Staff Client Help v7.1
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<h1><a name="kanchor2589"></a><a name="IX_described_163"></a>Associated <a name="CSH_193"></a>Patron Blocks Dialog Box</h1>
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<p>This dialog box, a special case of the Patron Blocks dialog box, appears when you select <b>Tools, Check Associated Patron Blocks</b> in the Patron Status workform. The dialog box lists any blocks on associated patron records with which the patron has a blocking relationship. Double-click any block in the list to open the appropriate view of the Patron Status workform for the associated patron, where you can resolve the blocks (see <a href="Patron_Blocks_Dialog_Box.htm#XREF_69103_Patron_Blocks">Patron Blocks Dialog Box</a>). For more information about setting up blocking between associated patrons, see <a href="../../Patron_Services/PPregstr/Patron_Associations.htm#XREF_55300_Patron_Associations">Patron Associations</a>.</p>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<h1><a name="kanchor4970"></a><a name="IX_described_169"></a>Bookmobile <span style="font-size: 11.0pt;"><a name="CSH_199"></a></span>Workform</h1>
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<p>To access the Bookmobile workform, select <b>Circulation, Bookmobile</b>. See <a href="../../Patron_Services_Admin/PDPoffline/Managing_Offline_Circulation.htm#XREF_40125_Getting_Started_in">Managing Offline Circulation</a>. Use this workform to:</p>
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<ul type="disc">
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<li><span class="FM_BulletHead">View a Bookmobile transaction file</span> - Select the .TRN file in the <b>Transaction files to be uploaded</b> list, and click <b>View File</b>. </li>
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<li><span class="FM_BulletHead">Set days to omit from fine calculation </span>- Type or select a number in the <b>Free days</b> box or select a date from the calendar. If you set a date in the calendar, the system automatically calculates the number of <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">free days<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A value applied at normal and bulk check-in, renewal, and offline that allows you to omit a specified number of days from the overdue fine calculation.</span></a>. The <b>Fines calculated from</b> box shows the date from which fines will be calculated. See <a href="../../Patron_Services/PPckin/Doing_Normal_Item_Check-Ins.htm#XREF_31552_Free_Days_at_Check">Free Days at Check-In</a>. When the files are uploaded, these days are omitted from fine calculation.</li>
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<li><span class="FM_BulletHead">Upload a transaction file</span> - Select the .TRN file in the <b>Transaction files to be uploaded</b> list, and click <b>Upload File</b>. See<span style="font-style: italic;"></span><a href="../../Patron_Services_Admin/PDPoffline/View_and_upload_offline_transaction_files.htm#XREF_14897_View_and_upload">View and upload offline transaction files</a>.</li>
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<li><span class="FM_BulletHead">View a transaction report</span> - After transaction files are uploaded, you can view a report. Select the .LOG file in the <b>Transaction files already uploaded</b> list, and click <b>View Report</b>.</li>
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<li><span class="FM_BulletHead">Delete a transaction report</span> - Select the .LOG file in the <b>Transaction files already uploaded</b> list, and click <b>Delete Report</b>.</li>
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<li><span class="FM_BulletHead">Print the workform or the lists</span> - Select <b>File, Print, Current View</b> or <b>File, Print, List View</b>, or click the down arrow by the print button <img alt="PrintButtonArrow00614.gif" style="margin-bottom: -4.000pt;width: 41;height: 28;" id="image15" src="PrintButtonArrow00614_41x28.gif" />.</li>
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<li><span class="FM_BulletHead">Specify which transaction files appear on the workform (terminal server environments)</span> - Select <b>Tools, Options</b>. The Bookmobile: Tools Options dialog box appears, where you can select the current user’s files, the user’s branch files, or all files. See <a href="../../Patron_Services_Admin/PDPoffline/View_and_upload_offline_transaction_files.htm#XREF_14897_View_and_upload">View and upload offline transaction files</a>.</li>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Brief Item Entry Dialog Box (ILL)</title>
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<h1><a name="kanchor1755"></a>Brief Item Entry Dialog Box (ILL)</h1>
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<p>This dialog box appears when you receive an item that was requested through interlibrary loan. It is used to create the virtual item and bib that allow the ILL item to circulate in Polaris. To create the item for a regular ILL item, a matching ILL item template must already be created. To create an item for an INN-Reach request, a matching INN-Reach item template must already be created.</p>
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<p>If the ILL Hold Request indicates the patron no longer wants the item requested (the <b>Return Uncirculated</b> box is checked), the following message appears: <i>The INN-Reach request indicates the patron no longer wants this item</i>. </p>
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<p>Use the Brief Item Entry dialog box to:</p>
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<ul>
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<li>Scan or type the barcode on the physical item being received. </li>
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</ul>
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<p class="NoteShade"><b>Note:</b>
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<br />If the barcode attached to the borrowed material matches an item barcode already in your Polaris system, an error message appears. To resolve this issue and allow the item to circulate, you can affix a temporary barcode to the item and scan that barcode. Your library policy determines how to respond if this occurs.</p>
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<ul>
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<li>Enter an optional call number. If the item was requested through INN-Reach, the call number appears from the Item Shipped INN-Reach API message.</li>
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<li>Add a blocking note, if applicable, in the <b>Free text block</b> box.</li>
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<li>Change the default settings in the Circulation Setup area by selecting a different Material type, Loan period, or Fine code.</li>
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<li>Click <b>OK </b>to create the virtual bib and item in Polaris.</li>
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</ul>
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<p>See also:</p>
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<ul>
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<li><a href="../../Patron_Services/PPill/Receiving_Interlibrary_Loans.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Receiving Interlibrary Loans</span></a>
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</li>
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<li><a href="../../INN-Reach Integration/INNBorrowingLib/ReceiveINNReachItem.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Receive the INN-Reach ILL hold request</span></a>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+84
@@ -0,0 +1,84 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Circulation UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Brief Item Entry Dialog Box (Course)</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcirc/BriefItemEntryCourse.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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</div>
|
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<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor5262"></a>Brief Item Entry Dialog Box (Course)</h1>
|
||||
<p>Before you can create items on reserve for uncataloged material, an item record template named <i>Reserve on the fly</i> must already be created. </p>
|
||||
<p>This dialog box appears when you select the Create Item icon on the Course Reserves workform. </p>
|
||||
<p>Use this dialog box to enter the information to create the reserve item:</p>
|
||||
<ul>
|
||||
<li>Enter the barcode in the Item barcode box.</li>
|
||||
<li>Type the title in the <b>Title</b> box.</li>
|
||||
<li>Type an optional author in the <b>Author</b> box.</li>
|
||||
<li>Type the call number in the <b>Call number box.</b></li>
|
||||
<li>Type a block note in the <b>Free text block</b> box, if appropriate</li>
|
||||
<li>Leave the <b>OTF block</b> check box unchecked.</li>
|
||||
<li>Modify the <b>Circulation settings</b> (Material Code, Fine Period, Loan Period, Collection)</li>
|
||||
<li>Click <b>OK</b>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+83
@@ -0,0 +1,83 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Circulation UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Brief Item Entry Dialog Box (OTF)</title>
|
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|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
|
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gtag('js', new Date());
|
||||
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||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcirc/BriefItemEntryOTF.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor5837"></a>Brief Item Entry Dialog Box (OTF)</h1>
|
||||
<p>This dialog box appears if you enter a barcode for which no item is found and you opt to create an item record on-the-fly (OTF).</p>
|
||||
<p>Use the Brief Item Entry dialog box to create the OTF item:</p>
|
||||
<ul>
|
||||
<li>Type the title in the <b>Title</b> box. </li>
|
||||
<li>Type the call number in the <b>Call number</b> box.</li>
|
||||
<li>Type an optional author in the <b>Author</b> box</li>
|
||||
<li>Type an optional note in the <b>Free text</b> block box.</li>
|
||||
<li>Change the default settings if necessary. </li>
|
||||
<li>Click <b>OK</b>.</li>
|
||||
</ul>
|
||||
<p>The Check Out workform appears with the item in the Items Checked Out list.</p>
|
||||
<p>See also: <a href="../../Patron_Services/PPckout/Checking_Out_Uncataloged_Items.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Checking Out Uncataloged Items</span></a></p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+78
@@ -0,0 +1,78 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Charge for Missing Parts Dialog Box</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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</script>
|
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
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</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcirc/ChargeMisParts.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Charge for Missing Parts Dialog Box</h1>
|
||||
<p>The Charge for missing parts dialog box opens when you select a claim type of Claim Missing Parts from the Patron Status workform , Claims view, and select the Check-in/charge for missing parts button <img src="../../../Resources/Images/chgmiss.gif" style="margin-top: 10px;margin-bottom: 0px;" alt="" /> .</p>
|
||||
<p>Use the Charge for Missing Parts dialog box to:</p>
|
||||
<ul>
|
||||
<li>Enter the dollar amount for the charge in the <b>Amount</b> box.</li>
|
||||
<li>Select the reason for the charge in the <b>Reason</b> drop-down list box</li>
|
||||
<li>Enter notes regarding the charge in the <b>Notes</b> box.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+106
@@ -0,0 +1,106 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Circulation UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
|
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcirc.fm" /><title>Check In Workform</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<h1><a name="kanchor409"></a><a name="IX_described_166"></a>Check <span style="font-size: 11.0pt;"><a name="CSH_196"></a></span>In Workform</h1>
|
||||
<p style="font-weight: normal;">To access the Check-In workform, select <b>Circulation</b> > <b>Check In</b>. From the Check In workform, you can check in items, do bulk check-ins, resolve fines, place holds, track in-house use of items, and take an item inventory. See <a href="../../Patron_Services/PPinventory/Taking_an_Item_Inventory.htm#XREF_57442_Checking_In">Taking an Item Inventory</a>. Use the toolbar to:</p>
|
||||
<ul type="disc">
|
||||
<li>Print information from this workform - Select <b>File</b> > <b>Print</b> > <b>Current View</b>; <b>File</b> > <b>Print</b> > <b>All Views</b>; or <b>File</b> > <b>Print</b> > <b>List View</b>, or click the down arrow by the print button <img alt="PrintButtonArrow00612.gif" style="width: 33;height: 18;" src="PrintButtonArrow00612_33x18.gif" class="imginline" /> and make a selection.</li>
|
||||
<li>Place a hold request - Select <b>Tools, Place Hold</b>, or click <img alt="PlaceHoldButton00613.gif" style="width: 33;height: 18;" src="PlaceHoldButton00613_33x18.gif" class="imginline" />. See <a href="../../Patron_Services/PPholds/Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a>.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To place a hold on an item already checked in, right-click the item in the list, and select <b>Place Hold</b> from the context menu. The Hold Request form appears with the item information already filled in.</p>
