Staff Client Help v7.3 - v8.0
This commit is contained in:
+91
@@ -0,0 +1,91 @@
|
||||
<!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="Patron Services |Outreach Services Processing|Processing Outreach Services Items" 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" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Check out items from the pick list</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</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/Patron_Services/PPoutreach/Check_out_items_from_the_pick_list.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><a name="XREF_15217_Check_out_items"></a>Check Out Items from the Patron's Pick List</h1>
|
||||
<p><a name="kanchor4493"></a><a name="IX_Outreach_Services_4"></a><a name="kanchor4494"></a><a name="IX_checking_out_items"></a>To check out items from a patron’s pick list:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Reader Services view of the patron’s Patron Status workform, if it is not already open. See <a href="Set_up_outreach_services_for_a_patron.htm#XREF_34527_Set_up_outreach">Set up outreach services for a patron</a>.</li>
|
||||
<li value="2">Click the Selection List icon <img alt="ORSelect00084.gif" src="ORSelect00084_16x16.gif" class="imginline" style="width: 16;height: 16;" />.</li>
|
||||
<p>The ORS Selection List workform appears.</p>
|
||||
<li value="3">Select <b>View, Pick List</b>, or click the Pick List icon <img alt="PickListIcon00085.gif" src="PickListIcon00085_16x16.gif" class="imginline" style="width: 16;height: 16;" /> at the left side of the workform.</li>
|
||||
<li value="4">From the pick list, select the item or items to check out.</li>
|
||||
<p class="NoteShade"><b>Tip:</b>
|
||||
<br />Use the <b>SHIFT</b>or <b>CTRL</b> keys to multi-select items.</p>
|
||||
<li value="5">If your library collects reader ratings, and if your library has set the packing list to print automatically when the items are checked out, the packing list prints instead of the check-out receipt.</li>
|
||||
<p>The packing list with a rating line for each item is printed, ready to ship with the items. When the packing list is returned with the items, you enter the ratings in the patron’s reading history. See <a href="Working_with_Reader_Ratings.htm#XREF_96700_Working_with">Working with Reader Ratings</a>.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />After the items have been checked out, you can also print the packing list from the Patron Status workform - Items Out view.</p>
|
||||
<li value="6">Click <img alt="but_chko.gif" src="but_chko_16x16.gif" class="imginline" style="width: 16;height: 16;" /> above the pick list (or right-click in the pick list, and select <b>Checkout</b> from the context menu).
|
||||
|
||||
<p>The Check Out workform appears, with the patron’s account information filled in.</p><ul type="disc"><li>If there are any blocks on the patron’s account, the Patron Blocks dialog box appears. Resolve the blocks (see <a href="../PPblocks/Manage_patron_blocks_at_circulation.htm#XREF_35786_Manage_patron">Manage patron blocks at circulation</a>), or cancel the check-out.</li><li>A message asks if you would like to assign a special loan period. If you click <b>Yes</b>, the Special Loan dialog box appears. Set the special loan and click <b>OK</b>. For details, see <a href="../PPckout/Assign_a_special_loan_period.htm#XREF_70528_Assign_a_special">Assign a special loan period</a>.</li><li>If specific items have been checked out to the patron in the past, a message appears. You can continue to check out the item, or cancel the check-out.
|
||||
</li></ul><p>The items are checked out. If you have set Polaris to print check-out receipts from the Patron Status workform, the receipt prints. See <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</p><p class="NoteShade"><b>Note:<br /></b>If your library collects reader ratings for outreach services patrons (see step 5), the packing list for reader ratings may print automatically in addition to the check-out receipt.</p><p>You can package the items for delivery according to library procedures, or notify the patron’s designated representative that they are ready to pick up.</p><p class="NoteShade"><b>Note:<br /></b>When an item on the patron’s pick list is checked out to the patron, whether from the pick list or during normal circulation, the <b>Last Service Date</b> for outreach services is updated on the Patron Status workform - Reader Services view, and the patron’s reading history is updated after overnight processing.</p></li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul>
|
||||
<li>Mailing labels - For outreach services patrons who receive their materials by mail, you can print patron mailing labels or export the patron addresses to use in another application. See <a href="../PPregstr/Creating_Patron_Mailing_Labels.htm#XREF_76445_Creating_Patron">Creating Patron Mailing Labels</a>.</li>
|
||||
<li>Borrow by Mail - Your library may use Borrow by Mail processing for outreach services and other patrons, where a patron can request a title and have the title checked out and mailed. See <a href="../PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>.</li>
|
||||
<li>Reading histories for outreach services patrons - Your library may set limits on reading histories for outreach services patrons that are different from those for other patrons. Your library may also allow you to remove individual items from patrons’ reading histories. See <a href="../PPregstr/Remove_items_from_patrons_reading_history.htm#XREF_72447_Remove_items_from">Remove items from a patron’s reading history</a>.</li>
|
||||
<li>Outreach services patrons at normal check-out - Your library may display a prompt during normal check-out to update an active Outreach Services patron’s next service date if the item is not on the patron’s pick list. If you choose to update the next service date from the prompt, the patron’s Next Service Date and Last Service Date are updated based on the Outreach Services delivery schedule set for that patron. If no prompt is displayed, or if you choose not to update the service date, the patron’s next service date is not affected. </li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+79
@@ -0,0 +1,79 @@
|
||||
<!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="Patron Services |Outreach Services Processing" 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" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPoutreach.fm" /><title>Creating Outreach Patron Profiles</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</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/Patron_Services/PPoutreach/Creating_Outreach_Patron_Profiles.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><a name="XREF_91949_Creating_Outreach"></a>Creating Outreach Patron Profiles</h1>
|
||||
