Add a Branch

You can add a branch if you have the Branches: Create permission enabled in Polaris System Administration (web-based). For more information about system administration permissions, see System Administration Permissions Reference.

Important:
Once you add a library or a branch, you can only remove it with Innovative's assistance. Your library will incur additional charges for this assistance. Consult with your Site Manager before adding a new organization.

To add a branch

  1. On the Polaris System Administration (web-based) Home page, select Organizations.

    The Organizations page appears.

  2. Select + New Organization.

    A New Organization dialog appears.

  3. From the Organization Type list, select Branch.

  4. Select OK.

    A new branch workform appears.

  5. In the Name box, enter a unique name for the branch.

    • ; (semicolon)

    • ? (question mark)

    • : (colon)

    • @ (at sign)

    • & (ampersand)

    • = (equal sign)

    • + (plus sign)

    • $ (dollar sign)

    • , (comma)

    • \ (backslash)

    • * (asterisk)

    • < (less than sign)

    • > (greater than sign)

    • | (pipe)

    • " (quotation mark)

    • / (slash)

  6. In the Abbreviation box, enter a unique abbreviation for the branch.

    Important:
    If the branch uses enriched EDI ordering and shelf-ready cataloging with Baker & Taylor, the branch abbreviation must be a maximum of five characters.

  7. In the Display Name box, enter the display name you want to use for the branch.

    • ; (semicolon)

    • ? (question mark)

    • : (colon)

    • @ (at sign)

    • & (ampersand)

    • = (equal sign)

    • + (plus sign)

    • $ (dollar sign)

    • , (comma)

    • \ (backslash)

    • * (asterisk)

    • < (less than sign)

    • > (greater than sign)

    • | (pipe)

    • " (quotation mark)

    • / (slash)

  8. In the Parent Organization list, select the parent library for the branch.

  9. In the Address list, select the branch's street address. The list contains the addresses that are configured in the Addresses policy table.

  10. In the Billing Address list, select the branch's billing address.

  11. In the Shipping Address list, select the branch's shipping address.

  12. (Optional) In the Return Address list, select the branch's return address.

  13. In the Primary Contact list, select the library staff member you want to assign as the primary contact person for the branch. The list contains the contact people that are configured in the Contact Persons policy table.

  14. (Optional) In the Alternate Contact list, select the staff member you want to assign as the alternate contact person for the branch.

  15. (Optional) In the Phone Number box, enter the phone number for the primary contact person.

  16. (Optional) In the Alternate Phone Number box, enter an alternate phone number for the primary contact person.

  17. (Optional) In the Fax Number box, enter the primary contact person's fax number.

  18. (Optional) In the Email box, enter the primary contact person's email address.

  19. (Optional) In the Email for Error Reporting box, enter an email address.

  20. (Optional) In the Website box, enter the library's web address.

  21. (Optional) In the Standard Address Number (SAN) box, enter the registered SAN for the branch.

    Note:
    If the branch uses EDI for acquisitions, you must provide the SAN to guarantee correct processing.

  22. (Optional) In the Tax Exempt Number box, enter the branch's registered tax exemption number.

  23. Select SAVE.