|
||||
<li>Change an item’s circulation status or shelf location - Select <b>Tools</b> > <b>Manage Item</b>, or click <img alt="ManageItemIcn.gif" style="margin-bottom: -6.000pt;width: 31;height: 31;" id="image8" src="ManageItemIcn_31x31.gif" />. See <a href="../../Patron_Services/PPckin/Change_item_information_or_barcode_at_check-in.htm#XREF_27785_Change_an_item_s">Change item information or barcode at check-in</a>.</li>
|
||||
<li>Change an item’s barcode - Select <b>Tools</b> > <b>Replace Barcode</b>, or click <img alt="ReplaceBarcodeIcn.gif" style="width: 24;height: 18;" src="ReplaceBarcodeIcn_24x18.gif" class="imginline" />. See <a href="../../Patron_Services/PPckin/Change_item_information_or_barcode_at_check-in.htm#XREF_27785_Change_an_item_s">Change item information or barcode at check-in</a>.</li>
|
||||
<li>Check in items returned to the circ desk - Select <b>View</b> > <b>Normal Mode</b>, or click <img alt="CheckInNorm.gif" style="width: 28;height: 18;" src="CheckInNorm_28x18.gif" class="imginline" />.</li>
|
||||
<li>Check in many items - Select <b>View</b> > <b>Bulk Mode</b>, or click <img alt="CheckInBulk.gif" style="width: 30;height: 18;" src="CheckInBulk_30x18.gif" class="imginline" />.</li>
|
||||
<li>Track in-library use - Select <b>View</b> > <b>InHouse Mode</b>, or click <img alt="CheckInHouse.gif" style="width: 32;height: 18;" src="CheckInHouse_32x18.gif" class="imginline" />.</li>
|
||||
<li>Take an item inventory - Select <b>View</b> > <b>Update InventoryDate</b>, or click <img alt="CheckInInvent.gif" style="width: 29;height: 18;" src="CheckInInvent_29x18.gif" class="imginline" />.</li>
|
||||
<li>Set a default view - Select <b>View</b> > <b>Save Current View as User Default</b>. This setting is saved as part of your staff member record, and remains in effect regardless of the log-on workstation or branch. </li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Check_In_Workform_Normal"></a>Check In Workform - Normal View</h2>
|
||||
<p><a name="kanchor410"></a><a name="IX_Normal_view"></a>See <a href="../../Patron_Services/PPckin/Doing_Normal_Item_Check-Ins.htm#XREF_20651_Checking_Items_In">Doing Normal Item Check-Ins</a>. Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li>Check in items a few at a time - Type or scan each item barcode. See <a href="../../Patron_Services/PPckin/Do_a_normal_check-in_from_the_Check_In_workform.htm#XREF_61518_Do_a_basic_check">Do a normal check-in from the Check In workform</a>.</li>
|
||||
<li>Omit days from overdue fine calculation - Enter the number in the <b>Free days</b> box or select a date from the calendar. If you set a date in the calendar, the system automatically calculates the number of <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">free days<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A value applied at normal and bulk check-in, renewal, and offline that allows you to omit a specified number of days from the overdue fine calculation.</span></a>. The <b>Fines calculated from</b> box shows the date from which fines will be calculated. See <a href="../../Patron_Services/PPckin/Doing_Normal_Item_Check-Ins.htm#XREF_31552_Free_Days_at_Check">Free Days at Check-In</a>.</li>
|
||||
<li>Process a fine for an overdue item - When an item with an overdue fine is checked in, the Check-In Fine dialog box appears. You can continue checking in items and process the fine later, waive the fine, or charge the fine to the patron’s account. See <a href="../../Patron_Services/PPckin/Resolve_a_fine_at_check-in.htm#XREF_77492_Resolve_a_fine_at">Resolve a fine at check-in</a>.</li>
|
||||
<li>Resolve a lost item - If an item has been declared lost, but turns up during check-in, the Resolve lost item dialog box may appear. See <a href="../../Patron_Services/PPlost/Resolve_a_lost-and-unpaid_item_at_circulation.htm#XREF_52854_Resolve_a_lost">Resolve a lost-and-unpaid item at circulation</a> and <a href="../../Patron_Services/PPlost/Resolve_a_lost-and-paid_item_at_circulation.htm#XREF_43460_Resolve_a_lost_and">Resolve a lost-and-paid item at circulation</a>. If your library has set up automatic processing defaults for recovered lost items, the Resolve Lost Item dialog box does not appear. See <a href="../../Patron_Services_Admin/PDPfines/Setting_Lost_Item_Recovery_Defaults.htm#XREF_53174_Setting_Lost_Item">Setting Lost Item Recovery Defaults</a>.</li>
|
||||
<li>Fill a hold request - If an item is checked in that could fill a hold request, a message appears. See <a href="../../Patron_Services/PPholds/Fill_a_hold_request_at_circulation.htm#XREF_89230_Trap_an_item_for_a">Fill a hold request at circulation</a>.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Check_In_Workform_Bulk"></a><a name="XREF_61192_Check_In_Workform"></a>Check In Workform - Bulk View</h2>
|
||||
<p><a name="kanchor411"></a><a name="IX_Bulk_view"></a>See <a href="../../Patron_Services/PPckin/Doing_Bulk_Item_Check-Ins.htm#XREF_13278_Performing_Bulk">Doing Bulk Item Check-Ins</a>. Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li>Check in items in bulk - Type or scan the item barcodes. See <a href="../../Patron_Services/PPckin/Check_in_items_in_bulk.htm#XREF_49124_Check_in_items_in">Check in items in bulk</a>.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To find an item without a working barcode, click the <b>Find</b> button next to the <b>Item barcode</b> box to display the Polaris Find Tool, and search for the item record.</p>
|
||||
<li>Omit days from overdue fine calculation - Enter the number in the <b>Free days</b> box or select a date from the calendar. If you set a date in the calendar, the system automatically calculates the number of free days. See <a href="../../Patron_Services/PPckin/Doing_Normal_Item_Check-Ins.htm#XREF_31552_Free_Days_at_Check">Free Days at Check-In</a>.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Check_In_Workform1"></a><a name="XREF_11282_Check_In_Workform"></a>Check In Workform - InHouse View</h2>
|
||||
<p><a name="kanchor412"></a><a name="IX_InHouse_view"></a>Use the Check In workform - InHouse view to check in items that did not circulate, but were used by patrons in the library. This workflow is useful for libraries that keep statistics on in-house item use. See <a href="../../Patron_Services/PPckin/Tracking_In-House_Item_Use.htm#XREF_43761_Tracking_In_House">Tracking In-House Item Use</a>.</p>
|
||||
<h2><a name="TOC_Check_In_Workform_Update"></a><a name="XREF_89925_Check_In_Workform"></a>Check In Workform - Update InventoryDate View</h2>
|
||||
<p><a name="kanchor413"></a><a name="IX_Update_InventoryDate_view"></a>Use the Check In workform - Update InventoryDate view to take an item inventory. Items are not checked in through this view, but items whose status is not In and items that are misshelved are flagged. See <a href="../../Patron_Services/PPinventory/Taking_an_Item_Inventory.htm#XREF_57442_Checking_In">Taking an Item Inventory</a>.</p>
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<h1><a name="kanchor1974"></a><a name="IX_described_160"></a><a name="XREF_27852_Check_Out_Workform"></a>Check <span style="font-size: 11.0pt;"><a name="CSH_190"></a></span>Out Workform</h1>
|
||||
<p>The Check Out workform is the basic tool for checking out items at the circulation desk. See <a href="../../Patron_Services/PPckout/Check-Out_and_Renewal.htm#XREF_63116_Checking_Out">Check-Out and Renewal</a>. </p>
|
||||
<p>Use this workform to:</p>
|
||||
<p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Check out or renew items </span>- See <a href="../../Patron_Services/PPckout/Check_out_an_item.htm#XREF_97950_Check_out_items">Check out an item</a>. <ul><li><span class="FM_BulletHead">In the Patron barcode</span> field, type or scan the number, or click the Find button by the patron name to search for the patron’s record.</li><li><span class="FM_BulletHead">In the Item barcode</span> field, type or scan the item barcode, or click the <b>Find</b> button by the item barcode to search for the item record.</li></ul></li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the patron or item record is blocked for some reason, a blocks dialog box appears. See <a href="../../Patron_Services/PPblocks/Working_with_Blocks_Stops.htm#XREF_36202_Working_with">Working with Blocks (Stops)</a>.</p>
|
||||
<li><span class="FM_BulletHead">Work with checked out items</span> - You can right-click an item to place a hold, print item information, check it in, or access other options related to the item. If an item in the list is a serial, the serial designation (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a>) is added to the title. You may need to expand the title column to see the designation.<ul><li><span class="FM_BulletHead">Resolve overdue fines at renewal</span> - If the Overdue Fine dialog box appears when you attempt to renew an item, you can resolve the fine or cancel the renewal. See <a href="../../Patron_Services/PPckout/Resolve_a_fine_at_renewal.htm#XREF_94629_Resolve_a_fine_at">Resolve a fine at renewal</a>.
|
||||
</li><li><span class="FM_BulletHead">Set a special loan period</span> - Click <b>Special</b>. The Special Loan dialog box appears. You can set the loan period for the next item, for all items checked out to this patron, or all items checked out during this session. Click <b>Reset</b> to restore automatic loan periods. See <a href="../../Patron_Services/PPckout/Assign_a_special_loan_period.htm#XREF_70528_Assign_a_special">Assign a special loan period</a>.</li><li><span class="FM_BulletHead">Change the due date of checked-out items</span> - Select the items in the list view and select <b>Tools</b>> <b>Reset Due Date</b>. See <a href="../../Patron_Services/PPckout/Reset_due_dates_of_checked-out_items.htm#XREF_19259_Reset_due_dates_of">Reset due dates of checked-out items</a>. </li></ul></li>
|
||||
<li><span class="FM_BulletHead">Express-register a patron</span> - Select <b>Tools</b> > <b>Express Registration</b>, or click <img alt="ExpressRegButton.gif" style="margin-bottom: 0.000pt;vertical-align: text-bottom;width: 28;height: 27;" id="image1" src="ExpressRegButton_28x27.gif" />. </li>
|
||||
<p>You can enter minimal patron information on the Express Registration workform, then check out items to the patron. See <a href="../../Patron_Services/PPckout/Express-register_a_new_patron_at_check-out.htm#XREF_97787_Express_register_a">Express-register a new patron at check-out</a>.</p>
|
||||
<li><span class="FM_BulletHead">Create an item “on-the-fly”</span> - If you scan an item barcode and a message tells you that the item is not linked to a record, you can create minimal item and bibliographic records to circulate the item immediately. See <a href="../../Patron_Services/PPckout/Create_an_on-the-fly_item_at_checkout.htm#XREF_65639_Create_an_item_on">Create an on-the-fly item at checkout</a>.</li>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You must have an on-the-fly item template already created. See <a href="../../Patron_Services/PPill/Create_ILL_item_templates.htm#XREF_76196_Create_an_OTF">Create ILL item templates</a>.</p>
|
||||
<li><span class="FM_BulletHead">Place a hold request</span> - Select <b>Tools</b> > <b>Place Hold</b>, or click <img alt="PlaceHoldButton.gif" style="margin-bottom: -4.000pt;width: 28;height: 26;" id="image2" src="PlaceHoldButton_28x26.gif" />. See <a href="../../Patron_Services/PPholds/Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Find a bibliographic record</span> - Select <b>Tools</b> > <b>Find Bibliographic Record</b>, or click <img alt="FindBibBtn.gif" style="width: 17.348pt;height: 17.348pt;margin-bottom: -6.000pt;" id="image3" src="FindBibBtn.gif" />. This is convenient for finding more information about a title without leaving the Check Out workform. From the Find Tool results list, you can open the bibliographic record. This feature is also convenient for finding an item’s missing barcode. Right-click the bibliographic record in the results list and select <b>Links</b> > <b>Item Records</b>.</li>
|
||||
<li><span class="FM_BulletHead">Find any item record</span> - Select <b>Tools</b> > <b>Find Bibliographic Record</b>, or click <img alt="FindBibBtn00611.gif" style="width: 17.348pt;height: 17.348pt;margin-bottom: -6.000pt;" id="image4" src="FindBibBtn00611.gif" />, and select <b>Item Records</b> from the Find Tool Object list. This is convenient for finding any item (not necessarily one to be checked out) without leaving the Check Out workform. </li>
|
||||
<li><span class="FM_BulletHead">Set up receipt printing for this workform</span> - You set up receipt printing only once for the workform. After that, a check-out receipt prints automatically when you press <b>ENTER</b>, after you process all the patron’s items. See <a href="../../Patron_Services/PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</li>
|
||||
<li><span class="FM_BulletHead">Print the workform or the Items Checked Out list</span> - Select <b>File</b> > <b>Print</b> > <b>Current View</b> or <b>File</b> > <b>Print</b> > <b>List View</b>, or click the down arrow by the print button <img alt="PrintButtonArrow.gif" style="margin-bottom: -11.500pt;width: 41;height: 38;" id="image5" src="PrintButtonArrow_41x38.gif" />. </li>
|
||||
</ul>
|
||||
</p>
|
||||
</div>
|
||||
