Staff Client Settings Reference

Provides integrated security without automatic logon.

Determines which object lock entries the Clear Object Locks SQL job removes. When enabled, the Clear Object Locks SQL job runs hourly and removes entries from the Object Locks database table that are older than the number of hours specified in this profile.

Automatically logs on the Windows-authenticated workstation user to the staff client.

Specifies the format used to test item barcodes scanned during various operations.

Specifies the format used to test patron barcodes scanned during various operations

Enforces a check to be sure the Polaris database and staff client version numbers match. When this profile is set to Yes and the version numbers do not match, the user receives a message when attempting to log in to the staff client, and the log in is prevented. The message includes the specific version numbers of both the application server and the client for troubleshooting purposes. Leave this profile set to Yes except in the rare support situation where you are installing a new Polaris client version without upgrading your application server.

Sets an alert message at staff client sign in and/or custom title bars for a particular server; for example, a training server.

Enforces consistency in date and currency formats. The system checks that the server and client workstation are set to the same locale. If this profile is set to Yes, and the client and server settings do not match, the staff client sign in fails and a message regarding the local settings appears. (The setting does not apply to offline clients.)

Enables an automatic time discrepancy check between server and client workstation to ensure consistency in transaction records.

If you enable the time discrepancy check, the system allows a 5-minute discrepancy between client and server time settings. If you want to add more time to the allowable 5 minutes, specify the number of additional minutes (0-999).

If you enable the time discrepancy check, this message is displayed at staff client sign in when the discrepancy between client and server time settings exceeds the system’s 5-minute margin but is less than any additional minutes you have set. Use this profile to specify the message text.

If you enable the time discrepancy check, this message is displayed at staff client sign in when the discrepancy between client and server time settings exceeds the system’s 5-minute margin plus any additional minutes you have set. The sign in fails. Use this profile to specify the message text.

Specifies the Bibliographic Record workform view that appears when a bibliographic record is opened, regardless of how the record is opened.

Specifies the Item Record workform view that appears when an item record is opened, regardless of how the record is opened.

Specifies the Patron Status workform view that appears when the workform is opened, regardless of how it is opened.

Determines whether the state is displayed in the Find Tool and table views for patron addresses. Applies to Staff Client and Leap.

If this profile is set to Yes, and the patron's record includes a state, it appears in the patron's address. If the profile is set to No, the state field is not displayed.

Specifies the value that appears in the Number of records to return box when you open a new Polaris Find Tool. This setting limits the results returned by a Polaris Find Tool search.

Specifies whether search results are automatically filtered according to the permissions assigned to the staff member and workstation.

Specifies whether the staff member can override permission blocks on saving an SQL search, modifying a saved SQL search, or deleting a saved SQL search.

Specifies the number of records that will trigger a warning message when the user has specified automatic record set creation from the Find Tool results list or from another Cataloging record set - item to bib, bib to item, authority to bib, or bib to authority. If the results set reaches or exceeds this number, the warning message gives the user the opportunity to cancel the record set.

Specifies the default setting for the Use Initial Articles Table checkbox on the Polaris Find Tool. This setting defines whether words listed in the Initial Article table are ignored if used in the Search For box.

Specifies the languages that display in the Find Tool Value box when you limit by Language on the General tabbed page or in the Qualifier box on the Scoping tabbed page.

Specifies whether changes to permission assignments are logged. To see the history, right-click the permission in the Object list (Administration Explorer > Security) and select Properties. This profile affects all permissions at every administration level.

Specifies whether the Label Manager displays the label setup for cataloging labels or serial labels when it is first opened.

Specifies if labels are automatically generated when an item record is saved.

Specifies if labels are automatically generated when a standing order part or subscription issue is checked in.

Specifies the label type (stock) for cataloging labels.

Specifies the default printing method for cataloging labels.

Displays the Label Configuration dialog, where you specify the dimensions, font, alignment, and content of spine, pocket, and serial labels. At the workstation level, only the Settings tab is available; the Content tab is available at the other levels.

Specifies the label type (stock) for serial labels.

Specifies the default printing method for serial labels.

Specifies the path and file or URL to display when Library Documentation is selected from the Help menu on the Polaris shortcut bar. Each workstation can display a different file or web location. The file type you use must be supported by the software on the staff computer. You can use any valid path and file on the computer or a network resource. If you enter a URL, it must begin with http:// or https://.

Add and select phone number format for a defined list of countries

Enforce selected country phone number format for phone calls

Enforce selected country phone number format for text messages

Accept or override any Polaris default settings that grant new permissions at upgrade.

Allows you to configure item barcode printing format. This includes settings such as height and width, barcode number, and organization name.

Specifies the proxy server that SQL Server Reporting Services should use if the web server is outside the firewall.

Specifies the features (expanded, bold, red, auto-cut, cash drawer) available for specific receipt printers, and allows you to add printers.

If the receipt printer is set up to open the cash drawer, this profile can be set to Yes to open the cash drawer only when the receipt is printed and the payment is in cash.

Enables hold pickup and in-transit slip data to be exported to Epson ReStick printers.

Specifies the server and services URL where SQL Server Reporting Services, the Report Manager, and Report Designer (if you use it) are located. Also controls what organizations are displayed for report parameters and, at the System level, how the maximum number of entries displayed in report parameter lists.

Indicates if a new line should be started after the decimal on spine labels, if the library is using the Dewey shelving scheme.

