Setting Up Printed Receipts
Polaris provides the following printed circulation receipts and slips:
- Check-out/renewal receipt - Lists the items checked out or renewed for a patron during a circulation session. For set-up information, see Set check-out receipt options.
- Items Out receipt - Printed from the Patron Status workform - Items Out view, this receipt lists all the items a patron currently has checked out. For set-up information, see Set Items Out receipt options.
- Check-in receipt - Lists the items checked in for a patron or group of patrons. If items are selected from multiple patrons, the items are grouped by patrons, and three blank lines are added at the end of each group. If auto-cut receipt printing is enabled, the receipt is cut at the end of each patron’s group of items. (Items with no patron information, for example those that went from In to In at check in, are also grouped together and separated from patron items.) For set-up information, see Set check-in receipt options.
- Fine receipt - Lists the fines and fees paid or waived for overdue items, replacement items, and other fees for a patron. For set-up information, see Set fine receipt options.
- Hold slip - Identifies a held item and the patron for whom the item is being held. Four types of hold slips are available:
- Default hold slip - A hold slip prints automatically when an item’s status becomes Held as a result of a circulation transaction (for example, the item is checked in). Libraries typically place the hold slip with the held material for identification purposes. The slip also prints when an ILL item is received on the Request Manager workform - ILL Requests view. For set-up information, see Set hold slip options.
- Hold call slip - For libraries that call their patrons for held items. It includes extended information and is laid out so that it can be folded to expose the title when placed in a book, with all the necessary patron information located below the fold. See Enable hold call slips.
- Hold/ILL pick-up slip - For libraries that allow patrons to pick up their own held items. This slip is inserted in the book so that the patron’s name (in a specified format) and the pick-up date are visible on the shelf. By default, this slip is printed horizontally on the receipt paper, and requires a line mode receipt printer such as a Star® TSP600, Star TSP700, or Dell™ T200. The settings for this slip also apply to an equivalent ILL pickup slip, printed when an interlibrary loan item is received. Vertical printing settings are also available. For set-up information, see Set up hold pickup slips.
- In-transit slip - Prints automatically when an item’s status changes to In Transit (because it belongs to another branch) or Transferred (because it will fill a hold and needs to be sent to the pick-up library) during a circulation transaction. You can also choose to print the in-transit slip only when the status changes to Transferred (
Note:
When an item’s status changes to Transferred to fill a request, the in-transit slip includes the text FOR HOLD. The text does not appear on in-transit slips printed when an item is checked in and just needs to be shipped back to its assigned branch.
In Polaris Administration, you also specify which printers are available for selection from staff client workforms, and you can specify receipt printer control codes for printer options such as bold type, in addition to the set of control codes that Polaris provides for specific receipt printers. See Set receipt printer control codes.
Important:
You must also set up receipt or slip printing at each staff client workstation that generates receipts or slips.
Note:
Polaris also supports hold pickup and in-transit slips printed from Epson ReStick printers. See Epson® ReStick™ Printers - Hold and In-Transit Slips.