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|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="XREF_13622_Circulation"></a>Circulation UI Reference</h1>
|
||||
<p>In the <b>Contents</b> list for online Help, click the plus sign by <b>Circulation UI Reference</b>, then click a subtopic link to see more information about how to use a specific workform or dialog box.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The same information is available when you click <img alt="formHelp_Icon.gif" style="margin-bottom: -6.000pt;width: 29;height: 29;" id="image0" src="formHelp_Icon_29x29.gif" />, click <b>Help</b>, or press <b>F1</b> on most workforms and dialog boxes.</p>
|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="kanchor2360"></a><a name="IX_described_167"></a>Declare <span style="font-size: 11.0pt;"><a name="CSH_197"></a></span>Lost Item Dialog Box</h1>
|
||||
<p>To access the Declare Lost Item dialog box, select <b>Circulation</b> > <b>Patron Status</b>, to display the patron’s record in the Patron Status workform, select <b>View</b> > <b>Items Out</b> to display the Items Out view. Then select the appropriate line item in the Items Out list, and click <img alt="declarelostbtn.gif" style="width: 20.608pt;height: 18.198pt;margin-bottom: -5.500pt;" id="image14" src="declarelostbtn.gif" /> or press <b>Ctrl+L</b>.</p>
|
||||
<p>Use this dialog box to manually declare an item lost and handle any related charges. See <a href="../../Patron_Services/PPlost/Managing_Lost_Items.htm#XREF_14110_Managing_Lost_Items">Managing Lost Items</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the patron has already received a bill for the item, the <b>Billed</b> check box is selected. For billed items, the possible actions are <b>Leave as is</b>, <b>Pay</b> or <b>Waive</b>. The charge has already been posted to the patron’s account, and if you select <b>Leave as is</b>, no action is taken on the account.</p>
|
||||
<ul>
|
||||
<li>Indicate the amount to be charged - Any replacement, processing, or overdue charges appear in the appropriate columns. You can accept the amount, or type the new amount in the <b>Amount</b> box.</li>
|
||||
<li>Select the action to take on the charge - Select <b>Charge</b>, <b>Pay</b>, or <b>Waive</b> in the Replacement <b>Actions</b> box. (<b>Leave as Is</b> appears if the charge was already billed to the patron’s account.) <b>Charge</b> places the charge on the patron’s account. <b>Waive</b> means the patron is not obligated to pay the charge. Select <b>Pay</b> if you will process the payment immediately.</li>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If your library uses Active Payment Manager (Class Point of Sale) to manage payments, you cannot pay charges from this dialog box. Instead, you must charge the patron’s account, then pay the charge from the Patron Status workform - Account view. See <a href="../../Patron_Services/PPuseacct/Pay_charges_from_the_Account_view.htm#XREF_33555_Pay_or_waive_a">Pay charges from the Account view</a>.</p>
|
||||
<ul>
|
||||
<li>Select the payment method - If you chose <b>Pay</b>, select the method in the <b>Payment method</b> box and take the payment.</li>
|
||||
<li>Send a bill - If you selected <b>Charge</b> as an action, you can select the <b>Send a bill</b> check box to bill the patron for the charge. See <a href="../../Patron_Services/PPlost/Declare_an_item_lost.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Declare an Item Lost</span></a>.</li>
|
||||
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|
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<tr>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<col />
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcirc.fm" /><title>Fill Hold/Renew Item Dialog Box</title>
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<h1><a name="kanchor5321"></a><a name="IX_described_176"></a><a name="kanchor5322"></a><a name="IX_described_175"></a>Fill <span style="font-size: 11.0pt;"><a name="CSH_205"></a></span>Hold / Fill INN-Reach Hold Request Dialog Box</h1>
|
||||
<p>This dialog box appears when you check out, check in, or renew an item that satisfies a request for another patron. It displays the title and barcode of the item and the patron name, barcode, and phone number of the patron who requested the item. If the request was placed through INN-Reach, the message indicates that the item satisfies an INN-Reach hold request.</p>
|
||||
<p>If the title of the dialog box is <b>Fill Hold</b>, you can:</p>
|
||||
<ul>
|
||||
<li>Continue with the check-in or check-out - Click <b>No</b>. If you click <b>No</b>, another message asks if you want to reactivate the hold request for this patron. Click <b>Yes</b> to reactivate the hold or <b>No</b> if you do not want to reactivate the hold.<br /></li>
|
||||
<li>Hold the item for the patron who requested it - Click <b>Yes</b>.</li>
|
||||
<li>Cancel the check-in or check-out process - Click <b>Cancel</b>.</li>
|
||||
<li>Continue or stop a renewal - If you choose to continue the renewal, the hold request remains active. If you stop the renewal, you can then check in the item and trap it for the hold request.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The Patron Services parameter <b>Renewal: Block if there are holds</b> determines whether this message is always displayed when renewing items for which there are hold requests, or only when the item being renewed is the only item available to fill the request. See <a href="../../Patron_Services_Admin/PDPrequests/allowrenewitemholds.htm#XREF_46074_Blocking_Holds_at">Blocking Holds at Renewal</a>.</p>
|
||||
<p>If the title of the dialog box is <b>Fill INN-Reach Hold Request</b>, you can:</p>
|
||||
<ul>
|
||||
<li> Ship the item requested through INN-Reach to the branch location where it will be shipped to the library whose patron requested it - Click <b>Yes</b>.</li>
|
||||
<li>Continue with the check-in or check-out - Select <b>No.</b></li>
|
||||
<li>Cancel the check-in or check-out process - Select <b>Cancel</b>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
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|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<h1><a name="kanchor2832"></a><a name="IX_Floating_Limit_dialog"></a>Floating <span style="font-size: 11.0pt;"><a name="CSH_207"></a></span>Limit Dialog Box</h1>
|
||||
<p>If your system uses floating collections, this message may appear when you check in a floating item from another branch that exceeds your branch’s limits. You can continue to check in the item and override the limit, if that is your branch’s policy. Alternatively, you choose to put the item in-transit to its home branch, or you can cancel the check-in. For detailed information about floating collections, see <a href="../../Patron_Services_Admin/PDPfloating/Setting_Up_Floating_Collections.htm">Setting Up Floating Collections</a>.</p>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcirc.fm" /><title>Hold Request Workform</title>
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<h1><a name="kanchor3368"></a><a name="IX_described_171"></a><a name="XREF_95313_ILL_Request_Dialog"></a><a name="XREF_75202_Hold_Requests"></a>Hold <span style="font-size: 11.0pt;"><a name="CSH_201"></a></span>Request Workform</h1>
|
||||
<p>To access the Hold Request workform, select <b>Circulation</b> > <b>Hold Requests</b>, and search for the hold request. From the Hold Request workform, you work with single or multiple hold requests. If your library is licensed to use the INN-Reach integration, INN-Reach API messages create item-level hold requests in Polaris. See <a href="../../INN-Reach Integration/INNLendingLib/Patron_places_hold.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Other library's patron places a hold request using INN-Reach</span></a></p>
|
||||
<p>Use the toolbar and top part of the workform to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Place a new hold request or edit this request</span> - See <a href="../../Patron_Services/PPholds/Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a> and <a href="../../Patron_Services/PPholds/Editing_Hold_Requests.htm#XREF_33296_Modifying_Holds">Editing Hold Requests</a>.<ul type="disc"><li><span class="FM_BulletHead">Request date</span> - Displays the date and time when the hold request was created.</li><li><span class="FM_BulletHead">Activation date</span> - The date the request goes into effect. For new requests, select a date equal to or later than the current date. For active and inactive requests, you can change the date to one equal to or later than the current date.</li><li><span class="FM_BulletHead">Expiration date</span> - The date the hold request expires, allowing a patron to specify a “not wanted after” date. For new requests, select a date equal to or later than the current date. For active, inactive, and pending requests, you can change the date to one equal to or later than the current date. If the activation date changes, the expiration date automatically changes.</li><li><span class="FM_BulletHead">Unclaimed date</span> - The date by which the patron must pick up the held item. Otherwise, the request status automatically changes from held to unclaimed at 11:59 p.m., and the item is available for circulation. This field appears only if the request status is held or unclaimed.</li><li><span class="FM_BulletHead">Pickup </span>- The library where the patron picks up the requested item. You can change the pick-up library for active, inactive, pending, and held requests.</li><li><span class="FM_BulletHead">Origin</span> - Set automatically. <b>Patron </b>indicates that the request was placed in the PAC. <b>Library </b>indicates that the request was placed in the staff client.</li><li><span class="FM_BulletHead">Borrow by mail </span>- Licensed feature. Indicates that this request is a Borrow by Mail request, where an item that fills the request is mailed to the patron. See <a href="../../Patron_Services/PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>.</li><li><span class="FM_BulletHead">Tracking </span>- Used with Borrow by Mail. Stores the optional tracking number for a Borrow by mail item that has been shipped to the patron. See <a href="../../Patron_Services/PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>.</li><li><span class="FM_BulletHead">This item only</span> - If the request is an item-level request, this read-only check box is automatically checked when you save the hold request.</li></ul></li>
|
||||
<li><span class="FM_BulletHead">Place a single hold request or multiple hold requests consecutively</span> - See <a href="../../Patron_Services/PPholds/Place_single_or_consecutive_hold_requests.htm#XREF_17602_Request_a_title">Place single or consecutive hold requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Delete this hold request</span> - You can delete a cancelled, expired, inactive, or not-supplied request. Select <b>File</b> > <b>Delete</b>, or click <img alt="pbutDelete00617.gif" style="margin-bottom: -4.000pt;width: 25;height: 24;" id="image30" src="pbutDelete00617_25x24.gif" />. See <a href="../../Patron_Services/PPholds/Delete_hold_requests.htm#XREF_92666_Delete_hold">Delete hold requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Convert a hold request to an interlibrary loan (ILL) request</span> - You can convert an active, expired, inactive, or not-supplied request. Select <b>Tools</b> > <b>Convert to ILL</b>, or click <img alt="pbutConvILL00618.gif" style="margin-bottom: -4.000pt;width: 25;height: 24;" id="image31" src="pbutConvILL00618_25x24.gif" />. See <a href="../../Patron_Services/PPill/Convert_hold_requests_to_ILL_requests.htm#XREF_12475_Create_an_ILL">Convert hold requests to ILL requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Deny an item for hold</span> - From a pending request, select <b>Tools</b> > <b>Deny Hold</b>, or click <img alt="DenyItem.gif" style="width: 29;height: 18;" src="DenyItem_29x18.gif" class="imginline" />. See <a href="../../Patron_Services/PPholds/Deny_items_for_Requests-To-Fill.htm#XREF_20685_Deny_an_item_for">Deny items for Requests-To-Fill</a>.</li>
|
||||
<li><span class="FM_BulletHead">Cancel a hold request</span> - You can cancel an active, inactive, pending, or not-supplied request. Select <b>Tools</b> > <b>Cancel</b>, or click <img alt="pbutCancel00619.gif" style="margin-bottom: 0.000pt;width: 25;height: 24;" id="image33" src="pbutCancel00619_25x24.gif" />. See <a href="../../Patron_Services/PPholds/Cancel_hold_requests.htm#XREF_59596_Cancel_a_hold">Cancel hold requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Reactivate a hold request</span> - You can reactivate a cancelled, expired, or not-supplied request. Select <b>Tools</b> > <b>Reactivate</b>, or click <img alt="pReactivateIcon00620.gif" style="margin-bottom: -4.000pt;width: 25;height: 24;" id="image34" src="pReactivateIcon00620_25x24.gif" />. See<span style="font-style: italic;"></span><a href="../../Patron_Services/PPholds/Reactivate_hold_requests.htm#XREF_39613_Reactivate_hold">Reactivate hold requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Fill a hold request immediately</span> - From a cancelled, expired, or not-supplied request, select <b>Tools</b> > <b>Fill Now</b>, or click <img alt="pFillNow.gif" style="width: 19.502pt;height: 19.531pt;margin-bottom: 0.000pt;" id="image35" src="pFillNow.gif" />. See<span style="font-style: italic;"></span><a href="../../Patron_Services/PPholds/Fill_a_hold_request_with_Fill_Now.htm#XREF_53984_Fill_a_hold">Fill a hold request with Fill Now</a>.</li>