<p><a name="kanchor5390"></a><a name="IX_outreach_services_1"></a>Polaris selects potential titles for outreach patrons based on settings in the patron record, including reading preferences and whether items checked out in the past should be re-sent after a specified period of time. You can note any disability or special equipment needs the patron may have, the number of items a patron should receive, and whether the patron chooses items from a system-generated list, or accepts any items the system has identified. Settings in the patron record also control delivery options for the patron. You can suspend outreach services for a particular patron, and reactivate them later as needed.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_up_outreach_services_for_a_patron.htm#XREF_34527_Set_up_outreach">Set up outreach services for a patron</a>
|
||||
</li>
|
||||
<li><a href="Set_the_outreach_patrons_prefs.htm#XREF_81301_Set_the_outreach">Set the outreach patron’s preferences</a>
|
||||
</li>
|
||||
<li><a href="Set_the_outreach_patrons_del_options.htm#XREF_52148_Set_the_outreach">Set the outreach patron’s delivery options</a>
|
||||
</li>
|
||||
<li><a href="Suspend_and_reactivate_outreach_services_for_a_patron.htm#XREF_21305_Suspend_and">Suspend and reactivate outreach services for a patron</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+88
@@ -0,0 +1,88 @@
|
||||
<!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="Patron Services |Outreach Services Processing|Processing Outreach Services Items" 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" />
|
||||
<meta name="rh-authors" content="GIS Information Systems_ Inc." />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPoutreach.fm" /><title>Link from a bibliographic record to outreach services patrons</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</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/Patron_Services/PPoutreach/Link_from_a_bibliographic_record_to_outreach_services_patrons.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><a name="XREF_32531_Link_from_a"></a>Link from a Bibliographic Record to Outreach Services Patrons</h1>
|
||||
<p><a name="kanchor4978"></a><a name="IX_Link_from_bib_record_to"></a>You can link from a bibliographic record to the patron records of outreach services patrons with linked items in their reading histories. If you are searching for items for an outreach services patron, you can use this method to see if the patron has already read the title, without opening the patron record and sorting though the patron’s reading history.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This feature is available if Outreach Services is licensed for your log-on branch. You need the system-level Circulation permission <b>ORS: Link from bibliographic record: Allow</b> to use this feature.</p>
|
||||
<p>To link to an Outreach Services patron record from a bibliographic record:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Links </b>><b> Outreach Patrons</b> from the Bibliographic Record workform, or right-click a bibliographic record in the Find Tool search results list and select <b>Links </b>><b> Outreach Patrons</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The list of linked outreach services patron records appears if one or more items are included in a patron reading history and the patron’s outreach services status is Active. (If you select <b>Links </b>><b> Outreach Patrons</b> and no qualified patron records are linked to the bibliographic record, a message is displayed instead. If only one patron record qualifies for display, the record is opened in the Patron Status workform - Reader Services view.) The list includes patron names, registered branches, ratings if available, and last check-out date. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The patron’s outreach services status must be Active to appear in the list.</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>If the patron has checked out an item more than once, the entry appears multiple times.</li>
|
||||
<li>If the title is removed from the patron’s reading history, the link is not displayed in the list.</li>
|
||||
<li>If the item record status is Deleted, the entry remains in the patron reading history and the link from the bibliographic record is still displayed in the list. When the item record is purged, the link is no longer displayed in the list.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">To work with a patron record, right-click a patron listing to open a context menu of circulation and patron status options.</li>
|
||||
</ol>
|
||||
<p class="indent2">For example, if you select <b>Status</b> from the context menu, the Patron Status workform - Reader Services view opens.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</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="Patron Services " 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" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPoutreach.fm" /><title>Outreach Services Processing</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</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/Patron_Services/PPoutreach/Outreach_Services_Processing.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><a name="XREF_58531_Outreach_Services"></a>Outreach Services Processing</h1>
|
||||
<p><a name="kanchor1579"></a><a name="IX_See_outreach_services"></a><a name="kanchor1580"></a><a name="IX_overview_42"></a>If your Polaris system includes outreach services functions, you can automatically select titles that interest your homebound patrons based on each patron’s preferences, and have the materials delivered to the patrons. When you designate a patron for outreach services, you create a profile of reading preferences and other characteristics. Based on this profile, Polaris generates a selection list of titles from which you select available items for a pick list, pull the items on the list, and check them out. If the outreach services patron has designated an individual to pick up the items, you contact the individual, and the items circulate in the normal way. Or, after pulling the items on the pick list, you may process them for delivery. You can set the packed items aside for the delivery drivers, or if the delivery method is by mail, you can print mailing labels or export patron address information to another application. You can also manage outreach services for multiple patrons, based on the next scheduled delivery date or delivery method and route.</p>
|
||||
<p>Your library may also collect title ratings from outreach services patrons. You send a packing list to the patron along with the items checked out, and the patron returns the packing list with title ratings when the items are returned. You then enter the ratings in the patron’s reading history.</p>
|
||||
<p>An outreach services “patron” does not have to be an individual. If your library circulates items to institutions such as long-term care facilities, you can set up a patron record for the institution and designate the institution as an outreach services patron. With this method, you can track and control the items that circulate to the institution.</p>
|
