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Polaris Training and Procedures
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Polaris Training and Procedures
Polaris Training and Procedures
1. Logging into Polaris
1.1. Starting off
1.2. Changing Your Password
2. Registering Patrons
2.1. Initial Registration Page
2.2. Patron Codes / Birth Dates
2.3. Adding Addresses
2.4. General Tab
2.5. Status Tab
2.6. Duplicating a Patron Record
2.7. Creating Associations
3. Find Tool
3.1. Doing a Basic Search
3.2. Setting up a Search
3.3. Limit By
3.4. Setting and Using Search Results
3.5. Set Find Tool Results Limits
3.6. Print Search Results
4. Checking Out Items
4.1. Checking Out
4.2. Check Out Options
4.3. Resetting Due Dates
4.4. Create an On-The-Fly (OTF) Item at Checkout
4.5. OTF Procedures
4.6. Working with Quick-Circ Items
4.7. Setting Up Your Receipt Printer
5. Checking In Items
5.1. Check In - Normal Mode
5.2. Fines
5.3. Messages
5.4. Check In - Bulk Mode
5.5. Check In - In House
6. Patron Status
6.1. Description of Icons
6.2. General View
6.3. Items Out View
6.4. Claims View
6.5. Holds View
6.6. Reader Services View
6.7. Associations View
6.8. Notes View
7. Patron Accounting
7.1. Accessing Account Data for a Patron
7.2. Notice History
7.3. Viewing Completed Account Transactions
7.4. Display a Transaction's History
7.5. Processing Charges and Payments
7.6. Creating a Manual Charge
7.7. Paying Charges From the Account View
7.8. Waiving Charges From the Account View
7.9. Create an Credit Manually
7.10. Refund a Credit Amount
7.11. Refund or Credit Completed Payment Transactions
7.12. Make a Deposit on a Patron Account
7.13. Return, Forfeit, or Credit Deposits
8. Placing Holds
8.1. Single or Consecutive Hold Request
8.2. Multiple Patrons, One Title
8.3. Processing Holds Requests (Request Manager)
8.4. Hold Request Terminology
9. Working with Record Sets
9.1. Creating a Record Set
9.2. Adding Records to A Record Set
9.3. Making Bulk Changes
10. Adding Items to the Collection
10.1. Adding item Records to a Bibliographic Record
11. Reports and Notices
11.1. Where to locate Reports & Notices
11.2. Reports and Notices in Polaris as Compared to Dynix
11.3. Saving Reports
12. Logging off
12.1. How to
13. Shortcut Keys
13.1. List
14. FAQs
14.1. Patron Accounting
14.2. Check-Out
14.3. Check-In
14.4. Holds
14.5. OPAC
14.6. Patron Registration
14.7. Reports
15. Finding More Help
15.1. Within Polaris
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