Polaris Shortcut Bar

The Polaris Shortcut Bar appears when you start Polaris. When you log on to Polaris, the menu options on the Shortcut Bar become available.

Use the Polaris Shortcut Bar to:

Start a subsystem task - Select Acquisitions, Serials, Cataloging, Patron Services, or Circulation. Then select a menu option.
Start a system administration task - Select Administration.
Create a record - Select File, New to display the New dialog box.
Create a record set - Select File, New and select a type of record set.
Work with labels - Select Utilities, Label Manager.
Search for a record - Select a subsystem and record type to search using the Find Tool.
Generate hold notices and overdue notices - Select Utilities, Reports and Notices.
Check automatic processing of Cataloging records - Select Utilities, Cataloging Processing and select one of the following options from the menu:
- Purge Cataloging Records - Check the process that purges deleted cataloging records so they are permanently removed from the database.
- Bibliographic Bulk Change Queue - Check bulk change processing.
- Authority Create Links Queue or Authority Update Links Queue - Check the progress of new or updated linking process for authority records.
- Create an automatic record set of unlinked items - Select Utilities, Cataloging Processing and select one of the following options from the menu:
- Create unlinked bibliographic record set - A record set is created that contains all bibliographic records in the database that do not have links to other records. The Bibliographic Record Set workform opens.
- Create unlinked authority record set - A record set is created that contains all the authority records in the database that do not have links to other records. The Authority Record Set workform opens.
Access Acquisitions processing - Select Utilities, Acquisitions Processing, and select one of the following options from the menu:
- Link to Supplier Databases - If your library has set up a list of supplier databases, you can access them from this dialog box.
- Purge Purchase Orders and Invoices - Purge purchase orders and invoices from the database according to specified criteria.
- Run Fiscal Year Utility - Run the utility that handles fiscal year rollovers.
- Update Currency Exchange Rates - If your library uses foreign suppliers, update the currency exchange rate.
List and create uncataloged (ephemeral) items - Select Utilities, Quick-circ Item Records.
Generate mailing labels - Select Utilities, Mailing Label Manager.
Run reports - Select Utilities, Reports and Notices.
View credit card orders and refund payments - VeriSign processing only. Select Utilities, Credit Card Payments Manager.
Open a Web browser - Select Utilities, Web Browser.
Import cataloging records - Select Utilities, Importing.
Export cataloging records - Select Utilities, Export.
Create and manage importing profiles - Select Utilities, Importing, Profile Manager.
Go to the Credit Card Payment Manager - Select Utilities, Credit Card Payment Manager. The Credit Card Payment Manager workform appears.
Get help with Polaris - Select Help and select one of the following menu items:
- Polaris Topics - Displays the table of contents for Polaris Staff Help. Click on + next to any book icon to expand the table of contents.
- Search For Help On - Opens Polaris Staff Help on the Search tab. Type a search term to search for every instance of that term. For more precise searching, enter a term on the Index tab.
- Shortcut Bar Help - Opens Polaris Staff Help to information about the Polaris Shortcut Bar.
- Library Documents - If your library has set up its own documentation for Polaris, it can be accessed from this menu option. You specify the location of the documents using the System Administration profile Library documents - staff client.
- Obtaining Technical Support - Opens the Innovative Customer Supportal Log in page. Log in to enter issues and to access other customer resources.
- About Polaris - Displays the About Polaris dialog box with the Polaris version and build number, server, logged in user and log-in branch information.