||||
<p>The default values and available options for outreach services are set in Polaris Administration. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your system does not include Polaris Outreach Services, the features described in this unit are not available.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Creating_Outreach_Patron_Profiles.htm#XREF_91949_Creating_Outreach">Creating Outreach Patron Profiles</a>
|
||||
</li>
|
||||
<li><a href="Processing_Outreach_Services_Items.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Processing Outreach Services Items</span></a>
|
||||
</li>
|
||||
<li><a href="Working_with_Reader_Ratings.htm#XREF_96700_Working_with">Working with Reader Ratings</a>
|
||||
</li>
|
||||
<li><a href="Outreach_Services_Reports.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Outreach Services Reports</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+77
@@ -0,0 +1,77 @@
|
||||
<!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="Patron Services |Outreach Services Processing" 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" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPoutreach.fm" /><title>Outreach Services Reports</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</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/Patron_Services/PPoutreach/Outreach_Services_Reports.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><a name="XREF_11364_Outreach_Services"></a>Outreach Services Reports</h1>
|
||||
<p>Outreach Services reports can help you organize and track outreach services processing. To access these reports, select <b>Utilities, Reports and Notices</b> from the Polaris Shortcut bar, and select <b>Public Services, Outreach Services</b> in the Polaris Reports dialog box.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">For information on generating reports, see <a href="../../Polaris_Basics/PIreports/Generate_a_report.htm">Generate a report</a>.</p>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Hidden,Primary.Online">
|
||||
<p class="FM_Task">For detailed descriptions of specific Outreach Services reports, see <a href="../../Polaris_Basics/PIreports/Outreach_Reports.htm#Outreach">Outreach Services Reports</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p> </p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+157
@@ -0,0 +1,157 @@
|
||||
<!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="Patron Services |Outreach Services Processing|Processing Outreach Services Items" 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" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPoutreach.fm" /><title>Process items for an individual patron</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</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/Patron_Services/PPoutreach/Process_items_for_an_individual_patron.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><a name="XREF_76862_Create_a_pick_list"></a>Process items for an individual patron </h1>
|
||||
<p><a name="kanchor3795"></a><a name="IX_creating_for_individual"></a><a name="kanchor3796"></a><a name="IX_processing_for"></a>To create a pick list and check items out for a single patron:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You must set preferences for the patron before you build a list and process items for the patron. See <a href="Set_the_outreach_patrons_prefs.htm#XREF_81301_Set_the_outreach">Set the outreach patron’s preferences</a>. Selection lists for Outreach Services patrons are generated by searches constructed from your patron preference entries (Subject, Author, Genre, Target Audience, Language, Material Type, Publication Date). All patron preference entries are used when the system constructs the search. If the record includes 50 or more preference entries, the selection list fails and a server error results. Enter fewer patron preferences to prevent the problem.</p>
|
||||
<p class="FM_Step">Open the Reader Services view of the patron’s Patron Status workform, if it is not already open. See <a href="Set_up_outreach_services_for_a_patron.htm#XREF_34527_Set_up_outreach">Set up outreach services for a patron</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the Circulation permission <b>Patron status: Modify reader services </b>to do the next steps in this procedure.</p>
|
||||
<p class="FM_Step">Click the Selection List icon <img alt="ORSelect.gif" style="width: 20;height: 18;" id="image21" src="ORSelect_20x18.gif" class="imginline" />.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ORPatStatSel.gif" style="margin-bottom: 0.000pt;width: 470;height: 139;" id="image22" src="ORPatStatSel_470x139.gif" /> </p>
|
||||
<p class="indent2">The ORS Selection List workform appears.</p>
|
||||
<p class="indent2">
|
||||
<img alt="SelListBlank.gif" style="margin-bottom: 0.000pt;width: 371;height: 337;" id="image23" src="SelListBlank_371x337.gif" /> </p>
|
||||
<p class="FM_Step">To set the branches whose items can be candidates for the selection list, select one of the following options in the <b>Branch Name</b> box:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Select <b>Default Branches</b> to restrict the items to a group of branches determined by your library. The default branches are set in Polaris Administration.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Select a specific branch to restrict the items to those belonging to the selected branch. Your library may allow only items from your logged-in branch, typically the branch where you are working, as selection list candidates. If this is the policy, only the logged-in branch is available in the list.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Step">Click <b>Build List</b>.</p>
|
||||
<p class="indent2">The Titles list displays titles (bibliographic records) with attached items that fill the requirements set by the patron’s preferences and your branch selection. Titles are ranked by relevancy, but you can click a column head to sort by the list by title, author, or publication date. The physical items associated with these bibliographic titles are potential selections for the patron’s pick list.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">To find <span class="FM_Emphasis">any</span> title, regardless of the patron preference and settings, and add it to the selection list, click <img alt="PickListFind.gif" style="width: 15.209pt;height: 15.933pt;margin-bottom: -6.000pt;" id="image24" src="PickListFind.gif" />. The Polaris Find Tool opens. Search for the title, right-click it in the Find Tool results list, and choose <b>Select</b> from the context menu.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Find Tool searches all branches, not just the branches selected in step 3. If a title is manually added by this method, all items attached to the bibliographic record are returned as candidates to add to the pick list (not just those assigned to included branches). See step 6.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">You can double-click a title to open the bibliographic record, or right-click the title in the selection list and select <b>Preview</b> to see more information about the title without opening the record.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>From a bibliographic record, you can display a list of outreach services patrons whose reading histories include items linked to the bibliographic record; that is, they have checked out the items in the past. See <a href="Link_from_a_bibliographic_record_to_outreach_services_patrons.htm#XREF_32531_Link_from_a">Link from a bibliographic record to outreach services patrons</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">To place a bibliographic-level hold request on the title for the patron, right-click the title in the selection list and select <b>Place hold</b> from the context menu.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Step">Select a title in the Titles list.</p>