|
||||
<li><span class="FM_BulletHead">Transfer a request from one bibliographic or item record to another</span> - You can transfer an active or inactive hold request. Select <b>Tools</b> > <b>Transfer</b>. See <a href="../../Patron_Services/PPholds/Transfer_a_hold_request.htm#XREF_70937_Transfer_a_hold">Transfer a hold request</a>.</li>
|
||||
<li><span class="FM_BulletHead">Refresh (update) the data on the workform</span> - Select <b>View</b> > <b>Refresh</b>, or click <img alt="oRefrshicn00621.gif" style="width: 21.005pt;height: 19.502pt;margin-bottom: 0.000pt;" id="image36" src="oRefrshicn00621.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Print information from this workform</span> - Select <b>File</b> > <b>Print</b> > <b>Current View</b>; <b>File</b> > <b>Print</b> > <b>All Views</b>; or <b>File</b> > <b>Print</b> > <b>List View</b> (when available), or click the down arrow by the print button <img alt="PrintButtonArrow00622.gif" style="margin-bottom: -4.000pt;width: 41;height: 28;" id="image37" src="PrintButtonArrow00622_41x28.gif" /> and make a selection.</li>
|
||||
<li><span class="FM_BulletHead">Input patron and bibliographic data</span> - Select <b>View</b> > <b>General</b>, or click <img alt="HoldReqGen.gif" style="margin-bottom: 0.000pt;width: 30;height: 31;" id="image38" src="HoldReqGen_30x31.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Type notes, see request history, work with items</span> - Select <b>View</b> > <b>Notes</b>, or click <img alt="HoldReqNotes.gif" style="margin-bottom: 0.000pt;width: 31;height: 30;" id="image39" src="HoldReqNotes_31x30.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Request one title for multiple patrons, or multiple titles for one patron</span> - Select <b>View</b> > <b>Multi-Request</b>, or click <img alt="HoldReqGroup.gif" style="margin-bottom: 0.000pt;width: 30;height: 29;" id="image40" src="HoldReqGroup_30x29.gif" />.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Hold_Request_Workform2"></a><a name="XREF_25770_Hold_Request"></a>Hold Request Workform - General View</h2>
|
||||
<p><a name="kanchor3369"></a><a name="IX_General_view_10"></a>Use the Hold Request workform - General view to input patron and bibliographic data for a hold request. See <a href="../../Patron_Services/PPholds/Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Find a patron record</span> - Click the <b>Find</b> button by the patron <b>Name</b> box to search for the record of the patron requesting the hold. When you select the patron, the <b>Name</b>, <b>Barcode</b>, <b>Code</b>, and <b>Registered at</b> boxes are filled in.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Notification</b> box, which shows the patron’s notification method, is informational only and cannot be edited on the Hold Request workform.</p>
|
||||
<li><span class="FM_BulletHead">Scan a patron barcode</span> - If you scan the barcode, the <b>Name</b>, <b>Code</b>, and <b>Registered at</b> boxes are filled in. </li>
|
||||
<li><span class="FM_BulletHead">Find a bibliographic or item record</span> - Click the <b>Find</b> button by the bibliographic <b>Title</b> box to search for the bibliographic or item record for the hold request. When you select the title or item, the appropriate Details boxes are filled in. The <b>Item barcode</b> field is filled in for item requests only, not title (bibliographic level) requests.</li>
|
||||
<li><span class="FM_BulletHead">Scan an item barcode</span> - With the cursor in the <b>Item barcode</b> field, scan the item barcode directly into the field. The item information is automatically filled in.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Hold_Request_Workform3"></a><a name="XREF_59948_Hold_Request"></a>Hold Request Workform - Notes View</h2>
|
||||
<p><a name="kanchor3370"></a><a name="IX_Notes_view_1"></a>Use the Hold Request workform - Notes view to enter and view notes about the request, see a list of items that can fill the request, and see the request history. If the hold request includes a note, the Notes view icon is yellow <img alt="NotesBtnYellow.gif" style="margin-bottom: -6.000pt;width: 21;height: 20;" id="image41" src="NotesBtnYellow_21x20.gif" />.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Notes</span> - <b>Staff display</b> notes are printed on the hold slip, and appear when an item that can fill a hold request is <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a> at circulation. <b>Non-public</b> notes appear on this workform only. You can type and edit text in these fields. <b>Patron</b> notes are entered by the patron when the request is placed from the PAC. <b>PAC display</b> notes are available to the patron in the PAC patron account - Request page, and can be edited if you have the system-level Circulation permission <b>Modify PAC display note: Allow</b>.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Libraries that use Polaris Borrow by Mail may have default text in the <b>Staff display</b> and <b>PAC display</b> notes fields. See <a href="../../Patron_Services/PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>.</p>
|
||||
<li><a name="kanchor3371"></a><a name="IX_status_history"></a><span class="FM_BulletHead">Request history</span> - Lists each change in the request’s status. For requests placed from the PAC, the user name is <b>PAC</b>. The Branch column lists the item’s assigned branch, where a branch has an item eligible to fill the request. For example, if the status is Pending and Library A is the branch, the request appears on Library A’s requests-to-fill report. <br />The <b>Action</b> column lists the following types of statuses:<ul type="disc"><li>An item has trapped and been held for this request</li><li>An item linked to this request has been checked out</li><li>An item was held but not claimed by the patron</li><li>An item was located for this request</li><li>Primary <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">RTF<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Requests-To-Fill or RTF processing
|
||||
sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it.</span></a> processing placed request on pick list</li><li>Primary RTF processing placed request on pick list - primary RTF routing cycle completed</li><li>Request activated during request creation</li><li>Request canceled by patron via self check</li><li>Request canceled due to item record deletion</li><li>Request canceled due to patron merge</li><li>Request canceled manually</li><li>Request has reached the expiration date</li><li>Request is not supplied</li><li>Request is not supplied because item was declared lost manually</li><li>Request is not supplied because no bib record exists</li><li>Request is not supplied because overdue item was billed and declared lost</li><li>Request is not supplied because the item is not holdable</li><li>Request is not supplied because the item was denied</li><li>Request is not supplied because the system determined no items were available for this patron</li><li>Request is not supplied due to bib record deletion</li><li>Request is not supplied due to item record deletion</li><li>Request pickup branch was modified</li><li>Request placed on a pick list as a result of a located item returned to RTF processing</li><li>Request reactivated as a result of ask me later processing</li><li>Request reactivated because activation date modified</li><li>Request reactivated because all items were denied for a branch in RTF</li><li>Request reactivated because one item was denied for a branch in RTF</li><li>Request reactivated by system processing</li><li>Request reactivated due to item record deletion</li><li>Request reactivated during circulation processing</li><li>Request reactivated during RTF processing</li><li>Request reactivated during RTF processing - primary RTF routing cycle completed</li><li>Request reactivated during RTF processing - primary RTF routing cycle completed and moved to secondary RTF</li><li>Request reactivated during RTF processing - secondary RTF routing cycle completed</li><li>Request reactivated manually by user</li><li>Request was made inactive because activation date modified</li><li>Request was made inactive during request creation</li><li>Request was shipped to the pickup branch</li><li>Secondary RTF processing placed request on pick list</li><li>Secondary RTF processing placed request on pick list - primary RTF routing cycle completed</li><li>Secondary RTF processing placed request on pick list - secondary RTF routing cycle completed</li></ul></li>
|
||||
<li><span class="FM_BulletHead">Request satisfied by list</span> - Lists all the items that can fill the hold request and are bound to it. You can right-click an item to open the item record.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Hold_Request_Workform4"></a><a name="XREF_56439_Hold_Request"></a>Hold Request Workform - Multi-Request View</h2>
|
||||
<p><a name="kanchor3372"></a><a name="IX_Multi_Request_view"></a>Use the Hold Request workform - Multi-Request view to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Place hold requests for multiple titles for one patron at once</span> - Click <img alt="pbut_Add.gif" style="width: 18.057pt;height: 17.376pt;margin-bottom: 0.000pt;" id="image42" src="pbut_Add.gif" /> above the Titles list. See <a href="../../Patron_Services/PPholds/Place_hold_requests_-_multiple_titles_one_patron.htm#XREF_80771_Place_hold">Place hold requests - multiple titles, one patron</a>. To remove titles, select them and click <img alt="pbut_Remove.gif" style="width: 18.057pt;height: 17.376pt;margin-bottom: 0.000pt;" id="image43" src="pbut_Remove.gif" />.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can group a patron’s hold requests, so that when one is filled, the rest are deleted. See <a href="../../Patron_Services/PPholds/Grouping_Patron_Hold_Requests.htm#XREF_13358_Grouping_a_Patron">Grouping a Patron’s Hold Requests</a>.</p>
|
||||
<li><span class="FM_BulletHead">Place the hold request for a single title for multiple patrons at once</span> - Click <img alt="pbut_Add00623.gif" style="width: 18.057pt;height: 17.376pt;margin-bottom: 0.000pt;" id="image44" src="pbut_Add00623.gif" /> above the Patrons list. See <a href="../../Patron_Services/PPholds/Place_hold_requests_-_multiple_patrons_one_title.htm#XREF_78255_Place_multiple">Place hold requests - multiple patrons, one title</a>. To remove patrons, select them and click <img alt="pbut_Remove00624.gif" style="width: 18.057pt;height: 16.626pt;margin-bottom: 0.000pt;" id="image45" src="pbut_Remove00624.gif" />.</li>
|
||||
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<h1><a name="kanchor4048"></a><a name="IX_described_178"></a><a name="XREF_12695_Holds_Queue"></a>Holds <span style="font-size: 11.0pt;"><a name="CSH_211"></a></span>Queue Workform</h1>
|
||||
<p>To access the Holds Queue workform, select <b>Circulation</b> > <b>Holds Queue</b>. The Holds Queue workform displays the request queue for a title. Use this workform to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Rearrange the queue</span> - The queue position determines the order in which requests are filled. See <a href="../../Patron_Services/PPholds/Managing_the_Holds_Queue.htm#XREF_30510_Viewing_Title_Holds">Managing the Holds Queue</a>.</li>
|
||||
<li><span class="FM_BulletHead">Move a request up in the queue</span> - Select the request, and click <img alt="pbutMoveUp.gif" style="margin-bottom: -4.000pt;width: 25;height: 24;" id="image46" src="pbutMoveUp_25x24.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Move a request down in the queue</span> - Select the request, and click <img alt="pbutMoveDown.gif" style="margin-bottom: -4.000pt;width: 25;height: 24;" id="image47" src="pbutMoveDown_25x24.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Move a request to the first position in the queue</span> - Select the request, and click <img alt="pbutMoveTop.gif" style="margin-bottom: -4.000pt;width: 25;height: 24;" id="image48" src="pbutMoveTop_25x24.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Filter the queue display for specific volume or issue requests</span> - Select the specific volume or issue from the <b>Volume</b> or <b>Issue</b> filter list near the top of top of the workform.</li>
|
||||
<li><span class="FM_BulletHead">Create a new hold request for a listed title</span> - Select the title and click <img alt="PlaceHoldButton00625.gif" style="margin-bottom: 0.000pt;width: 30;height: 28;" id="image49" src="PlaceHoldButton00625_30x28.gif" />. The Hold Request workform appears with the title information filled in. See <a href="../../Patron_Services/PPholds/Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Create a new hold request for a different title</span> - Click <img alt="newicon.gif" style="width: 28;height: 18;" src="newicon_28x18.gif" class="imginline" /> above the queue. The Hold Request workform appears.</li>
|
||||
<li><span class="FM_BulletHead">Edit a hold request</span> - Right-click the request, and select <b>Open</b> from the context menu. See <a href="../../Patron_Services/PPholds/Edit_hold_request_data.htm#XREF_25956_Edit_a_hold_request">Edit hold request data</a>.</li>
|
||||
<li><span class="FM_BulletHead">Convert a hold request to an interlibrary loan (ILL) request</span> - Right-click an active request, and select <b>Convert to ILL Request</b> from the context menu. See <a href="../../Patron_Services/PPill/Convert_hold_requests_to_ILL_requests.htm#XREF_12475_Create_an_ILL">Convert hold requests to ILL requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Deny an item for hold</span> - Right-click a pending request, and select <b>Deny Hold</b> from the context menu. See <a href="../../Patron_Services/PPholds/Deny_items_for_Requests-To-Fill.htm#XREF_20685_Deny_an_item_for">Deny items for Requests-To-Fill</a>.</li>
