Innovative has added manual acquisitions functions to Leap with the version 7.3 upgrade. This webinar will provide an overview of the ordering and invoicing process. This includes:

• Creating purchase orders manually.
• Bulk adding titles to purchase orders.
• Releasing the order.
• Receiving and Invoicing orders.
• Creating miscellaneous invoices.
• Paying invoices.
• Crediting invoices.

Whether you are unfamiliar with Leap or have not logged in to use Leap in a while, this webinar will provide you with a useful introduction to Leap. Topics covered include logging in, searching in Leap, drop-down menus, and an introduction to the work forms used by technical services staff. 

You already know how to place holds in Polaris, but have you ever wondered what happens to the request after that? In this webinar, we’ll look at how item record settings and Polaris settings work to fill a hold request, see what conditions trigger hold alert messages (including the “Exceeded Material Type Request Limit” message), and how fulfillment preference is determined.  

This session will be held via Zoom. Access information will be emailed to attendees roughly one week before the session. The session will be recorded and posted online for those who are not able to attend live. 

This webinar takes an in-depth look at settings found in an item record in Leap. During the session, we’ll explore how these settings impact the patron experience, such as circulation, hold fulfillment, and online catalog display. This webinar is designed for Public Services staff who are interested in learning more about item record fields; we will not be covering item record editing in this session. 

This session will be held via Zoom. Access information will be emailed to attendees roughly one week before the session. The session will be recorded and posted online for those who are not able to attend live.

Did you know you can save filters and search setups using Leap’s Power Search Mode? During this one-hour virtual webinar, we will learn how to create Power Searches in Leap, how to save search setups, and how to access and modify saved Power Searches. We will also demo simple Power Searches as a base to build your own searches.

This session will be held via Zoom. Access information will be emailed to attendees roughly one week before the session. The session will be recorded and posted online for those who are not able to attend live. 

Acquisitions in Leap (v. 7.2 Functions) will introduce the new purchase order line item and invoice functions that were added with the v. 7.2 upgrade. This includes the ability to credit invoices and invoice line items in Leap. 

(Rescheduled from August 23, 2022)

What’s the difference between registering a new patron and re-registering an existing patron? What does the Statistical Class field actually do? This session is for both those who are new to patron registration and anyone looking for a refresher! During this session, we will take an in-depth look at the Polaris patron registration workform, look at where data entry can impact circulation rules, and review standards for registering different types of patrons.  

This session will be held via Zoom. Access information will be emailed to attendees roughly one week before the session. The session will be recorded and shared in a future issue of CCS eNews for those who are not able to attend live. 

PLEASE NOTE THE NEW MEETING DATE OF OCTOBER 7.

Meeting URL: https://us02web.zoom.us/j/83597443596?pwd=WDlqSU1uUG4vODZGdGxDOTl3YTRwUT09

Call In Number: 1-312-626-6799

Meeting ID: 835 9744 3596

Passcode: 384881

Agenda Submission Form: https://forms.office.com/r/q9znkTmq2y

Meeting URL:  https://us02web.zoom.us/j/81478997873?pwd=a0oxUmtQajNVV1pHUkZDNEJ4M1VKdz09

Meeting ID: 814 7899 7873

Passcode: database