|
||||
<p class="indent2">The Items list displays the items associated with the selected title.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Using Polaris Administration settings, you can restrict the items that display by status; for example, you can suppress items that are Withdrawn or Lost. If all the items attached to a bibliographic record are restricted, the title is not displayed. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPoutreachSA/Set_circulation_statuses_for_outreach_selection_lists.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set circulation statuses for outreach selection lists</span></a>.</MadCap:conditionalText></p>
|
||||
<p class="indent2">
|
||||
<img alt="SelListFull.gif" style="margin-bottom: 0.000pt;width: 413;height: 357;" id="image25" src="SelListFull_413x357.gif" /> </p>
|
||||
<p class="FM_Step">To add an item to the pick list, select the title in the Titles list and click <img alt="PickListPlus.gif" style="width: 22;height: 18;" id="image26" src="PickListPlus_22x18.gif" class="imginline" /> above the Items list.</p>
|
||||
<p class="indent2">A check icon <img alt="ORSCheckIcon.gif" style="width: 22;height: 18;" id="image27" src="ORSCheckIcon_22x18.gif" class="imginline" /> appears beside the title and its associated item to indicate that the item has been placed on the pick list.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To place an item-level hold request on an item for the patron, right-click the item and select <b>Place hold</b> from the context menu.</p>
|
||||
<p class="FM_Step">Repeat steps 5 and 6 to continue to add items to the pick list.</p>
|
||||
<p class="FM_Step">Select <b>View, Pick List</b>, or click the Pick List view icon <img alt="PickListIcon.gif" style="width: 23;height: 18;" id="image28" src="PickListIcon_23x18.gif" class="imginline" /> at the left side of the workform.</p>
|
||||
<p class="indent2">The items you chose from the selection list appear in the pick list. The specific columns in the Pick List view depend on Polaris Administration settings. </p>
|
||||
<p class="indent2">
|
||||
<img alt="ORPickList.gif" style="margin-bottom: 0.000pt;width: 467;height: 237;" id="image29" src="ORPickList_467x237.gif" /> </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>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.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">To remove an item from the pick list, select the item and click <img alt="PickListMinus.gif" style="width: 22;height: 18;" id="image30" src="PickListMinus_22x18.gif" class="imginline" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To find an item and add it to the pick list, click <img alt="PickListFind00082.gif" style="width: 21;height: 18;" id="image31" src="PickListFind00082_21x18.gif" class="imginline" />. The Polaris Find Tool opens. Search for the item, right-click it in the Find Tool results list, and choose <b>Select</b> from the context menu.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To add a patron’s held items to the pick list, click <img alt="ORSAddHeldIcon.gif" style="width: 30;height: 18;" id="image32" src="ORSAddHeldIcon_30x18.gif" class="imginline" />. If no items are being held for the patron, you see a message. If there are held items, they are added to the pick list. A Held for Patron icon <img alt="HeldForPatron.gif" style="width: 22;height: 18;" id="image33" src="HeldForPatron_22x18.gif" class="imginline" /> marks the held items in the pick list.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Step">Click the Save button to save the pick list.</p>
|
||||
<p class="FM_Step"><a name="kanchor3797"></a><a name="IX_printing_for_outreach"></a>Process the pick list, choosing the appropriate method:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Select <b>File > Print > Pick List</b>, or click <img alt="ORPrint.gif" style="margin-bottom: -4.000pt;width: 34;height: 24;" id="image35" src="ORPrint_34x24.gif" /> and select <b>Pick List</b>. Take the printed list to the shelves and pull the items to be checked out. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">If this patron selects items from the pick list, mail the printed list to the patron. When you receive the list back from the patron, remove the unwanted items from the list.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If the patron is scheduled on a regular delivery route, you may want to suppress the hold notice that is normally generated when the request is available for pickup. Select the <b>Exclude from hold notice</b> box on the Patron Registration workform - General view. See <a href="../PPregstr/Add_general_data_to_a_patron_record.htm#XREF_61641_Add_general_data">Add general data to a patron record</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Place hold requests on items as necessary. Select the item or items, and click <img alt="but_hold.gif" style="width: 19.843pt;height: 20.438pt;margin-bottom: -6.000pt;" id="image36" src="but_hold.gif" />. See <a href="../PPholds/Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a>. If the outreach services patron has a hold request for a title in the selection list and or an item in the pick list, an icon <img alt="ORSHoldIcon.gif" style="width: 15.959pt;height: 14.457pt;margin-bottom: -4.000pt;" id="image37" src="ORSHoldIcon.gif" /> is displayed for the title or item.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When an item that fills an outreach patron’s 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, the note <b>Outreach Services Patron</b> appears on holds dialog boxes. See <a href="../PPholds/Fill_a_hold_request_at_circulation.htm#XREF_89230_Trap_an_item_for_a">Fill a hold request at circulation</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Check out the items directly from the pick list. See <a href="Check_out_items_from_the_pick_list.htm#XREF_15217_Check_out_items">Check out items from the pick list</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<p><a href="Process_items_for_multiple_patrons.htm#XREF_77811_Create_pick_lists">Process items for multiple patrons</a>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+192
