Cataloging Settings Reference

Authority deduplication

Description	Specifies rules that determine if imported or saved authority records are duplicates of existing records.
Organization level	System
Default setting	—

Auto-suggest feature enabled

Description	Specifies whether automatic suggestions appear for a phrase or keyword search in the staff client for patron, bibliographic, item, or authority records, and a phrase, keyword, and advanced search in PowerPAC.
Organization level	System
Default setting	Yes

Automated MARC validation: Authority

Description	Specifies whether the format of MARC authority records is checked automatically when the record is saved for the organization or resource.
Organization level	System, Library, Branch, Staff
Default setting	Yes

Automated MARC validation: Bibliographic

Description	Specifies whether the format of MARC bibliographic records is checked automatically when the record is saved for the organization or resource.
Organization level	System, Library, Branch, Staff
Default setting	Yes

Automatically populate authority heading in Find Tool during check headings

Description	Enables or disables the automatic population of the heading in the Authority Records - Heading Find Tool when checking for duplicate headings.
Organization level	System
Default setting	Yes

Automatically sort MARC authority records

Description	Specifies whether the MARC tags in an authority record are sorted automatically when the record is opened or saved for the organization.
Organization level	System, Library, Branch
Default setting	Yes

Automatically sort MARC bibliographic records

Description	Specifies whether the MARC tags in a bibliographic record are sorted automatically when the record is opened or saved for the organization.
Organization level	System, Library, Branch
Default setting	Yes

Bibliographic deduplication

Description	Specifies rules that determine if imported or saved bibliographic records are duplicates of existing records.
Organization level	System
Default setting	—

Bibliographic record delete: Allow if there are holds

Description	Specifies whether bibliographic records can be deleted if there are linked hold requests.
Organization level	System
Default setting	No

Bibliographic record do not overlay feature enabled

Description	Specifies whether the Do not overlay feature is enabled. When enabled, the Bibliographic Record workform, the Bibliographic Records tab of the Import Setup window, and Bibliographic Record Bulk Change dialog will have a Do not overlay checkbox that staff members with the appropriate permissions can select to prevent specific bibliographic records from being overlaid.
Organization level	System
Default setting	No

Bibliographic record replace: Maximum allowed in one operation

Description	Sets the maximum number of bibliographic records that can be replaced at once. The maximum value for this setting is 999.
Organization level	System
Default setting	50

Bibliographic records: Automatic display in PAC processing

Description	Opens a dialog where the automatic display in PAC options are set for bibliographic records.
Organization level	System
Default setting

Bibliographic records: Warning for records saved with display in PAC unchecked

Description	Specifies whether a warning message appears when users save a bibliographic record that does not have the Display in PAC checkbox checked. This warns the user that the saved record will not display in the PAC.
Organization level	System, Library, Branch
Default setting	No

Bring call number fields from bib to item record when link is made

Description	Specifies whether the call number fields from the bibliographic record automatically complete the appropriate boxes in the item record when the staff member creates a linked item.
Organization level	System, Library, Branch, Staff, Workstation
Default setting	Yes

Bring price from bib to item record when link is made

Description	Specifies whether the price from the bibliographic record automatically fills the Price box in the item record when the staff member creates a linked item.
Organization level	System, Library, Branch, Staff, Workstation
Default setting	Yes

Check headings immediately after bib replace

Description	Specifies whether bibliographic record headings are checked immediately after they replace other bibliographic records.
Organization level	System, Library, Branch, Staff
Default setting	Yes

Copied item records default to in-process

Description	Specifies whether copied item records get a default status of In-process.
Organization level	System, Library, Branch
Default setting	Yes

Copied item templates default to in-process

Description	Specifies whether copied item templates get a default status of In-process.
Organization level	System, Library, Branch
Default setting	Yes

Default directory

Description	Displays the Default Directory Setup dialog, which specifies the folder used as the default path for cataloging functions. The folder can be a shared folder on the network or a folder on the staff computer. Each workstation can have a different default directory.
Organization level	System, Library, Branch, Workstation
Default setting	The default is: C:\Polaris Reports

Default shelving scheme for new item and holdings records

Description	Specifies the default shelving scheme that appears when you create new item and serial holdings records.
Organization level	System, Library, Branch
Default setting	Dewey Decimal

Delete MARC tags when saving Z39.50 tags to local database

Description	Specifies whether tags set up for deletion from incoming bibliographic records in the Bibliographic Tags to Retain/Delete policy table are also deleted from bibliographic records when the records are found via a Z39.50 search of a remote database and saved to the local database.
Organization level	System
Default setting	No

Display MARC field description

Description

Specifies whether descriptive MARC tag names are displayed in the following locations:

MARC21 view of the Bibliographic workform
MARC21 view of the Authority workform
MARC view of the Bibliographic Record workform in Leap

