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Online Courses

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