@@ -0,0 +1,192 @@
|
||||
<!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="Patron Services |Outreach Services Processing|Processing Outreach Services Items" 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" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPoutreach.fm" /><title>Process items for multiple patrons</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</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/Patron_Services/PPoutreach/Process_items_for_multiple_patrons.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><a name="XREF_77811_Create_pick_lists"></a>Process items for multiple patrons</h1>
|
||||
<p><a name="kanchor4865"></a><a name="IX_creating_for_multiple"></a><a name="kanchor4866"></a><a name="IX_processing_for_multiple"></a>Based on the patrons’ registered branch, next service date, and other options you specify, you can create a combined pick list for multiple patrons. To create a combined pick list, and process the items on the list:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the Circulation permission <b>Outreach Services Manager: Access </b>to do this procedure. </p>
|
||||
<p class="FM_Step">Select <b>Patron Services</b>, <b>Outreach Services</b> from the Polaris Shortcut bar, or click <img alt="OutRchBtn.gif" style="width: 25;height: 18;" id="image42" src="OutRchBtn_25x18.gif" class="imginline" />.</p>
|
||||
<p class="indent2">The Outreach Services Manager opens.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ORManPatron.gif" style="margin-bottom: -8.376pt;width: 327;height: 287;" id="image43" src="ORManPatron_327x287.gif" /> </p>
|
||||
<p class="FM_Step">Select the patrons’ registered branch in the <b>Branch</b> box.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The logged-in branch (typically the branch where you are working) is selected by default.</p>
|
||||
<p class="FM_Step">Select the status of the patrons you want to process in the <b>Status</b> box:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Active</b> - Process patrons currently due for service.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Inactive</b> - Set up a selection list for inactive patrons. (You can select them when the Patrons list is generated, and change their status to Active.)</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Step">(Optional) To filter the list by the next scheduled delivery date, select <b>Date of Next Delivery</b>, and type or select a start date and end date.</p>
|
||||
<p class="indent2">This option sets the list to patrons due for service within the date range you specify. If you do not select this option, patrons due for service on <span class="FM_Emphasis">today’s date only</span> are eligible for the list.</p>
|
||||
<p class="FM_Step">(Optional) To filter the patron list by delivery method, select a method in the <b>Delivery Modes</b> box.</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>To create a pick list for all patrons due for service and who receive their materials by driver, select <b>Driver</b> in the <b>Delivery Modes</b> box. Polaris Administration settings determine the actual available options.</p>
|
||||
<p class="FM_Step">(Optional) If the delivery mode you selected has delivery routes, and you want to filter the list by route, select the route in the <b>Delivery Routes</b> box.</p>
|
||||
<p class="FM_Step">Click <b>Find Patrons</b>.</p>
|
||||
<p class="indent2">The Patrons list displays the outreach patrons matching your search criteria.</p>
|
||||
<p class="NoteShade"><b>Notes:<br /></b>To find <span class="FM_Emphasis">any</span> patron, regardless of the filters you set, and add the patron to the list, click <img alt="PickListFind00086.gif" style="width: 15.209pt;height: 15.933pt;margin-bottom: -6.000pt;" id="image44" src="PickListFind00086.gif" />. The Polaris Find Tool opens. Search for the patron record, right-click it in the Find Tool results list, and choose <b>Select</b> from the context menu. <span class="FM_Emphasis">However, this operation clears any combined pick list that already exists in the Outreach Services Manager.</span><br />You can double-click a patron line to open the Patron Status workform - Reader Services view for the patron.<br /></p>
|
||||
<p class="FM_Step">Check for individual patron pick lists, and create them if necessary, by following these steps:</p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">a)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>Select each patron in turn from the list. The patron’s pick list appears in the Patron Pick List portion of the workform.</p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">b)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>If a patron does not have a pick list, right-click the patron’s name and choose <b>Selection List</b> from the context menu.</p>
|
||||
<p class="indent2">The ORS Selection List workform for the patron appears. Create a pick list for the patron, then save the list. See <a href="Process_items_for_an_individual_patron.htm#XREF_76862_Create_a_pick_list">Process items for an individual patron </a>for details.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Selection lists for Outreach Services patrons are generated by searches constructed from your patron preference entries (Subject, Author, Genre, Target Audience, Language, Material Type, Publication Date). All patron preference entries are used when the system constructs the search. If the record includes 50 or more preference entries, the selection list fails and a server error results. Enter fewer patron preferences to prevent the problem.</p>
|
||||
<p class="indent2">A message asks whether you want to refresh the Outreach Services Manager combined pick list. Select <b>Yes</b> to update the information in the Outreach Services Manager with the patron’s new pick list.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ORManPatronList.gif" style="margin-bottom: 0.000pt;width: 371;height: 326;" id="image45" src="ORManPatronList_371x326.gif" /> </p>
|
||||
<p class="FM_Step">To add patrons or items in the Combined Pick List to a record set, follow these steps:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Record sets are useful if you want to preserve information for later processing. When the Outreach Services Manager workform is closed and re-opened, the old information is gone and the workform is ready for a new round of processing.</p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">a)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>Select the line items in the Combined Pick List.</p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">b)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>Right-click in the list, and select <b>Add to Patron Record Set</b> or <b>Add to Item Record Set</b> from the context menu.</p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">c)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">   </span></span>Select <b>New</b> or <b>Existing</b>.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ORRecord_Set.gif" style="margin-bottom: 0.000pt;width: 424;height: 324;" id="image46" src="ORRecord_Set_424x324.gif" /> </p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">d)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>If you selected <b>New</b>, the new record set opens and the patrons or items are added to the set. Name the new record set and click the Save button on the Record Set workform.</p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">e)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>If you selected <b>Existing</b>, the Polaris Find Tool appears. Search for the record set to which you want to add the patrons or items. Right-click the record set in the results list, and choose <b>Select</b> from the context menu. The record set opens, and the patrons or items are added to the set. Click the Save button on the Record Set workform.</p>
