Patron Services/Circulation Shortcut Keys

These charts list the keyboard shortcuts you can use with Polaris patron services and circulation workflows.

General Shortcuts

FUNCTION KEYS
Workform help F1
Find Tool - Find patron records (Patron Status) F6
Find Tool - Find patron records (Patron Registration) F7
Workform - open Find Tool CTRL+O
New workform CTRL+N
Close workform ALT-F4
Save record CTRL+S
Delete record CTRL+D
Cycle among workform views CTRL+TAB
Open Tools Options dialog box CTRL+T
Switch between Patron Status/Patron Registration F9
Properties F8
Print current view CTRL+P
Print current list view CTRL+SHIFT+P

 

Record Sets

FUNCTION KEYS
New record set CTRL+N
Workform - open Find Tool CTRL+O
Load all records in Find Tool results set CTRL+SHIFT+A
Add member by searching CTRL+E
Add member by scanning CTRL+K
Bulk change CTRL+B
Save record set CTRL+S
Close workform ALT-F4
Delete record set CTRL+D
Properties F8

 

Check Out

FUNCTION KEYS
Open Check Out workform F3
Find patron CTRL+R
Previous patron barcode F4
Find item CTRL+I
Find bib CTRL+B
Create quick-circ item CTRL+Q
Place hold CTRL+H
Special loan ALT+S
Reset due date CTRL+ALT+D
Patron Registration workform CTRL+F9
Patron Status General view ALT+G
Patron Status Items Out view ALT+O
Patron Status Account view ALT+A
Patron Status Claims view ALT+C
Patron Status Holds View ALT+H
Patron Status Reader Services view ALT+D
Patron Status Associations View ALT+W
Patron Status Notes view ALT+N
Express-register patron CTRL+G
RFID check-out F9
Smart card check-out CTRL+ALT+S

 

Check In

FUNCTION KEYS
Open Check In workform F2
Find patron CTRL+R
Place hold CTRL+H
RFID check-in F9
Change item's circ status or shelf location CTRL+M
Change item's barcode CTRL+B
Inventory - Load barcode file CTRL+ALT+I

 

Holds Queue Workform

FUNCTION KEYS
Save CTRL+S
Refresh F5
New Request CTRL+H
Move Up CTRL+U
Move Down CTRL+W
Move Top CTRL+T
   

 

Course Reserves - Instructors

FUNCTION KEYS
Add instructor CTRL+A
Edit instructor CTRL+E
Remove instructor CTRL+R

 

Course Reserves - Reserve Items

FUNCTION KEYS
Add item CTRL+A
Edit item CTRL+E
Remove item CTRL+R

 

Receive Shipment

FUNCTION KEYS
Open workform ALT+A+S
Open Manage Item Record dialog box CTRL+M