|
||||
<li><span class="FM_BulletHead">Cancel a hold request</span> - Right-click an active or pending request, and select <b>Cancel Hold</b> from the context menu. See <a href="../../Patron_Services/PPholds/Cancel_hold_requests.htm#XREF_59596_Cancel_a_hold">Cancel hold requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Print information from this workform</span> - Select <b>File</b> > <b>Print</b> > <b>Current View</b> or <b>File</b> > <b>Print</b> > <b>List View</b>, or click the down arrow by the print button <img alt="PrintButtonArrow00626.gif" style="margin-bottom: -13.000pt;width: 41;height: 40;" id="image51" src="PrintButtonArrow00626_41x40.gif" /> and make a selection.</li>
|
||||
<li><span class="FM_BulletHead">Refresh (update) the data on the workform</span> - Select <b>View</b> > <b>Refresh</b>, or click <img alt="oRefrshicn00627.gif" style="width: 21.005pt;height: 19.502pt;margin-bottom: 0.000pt;" id="image52" src="oRefrshicn00627.gif" />.</li>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcirc/ILL_Request_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
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|
||||
<h1><a name="kanchor4822"></a><a name="IX_described_177"></a>ILL <span style="font-size: 11.0pt;"><a name="CSH_208"></a></span>Request Dialog Box</h1>
|
||||
<p>To access the ILL Request dialog box, display the ILL request, right-click and select <b>Edit</b>. Use this <a name="CSH_209"></a>dialog <a name="CSH_210"></a>box to edit interlibrary loan request details and information about the requested item, and add notes to the request. The status of the request determines which fields can be edited. </p>
|
||||
<p>See also:<br /></p>
|
||||
<ul>
|
||||
<li><a href="../../Patron_Services/PPill/Edit_an_ILL_request.htm#XREF_26081_Edit_an_ILL_request">Edit an ILL request</a>
|
||||
</li>
|
||||
<li><a href="../../INN-Reach Integration/INNBorrowingLib/ILLHoldCreated.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">INN-Reach ILL hold request created in Polaris</span></a>
|
||||
</li>
|
||||
<li><a href="../../Patron_Services/PPill/Working_with_Interlibrary_Loans.htm#XREF_12272_Working_with">Working with Interlibrary Loans</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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||||
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|
||||
</tbody>
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||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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|
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|
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</table>
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</body>
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</html>
|
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+83
@@ -0,0 +1,83 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcirc/Item_Record_Set_Setup.htm">Open topic with navigation</a>
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<div role="main" id="mc-main-content">
|
||||
<h1>Item Record Set Setup Dialog Box</h1>
|
||||
<p>This dialog box appears when you select <b>Tools</b> > <b>Create Item Record Set</b> or press <b>Ctrl+T </b>from the Patron Record Set workform.</p>
|
||||
<p>Use this dialog box to create an item record set of the items where the current or last borrower is a patron in the record set:</p>
|
||||
<ul>
|
||||
<li>Identify the item record set - Type the name for the record set in the <b>Name</b> box.</li>
|
||||
<li>Identify the record set owner - Select the organization that owns the record set in the <b>Owner</b> box.</li>
|
||||
<li>Filter the items by circulation status - Select one or more check boxes under <b>Circ status</b>.</li>
|
||||
<li>Filter the items by patron code - Select one or more check boxes under <b>Patron code</b>.</li>
|
||||
<li>Include items with a deleted status that remain in the database - Select the <b>Include items with a record status of "deleted"</b> check box.</li>
|
||||
<li>Generate the item record set - Select <b>OK</b>.</li>
|
||||
<p>The item record set is created containing the item records that meet the selected criteria, and have a current or last borrower (if no current borrower) whose record is in the patron record set.</p>
|
||||
<p>The Item Record Set workform displays an automatically-supplied date/time stamp appended to the record set name and a "Created from patron record set <record set name>" note.</p>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
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</table>
|
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</body>
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</html>
|
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+92
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<!DOCTYPE html>
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcirc.fm" /><title>Linked Hold Requests List Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcirc/Linked_Hold_Requests_List_Box.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor1472"></a><a name="IX_described_172"></a>Linked <span style="font-size: 11.0pt;"><a name="CSH_202"></a></span>Hold Requests List Box</h1>
|
||||
<p>The Linked Hold Requests List Box appears when you select <b>Links</b> > <b>All Hold Requests</b> from a workform or context menu and there are multiple hold requests linked to the bibliographic record. </p>
|
||||
<p>Use the Linked Hold Requests List box to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
Open a hold request - Select the hold request, right-click, and select <b>Open</b>. The Hold Request workform appears.
|
||||
</li>
|
||||
<li>
|
||||
Print the hold request - Select the hold request, right-click, and select <b>Print</b>.
|
||||
</li>
|
||||
<li>
|
||||
Print the list - Select the printer icon in the menu bar.
|
||||
</li>
|
||||
<li>
|
||||
Convert the hold request to an interlibrary loan (ILL) request - Select the hold request, right-click, and select <b>Convert to ILL Request</b>. See <a href="../../Patron_Services/PPill/Convert_hold_requests_to_ILL_requests.htm#XREF_12475_Create_an_ILL">Convert hold requests to ILL requests</a>.
|
||||
</li>
|
||||
<li>
|
||||
Cancel the hold - Select the hold request, right-click, and select <b>Cancel Hold</b>. See <a href="../../Patron_Services/PPholds/Cancel_hold_requests.htm#XREF_59596_Cancel_a_hold">Cancel hold requests</a>.
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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</tbody>
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</table>
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<table style="width: 100%;">
|
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<col />
|
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<tbody>
|
||||
<tr>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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</tbody>
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</body>
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</html>
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+111
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<!DOCTYPE html>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcirc.fm" /><title>Multiple Object Deletion - Patrons</title>
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||||
<h1><a name="kanchor455"></a><a name="IX_described_188"></a>Multiple <span style="font-size: 11.0pt;"><a name="CSH_213"></a></span>Object Deletion - Patrons</h1>
|
||||
<p>The Multiple Object Deletion dialog box appears when you select multiple patron records in a list box, record set, or Find Tool results list and select <b>Delete</b>. </p>
|
||||
<ul type="disc">
|
||||
<li>Suppress warning messages - If you have the required permissions, you can keep the warning messages for unbreakable or breakable links from appearing as the system goes through deleting multiple bibliographic records.</li>
|
||||
<p class="NoteShade">To keep the warning messages for unbreakable links from appearing, you must have the following permission: <b>Suppress warnings for unbreakable links and other stopping conditions, when deleting multiple patron records: Allow</b>.</p>
|
||||
<li>Uncheck the <b>breakable links </b>box to suppress warning messages from appearing when the system encounters patron records that have breakable links. The system will continue deleting these records without a warning message, provided you have the appropriate permissions.</li>
|
||||
<li>Uncheck the <b>unbreakable links and other stopping conditions</b> box to suppress warning messages from appearing when the system encounters patron records that have unbreakable links or other conditions that prevent them from being deleted. When the warning messages for unbreakable links are suppressed, these records are skipped because they cannot be deleted, but no warning message appears.</li>
|
||||
<li>Confirm that you want to delete the records - Click <b>Yes</b> to delete the selected records. If you do not want to delete the records, click <b>No</b>.</li>
|
||||
</ul>
|
||||
<p>You can override the following types of blocks if you have the permission <b>Patron registration: Override blocks to delete</b> for the patron’s registered branch:</p>
|
||||
<ul type="disc">
|
||||
<li>Patron record - Library assigned block, free text block, patron note, associated patron records, link to a routing list, verify patron data block</li>
|
||||
<li>Patron account - Recent charge, amount due, credit, deposit</li>
|
||||
</ul>
|
||||
<h4>Related Information</h4>
|
||||
<p>If not suppressed, warning messages regarding breakable or unbreakable links display when you delete multiple patron records. </p>
|
||||
<p>Patron records with the following blocks, links, or conditions can be deleted if you have the appropriate permissions:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can override breakable blocks if you have the permission: <b>Patron registration: Override blocks to delete</b> for the patron’s registration branch.</p>
|
||||
<ul type="disc">
|
||||
<li>Library-assigned block</li>
|
||||
<li>Free text block</li>
|
||||
<li>Recent charge</li>
|
||||
<li>Patron account has an amount due</li>
|
||||
<li>Patron account has a credit</li>
|
||||
<li>Patron account has a deposit</li>
|
||||
<li>Patron note</li>
|
||||
<li>Associated patron records</li>
|
||||
<li>Linked to a routing list</li>
|
||||
<li>Verify borrower block</li>
|
||||
<li>Unbreakable links or blocks - Patron records with the following links or conditions cannot be deleted:</li>
|
||||
<li>Linked to items with a status of Out, Lost or Claimed</li>
|
||||
<li>Linked to hold requests with a status of Held or Shipped</li>
|
||||
<li>Linked to ILL requests with a status of Received</li>
|
||||
<li>System assigned block</li>
|
||||
<li>Collection agency block</li>
|
||||
<li>Do not delete option is checked </li>
|
||||
<li>An item is currently routed to the patron through Serials routing</li>
|
||||
<li>Additional unbreakable blocks - These are the possible blocking conditions that your library may have defined in the Polaris Administration Patron Services parameter <b>Patron delete options</b>:<p class="NoteShade"><b>Note:<br /></b>See <a href="../../Patron_Services_Admin/PDPpatacct/Set_blocks_for_patron_record_deletion.htm#XREF_75702_Set_blocks_for">Set blocks for patron record deletion</a>. </p><ul type="disc"><li>Outstanding charge older than a library-defined number of days</li><li>Account balance over a library-defined amount</li><li>Credit balance over a library-defined</li><li>Deposit balance over a library-defined amount</li><li>Patron last activity date is less than a library-defined number of days ago</li><li>Patron record has notes</li></ul></li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
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|
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<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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|
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|
||||
<col />
|
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|
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1>Options <span style="font-size: 11.0pt;"><a name="CSH_212"></a></span>Dialog Box</h1>
|
||||
<p>This dialog box serves several purposes, depending on where you open it. Review the sections below for additional information.</p>
|
||||
<h2><a name="TOC_Tools_Options_Dialog_Box"></a><a name="kanchor3458"></a><a name="IX_described_184"></a><a name="kanchor3459"></a><a name="IX_described_183"></a><a name="kanchor3460"></a><a name="IX_described_182"></a><a name="kanchor3461"></a><a name="IX_described_181"></a><a name="kanchor3462"></a><a name="IX_described_180"></a><a name="kanchor3463"></a><a name="IX_described_179"></a>Tools/Options Dialog Box - Receipt Printing</h2>
|
||||
<p>Use the Tools/Options dialog box to set circulation receipt and slip printing from the workform from which you opened the dialog box. The options are available when you select <b>Tools</b> > <b>Options</b> from the following workforms:</p>
|
||||
<ul type="disc">
|
||||
<li>Check Out workform</li>
|
||||
<li>Check In workform</li>
|
||||
<li>Request Manager workform</li>
