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