System Status :
The system is up.
Online Courses
Course Objectives
- Use the Find Tool for acquisitions records
- Set up a fiscal year in Leap
- Create and edit fund records
- Create and edit supplier records
- Import records using Marc Import
- Create purchase orders
- Create and pay invoices
Course Objectives
- Understand the workflow for Polaris
acquisitions
- Understand acquisitions terminology
- Be able to set up acquisitions records
- Know how to create purchase orders and line
items
- Be able to manually receive items and generate
invoices
- Understand how EDI ordering/invoicing works in
Polaris
- Know how to cancel items
- Understand the different fiscal year rollover
options
Course Objectives
- Import bibliographic records
- Create and edit bibliographic records
- Add, edit, and withdraw item records
- Run SQL queries
Course Objectives
- Learn how to import records
- Learn how to configure the settings to print
labels
- Learn how to create and edit bibliographic
records
- Learn how to create and edit item records
- Learn how to work with record sets
- Learn how to run SQL queries
Course Objectives
- Be able to check out items to a patron using
Leap
- Know how to configure a patron to receive
eReceipts
- Be able to adjust due dates in Leap
- Be able to check out an On-the-Fly item in Leap
- Be able to check in items using Bulk and Normal
modes in Leap
- Know how to deny and reactivate a hold at check
in
- Know what In-House and Inventory check in modes
are used for
- Know how to modify the circulation status of an
item in Leap
- Know how to renew items in Leap
- Have a basic understanding of the Polaris
auto-renewal process
Course Objectives
- Place holds using a variety of approaches
- View holds using the Request Manager
- View the Picklist for your library
- Manage holds using the Holds Queue Workform
- Manage holds using the Hold Request Workform
Course Objectives
- SmartPay overview
- Understand how patrons pay fines and fees
- Understand the transaction history report
Course Objectives
- Know how to create, receive, return, and delete
ILL request records in Leap
- Become familiar with the various ILL request
record statuses
- Know how to locate ILL request records in Leap
- Know how to create an ILL Library patron record
Course Objectives
- Types of notices delivered to patrons
- Different notice formats
- Notice delivery schedule
- Update a patron’s notice preference
- View a patron’s notice history
- Troubleshoot notice delivery issues
Course Objectives
- Know how to configure a patron as an Outreach
Services patron
- Have a basic understanding of how to use the
Outreach Services Manager in Leap
- Use the Outreach Services automated selection
list as a readers' advisory tool
- Build and access an Outreach Services pick list
- Generate a packing list for an Outreach Services
patron
- Enter reader ratings for an Outreach Services
patron
Course Objectives
- Be able to define commonly used terms related to
the Polaris ILS
- Know how to log in and log out of Leap
- Have a basic understanding of how to navigate
through the Leap interface
- Have a basic understanding of how to access and
look at bibliographic, item, and patron records in Leap
Course Objectives
- Understand PowerPAC navigation
- Understand the PowerPAC user interface
- Practice search methods to find library
materials in the PowerPAC
- Log in and account management
- Learn how to place a hold
Course Objectives
- Searching via the Quick Search Box
- Searching via the Find Tool
- Learn how to apply filters to a search
- Learn how to search with wildcards
- Learn how to build a Power Search
- Default workspace creation with the Find Tool
Course Objectives
- Learn how to navigate the Simply Reports Web App
- What types of reports can be created
- Learn how to create a report in Simply Reports
- Learn how to create a record set from the
results
- Learn how to save, schedule and publish reports
Course Objectives
- Log in and and log out of Polaris Client
- Understand the purpose and functionality of the
Client’s modules
- Search for different types of records in the
Client
- Navigate the bibliographic workform
- Navigate the item record workform
Course Objectives
- Learn about overall circulation limits and
material type limits, and how they work together
- Understand how loan and fine policies are
determined, including at fine free libraries
- Know how to perform a patron record bulk change
- Know how to perform a patron record merge
- Know how to manually remove a collections block
from a patron’s account, if needed
- Know how to remove a deposit from a patron’s
account
- Know how to generate print notices
- Have recommendations for Circulation-focused
reports to consult
- Know how to use local offline and how to upload
local offline files
Course Objectives
- The purpose of local cataloging practices
- Bibliographic input standards for on-order and
final records
- Local standards for specific fields
- Local standards for subject headings
- Learn how to use the Local Practices Macro in
OCLC Connexion
Course Objectives
- Know how to register a new local patron
- Know how to register a non-CCS reciprocal
borrower
- Know how to renew a library card for a local
patron
- Know how to re-register an existing patron
- Understand what card information can and cannot
be updated for other libraries’ patrons
Course Objectives
- Log in to Polaris offline
- Check out materials in offline and modify loan periods
- Register new patrons in offline
Course Objectives
- Learn how to create a new record set
- Learn how to add and remove records from a
record set
- Learn how to export a record set
- Learn how to delete and undelete a record set
- Learn how to use a record set to perform item
bulk changes
- Learn how to create an item bulk change template
in Leap
Course Objectives
- How to check-in a new magazine issue in Leap
- How to uncheck-in an issue in Leap
- How to combine issues
- How to delete issues
- How to predict new issues in Leap
- How to add a new issue/part
Course Objectives
- Understand the functionality of the Serials Module
- How to set up a Serial Item Template
- How to set up the Label Manager to print labels
- How to record the issue designation properly
- How to work with Serial Holdings Records
- How to check in new issues
- Understand the functionality of routing lists, claims, and subscriptions
Course Objectives
- Learn how to create reports on cataloging
production
- Learn how to create reports on collection
statistics
- Learn how to identify cataloging errors that
need correcting
- Learn how to create serials reports
Course Objectives
- Gain insight on the differences between item, bib, patron, patron account, and/or holds reports in Simply Reports
- Be able to make informed decisions when building the report, including determining what type of report to run and selecting output and filters
- Become familiar with filters and output options commonly used in reports through the course examples
Course Objectives
- Learn how to merge patron records
- Manage damaged and missing items
- Create patron associations
Illinois State Treasurer ePay Overview
- Overview of Services
- Information for New Participants
- PCI Compliance Information
Course Objectives
- Be able to pay and waive fines for a
patron
- Be able to add a manual fee to a patron’s
account
- Know how to view a patron’s fee transaction
history
- Know how to issue a refund to a patron
- Be able to manually declare an item as lost
- Know how to resolve a recovered lost item
- Know to how make and resolve a claims returned
- Understand the difference between a soft block
and a hard block
- Know how to add and remove blocks and notes from
a patron’s account