Course Objectives

• How to 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
• Bulk add line items to Purchase Orders (EDI Workflow only)
• Edit and Pay Invoices (EDI Workflow only)

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

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