Profiles Reference

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

• Address and contact information must be defined in the appropriate tables before you can select them in the library record. See Setting Organization Addresses and Identifying Organization Contacts.
• Error Reporting Email - (Optional) Type the e-mail address of the administrator who should receive the report of a system error.
• Address and contact information must be defined in the appropriate tables before you can select them in the library record. See Setting Organization Addresses and Identifying Organization Contacts.

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

To assign permissions - Select View, Permissions, or click . See Granting Permissions.