Administrative Tables Reference

Provides a standard set of addresses for use in all the organization records that include street addresses.

Specifies the shelf locations that are designated as Aeon special collection locations. If an item owned by the organization is assigned a shelf location that is an Aeon special collection location, patrons must place a request to view the item in a reading room.

If you do not want to designate any special collection locations for an organization, select (None).

Read-only. Specifies which bibliographic tags are subject to authority control, as well as which authority tags are used for each bib tag in the table.

Specifies tags to retain when an existing authority record is overlaid with a new one.

Lists the codes for cataloging sources the organization considers to be valid sources for authority records. If this table is empty, any imported authority record with any code in tag 040 $a is considered to come from a preferred cataloging source.

Specifies tags to retain when an existing bibliographic record is overlaid with a new one. It is also used to specify tags to delete from incoming new bibliographic records whether or not the incoming records are duplicates of existing records.

Identifies the standard names for item circulation statuses. You can change the descriptive names but the actual statuses are read-only.

The Description column applies to both the staff client and Leap. The Banner Text column applies to Leap only. If a circulation status is entered in the Banner Text column, it appears on the banner at the bottom of the book jacket image on the Item Record workform in Leap.

Defines the standard claim reasons that can be selected in the Reason box on the Claim workform.

Lists Computype printer commands.

Provides a standard list of contact people for use in all the organization records that require contact information. The table entries are displayed as options in the Primary and Alternate contact boxes on the organization workforms.

Defines the postal code lengths and styles for the countries in which the library sends mail. Defines the default list of available countries in the self-registration portion of PAC.

Specifies the labels that identify cross-references in PAC browse search results.

Specifies foreign currencies used in Acquisitions processing. All organizations use the settings in this table.

Lists dates that an organization is closed when it otherwise would be open for business (for example, holidays).

Note: You specify the days of the week when a branch is ordinarily closed, such as Sunday, with the Patron Services setting Hours of operation.

For PAC, specifies your own 'Did You Mean' suggestions for specific search terms to be displayed instead of the program’s suggestions.

Specifies which themes are available for selection in Parameters > SelfCheck Unit > Polaris ExpressCheck theme.

This database table controls only the web-based ExpressCheck.

At the system level, this table defines and standardizes fee descriptions, default fee amounts, and if a fee includes a tax rate. Entries in this table display as selections on views and dialog boxes where you transact charges for patrons. Entries in this table also display as Fee Reasons in Leap.

At the branch level, the table offers options to select or suppress descriptions in the list of fee reasons displayed to branch staff members, and to set the display order of the list.

Defines fine codes, which represent the various fine policies used in combination with patron codes to determine fine amounts. Fine codes are displayed as selections in the Fines policy table and in the Fine code box on the Item Record workform.

Specifies fine amounts, based on the patron code of the person being charged and the fine code assigned to the item.

Limits the number of floating items a branch can receive for a collection.

Specifies what material types may not float from the home branch, even if some items are part of a floating collection.

Specifies how many items of the same title (attached to the same bibliographic record) and of a specific material types the receiving branch is willing to accept.

Specifies what branches may receive items from the home branch.

Defines donation fund categories for the acquisitions budget.

Manages Gender options for all users. Entries can be added/modified/deleted.

For Polaris PowerPAC, holds the latitude and longitude values for organizations that might be displayed with the Map It (Google Maps™) feature in PowerPAC search results.

Enables users to configure the cancellation reasons that staff can choose from in Polaris Leap when canceling a hold request.

Defines the pickup areas within the pickup location that patrons and staff can select from when placing a hold.

Specifies the hold request status descriptions displayed in the staff client and PAC patron account.

Determines whose items can be trapped at circulation to fill a request, and specifies the RTF routing sequences of hold requests from the requester branch to other branches.

Optional. You can set up a secondary RTF routing sequence with this table, to be used after a request has gone through the primary routing sequence.

Optional. With this table, you can set up a tertiary RTF routing sequence to be used after a request has gone through the primary and secondary routing sequences.

Defines the number of additional items that an enabled patron can check out from specific material types.

See Increasing Check-out Limits by Branch for more information on this feature.

Identifies specific IP addresses to be considered local (in-house) workstations, even though they are not registered as workstations in Polaris.

Specifies words that can be stripped from the beginning of Find Tool exact match search strings.

Specifies the branches listed as Local and System and the order in which they are listed in the PAC item availability display.

Defines the library-assigned item blocks that can stop circulation, listed as options in the Library assigned box on the Notes and Notices view of the Item Record workform.

Specifies the tags in the bibliographic record to use for the call number in the linked item record and the precedence in which the tags are checked for the call number.

Specifies the order of bibliographic record fields to check for price when creating a linked item.

Defines item statistical codes, useful for creating specific circulation reports an organization may require. Find Tool searches for item records can be limited by statistical code, and they are displayed for selection in the Statistical code box on the Item Record workform.

Defines loan period codes, which are the names assigned to the various loan periods established by each organization. They are used in combination with patron codes to calculate due dates and fine amounts.

Defines loan periods, which specify how long an item can be checked out based on the loan period code assigned to the item and the patron code of the person checking out the item.

Identifies the languages that display as options for limiting staff client and/or PAC searches to material published in specific languages.