Organization level

System, Library, Branch, Staff

Default setting

Yes

GND integration

Description	Enables users to configure a direct integration with the German National Database Authority Service.
Organization level	System
Default setting	No

Import blackout times

Description	Specifies the times when no importing jobs can be processed for the library system. Double-click to open the Import Blackout Times dialog to enable and schedule the blackout times.
Organization level	System
Default setting

Import report retention period

Description	Specifies the number of days the system keeps MARC import reports before purging them. Enter a number of days between 1 and 9,999.
Organization level	System
Default setting	365 days

Item bulk change: Warning if changing assigned or home branch

Description	Specifies whether a warning appears when you are bulk changing item records and you have selected to change the Assigned or Home branch.
Organization level	System, Library, Branch
Default setting	Yes

Item record delete: Allow if there are holds

Description	Specifies whether item records can be deleted if there are linked hold requests
Organization level	System
Default setting	No

Item record history display assigned branch

Description	Specifies whether the Assigned branch appears in the Item record Circulation History view.
Organization level	System
Default setting	Yes

Item record history display patron ID

Description	Specifies whether the patron ID appears in the Item Record workform, Circulation History view.
Organization level	System
Default setting	Yes

Item record history time threshold

Description	Specifies the number of days that a status change to an item record appears in the Circulation History view of the Item record workform.
Organization level	System
Default setting	365

Item records: Records with duplicate barcodes can be saved provisionally

Description	Specifies whether item records can be saved provisionally if they have duplicate barcodes.
Organization level	System, Library, Branch
Default setting	Yes

Item records: Warning for items saved with display in PAC unchecked

Description	Specifies whether a warning appears when item records are saved and they do not have the Display in PAC box checked.
Organization level	System, Library, Branch
Default setting	Yes

Item records: Warning for items saved with modified barcode

Description	Specifies whether a warning message appears when an item record is saved with a modified barcode.
Organization level	System, Library, Branch
Default setting	Yes

Item records: Warning for items saved without barcodes

Description	Specifies whether a warning appears when an item record is saved without a barcode.
Organization level	System, Library, Branch
Default setting	Yes

Item records: Warning if changing assigned or home branch

Description	Specifies whether a warning message appears when you change the Assigned or Home branch on an item record.
Organization level	System, Library, Branch
Default setting	Yes

MARC Re-index during next server upgrade

Description	Specifies whether to reindex MARC records when the server is upgraded.
Organization level
Default setting	No

MARC validation immediately after bib replace

Description	Specifies whether MARC validation is performed automatically after a bibliographic record replaces other bibliographic records.
Organization level	System, Library, Branch, Staff
Default setting	Yes

Mark embedded holdings tag as processed

Description	Specifies whether a subfield $9 with processing information is inserted in embedded holdings tags in bibliographic records when item records are created from these tags during the import process.
Organization level	System
Default setting	Yes

Maximum number of files to import

Description	Specifies the maximum number of files that can be included in a single import job. The limit is 1,000.
Organization level	System, Library, Branch
Default setting	100

Override Cataloging blocks

Description	Specifies whether the selected staff member can override permission blocks in cataloging functions. Staff members with this permission must also be allowed to do the restricted functions.
Organization level	Staff
Default setting	No

Remote automatic authority control defaults

Description	Displays the Remote Automatic Authority Control Defaults dialog, where you enable automatic authority control, specify the Z39.50 server and database to search for authority records when no matching records are found in your local database, and specify the length of time (in seconds) to search before timing out.
Organization level	System, Library, Branch
Default setting

Retain deleted authority records

Description	Specifies whether authority records are retained in the database when they are marked for deletion.
Organization level	System
Default setting	No

Retain deleted bibliographic records

Description	Specifies whether bibliographic records are retained in the database when they are marked for deletion.
Organization level	System
Default setting	No

Retain deleted cataloging record sets

Description	Specifies whether cataloging record sets are retained in the database when they are marked for deletion.
Organization level	System
Default setting	Yes

Retain deleted item records

Description	Specifies whether item records are retained in the database when they are marked for deletion.
Organization level	System
Default setting	No

Subfield 9 cleanup utility

Description	Controls the cleanup utility that deletes processed tags from bibliographic records. Specifies the tags to check for the presence of a subfield $9 and the time period (relative to the day the utility is run) to check.
Organization level	System
Default setting	No defaults are set.

Web App: Remote databases: Maximum number of records to return

Description	Specifies the maximum number of records to return in the result set for each remote database in Leap. The maximum is 999.
Organization level	System, Library, Branch
Default setting	250

Web App: Remote databases: Maximum number that can be searched at once

Description	Specifies the maximum number of local or remote databases that you can search at one time in Leap. The maximum is 25.
Organization level	System, Library, Branch
Default setting	10

Web App: Remote databases: Maximum search time (seconds)

Description	Specifies the maximum number of seconds to actively search all selected databases. The maximum value for this setting is 300.
Organization level	System, Library, Branch
Default setting	30