Specifies the prime mark in Dewey Decimal numbers used to indicate where a new line should start on spine labels. The prime marks must be inserted with the contents in the call number boxes on the Item Record workform.

Indicates if a new line should be started after a space in the call number on spine labels if the library is using a non-Dewey shelving scheme.

Specifies the URL (255 character maximum) for the default webpage that opens from the Utilities > Web Browser option on the Polaris shortcut bar. If the value is blank, the menu option is disabled.

Specifies if Innovative can see anonymous analytics data generated in Leap.

Applies to Leap only.

Specifies the weeding status filter applied to requests for approval displayed in the weeding Approval Dashboard.

Applies to Leap only.

Enables automatic update for associated patrons when staff change patron contact details.

Applies to Leap only.

Specifies the URL that corresponds to the Web App: Suppress Link: Custom 1 setting. When a user selects the Custom 1 menu option, Leap opens the website you specify here. The URL must begin with http:// or https://.

Specifies the URL that corresponds to the Web App: Suppress Link: Custom 2 setting. When a user selects the Custom 2 menu option, Leap opens the website you specify here. The URL must begin with http:// or https://.

Specifies the opening view of the Item Record workform in the Polaris web application, Leap.

Specifies whether Leap displays a patron's age in the PATRON INFO display in the patron record.

Applies to Leap only.

Specifies whether Leap displays an alert whenever staff open a patron record for a patron that needs special considerations.

Applies to Leap only.

If set to Yes, the Reason list (as defined in the User Defined Due Date Modification Reasons policy table) and Notes field appear when a Leap user resets an item's due date. To require that a reason is specified when the due date is modified in Leap, set the Patron Services profile Due date modification: Reason required to Yes.

Applies to Leap only.

Specifies the default item template selected for the Leap user. When the user creates a new item record, the default template is used.

Specifies the URL that corresponds to the Web App: Suppress Link: Library Documentation setting. When a user selects the Library Documentation menu option, Leap opens the website you specify here. The URL must begin with http:// or https://.

Used for linking from Leap patron records to external patron data. This setting determines which user-defined field (UDF) in the patron record stores the unique string that identifies the patron in the external database. For more information on configuring links to external patron data, see Configuring External Patron Data Links.

Used for linking from Leap patron records to external patron data. This setting specifies the base URL of the external database. For more information on configuring links to external patron data, see Configuring External Patron Data Links.

Enables users to configure Polaris Leap to prompt library staff to add a reason when canceling a hold request.

Specifies how many recently opened bibliographic records display in the Leap Workform Tracker.

Specifies how many recently opened item records display in the Leap Workform Tracker.

Specifies how many recently opened item records display in the Polaris Leap Workform Tracker.

Specifies the status filter applied to hold requests displayed in the Leap Request Manager.

Specifies the status filter applied to ILL requests displayed in the Leap Request Manager.

Specifies the status filter applied to the INN-Reach requests displayed in the Leap Request Manager.

Consider settings for suppressing circulation notes in the Patron Block Suppression policy table.

Applies to Leap only.

Indicates whether the Additional TXT Message field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the County field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the Country field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the Extended Loan Periods check box is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the Fax field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the Former Barcode field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Determines whether the Increased Check Out Limits checkbox appears on the Leap Patron Registration workform.

Applies to Leap only. For more information, see Increasing Check-out Limits by Branch.

Determines whether the Language field appears on the Details view of the Item Record Workform in Leap.

Applies to Leap only.

Indicates whether the Additional TXT Message fields is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the Statistical Class field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the Text Messaging Phone field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the Title field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the UDF1 field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the UDF2 field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the UDF3 field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the UDF4 field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the UDF5 field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the Username field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the Zip + 4 field is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Determines whether the Custom 1 option appears in the Utilities menu in Leap. When a user selects the Custom 1 menu option, Leap opens the website specified in the Web App: Custom 1 URL setting.

To modify the menu option text that appears in the user interface, update the following Staff Web Client string identifier in the Web Admin (Language Editor) Tool: SWC_CUSTOM_1.

Determines whether the Custom 2 option appears in the Utilities menu in Leap. When a user selects the Custom 2 menu option, Leap opens the website specified in the Web App: Custom 2 URL setting.

To modify the menu option text that appears in the user interface, update the following Staff Web Client string identifier in the Web Admin (Language Editor) Tool: SWC_CUSTOM_2.

Determines whether the Library Documentation option appears in the Help menu in Leap. When a user selects the Library Documentation menu option, Leap opens the website specified in the Web App: Library Documentation URL setting.

To modify the menu option text that appears in the user interface, update the following Staff web Client string identifier in the Web Admin (Language Editor) Tool: SW_CI_LIBRARY_DOCUMENTATION.

Indicates if the link to PowerPAC appears in Leap's Bibliographic Item workform's Actions menu.

Used for linking from Leap patron records to external patron data. This setting determines whether links to external patron data appear on the patron record workform in Leap. For more information on configuring links to external patron data, see Configuring External Patron Data Links.

Indicates whether the Associations view is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the Dated Notes view is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the Messages view is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the Notes view is suppressed from display in the Leap Patron Registration workform.

Applies to Leap only.

Indicates whether the PAC preview is suppressed from display in the Leap Bibliographic Record workform.

Applies to Leap only.

Determines the use of the Item Availability Display Order table to control the presence and order of local items on the Local Items view.

Indicates whether the library uses the "Waive" action or the "Waiver Request" process to waive patron fees.