Update on Polaris 7.6 Upgrade

Innovative will upgrade our production server to Polaris 7.6 on August 5th at 9:30 PM. Innovative will not be updating the database in the training server.

Production will be unavailable during the upgrade. The upgrade should take approximately 2-3 hours to complete. CCS will notify libraries when the upgrade is complete and access to production is restored. For more information about the upgrade see, What's New in Polaris v. 7.6.

Updating Local Offline Client & Files to 7.6

Libraries are currently using Polaris Offline version 7.6 Directions for downloading local offline files and the Client have been updated for version 7.6 and can be found here. The links to download offline files and client are:

• Offline files: http://ccs.polarislibrary.com/offline/
• Offline client: utilities.polarislibrary.com

Log in with your individual Polaris username to download the new local offline mdb files. You will need to use the shared login to download the offline client (username HPL\CCSOffline; please contact CCS for the password if you do not have it already). You may be prompted to enter log in information more than once. Please use Chrome or Firefox to access the file sites; staff may find they are unable to access the sites using Edge.

Training

Upcoming Training

The schedule for cataloging and serials training for Leap v. 7.6 has been finalized. Acquisitions training will be scheduled for after the v. 7.7 update. Acquisitions staff are welcome to register for cataloging training sessions if you would like to. There will be two training sessions each for cataloging and serials. One is an in-person training session at the office in the Fishbowl (200 Tri-State International Dr.) and one is virtual. The training sessions at the office will have additional interactive activities, but the content of the in-person and virtual webinars will be the same. We will be providing laptops for the in-person training sessions. So, the in-person training sessions will be limited to 16 attendees. The virtual training sessions will be recorded for those who cannot attend.  

Here are the links for registration:

Cataloging in Leap (v. 7.6)

Register for the In-Person Session: July 30, 9:30-11:30 AM

Register for the Webinar: August 9, 10:00-11:30 AM

Serials in Leap (v. 7.6)

Register for the In-Person Session: September 6, 9:30-11:30 AM

Register for the Webinar: September 9, 10:00-11:30 AM

Recent Training

What’s the Limit: Reports for Policy Cleanup and Staff Management - If asked, could you say what your library’s checkout limit is for Activity Kits or list which permission groups you’re in? Learn about where to find these ILS circulation policies and staff settings in “What’s the Limit!” Over the course of this 1-hour webinar, attendees will learn how to use policy-related Web Reports to: 

• Manage staff permissions 
• Identify how your library is using Patron Codes and Patron Statistical Class, and find opportunities for data cleanup 
• Use the Polaris Policy Web Report to answer policy-related questions on loan periods, patron checkout limits, and material type limits 

Searching in Leap for Technical Services Staff - Do you still have questions about the Leap Find Tool? This webinar will provide an overview of Leap’s Find Tool for technical services staff. Attendees will have time for hands-on practice using Leap during the session. Topics include:

• An overview of the Find Tool.
• How to customize the Find Tool.
• Creating Record Sets.
• Power Search basics for saving default filters.
• Searching with saved SQL queries.
• Navigating between linked records.
• New Functions in 7.6.

Leap Tools for Weeding (v. 7.5 - March 26, 2024) - Using new weeding tools in Leap, staff can adopt all or parts of this optional workflow to streamline the withdrawal process, alert staff of items that fall outside select weeding criteria, and/or require an additional review before items are withdrawn and deleted.

New Documentation

• Editing Bibliographic Records in Leap (v. 7.6)
• Ad Hoc Item Bulk Change
• Creating Item Templates in Leap

7.6 Documentation

• Read about new features in the What's New in 7.6 guide!