All The News That Fits! What s New in Polaris 4.1

Transcription

1 Enter bullet text here Second level All The News That Fits! What s New in Polaris 4.1 Bill Schickling, President and CEO MidAtlantic PUG, April 20,

2 Polaris PowerPAC Redesigned! Easier to use, familiar to today s web users, and more readily customizable Enter bullet text here Second level Tab to other PAC interfaces, languages, and large text Site index at bottom of each page for accessibility Customize header and dashboard position 2

3 BY POPULAR DEMAND! Configuring the Title Display Enter bullet text here Second level Using Polaris Administration Profiles, you can: Select which bibliographic data elements appear in the initial search results list, on the summary view for a title, and in the full display Set the display order of the data elements Specify a custom label for each data element Create translated versions of the data labels for languages you have licensed Copy all these settings from any organization to any other organization Show multiple instances of a single tag in the brief display Edit existing data segments or create custom elements Specify specific settings for Polaris PowerPAC bibliographic search results, Mobile PAC bibliographic search results, and community information search results in both applications 3

4 Faceted Results Record counts are included for each facet offered on the Narrow Your Search dashboard. Enter bullet text here Second level Facets marked with a checkbox represent or filters for the results set. When you select a facet, it is placed at the top of the list and the results set is filtered accordingly. 4

5 Summary View The user can hover the cursor over a book jacket image in the brief search results Enter to bullet display text summary here information. Second You level can determine Third the information level displayed in this view. 5

6 Availability Display When the user clicks Availability for a title in the search results list, availability Enter bullet information text hereis displayed Second in a level separate lightbox window Third level Availability information is also available on the product page (full display) for a title 6

7 The Product Page (full display) Displayed when a user clicks a title, cover image or Full Display for a title in the search Enter results bullet text list. here Second level Includes a series of expandable category drawers for availability, enriched content and other features Recently Viewed Titles are also displayed here, and on any bibliographic record search and results pages 7

8 More Results Features Librarian s View (MARC View) Enter bullet text here Second level Google Preview Feature It! (licensed separately) think of You Might Also Like 8

9 Serials Display in PAC Your Way Enter bullet text here Second level Brief and Full Results Display Can configure the results display separately for serials and monographic titles; each branch can select and order the display elements. At the system level, you can create custom display elements and edit existing ones. The display shown here includes the 310 tag (Currently Published) and a customized 515 tag (Numbering). The display order, labels and white space were also customized using the same Administration tools. 9

10 Serials Display in PAC Your Way SHR retention statement, compressed holdings and shared public note SHR holdings (copy) specific, textual holdings public note Enter bullet text here Issue-specific or item-specific public note Second level Serials Availability Display New Notes View in the Serial Holdings Record workform that allows for up to 4,000 characters and includes line breaks for the PAC display. Specify whether to display textual holdings notes from the serial holdings record, and whether to display the notes when the patron hovers over the pushpin icon, or to display the text immediately. 10

11 A Merger Is Announced! Results from a search on both remote Z39.50 databases and the local catalog Enter bullet are now text displayed here in a merged Second list. level To select remote databases for searching, users click on the Select Databases link. Search results list first displays results from the local catalog, if selected, and the user can click Add Pending Results to add more results to the list. As results are added, the user can click Search Status to see the progress. 11

12 Federated Searching with MuseGlobal Federated searching of Z39.50 targets, e-sources and other resources in partnership Enter bullet with text MuseGlobal here as a separately Second level licensed feature Powerful, integrated solution that is transparent to the user, as searches and results take place within the PowerPAC interface 12

13 Community Profiles Libraries can link, centralize and promote community resources and events Enter bullet text here Second level Community information is easily accessible in Polaris PowerPAC search results Libraries can also offer their partners ContentXChange, a set of widgets that allow the organization to incorporate features from the library into the organization s own website 13

14 Content Carousels on PAC Portal Page Enter bullet text here Second level Each carousel can consist of a bibliographic record set created in the staff client, or titles from any of the following system-defined and automatic dashboards: Most Circulated Titles On-Order Items New Books New Large Print New Sound Recordings New Videos BookSense Best-Seller Lists 14

15 PAC Patron Log-In and Account Pages Enter bullet text here Second level Patrons can login by clicking Log In/Register on the My Account menu or in the site index From their account, patrons can: Create sortable lists View more information Initiate renewals from the Items Out page 15

16 Polaris Mobile PAC New Features Text It Title Lists Enter bullet text here Second level Saved Searches (Search Agent) Enriched Content Product Page Purchase and Buy It Now Links Librarian s (MARC) View Credit Card Payments 16

17 THE BIG NEWS Patron Services/Circulation Enter bullet text here Second level Associated Patron Blocking and Text Message Receipts Hint: Look for the s in the documentation for a step-by-step guide to performing a function Check-Out Limits for Material Type Groups 17

18 Patron Services/Circulation Patron Registration Phone Number Fields in the Patron Record Enter bullet text here Notification Preference Second level Patron Phone Number Fields in the PAC 18