Specifies how the system validates authority records.

Specifies how the system validates bibliographic records.

Names the various material types held by the library and the minimum age required to checkout or place a hold on those items. Material types are used in determining loan periods and lending limit blocks, and in generating statistics.

Identifies the mobile phone service carriers that will appear as options for selection in the Patron Registration workform and when patrons register or update their account information from the PAC.

Maps NCIP fiscal action types to patron account transaction types in Polaris.

Maps NCIP Medium to Polaris item material types for incoming requests, and is used for requests where the Polaris library is the borrower. This table allows the library to create ILL items with different material types.

Maps the library’s Polaris item material types to NCIP medium types and is used for requests where the Polaris library is the lender.

Maps NCIP payment types to Polaris payment methods.

Maps Polaris patron codes to NCIP standard public and/or academic user privilege types.

For multi-domain networks, specifies the NetBIOS Name and DNSName for each domain in your network.

When a Polaris record is open, an entry is automatically made in the Object Locks table so that no one else can change the record. When the record is closed, the entry is automatically removed from the Object Locks table. You can manually remove an object lock from the table.

Licensed feature. Sets the possible methods by which your organization delivers items to outreach services patrons. Each method you specify will appear as a selectable option in the Patron Delivery Options dialog (Patron Status workform - Reader Services view). The method will also appear as an option for filtering the patron list in the Outreach Services Manager when outreach services processing is done for multiple patrons.

Licensed feature. Defines delivery routes and specifies stops along the routes. Each route you specify will appear as a selectable option in the Patron Delivery Options dialog (Patron Status workform - Reader Services view). The route will also appear as an option for filtering the patron list in the Outreach Services Manager when outreach services processing is done for multiple patrons.

Licensed feature. Optional. Defines the options staff can select to note an outreach patron’s disability in the patron’s record. Each disability description you specify will appear as a selectable option in the Patron Preferences dialog (Patron Status workform - Reader Services view).

Licensed feature. Optional. Defines the options staff can select to specify a special equipment need for an outreach patron. Each equipment description you specify will appear as a selectable option in the Patron Preferences dialog (Patron Status workform - Reader Services view).

Licensed feature. Sets the item circulation statuses that should be excluded from outreach selection list processing.

Licensed feature. Sets the branch items that should be included in outreach selection list processing. Works with the Patron Services setting ORS: Include other library items in selection list processing.

Licensed feature. Specifies the column heads for outreach services pick lists, and the order in which they appear on the workform.

Specifies which formats/types of material, if any, are displayed for selection in the Limit by list in PowerPAC and in Mobile PAC’s advanced search. You also use this table to define and edit your own filters, and to specify which selection is at the top of the PAC Limit by list.

Defines the address types that appear when adding or changing a patron's address in the Polaris staff client or Leap.

Defines the standard patron blocks available as selections in the Library assigned box on the New Block dialog (Patron Status workform). At the branch level, you can also designate which of these triggers a line of text in the PAC patron account summary.

Specifies which nonblocking circulation notes are suppressed during item checkout in Leap.

Defines the update process for patron codes after they reach a certain age. Provides the option to update statistical class as well as patron code when the required age condition is met.

Defines patron codes that are typically assigned to patrons when they register. Patron codes define available services, loan periods, fines, and limits for specific classes of patrons. They are also used for reports.

Defines patron custom data fields.

Defines loan and request limit blocks based on combinations of patron codes and material types.

Defines patron statistical codes that are useful for demographic or other reports. You can limit Find Tool searches for patron records by statistical class (code), and they are displayed for selection in the Statistical class box on the Patron Registration workform.

Sets the payment method options available in the staff client and in Leap for accepting payments on patron accounts.

Initially contains the entire list of valid U.S. Zip codes; works with the Countries policy table. When you enter an address in Polaris, you select a country (U.S. or Canada) and type a valid postal code. The City and State boxes are automatically filled in. Use the Postal Codes table to keep the entries current.

Contains the entire list of valid PowerPAC themes for PowerPAC customization. Also lists custom themes that are added after installation.

Sets a preferred vendor account per organization. If your library uses the cloudLink feature for sharing CloudLibrary titles among multiple libraries, this ensures that patron check-outs and requests appear under a single library for resources that are being shared via cloudLink.

Specifies the author tags and subfields and their order of precedence used to construct the display of an author in search results.

Specifies the title tags and subfields and their order of precedence used to construct the display of a title in search results.

Lists the databases available for Find Tool searches in the staff client for each organization. At the branch level, you can open the table for a specific branch and delete any database you do not want to display in the Find Tool for that branch.

Associates Polaris material types with self-check media types for SIP self-check units.

Determines the branch’s shelf location options in an item record.

This table is pre-filled with SIP payment types that cannot be modified. You can select the Polaris payment method to map to the SIP payment type.

Contains the amount and description of the tax rate for fees.

Specifies which Polaris transactions are logged for statistical and reporting purposes.

Enables users to configure the logic and precedence for defining Type of Material rules (TOMs) in Polaris .

Defines the possible reasons staff members can select when changing an item's due date in Leap.

Defines the possible reasons that staff members can select when denying a hold request.

Defines the possible reasons staff members can select when submitting a waiver request for a patron in Leap.