Setting Up Outreach Services

Polaris Outreach Services are available by specific contract with Innovative Interfaces. These functions automate title selection and delivery to homebound and other designated patrons, and allow individual patron profiles based on reading preferences, delivery mode, and other characteristics. You can have Polaris generate selection lists for individual patrons, or manage outreach services for multiple patrons, based on the next scheduled delivery date or delivery route. An outreach services “patron” does not have to be an individual; you can set up a patron record for an institution and designate the institution as an outreach services patron. For more information about outreach services workflows, see Outreach Services Processing.

To set loan periods and fine policies for outreach services patrons, you can set up a patron code or codes to use specifically for these patrons, then set the appropriate loan periods and fine codes for the outreach patron codes. See also:

Outreach services policy tables control what options are available for fields in the Patron Status workform - Reader Services view and the Outreach Services Manager, and what items are eligible for selection list processing. You can work with the outreach services tables at the system, library, or branch levels.

Note:
These System Administration permissions are required to work with outreach services policy tables: Access administration: Allow, Access tables: Allow, Modify outreach services tables: Allow.