Circulation Permissions Reference

Open the Bookmobile workform. This workform is used to select and upload offline transaction files. User can retrieve transaction files created during offline operations.

Open the Circulation menu on the Polaris Shortcut Bar. Check in materials, check-out materials, process holds or ILL requests, and accept fee and fine payments.

Open the Credit Cards Payment Manager from the Utilities menu on the Polaris Shortcut Bar. Work with the Credit Card Payments Manager.

Open and use the Holds view on the Request Manager workform to process and manage hold requests.

Open and use the ILL view on the Request Manager workform to process and manage interlibrary loan requests.

Open the Notice History dialog box from the Polaris Status workform and view the notice history for a specific item.

Use the Bulk Change option on the Record Set workform, Tools menu to change multiple patron records. To change records for a specific Registered at branch, the user also needs the permission Patron registration: Modify for that branch.

Open the Patron Services menu on the Polaris Shortcut Bar to register patrons and manage patron records/services.

Access specific views of the Check-in workform to: do bulk check-ins; check in items that were used in the library but did not circulate outside of the library; check in items in normal mode at the circulation desk; and take item inventory.

Exit the Polaris ExpressCheck application at a self-check workstation.

Accept overpayments from patrons and post credits to patron accounts.

Open the Associations view on the Patron Status workform, and add patron associations.

Work with deposits in the Patron Status workform, Account view

Use the Delete option in the Associations view of the Patron Status workform to remove the links between patron records.

Remove a posted message from a patron record.

Delete a patron photo from the Patron Photo view of the Patron Registration workform.

Display the Holds Queue workform; process hold requests at any branch.

Select Credit Card as payment method and input credit card information when a credit card is used to pay a fine or fee.

Refund one or all payments from the Patron Status or Store Order workform.

Override a second-level fine block to allow patrons to check out.

Select Pay on the Fines Block dialog box to pay a patron's fines during check-out, renewal, or check-in.

Select Waive on the Fines Block dialog box to waive a patron's fines during check-out.

Each branch that processes hold requests assigns permissions for staff members to manage holds for their branch. Staff members who have the permission Modify PAC display note can change the note that displays for held items in the PAC.

Each branch that handles interlibrary loan requests assigns permissions for staff members who manage ILL requests. Staff members with the permission Convert holds can convert a hold request to an ILL request.

Change specific aspects of selected item records from the Check-in workform, without accessing the records. The items must have a status of In and belong to the branch associated with the logged-in workstation.

Use the Patron Merge dialog box, available from the Tools menu on the Patron Registration workform to merge information from the secondary patron into the primary patron's record, and delete the secondary record.

Select Special on the Check Out workform, and use the Special Loan dialog box to set a special due date and time during check-out.

Change the fine amount in the Overdue Fine dialog box when an overdue item is checked in or renewed.

Type a new number of days in the Free days box on the Check In workform to change the default number of free days (days exempt from overdue fines) when an item is checked in.

Change the position of holds on the Holds Queue workform.

Change the amount of the replacement charge or processing fee in the Declare Lost Item dialog box when declaring an item lost.

Select items from the Patron Status workform, Reader Services view and add or modify the patron's ratings, including notes.

On the Patron Registration workform, Patron Photo view, add or replace a patron photo.

Edit and save the message text on the Circulation, Options, Receipt Printer Options tabbed page.

Select Special Renew on the Items Out view of the Patron Status workform to set a special renewal loan period for a checked-out item.

Select Links, Outreach Patrons in the Bibliographic Record workform or right-click a bibliographic record in the Find Tool results list, and select Links, Outreach Patrons to display the list of linked patrons whose reading histories include items linked to the bibliographic record. (Outreach Services must also be licensed for the staff member's logged-in workstation.)

Open the Outreach Services Manager workform and process outreach services for multiple patrons.

Continue a checkout or renewal for a patron whose associated patrons are blocked. Both this permission and the permission to override the specific block are required to continue a checkout.

Continue a checkout, continue a renewal, and add new claims for a patron who has exceeded the current or total claimed items limit.

Continue a checkout or renewal for a patron who is blocked because their account has been referred to a collection agency.

Continue to save a patron record when an invalid barcode message is displayed.

Continue a checkout or renewal when the item has library-assigned blocks.

Continue a checkout or renewal when the item has a free-text block.

Continue a checkout or renewal when the item exceeds the items out limits have been reached for: material type, total items out, or reserve items out.

Continue a checkout or renewal when the item is non-circulating; when the material type limit for that patron code is set to 0 in the Patron Material Type Loan Limits policy table; or when the loan period is set to 0 in the Loan Periods policy table.

Continue a checkout or renewal operation for a patron who has exceeded the limit for overdue or long overdue items.

Continue a checkout or renewal for a patron who has a library-assigned block on their patron record.

Continue a checkout or renewal for a patron with a free-text block on the patron record.

Continue a checkout or renewal for a patron with free-text block on the patron record

Continue to create a hold request when a patron or item block occurs.

On the Patron Status workform - Claims view, reset a patron’s total (lifetime) claims to 0.

Each organization that owns patron record sets assigns permissions to the staff members who work with patron record sets belonging to that organization.

The Export permission lets you export patron record sets from Leap to Excel.

Note: You can only export record sets owned at the System, Library, or Branch level. Record sets owned by individuals cannot be exported.

Each branch assigns permissions for staff members to access the Patron Registration workform, edit the information, and delete patron registration records for patrons registered at that branch. The Modify postal address fields permission allows staff members to enter a city/state/county/postal code combination that does not already exist in the postal codes table.(The new combination is added to the table when the record s saved.)

Each branch assigns permissions for staff members to access account information for patrons registered at that branch.

Access permissions allow staff members to access all patron status (account) information or specific patron account views.

Bill a charge manually allows users with this permission in addition to Access and Modify patron account permissions, to bill a charge manually.

Display permissions indicate the patron status information that is displayed.

Modify permissions allow staff to change information in the patron's account.

Patron record secure and release permissions allow staff to secure a patron record to prevent check outs and other library activity, and then release the record to resume library activity.

Use the Picklist in the Polaris Web App (Leap).

Modify an item's circulation status from the Picklist in the Polaris Web App (Leap)

Use the Add message and Modify message options in the Notes view of the Patron Status workform to add a message that the patron can read and delete from their patron account in the PAC.

Select and remove individual items from the Reading History list on the Patron Status workform, Reader Services view. The Patron Status: Modify reader services is also required.

Select and remove individual items from an outreach services patron's reading history. The Patron Status: Modify reader services is also required.

Select and remove specific charges for a patron from collection agency reporting.

Renew items

Renew items with hold requests

Renew items that are overdue

Reset the due date of checked out items

A staff member with this permission can uncheck the Warn me about breakable links box when deleting multiple patron records so that these warnings do not appear for each record that has breakable links.

A staff member with this permission can uncheck the Warn me about unbreakable links and other stopping conditions box when deleting multiple patron records so that these warnings do not appear for each record that has unbreakable links.