Patron Services on the Shortcut Bar

To get started in patron services, log on to Polaris. After you log on, the Polaris Shortcut Bar menu options are available.

To create a new patron record, select File > New. See Creating and Editing Patron Records.

Tip:
Click  to expand the Patron Services toolbar. You can click the icons to open the Find Tool and search for existing patron records, record sets, and other records. For example, click  to search for an existing patron record.

To start a patron services task, select Patron Services. The Patron Services menu offers the following options:

• Patron Records - Opens the Polaris Find Tool to search for a patron record and display it in the Patron Registration workform. See Finding Patron Records.
• Record Sets - Opens the Polaris Find Tool to search for a patron record set and display it in the Record Set workform. Record sets are a convenient way to manage multiple patron records. See Bulk-Changing Patron Records.
• Course Reserve Records - Opens the Polaris Find Tool to search for a course reserve record and display it in the Course Reserve workform. See Borrow By Mail Circulation.
• Templates - Opens a submenu with the option Course Reserve. Select this option to open the Polaris Find Tool and search for a course reserve record template. See Borrow By Mail Circulation.
• Outreach Services - Opens the Outreach Services Manager, where you can process multiple patrons who are due for outreach service deliveries. See Outreach Services Processing.

Tip:
Click  to expand the Circulation toolbar. You can click the icons to do circulation tasks. For example, click  to open the Check Out workform.

To start a circulation task, select Circulation. The following options appear on the Circulation menu:

• Check Out - Opens the Check Out workform to check out items. See Check-Out and Renewal.
• Check In - Opens the Check In workform to check in items. See Taking an Item Inventory.
• Patron Status - Opens the Polaris Find Tool to search for a patron record and display it in the Patron Status workform. See Finding Patron Records.
• Bookmobile - Opens the Bookmobile workform to upload offline transaction files for online processing. You can also view a report that contains errors, warnings, and the number of offline transactions for each uploaded file.
• Request Manager - Displays the Request Manager workform for working with all hold requests and interlibrary loan requests. See Working with Hold Requests and Working with Interlibrary Loans.
• Holds Queue - Opens the Polaris Find Tool to search for a bibliographic or item record and display the hold queue for the title or item in the Holds Queue workform. See Working with Hold Requests.
• Hold Requests - Opens the Polaris Find Tool to search for a hold request. See Working with Hold Requests.
• ILL Requests - Opens the Polaris Find Tool to search for an interlibrary loan request. See Working with Interlibrary Loans.
• Options - Opens the Circulation: Options dialog box. Use this dialog box to set receipt printer options, alert sounds, and smart card reader options. See Setting Up Receipt Printing from Workforms, Setting Circulation Audio Signals, and Setting the Workstation for Smart Card Use.