|
||||
<p class="FM_Step">Select <b>View, Pick List</b>, or click the Pick List icon <img alt="PickListIcon00089.gif" style="width: 17.350pt;height: 18.085pt;margin-bottom: -4.000pt;" id="image49" src="PickListIcon00089.gif" /> at the left side of the workform.</p>
|
||||
<p class="indent2">The items from each patron’s pick list appear in the Combined Pick List, organized by patron.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ORManPickList.gif" style="margin-bottom: 0.000pt;width: 368;height: 290;" id="image50" src="ORManPickList_368x290.gif" />
|
||||
</p>
|
||||
<p class="FM_Step">To edit the Combined Pick List, choose one of these options:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">To remove an item from the pick list, select the item in the Combined Pick List and click <img alt="PickListMinus00090.gif" style="width: 22;height: 18;" id="image51" src="PickListMinus00090_22x18.gif" class="imginline" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To find an item and add it to the pick list, click <img alt="PickListFind00091.gif" style="width: 21;height: 18;" id="image52" src="PickListFind00091_21x18.gif" class="imginline" />. The Polaris Find Tool opens. Search for the item, right-click it in the Find Tool results list, and choose <b>Select</b> from the context menu.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_List">A dialog box prompts you to select the patron for whom you are adding the item. Select the patron, and click <b>OK</b>.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ORSSelPatron.gif" style="margin-bottom: 0.000pt;width: 187;height: 117;" id="image53" src="ORSSelPatron_187x117.gif" /> </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">To add a patron’s held items to the pick list, select the patron and click <img alt="ORSAddHeldIcon00092.gif" style="margin-bottom: -8.000pt;width: 30;height: 29;" id="image54" src="ORSAddHeldIcon00092_30x29.gif" />. If no items are being held for the patron, you see a message. If there are held items, they are added to the pick list. A Held for Patron icon <img alt="HeldForPatron00093.gif" style="margin-bottom: -6.000pt;width: 22;height: 22;" id="image55" src="HeldForPatron00093_22x22.gif" /> marks the held items in the pick list.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Step">To place hold requests for items, follow these steps:</p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">a)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>Select the appropriate items in the Combined Pick List, and click <img alt="but_hold00094.gif" style="width: 29;height: 18;" id="image56" src="but_hold00094_29x18.gif" class="imginline" />.</p>
|
||||
<p class="FM_List">Use the <b>CTRL</b> or <b>SHIFT</b> keys to select multiple items.</p>
|
||||
<p class="FM_List">The Bulk Hold Requests dialog box appears.</p>
|
||||
<p class="indent2">
|
||||
<img alt="BulkHolds.gif" style="margin-bottom: 0.000pt;width: 324;height: 169;" id="image57" src="BulkHolds_324x169.gif" /> </p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">b)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>Specify the pickup branch, activation date, and expiration date for the hold requests, and click <b>Process Requests</b>.</p>
|
||||
<p class="indent2">As each patron’s request is processed, the information appears in the Processing Status boxes.</p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">c)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">   </span></span>If there are any blocks on a patron’s account, the Patron Blocks dialog box appears. Resolve the blocks (see <a href="../PPblocks/Manage_patron_blocks_at_circulation.htm#XREF_35786_Manage_patron">Manage patron blocks at circulation</a>), or cancel the hold request for that patron.</p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">d)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>Click <b>X</b> to close the Bulk Hold Requests dialog box.</p>
|
||||
<p class="indent2">For more information about hold requests, see <a href="../PPholds/Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a>.</p>
|
||||
<p class="indent2">If you place a hold request for outreach services patrons who are scheduled on a regular delivery route, you may want to suppress the hold notice that is normally generated when the request is available for pickup. Select the <b>Exclude from hold notice</b> box on the Patron Registration workform - General view (see <a href="../PPregstr/Add_general_data_to_a_patron_record.htm#XREF_61641_Add_general_data">Add general data to a patron record</a>) for these patrons.</p>
|
||||
<p class="FM_Step">Process the Combined Pick List, choosing the appropriate method:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Select <b>File > Print > Pick List</b>, or click <img alt="ORPrint00095.gif" style="margin-bottom: -4.000pt;width: 34;height: 24;" id="image58" src="ORPrint00095_34x24.gif" /> and select <b>Pick List</b>. Take the printed list to the shelves and pull the items to be checked out.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Check out the items directly from the pick list. See step 15.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Step"><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>If your library collects reader ratings, click the packing list icon <img alt="PackingListIcon00096.gif" style="margin-bottom: -4.000pt;width: 27;height: 27;" id="image59" src="PackingListIcon00096_27x27.gif" /> above the pick list. If your library has set the packing list to print automatically when the items are checked out, you can skip this step.</p>
|
||||
<p class="indent2">A separate packing list for each patron, with a rating line for each item, is printed, ready to ship with the items. When the packing list is returned with the items, you enter the ratings in the patrons’ reading histories. See <a href="Working_with_Reader_Ratings.htm#XREF_96700_Working_with">Working with Reader Ratings</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>After the items have been checked out, you can also print the packing list from the Patron Status workform - Items Out view.</p>
