Accessing, and running reports and notices. Printing to multiple formats.
Locating check-in screens; normal mode; fines; messages and blocks; bulk mode; In-House use.
Basic searching, setting up a search, using limiters, context menus and printing results.
This document will take you through using selection lists in Polaris for ordering Hotlist.
Here you will find a list of keyboard shortcuts for Polaris that may help you in making your workflow more efficient.
Instructions on how to add an Item Record to a Bibliographic Record.
Single and Consecutive Holds Requests; Multiple Patrons to One Title; Multiple Items to One Patron; Using the Requests Manager.
Shortcuts; loan periods; Circulation Messages; On the Fly Records (Fast Adds); Quick Circ.
How to logon to Polaris using the remote desktop application. Finding and customizing the RDP client.
Accounting Features; Notice History; Charges and Payments; Manual Charges; Paying Charges; Waiving Charges; Credits; Refunds; Deposits.
Explanation of patron status views; icon descriptions.
A cheat sheet to some of the more commonly used keyboard shortcuts in Polaris.
Original training outline used by The Magnificent Seven: Gayle Boyd (Bon Accord), Ina Smith (Bonnyville), Coral Kratchmer (Cold Lake), Isabelle Cramp (Morinville), Melody Kaban (Smoky Lake), Joanne Knysh (St. Paul), and Connie Forst (Tofield).
Mandatory Fields; Address View; General View; Duplicating Records; Associations.
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