Outreach Services Manager - Pick List View

The Outreach Services Manager - Pick List view displays the combined pick list, which shows the items from each identified patron’s pick list. See Process items for multiple patrons. Use this view to:

• Remove an item from the pick list - Select the item, and click .

• Find an item and add it to the pick list - Click . The Polaris Find Tool opens. Search for the item, right-click it in the Find Tool results list, and choose Select from the context menu. You specify the patron for whom you are adding the item. Click  to save any changes back to the individual patron’s pick list.

• Place hold requests for items - Select the items, and click . Use the CTRL or SHIFT keys to select multiple items. For more information about hold requests, see Placing Hold Requests.

• Check out items - Select the items, and click . Use the CTRL or SHIFT keys to select multiple items. You can set a special loan period for the items.

Tip:
If you have set Polaris to print check-out receipts from the Outreach Services Manager workform, the bulk check-out receipt prints. See Setting Up Receipt Printing from Workforms. The bulk check-out receipt is a useful packing list as you prepare the items for delivery.

• Print a packing list for reader ratings - Select the items, and click  above the Items Out list. See Placing Items on Reserve. If automatic packing list printing is specified, the packing list prints instead of the check-out receipt. See Setting Up Reader Ratings.

• Save patrons or items to a new or existing record set - Select the items in the Combined Pick List, right-click in the list, and select Add to Patron Record Set or Add to Item Record Set from the context menu.

Tip:
If an item in the list is a serial, the serial designation (enumeration The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole. and chronology The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing.) is added to the title. You may need to expand the title column to see the designation.