|
||||
<p class="FM_Step">To check out items on the Combined Pick List:</p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">a)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>Select the appropriate items in the Combined Pick List, and click <img alt="but_chko00097.gif" style="width: 29;height: 18;" id="image60" src="but_chko00097_29x18.gif" class="imginline" />.</p>
|
||||
<p class="indent2">Use the <b>CTRL</b> or <b>SHIFT</b> keys to select multiple items.</p>
|
||||
<p class="indent2">The Bulk Check Out dialog box appears.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ORSBlkCheckOut.gif" style="margin-bottom: 0.000pt;width: 260;height: 136;" id="image61" src="ORSBlkCheckOut_260x136.gif" /> </p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">b)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>If you want to set a special loan period for all the items processed in this checkout, select <b>Special Loan</b> and type or select the due date.</p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">c)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">   </span></span>Click <b>Process Checkouts</b>.</p>
|
||||
<p class="indent2">As each checkout transaction is processed, the information appears in the Processing Status boxes.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">If there are any blocks on a patron’s account, the Patron Blocks dialog box appears. Resolve the blocks (see <a href="../PPblocks/Manage_patron_blocks_at_circulation.htm#XREF_35786_Manage_patron">Manage patron blocks at circulation</a>), or cancel the check-out for that patron.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">If specific items have been checked out to the patron in the past, a message appears. You can continue to check out the item, or cancel the check-out.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">d)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>Click <b>X</b> to close the Bulk Check Out dialog box.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The bulk check-out receipt is a useful check list as you prepare the items for delivery. If your library collects reader ratings for outreach services patrons (see step 12), the packing list for reader ratings may print automatically in addition to the check-out receipt.</p>
|
||||
<p class="indent2">The items are checked out. If you have set Polaris to print check-out receipts from the Outreach Services Manager workform, the bulk check-out receipt prints. See <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Select <b>File > Print > Pick List Report</b>, or click <img alt="ORPrint00098.gif" style="width: 33;height: 18;" id="image62" src="ORPrint00098_33x18.gif" class="imginline" /> and select <b>Pick List Report,</b> to print a report that indicates whether patrons have read or placed hold requests on their items. You can sort the information on the report by call number, collection, title, patron name, date of service, route, and/or delivery mode.</p>
|
||||
<p class="FM_Step">To update the last service date for all the patrons in the combined pick list manually, without checking out items from the pick list, follow these steps:</p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">a)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>Select <b>View > Patrons</b> on the Outreach Services Manager workform, or click <img alt="ORSManPatrons.gif" style="width: 30;height: 18;" id="image63" src="ORSManPatrons_30x18.gif" class="imginline" />. </p>
|
||||
<p class="FM_SubStep"><span class="FM_StepNumber">b)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>Click <img alt="ORUpdateIcon00099.gif" style="width: 26;height: 18;" id="image64" src="ORUpdateIcon00099_26x18.gif" class="imginline" /> above the Patrons list.</p>
|
||||
<p class="indent2">The last service date is updated.</p>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Mailing labels</span> - For outreach services patrons who receive their materials by mail, you can print patron mailing labels or export the patron addresses to use in another application. See <a href="../PPregstr/Creating_Patron_Mailing_Labels.htm#XREF_76445_Creating_Patron">Creating Patron Mailing Labels</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Borrow by Mail</span> - Your library may use Borrow by Mail processing for outreach services and other patrons, where a patron can request a title and have the title checked out and mailed. See <a href="../PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Reading histories for outreach services patrons</span> - Your library may set limits on reading histories for outreach services patrons that are different from those for other patrons.  Your library may also allow you to remove individual items from patrons’ reading histories. See <a href="../PPregstr/Remove_items_from_patrons_reading_history.htm#XREF_72447_Remove_items_from">Remove items from a patron’s reading history</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+81
@@ -0,0 +1,81 @@
|
||||
<!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="Patron Services |Outreach Services Processing" 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" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPoutreach.fm" /><title>Processing Outreach Services Items</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</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/Patron_Services/PPoutreach/Processing_Outreach_Services_Items.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><a name="XREF_57113_Placing_Items_on"></a>Processing Outreach Services Items</h1>
|
||||
<p>When patrons are due for outreach services, as determined by the frequency setting in the patron record and the last date of service, you can generate selection lists of potential titles based on patron preferences and other outreach services settings in the patron record. From the selection list, you determine what specific items are available, and select the items for the pick list. You can check items out directly from the pick list, or place holds on individual items as necessary. When an item is checked out to an outreach services patron, the item is removed from the patron’s pick list. The last service date is automatically updated, and the next service date is calculated based on the schedule you set for the patron. See <a href="Set_the_outreach_patrons_del_options.htm#XREF_52148_Set_the_outreach">Set the outreach patron’s delivery options</a>.</p>
|
||||
<p><a name="kanchor3372"></a><a name="IX_updating_service_dates"></a>You can also set the next service date manually, overriding the system calculation. Select <b>Next Service </b>in the Patron Status workform - Reader Services view, and type or choose another date. You can update the last service date to today’s date. Click the update icon <img alt="ORUpdateIcon.gif" style="margin-bottom: -8.000pt;width: 29;height: 28;" id="image19" src="ORUpdateIcon_29x28.gif" /> in the Patron Status workform - Reader Services view.</p>
|
||||
