System Workform

The System workform displays system-level information about your organization. There is one system record for a Polaris installation. See Changing System Information.

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 system 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 system record. See Setting Organization Addresses and Identifying Organization Contacts.
• Default Country - Select the country in which the system is located. This setting defines the default postal code, if the state displays in addresses, and telephone number formats on other Polaris workforms.
• Default Currency - Specify the currency used for the library system.
• Default Language - Select a language to set the language used for the Leap interface and messages if other than the default, English. The values in the list are the languages for which the library system is licensed.
• 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 Permissions, Parameters, and Profiles
• Patron Services -
• Cataloging - Cataloging Permissions, Parameters, and Profiles
• 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 Permissions, Parameters, and Profiles
• 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.