|
||||
<li>Patron Status workform</li>
|
||||
<li>Item Record workform</li>
|
||||
<li>Outreach Services Manager workform</li>
|
||||
</ul>
|
||||
<p>At each workstation, you need to set the options only once from each workform, unless you want to change your settings. See <a href="../../Patron_Services/PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>Set the receipts to print from this workform - Select one or more of the following receipt/slip check boxes:<ul type="disc"><li>Check out receipt</li><li>Fine receipt</li></ul></li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you check <b>only if no eReceipt</b>, fine receipts are printed only when the patron does not receive eReceipts. If <b>only if no eReceipt</b> is not checked, printed receipts are produced in addition to eReceipts for patrons who receive eReceipts. For more information about setting up eReceipts in Polaris Administration, see <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm">Setting Up eReceipts</a>. </p>
|
||||
<li>In-transit slip</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Select <b>In-transit slip</b> if you want to print the slip when an item’s status changes to Transferred (because it will fill a hold) or In Transit (because it belongs to another library). If you want to print the slip only when an item’s status changes to Transferred, select (check) <b>Holds only</b>.</p>
|
||||
<li>Hold slip</li>
|
||||
<li>Hold call slip (available if this option is enabled for your library)</li>
|
||||
<li>Hold pickup slip (available if this option is enabled for your library)</li>
|
||||
<li>Print ILL slip (Request Manager workform - ILL view only)</li>
|
||||
<li>Print ILL pickup slip (Request Manager workform - ILL view only; available if the hold pickup slip is enabled for your library)</li>
|
||||
<li>Set the printer type - Select <b>Receipt</b> or <b>Page</b>.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you are using a receipt printer, you may be able to set automatic cutting and printing options. See <a href="../../Patron_Services_Admin/PDPreceipts/Set_receipt_printer_control_codes.htm">Set receipt printer control codes</a>. From the staff client, you can customize the message text that appears on all receipts. See <a href="../../Patron_Services/PPworkstn/Set_receipt_printer_message_text.htm#XREF_17920_Set_receipt">Set receipt printer message text</a>.</p>
|
||||
<li>Select a printer driver - Receipt printers only. Select the appropriate printer driver in the <b>Drivers</b> box. These options are set in Polaris Administration. See <a href="../../Patron_Services_Admin/PDPreceipts/Set_receipt_printer_control_codes.htm">Set receipt printer control codes</a>.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Circulation_Options"></a><a name="kanchor3464"></a><a name="IX_described_185"></a>Circulation Options Dialog Box</h2>
|
||||
<p>Use the Circulation Options dialog box to set options related to workstations sounds, smart card readers, and receipts message text.</p>
|
||||
<ul type="disc">
|
||||
<li>Sounds tab - If you want to specify different sound types, select <b>Use Windows Sounds</b>. Your computer must have a sound card and external speakers for this option. If you do not want to specify sound types, select <b>Use Default Beep</b>. If you selected Windows sounds, you need to set up sounds in the Windows control panel. For details, see <a href="../../Patron_Services/PPworkstn/Setting_Circulation_Audio_Signals.htm#XREF_44073_Setting_Audio">Setting Circulation Audio Signals</a>.</li>
|
||||
<li>Smart Card Reader tab - If your workstation uses a 3M™ smart card reader to read patron smart cards, select <b>Smart card reader installed.</b> See <a href="../../Patron_Services/PPworkstn/Setting_the_Workstation_for_Smart_Card_Use.htm#XREF_93898_Setting_the">Setting the Workstation for Smart Card Use</a>.</li>
|
||||
<li>Receipt Printer Options tab - Type the standard message that you want to appear on check-out and fine receipts. See <a href="../../Patron_Services/PPworkstn/Set_receipt_printer_message_text.htm#XREF_17920_Set_receipt">Set receipt printer message text</a>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Auto-cut the end</b> option on this tab applies only to printers that have problems with auto-cutting hold pickup slips. You must also make some printer settings. See <a href="../../Patron_Services/PPworkstn/Correct_an_auto-cut_problem_for_hold_pickup_slips.htm#XREF_38696_Correct_an_auto">Correct an auto-cut problem for hold pickup slips</a>.</p>
|
||||
<h2><a name="TOC_Tools_Options_Dialog_Box1"></a><a name="kanchor3465"></a><a name="IX_described_186"></a>Tools/Options Dialog Box - Bookmobile</h2>
|
||||
<p>Use the Bookmobile Tools/ Options dialog box to set the transaction files that display in the list to be uploaded. These options apply to terminal server environments only. See <a href="../../Patron_Services_Admin/PDPoffline/View_and_upload_offline_transaction_files.htm#XREF_14897_View_and_upload">View and upload offline transaction files</a>.</p>
|
||||
<h2><a name="TOC_RFID_Options_Dialog_Box"></a><a name="kanchor3466"></a><a name="IX_described_187"></a>RFID Options Dialog Box</h2>
|
||||
<p>This dialog box appears when you select <b>Tools</b> > <b>RFID Options</b> from the Item Record workform. Use this Tools/Options dialog box to set RFID options before initializing an RFID tag for the item.</p>
|
||||
<ul type="disc">
|
||||
<li>3M tags - The Library Code and Country Code options do not apply to 3M tags. If this item is part of a set, enter the part number and total parts in the appropriate fields.</li>
|
||||
<li>EnvisionWare tags - EnvisionWare RFID tags require a library code and a country code. The default library code is your Polaris site code, taken from your Polaris license. The default country code is the two-letter abbreviation based on the standard ISO 3166-1. If this item is part of a set, place the entire tag set on the reader and enter only the total number of parts. EnvisionWare set tags are automatically numbered.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
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||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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|
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|
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="kanchor4850"></a><a name="IX_described_161"></a>Overdue <span style="font-size: 11.0pt;"><a name="CSH_191"></a></span>Fine Dialog Box</h1>
|
||||
<p>This dialog box appears when you attempt to renew an item for which there is an overdue fine, and your library does not automatically waive fines at renewal.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Pay</span> - Click to pay the fine and allow the renewal.</li>
|
||||
<li><span class="FM_BulletHead">Waive</span> - Click to waive the fine and allow the renewal.</li>
|
||||
<li><span class="FM_BulletHead">Charge Account</span> - Click to charge the fine to the patron’s account and allow the renewal.</li>
|
||||
<li><span class="FM_BulletHead">Cancel</span> - Click to stop the renewal.</li>
|
||||
</ul>
|
||||
<p>For detailed information about handling overdue fines at renewal, see <a href="../../Patron_Services/PPckout/Renewing_Items.htm#XREF_64663_Renewing_at_Check">Renewing Items</a>.</p>
|
||||
</div>
|
||||
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|
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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|
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<col style="width: 50%;" />
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<tbody>
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<tr>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="kanchor2970"></a><a name="IX_described_162"></a><a name="XREF_69103_Patron_Blocks"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_192"></a></span>Blocks Dialog Box</h1>
|
||||
<p>This dialog box appears during checkout or renewal when the transacting patron record has a block, or when an associated patron record is blocked and there is a blocking relationship between the two records. See <a href="../../Patron_Services/PPblocks/Working_with_Blocks_Stops.htm#XREF_36202_Working_with">Working with Blocks (Stops)</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>Override the blocks and continue the transaction - Click <b>Yes</b> (or press <b>Y</b>). You must have the appropriate permissions to override blocks. See <a href="../../Patron_Services_Admin/PDPstart/Setting_Circulation_Permissions.htm#XREF_33495_Setting">Setting Circulation Permissions</a>. If the only block is for a held item, you can override the block without special permission.</li>
|
||||
<li>Stop the transaction - Click <b>No</b> (or press <b>N</b>).</li>
|
||||
<li>Manage the blocks - Select a block to manage and press <b>Enter</b>. The appropriate workform opens. For example, if the block is <b>Patron owes money</b>, the Patron Status workform - Account view opens. For Verify Patron blocks, the Patron Registration workform opens. For associated patron blocks, the Patron Status workform for the associated patron opens.</li>
|
||||
<li>For overdue or long overdue blocks, check in the items, make claims, or declare the items lost. See <a href="../../Patron_Services/PPckin/Doing_Normal_Item_Check-Ins.htm#XREF_20651_Checking_Items_In">Doing Normal Item Check-Ins</a>, <a href="../../Patron_Services/PPclaims/Working_with_Claims.htm#XREF_21373_Working_with_Claims">Working with Claims</a>, or <a href="../../Patron_Services/PPlost/Managing_Lost_Items.htm#XREF_14110_Managing_Lost_Items">Managing Lost Items</a>.</li>
|
||||
<li>For amounts owed, resolve the charges. See <a href="../../Patron_Services/PPuseacct/Processing_Charges_and_Payments.htm#XREF_54418_Charges_and">Processing Charges and Payments</a>.</li>
|
||||
<li>For Verify Patron blocks, verify the patron’s account information and save the patron record. See <a href="../../Patron_Services/PPblocks/Resolve_a_Verify_Patron_block.htm#XREF_55711_Verify_patron_self">Resolve a Verify Patron block</a>.</li>
|
||||
<li>For unread patron messages, an alert message appears in the Patron Blocks dialog box. You can continue the check-out operation or cancel it, and you can also click the block text to open the Patron Status workform - Notes view. The alert message does not place any blocks on patron activity in the PAC. For more information about patron messages, see <a href="../../Patron_Services/PPregstr/Posting_Patron_Messages.htm#XREF_35384_Posting_Patron">Posting Patron Messages</a>.</li>
|
||||
<li>Delete staff-generated blocks or blocking notes if appropriate. See <a href="../../Patron_Services/PPblocks/Delete_a_patron_block.htm#XREF_83242_Delete_a_patron">Delete a patron block</a>.</li>
|
||||
</ul>
|
||||
</div>
|
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</div>
|
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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||||
<col style="width: 50%;" />
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||||
<tbody>
|
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<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<col />
|
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|
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<tr>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="kanchor972"></a><a name="IX_described_164"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_194"></a></span>Checkout Charge Dialog Box</h1>
|
||||
<p>This dialog box appears when you scan an item at checkout or renewal, the item’s assigned branch has placed a charge on the item for checkout or renewal, and your library has set this dialog box to appear.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Pay</span> - Click to pay the charge and allow the transaction.</li>
|
||||
<li><span class="FM_BulletHead">Waive</span> - Click to waive the charge and allow the transaction.</li>
|
||||
<li><span class="FM_BulletHead">Charge Account</span> - Click to charge the patron’s account and allow the transaction.</li>
|
||||
<li><span class="FM_BulletHead">Cancel</span> - Click to stop the transaction.</li>
|
||||
</ul>
|
||||
<p>For detailed information about messages that may appear during checkout and renewal, see <a href="../PRpatron/Patron_Registration_Workform.htm#XREF_40278_Checking_Out_Items">Patron Registration Workform</a>. For more information about Polaris Administration settings for checkout and renewal charges, see <a href="../../Patron_Services_Admin/PDPfines/Charging_for_Checkout_and_Renewal.htm#XREF_94300_Charging_for">Charging for Checkout and Renewal</a>.</p>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="kanchor3112"></a><a name="IX_described_165"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_195"></a></span>Registration Fee Dialog Box</h1>
|
||||
<p>This dialog box appears if the library charges a registration fee and you attempt to save a new patron record.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Pay</span> - Click to take payment for the fee. You must have the permission <b>Fines: Pay fines at circ</b> to use this option. If a fee is partially paid, a block is placed on the patron account. If the option to print a receipt was selected, a receipt prints.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Receipts are printed using the printer and driver set up for the Check Out workform printer.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Waive</span> - Click to waive the fee for this patron. You must have the permission <b>Fines: Waive fines at circ</b> to use this option. A waive transaction is recorded for the patron, and a receipt prints if the receipt option was selected and you library does not suppress printing for waive receipts.</li>
