Required Steps for TOM Changes

Because TOM rules are used across multiple Polaris services and applications, updates you make in the Type of Material Rules table in Polaris System Administration (web-based) are not fully applied until the overnight synchronization and indexing processes complete and the relevant services are restarted.

After you make changes in the in the Type of Material Rules table, the following steps must be completed for the changes to take full effect:

  1. Add any custom TOM icons to the PAC and/or Mobile PAC and Leap folders. For more details, see Add or Update Custom TOM Icons.

  2. Allow the overnight SQL Jobs to run in order to synchronize TOM definitions to the MARCTypeOfMaterial table and rebuild dependent indexes. For more details, see Allow Overnight Processing to Run.

  3. Restart Polaris services that cache TOM logic (Component Services, ERMS, and IIS), or plan for a server reboot. Restarting these services must be done in a specific order, so please contact Support if you need any assistance.

Please contact Support if you need assistance with any steps in the process.

Add or Update Custom TOM Icons

Icon selection is based on MARCTypeOfMaterialID, where each TOM is assigned a numeric ID. Applications locate the appropriate icon by matching this ID within the relevant file path.

All TOM icon filenames map directly to the numeric MARCTypeOfMaterialID, represented as {n} in the file location examples provided for each application below.

After updating or adding icon files, restart the relevant IIS application to ensure new assets load properly.

PowerPAC

Standard TOM icon:

PowerPAC\themes\shared\Formats\formatid\{n}.gif

Carousel “no‑logo” fallback:

PowerPAC\themes\shared\largeformats\nologo\{n}.gif

MobilePAC

Standard TOM icon:

MobilePAC\Content\Shared\Images\Formats\formatid\{n}.gif

ContentXChange (CX)

Standard TOM icon:

ContentXChange\Content\shared\formats\formatid\{n}.gif

Carousel/large-format fallback:

ContentXChange\Content\shared\largeformats\nologo\{n}.gif

ExpressCheck

Standard TOM icon (Polaris theme):

ExpressCheck\assets\themes\polaris\icons\Formats\formatid\{n}.gif

Alternative mint theme:

ExpressCheck\assets\themes\polaris-mint\icons\Formats\formatid\{n}.gif

Leap

Standard TOM icon:

LeapWebApp\wwwroot\staff\images\Formats\format-\{n}.gif

 

Allow Overnight Processing to Run

TOM changes do not take effect until the MARCTypeOfMaterial table is synchronized and related indexes are rebuilt.

Polaris System Administration (web-based) does not modify the live MARCTypeOfMaterial table directly. Instead, TOM changes are written to a staging table, MARCTypeOfMaterial_Staging, which uses the same schema.

When the nightly CJ Keyword Processing job (the overnight processing chain) runs, it will synchronize the MARCTypeOfMaterial table and perform a targeted reindex on any impacted bibliographic records.

PAC Limit By Display and Suppress Availability and Request configurations will not display any custom TOMs until the nightly synchronization process has completed.