19 Patron Services/Circulation Patron Accounting Displaying Fee Reason Options Enter bullet text here Reset a Patron s Total Second level Claims Count New Permission for Working With Deposits Auto-Charge Fines at Check In New Patron Financial Reports Collection Agency Reporting via FTP 19

20 Patron Services/Circulation Notification History Enter bullet text here Second level Patron Notification History Improved Hold notices (pick-up and cancelled), fine notices and reminder notices are now included in notification history. Entries are retained in the notification history for a library-specified period You can select multiple entries, right-click, and select Print fro the context menu to print multiple entries, without opening individual notification histories Select Item Record to open a linked item for overdue, bill, overdue reminder and hold notices 20

21 Patron Services/Circulation - Circulation Charge for Checkout/Renewal Enter bullet text here PAC Display for Chargeable Second level Checkout/Renewal New Permissions for Overriding Circulation Blocks The PAC item availability display includes a new icon next to an item if the item s assigned branch has defined the item s material type as chargeable. 21

22 Patron Services/Circulation Hold Requests Holds Queue Display for Multi-Volume and Serial Requests Enter bullet text here Second level Hold Request Workform Item Circulation Status 22

23 Patron Services/Circulation Receipts and Printing Optional Check-Out Receipts Enter bullet text here Duplicate Fine Receipts Second level Items Out List In-Transit Slip Vertical Holds Pickup Slips New Options Available 23

24 Polaris ExpressCheck Highlights ereceipts ExpressCheck Display Improvements Enter bullet text here Second level Hold and Fine Message Options Patron Account Access from Opening Screen (RFID) Printing Receipts from the Items Out View 24

25 SIP Self-Check Highlights SIP Circulation uses the settings in the Patron/Material Type Loan Limit Blocks Enter policy bullet table to text determine here check-out blocks, instead of separate self-check settings Second level SIP circulation supports charging for checkout and/or renewal You can set SIP self-check units to respect or ignore library-assigned blocks on a patron record 25

26 Staff Client Appearance Enter bullet text here Second level Cues for Staff Client Log-On Server Send messages, set custom colors Custom colors appear on Shortcut bar, workforms, dialog boxes, Report Manager and Label Manager User Interface Modified for Increased Text Size & Resolution Polaris UI will recognize Small, Medium or Large computer magnification 26

27 Find Tool Enter bullet text here Second level New Search By and Limit By Options Bibliographic records Funds & Fiscal Years Record sets Holds Column Added for Bib Search Results Keyboard Shortcut for Item Records SQL Searches RFID Read Tag for Item/Bib Searches 27

28 In Other Serials News Link to Bib and Supplier Records from Serial Issue/Parts Enter bullet text here Second level Default Shelving Scheme in New Serial Holdings Records Item Barcode Format Now Checked for Serial Items 28

29 Acquisitions EDI Highlights Enter bullet text here Second level Acquisitions Menu Streamlined, EDI Services Menu Item Added Advanced Shipping Notice (ASN) EDI Invoice/POA Files No Extensions or Segment Terminators Required Check for Supplier Limit on EDI PO Numbers 29

30 Acquisitions Fiscal Year Processing Two Concurrent Fiscal Years Enter bullet text here Fiscal Year Parameter Added Second to List level of Funds by Fiscal Year Third Report level 30

31 Acquisitions There s More! Improvements to Printed Claim Alert List Enter bullet text here New Purchase Order Line Item Second Status level Close a Purchase Order Encumbrances and Expenditures by Supplier Report New Parameter for Purchase Order Line Item Workslips On-Order Item Template Code 31

32 Cataloging Changes to Importing Enter bullet text here Second level New Columns in Import Job Queue! Import Process Moved from Staff Client to Server Multiple Files in the Same Import Process Additional SQL Jobs for Importing Improvements to Import Reports Printing a Running Job New Columns in the Import Job Queue 32

33 Cataloging Changes to Importing Enter bullet text here Second level Manage the Import Jobs Queue Set Blackout Times for Importing New Import Options for Handling Duplicate Records Read-Only PolarisExec Acquisitions Bibs Profile Changed 33

34 Cataloging Other News Standardized Coding for E- Book Type of Material (TOM) Enter bullet text here Second level Create Record Sets from Other Cataloging Record Sets Add Bibs to a Record Set by Scanning an Item Barcode Add Items to Record Sets via RFID 34

35 Requirements & Upgrades Requirements unchanged from Polaris 4.0 Enter bullet text here Second level Upgrade to Third 4.1 level from any version of Polaris

36 Cool Tools For Upgrades! Enter bullet text here Second level Automatic re-indexing at upgrade Polaris Client Deployment Tool Staff Client Log-On and Log-Off Transactions 36

37 More Cool Tools for Administrators New Polaris Tools program in the Start menu Enter bullet text here Get your Second licenses level Validate Polaris log-on and licensing View Polaris diagnostic messages 37

38 Questions? Enter bullet text here Second level THANK YOU! 38