|
||||
<li><span class="FM_BulletHead">Charge</span> - The charge is written to the patron account. The charge reason is listed as <b>Registration fee</b> and a block is placed on the patron account.</li>
|
||||
</ul>
|
||||
<p>For more information, see <a href="../../Patron_Services/PPregstr/Create_a_patron_record.htm#XREF_11620_Create_a_patron">Create a patron record</a>.</p>
|
||||
<p>For information about setting registration fees in Polaris Administration, see <a href="../../Patron_Services_Admin/PDPpatacct/Charging_for_Patron_Registration.htm#XREF_65515_Charging_for">Charging for Patron Registration</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
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||||
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|
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|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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|
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|
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|
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="kanchor5351"></a><a name="IX_described_174"></a>Reactivate <span style="font-size: 11.0pt;"><a name="CSH_204"></a></span>Hold Dialog Box</h1>
|
||||
<p>This message appears during check out or check in when the item satisfied a hold request for another patron, but you chose to override the request and continue with check out or check in. Click <b>Yes</b> to reactivate the original patron’s request, or click <b>No</b> to leave the request inactive.</p>
|
||||
<p>For more information about processing hold requests, see <a href="../../Patron_Services/PPill/Working_with_Interlibrary_Loans.htm#XREF_12272_Working_with">Working with Interlibrary Loans</a>.</p>
|
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Request Manager Workform</title>
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<h1><a name="kanchor3577"></a><a name="IX_described_170"></a><a name="XREF_28560_Request_Manager"></a>Request <span style="font-size: 11.0pt;"><a name="CSH_200"></a></span>Manager Workform</h1>
|
||||
<p>To access the Request Manager workform, select <b>Circulation, Request Manger</b>. In the Request Manager workform, you can view and process hold requests-to-fill; place and edit hold requests; and work with interlibrary loan requests. See <a href="../../Patron_Services/PPill/Working_with_Interlibrary_Loans.htm#XREF_12272_Working_with">Working with Interlibrary Loans</a>. </p>
|
||||
<p>Use the toolbar to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">Print the Reports - If you are working with regular hold requests, you can select <b>File, Print, Holds to Fill</b> or<b> Holds to Transfer</b>. See <a href="../../Patron_Services/PPholds/Manage_pending_hold_requests_Requests-to-Fill.htm#XREF_82845_Review_hold">Manage pending hold requests (Requests-to-Fill)</a>. If you are working with INN-Reach holds, you can select <b>Holds to Fill (INN-Reach)</b> or <b>Holds to Fill (Regular and INN-Reach</b>). See <a href="../../INN-Reach Integration/INNBorrowingLib/PolarisBorrowing.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris as the INN-Reach Borrowing Library</span></a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Print information from this workform - Select <b>File, Print, Current View</b>; <b>File, Print, All Views</b>; or <b>File, Print, List View</b>, or click the down arrow by the print button and make a selection.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Refresh (update) the data on the workform - Select <b>View, Refresh</b>, or click <img alt="oRefrshicn.gif" style="width: 27;height: 18;" id="image18" src="oRefrshicn_27x18.gif" class="imginline" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task">Go to another view:</p>
|
||||
<ul type="disc">
|
||||
<li>Manage branch requests-to-fill, work with hold requests - Select <b>View, Hold Requests</b>, or click <img alt="RequestsHoldsView.gif" style="width: 28;height: 18;" id="image19" src="RequestsHoldsView_28x18.gif" class="imginline" />.</li>
|
||||
<li>Work with interlibrary loan requests - Select <b>View, ILL Requests</b>, or click <img alt="RequestsILLView.gif" style="width: 30;height: 18;" id="image20" src="RequestsILLView_30x18.gif" class="imginline" />.</li>
|
||||
<li>Work with INN-Reach requests - Select <b>View, INN-Reach lending requests</b>, or click <img src="INNicon_30x18.gif" class="imginline" style="border-left-style: solid;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-top-style: solid;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;width: 30;height: 18;" alt="" />. This view appears only if your library is licensed to use INN-Reach. See <a href="../../INN-Reach Integration/INNOverview/PolarisINNOverview.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Implementing and Using INN-Reach Integration</span></a>.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Request_Manager_Workform1"></a><a name="XREF_23042_Request_Manager"></a>Request Manager Workform - Hold Requests View</h2>
|
||||
<p><a name="kanchor3578"></a><a name="IX_Holds_view"></a>This view displays hold requests. </p>
|
||||
<p>Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li>Filter the displayed requests - Select the branch, <b>By</b> value, and request status. For example, if you are processing requests-to-fill for your branch, select your branch, a By value of <b>Item</b>, and a status of <b>Pending</b>. See <a href="../../Patron_Services/PPholds/Display_hold_requests_by_selected_criteria.htm#XREF_93097_Display_holds_by">Display hold requests by selected criteria</a>.</li>
|
||||
<li>Determine which hold requests to fill - See <a href="../../Patron_Services/PPholds/Fill_hold_requests_for_Requests-To-Fill.htm#XREF_25337_Fill_a_hold_request">Fill hold requests for Requests-To-Fill</a>.</li>
|
||||
<li>Deny an item for requests-to-fill - Select a pending request, and click <img alt="pbutDeny.gif" style="width: 25;height: 18;" id="image21" src="pbutDeny_25x18.gif" class="imginline" />. See <a href="../../Patron_Services/PPholds/Deny_items_for_Requests-To-Fill.htm#XREF_20685_Deny_an_item_for">Deny items for Requests-To-Fill</a>.</li>
|
||||
<li>Create a new hold request - Click <img alt="pbutNewReq.gif" style="width: 25;height: 18;" id="image22" src="pbutNewReq_25x18.gif" class="imginline" /> above the Requests list. See <a href="../../Patron_Services/PPholds/Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a>.</li>
|
||||
<li>Find any hold request - Select <b>File, Open</b> to open the Polaris Find Tool and search for hold requests.</li>
|
||||
<li>Edit a hold request - Right-click a request in the Requests list, and select <b>Open </b>from the context menu. See <a href="../../Patron_Services/PPholds/Edit_hold_request_data.htm#XREF_25956_Edit_a_hold_request">Edit hold request data</a>.</li>
|
||||
<li>Open a linked record - Right-click a request in the Requests list, and select <b>Links </b>from the context menu. To see information about a request without opening a record, select the request and click <img alt="pbutProps.gif" style="width: 25;height: 18;" id="image23" src="pbutProps_25x18.gif" class="imginline" /> above the Requests list.</li>
|
||||
<li>Cancel a hold request - Select an active, inactive, or pending request, and click <img alt="pbutCancel.gif" style="width: 25;height: 18;" id="image24" src="pbutCancel_25x18.gif" class="imginline" /> above the Requests list. See <a href="../../Patron_Services/PPholds/Cancel_hold_requests.htm#XREF_59596_Cancel_a_hold">Cancel hold requests</a>.</li>
|
||||
<li>Reactivate a hold request - Select a cancelled, expired, or not-supplied request, and click <img alt="pReactivateIcon.gif" style="width: 25;height: 18;" id="image25" src="pReactivateIcon_25x18.gif" class="imginline" /> above the Requests list. See <a href="../../Patron_Services/PPholds/Reactivate_hold_requests.htm#XREF_39613_Reactivate_hold">Reactivate hold requests</a>.</li>
|
||||
<li>Delete a hold request - Select a cancelled, expired, inactive, or not-supplied request, and click <img alt="pbutDelete.gif" style="width: 25;height: 18;" id="image26" src="pbutDelete_25x18.gif" class="imginline" /> above the Requests list. See <a href="../../Patron_Services/PPholds/Delete_hold_requests.htm#XREF_92666_Delete_hold">Delete hold requests</a>.</li>
|
||||
<li>Print a Borrow by Mail checklist - Select the Borrow by Mail requests and click <img alt="BBMPrintChecklist.gif" style="width: 23;height: 18;" id="image27" src="BBMPrintChecklist_23x18.gif" class="imginline" /> above the Requests list. See <a href="../../Patron_Services/PPBorrowBM/Process_Borrow_by_Mail_items_in_bulk.htm#XREF_25247_Process_Borrow_by">Process Borrow by Mail items in bulk</a>.</li>
|
||||
<li>Print Borrow by Mail item mailers - Select the Borrow by Mail requests and click <img alt="BBMPrintMailer.gif" style="width: 23;height: 18;" id="image28" src="BBMPrintMailer_23x18.gif" class="imginline" /> above the Requests list. See <a href="../../Patron_Services/PPBorrowBM/Process_Borrow_by_Mail_items_in_bulk.htm#XREF_25247_Process_Borrow_by">Process Borrow by Mail items in bulk</a>.</li>
|
||||
<li>Convert a hold request to an interlibrary loan (ILL) request - Select an active, expired, inactive, or not-supplied request, and click <img alt="pbutConvILL.gif" style="width: 25;height: 18;" id="image29" src="pbutConvILL_25x18.gif" class="imginline" />. See <a href="../../Patron_Services/PPill/Convert_hold_requests_to_ILL_requests.htm#XREF_12475_Create_an_ILL">Convert hold requests to ILL requests</a>.</li>
|
||||
<li>View the Held items to transfer list <b></b>- If either the patron or a staff member has changed the pickup location for a Held item, staff members can use this list to pull the item from the holds shelf, scan the item in to assign the new pickup location, and transfer the item to the new location. See <a href="../../Patron_Services/PPckin/Check_in_a_held_item_with_changed_pickup_location.htm">Check-in a held item with a changed pickup location.</a></li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Request_Manager_Workform2"></a><a name="XREF_71346_Request_Manager"></a>Request Manager Workform - ILL Requests View</h2>
|
||||
<p><a name="kanchor3579"></a><a name="IX_ILL_Requests_view"></a>This view displays Interlibrary Loan (ILL) requests including requests placed through INN-Reach (if your library has a license for INN-Reach integration with Polaris). See <a href="../../Patron_Services/PPill/Working_with_Interlibrary_Loans.htm#XREF_12272_Working_with">Working with Interlibrary Loans</a> for information on regular ILL requests or <a href="../../INN-Reach Integration/INNBorrowingLib/PolarisBorrowing.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris as the INN-Reach Borrowing Library</span></a> for information on requests placed through INN-Reach.</p>
|
||||
<p>Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li>Filter the displayed requests - Select the branch, <b>By</b> value, and request status. See <a href="../../Patron_Services/PPill/Display_ILL_requests_in_the_Requests_Manager.htm#XREF_55962_Display_ILL">Display ILL requests in the Requests Manager</a>.</li>
|
||||
<li>Edit an interlibrary loan request - Right-click a request in the Requests list, and select <b>Edit</b> from the context menu. The ILL Request dialog box appears, where you can edit ILL request details and information about the requested item, and add notes to the request. The status of the request determines which fields can be edited. See <a href="../../Patron_Services/PPill/Edit_an_ILL_request.htm#XREF_26081_Edit_an_ILL_request">Edit an ILL request</a>.</li>
|
||||
<li>Export an ILL request to OCLC - Right-click an inactive request, and select <b>Export</b> from the context menu. See <a href="../../Patron_Services/PPill/Export_ILL_requests_to_OCLC.htm#XREF_57509_Export_an_ILL">Export ILL requests to OCLC</a>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can open the records linked to the ILL request. Right-click the request and select <b>Links</b> from the context menu.</p>
|
||||
<ul type="disc">
|
||||
<li>Receive an ILL item - Right-click an active request, and select <b>Receive</b> from the context menu. See <a href="../../Patron_Services/PPill/Receive_an_ILL_item.htm#XREF_38795_Receive_an">Receive an ILL item. </a></li>
|
||||
<li>Return an ILL item - Right-click a received request, and select <b>Return</b> from the context menu. See <a href="../../Patron_Services/PPill/Return_ILL_items.htm#XREF_31860_Return_an">Return ILL items</a>.</li>
|
||||
<li>Cancel an ILL request - Right-click an active or inactive request, and select Cancel from the context menu. See <a href="../../Patron_Services/PPill/Cancel_interlibrary_loan_requests.htm#XREF_64869_Cancel_an">Cancel interlibrary loan requests</a>.</li>
|
||||
<li>Delete an ILL request - Right-click a cancelled, inactive, or returned request, and select <b>Delete</b> from the context menu. See <a href="../../Patron_Services/PPill/Delete_interlibrary_loan_requests.htm#XREF_38931_Delete_an">Delete interlibrary loan requests</a>.</li>
|
||||
<li>Print an ILL request - Right-click a request, and select <b>Print, Request</b> from the context menu.</li>
|
||||
<li>Find any ILL request - Select <b>File, Open</b> to open the Polaris Find Tool and search for ILL requests.</li>
|
||||
</ul>
|
||||
<h2>Request Manager Workform - INN-Reach Lending Requests View</h2>
|
||||
<p>This view displays INN-Reach lending requests. See <a href="../../INN-Reach Integration/INNLendingLib/PolarisLending.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris as the INN-Reach Lending Library</span></a>.</p>
|
||||
<p>Use this view to check for any INN-Reach holds to fill. If any INN-Reach hold requests are waiting to be filled, select <b>Print, Holds to Fill (INN-Reach)</b> or <b>Holds to Fill (Regular and INN-Reach)</b> to print a list of the items to pull from the shelves.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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||||
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|
||||
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|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
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<tbody>
|
||||
<tr>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
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|
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|
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<h1><a name="kanchor2324"></a><a name="IX_described_189"></a>Reset <a name="CSH_214"></a>Due Date Dialog Box</h1>
|
||||
<p>To access the Reset Due Date dialog box, select a checked out item and click <img alt="ResetDateIcon.gif" style="margin-bottom: -5.500pt;width: 26;height: 25;" id="image53" src="ResetDateIcon_26x25.gif" />. Use this dialog box to change the due dates of selected items after they have been checked out. (The items must have a status of Out.) You can reset the due dates from the list of checked-out items in the Check Out workform or the Items Out view of the Patron Status workform. Select the new date on the calendar. For details, see <a href="../../Patron_Services/PPckout/Reset_due_dates_of_checked-out_items.htm#XREF_19259_Reset_due_dates_of">Reset due dates of checked-out items</a>.</p>
|
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<tr>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<table style="width: 100%;">
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<col />
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<tbody>
|
||||
<tr>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="kanchor1552"></a><a name="IX_described_168"></a>Resolve <span style="font-size: 11.0pt;"><a name="CSH_198"></a></span>Lost Item Dialog Box</h1>
|
||||
<p>Use this dialog box to resolve a lost item’s status and the charges associated with it when the item is found at circulation. After you select an action and click <b>OK</b>, the circulation process continues. See <a href="../../Patron_Services/PPlost/Managing_Lost_Items.htm#XREF_14110_Managing_Lost_Items">Managing Lost Items</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the patron has already received a bill for the lost item, the <b>Billed</b> check box is selected. If the patron has already paid the bill, you can use this dialog box to refund the payment or credit the patron account.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Replacement charges</span> - For unpaid items, you can waive or partially waive the replacement amount, or you can choose to leave the replacement charge as is and do nothing with the patron’s account. For paid items, you can credit the patron’s account, refund the amount, or leave the patron’s account as is.</li>
|
||||
<li><span class="FM_BulletHead">Processing fees</span> - For unpaid items, you can waive or partially waive the processing fee, or you can choose to leave the fee as is and do nothing with the patron’s account. For paid items, you can credit the patron’s account, refund the amount, or leave the patron’s account as is.</li>
|
||||
<li><span class="FM_BulletHead">Overdue charges</span> - For unpaid items only, you have the following options:</li>
|
||||
<li><span class="FM_BulletHead">Pay</span> - Select this to pay or partially pay the overdue amount. You must select a payment method in the <b>Payment Method</b> box, then process the payment.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If your library uses Active Payment manager (Class Point of Sale) to manage payments you cannot pay a fine from the Resolve Lost Item dialog box. Select <b>Waive</b> or <b>Leave as is</b> instead. If you choose to leave the charge on the patron’s account, you can pay it from the Patron Status workform - Account view. See <a href="../../Patron_Services/PPuseacct/Pay_charges_from_the_Account_view.htm#XREF_33555_Pay_or_waive_a">Pay charges from the Account view</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Waive</span> - Select this option to waive or partially waive the overdue amount.</li>
|
||||
<li><span class="FM_BulletHead">Leave as is</span> - Select this option to do nothing with the patron’s account.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
|
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<col style="width: 50%;" />
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<tbody>
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<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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</table>
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<table style="width: 100%;">
|
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<col />
|
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<tbody>
|
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<tr>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcirc/Serial_Holds_Serial_Multi_Volume_Holds.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor163"></a><a name="IX_described_173"></a>Serial <span style="font-size: 11.0pt;"><a name="CSH_203"></a></span>Holds/Serial Multi Volume Holds</h1>
|
||||
<p>The Serial/Multi Volume Holds dialog box appears when you select a bibliographic-level serial title or a title with multiple parts for a request and your library allows <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">first available copy requests<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Hold requests for specific issues of a serial title (such as the May 2015 issue of Horticulture Magazine ) or specific parts of a multi-part title (such as the first season of a television series on DVD).</span></a>. If the bibliographic record includes issue designations, you can select a specific issue. If there are no issue designations, you can select a specific item. If the bibliographic record is not a serial, but it has volume data, you can select a specific volume.</p>
|
||||
<p>For more information about enabling first available copy requests in Polaris Administration, see <a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Enabling_Item_Status_Restrictions_First.htm#XREF_30663_Define_hold">Set Holds options: Enabling, Item Status Restrictions, First Available Copy</a>.</p>
|
||||
</div>
|
||||
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|
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<tr>
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||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<table style="width: 100%;">
|
||||
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||||
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|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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|
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+86
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcirc.fm" /><title>Set Free Days Dialog Box</title>
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<h1><a name="kanchor3495"></a><a name="IX_described_190"></a>Set <a name="CSH_215"></a>Free Days Dialog Box</h1>
|
||||
<p>The Set Free Days dialog box appears when you click <b>Pick a date</b> on the Check In or Bookmobile workforms to set <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">free days<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A value applied at normal and bulk check-in, renewal, and offline that allows you to omit a specified number of days from the overdue fine calculation.</span></a> for fine calculation at checkin. </p>
|
||||
<p>Pick a date from the calendar to automatically set the corresponding number of free days, and charge the patron account accordingly if necessary. The date field shows the date selected from the calendar (or calculated from a manual number entry in the <b>Free Days</b> box). The check-in date recorded by the system is the actual date of the transaction.</p>
|
||||
<p>For more information:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a href="../../Patron_Services/PPckin/Doing_Normal_Item_Check-Ins.htm#XREF_20651_Checking_Items_In">Doing Normal Item Check-Ins</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="../../Patron_Services_Admin/PDPoffline/upload_rep_warn.htm#XREF_58516_Uploading_to">Uploading to Online Polaris (Bookmobile)</a>
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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</tbody>
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|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
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|
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</table>
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</html>
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+100
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRcirc.fm" /><title>Special Loan Dialog Box</title>
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<h1><a name="kanchor4554"></a><a name="IX_described_191"></a>Special <a name="CSH_216"></a>Loan Dialog Box</h1>
|
||||
<p>The Special Loan dialog box appears when you click <b>Special</b> in the Loan Period area of the Check Out workform. Use this dialog box to set a special loan period before items are checked out. The system takes closed days and dates into account when calculating the due date. For details, see <a href="../../Patron_Services/PPckout/Assign_a_special_loan_period.htm#XREF_70528_Assign_a_special">Assign a special loan period</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The special loan period must be set before you scan the affected items.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task" style="font-weight: bold;"><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Set the due date:</span>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To specify the exact date, select a date on the calendar. The loan period appears in the Loan period boxes to the right of the calendar.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To specify the loan period, type the number of minutes, hours, or days in the Loan period value box, and select the loan interval (minutes, hours, or days) in the Loan period interval box. These boxes are located to the right of the calendar.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task" style="font-weight: bold;"><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Specify how to apply the special loan period:</span>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To apply the loan period to the patron’s next item only, select <b>Apply</b> to next item only.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To apply the loan period to all the items for this patron, select <b>Apply to all items for this patron</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To apply the loan period to all items being checked out during the current session, select <b>Apply to all checkouts</b>. If you select this option, the setting remains in effect until you click <b>Reset</b> on the Checkout workform or close the workform.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
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|
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|
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</table>
|
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</body>
|
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</html>
|
||||
+74
@@ -0,0 +1,74 @@
|
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<!DOCTYPE html>
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRcirc/Transfer_Hold_Dialog_Box.htm">Open topic with navigation</a>
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</p>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="kanchor1464"></a><a name="IX_Transfer_hold_dialog_box"></a>Transfer <span style="font-size: 11.0pt;"><a name="CSH_206"></a></span>Hold Dialog Box</h1>
|
||||
<p>The Transfer Hold Request dialog box appears when the item you are checking in fills a hold request for a patron at another library. You can override the hold, or transfer the item. See <a href="../../Patron_Services/PPholds/Filling_Holds_at_Circulation.htm#XREF_16052_Satisfying_Hold">Filling Holds at Circulation</a>.</p>
|
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|
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</div>
|
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<col style="width: 50%;" />
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<tbody>
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<tr>
|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<table style="width: 100%;">
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<col />
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<tr>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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</html>
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Reference in New Issue
Block a user