<p>You can select and process items for an individual patron, through the Patron Status workform - Reader Services view, or you can process outreach services items for a group of patrons with the Outreach Services Manager. From a bibliographic record, you can also quickly display a list of outreach services patrons whose reading histories include items linked to the bibliographic record.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Process_items_for_an_individual_patron.htm#XREF_76862_Create_a_pick_list">Process items for an individual patron </a>
|
||||
</li>
|
||||
<li><a href="Check_out_items_from_the_pick_list.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Check Out Items from the Patron's Pick List</span></a>
|
||||
</li>
|
||||
<li><a href="Process_items_for_multiple_patrons.htm#XREF_77811_Create_pick_lists">Process items for multiple patrons</a>
|
||||
</li>
|
||||
<li><a href="Link_from_a_bibliographic_record_to_outreach_services_patrons.htm#XREF_32531_Link_from_a">Link from a bibliographic record to outreach services patrons</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</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="Patron Services |Outreach Services Processing|Creating Outreach Patron Profiles" 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" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPoutreach.fm" /><title>Set the outreach patron’s delivery options</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</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/Patron_Services/PPoutreach/Set_the_outreach_patrons_del_options.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><a name="XREF_52148_Set_the_outreach"></a>Set the Outreach Patron’s Delivery Options</h1>
|
||||
<p><a name="kanchor4972"></a><a name="IX_outreach_services_3"></a><a name="kanchor4973"></a><a name="IX_delivery_settings"></a>To set the patron’s delivery options:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The options available for selection are determined by Polaris Administration settings. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPoutreachSA/Setting_Delivery_Options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Outreach Delivery Options</span></a>. </MadCap:conditionalText></p>
|
||||
<ol>
|
||||
<li value="1">Open the Reader Services view of the patron’s Patron Status workform, if it is not already open. See <a href="Set_up_outreach_services_for_a_patron.htm#XREF_34527_Set_up_outreach">Set up outreach services for a patron</a>.</li>
|
||||
<li value="2">Click the Delivery Options icon <img alt="DelivIcon.gif" style="width: 22;height: 18;" id="image12" src="DelivIcon_22x18.gif" class="imginline" />.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Patron Delivery Options dialog box opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select a delivery method from the <b>Mode</b> list.</li>
|
||||
<li value="4">Select a delivery route, if applicable, from the <b>Route</b> list.</li>
|
||||
<li value="5">Select a stop on the route, if applicable, from the <b>Stop</b> list.</li>
|
||||
<li value="6">Specify a frequency for this patron’s selection list processing and deliveries in the <b>Schedule</b> box.<ul type="disc"><li>If you select a regular frequency, such as weekly or monthly, the system calculates the patron’s next service date based on your setting, after the selection list is processed and items are checked out to the patron.</li><li>If you select <b>Daily</b>, specify the number of days between deliveries in the <b>Every . . . day(s)</b> box.</li><li>If you select <b>Exact date</b>, type a date in the format <b>mm/dd/year</b>, or click <img alt="DownArrow.gif" style="margin-bottom: -4.000pt;width: 18;height: 17;" id="image15" src="DownArrow_18x17.gif" /> by the date and select a date from the calendar. This option sets the patron’s next service date to the date you specify.</li></ul></li>
|
||||
<li value="7">If you selected <b>Pickup</b> in the <b>Mode</b> box, type the name of the patron’s designated representative in the <b>Pickup Person</b> box.</li>
|
||||
<li value="8">(Optional) Type any notes about the delivery in the <b>Note</b> box.</li>
|
||||
<li value="9">Click <b>OK</b> to save the settings and close the dialog box.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+104
@@ -0,0 +1,104 @@
|
||||
<!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="Patron Services |Outreach Services Processing|Creating Outreach Patron Profiles" 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" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPoutreach.fm" /><title>Set the outreach patron’s preferences</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</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/Patron_Services/PPoutreach/Set_the_outreach_patrons_prefs.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><a name="XREF_81301_Set_the_outreach"></a>Set the Outreach Patron’s Preferences</h1>
|
||||
<p><a name="kanchor2413"></a><a name="IX_patron_preferences"></a>The outreach patron’s preferences determine what titles are included or excluded as possible selections. A title is selected based on subject, author, and genre preferences. You can also include or exclude titles based on target audience, material type, language, and publication date. </p>
|
||||
<p>To set the patron’s preferences:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The options available for selection are determined by Polaris Administration settings. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPoutreachSA/Setting_Outreach_Patrons_Options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Outreach Patrons Options</span></a>.</MadCap:conditionalText></p>
|
||||
<ol>
|
||||
<li value="1">Open the Reader Services view of the patron’s Patron Status workform, if it is not already open. See <a href="Set_up_outreach_services_for_a_patron.htm#XREF_34527_Set_up_outreach">Set up outreach services for a patron</a>.</li>
|
||||
<li value="2">Click the Preferences icon <img alt="PrefIcon.gif" style="width: 25;height: 18;" id="image3" src="PrefIcon_25x18.gif" class="imginline" />.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Patron Preferences dialog box (General tabbed page) opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">(Optional) Select any physical conditions or special equipment needs that apply to this patron in the Disability and Equipment lists.</li>
|
||||
</ol>
|
||||
<p class="indent2">Your selections are informational only, in case your library delivers special equipment along with the materials. They do not affect what titles are selected for the patron. The options available for selection, if any, are determined by Polaris Administration settings. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click the <b>Subject</b> tab, and set the patron’s subject preferences:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Selection lists for Outreach Services patrons are generated by searches constructed from your patron preference entries (Subject, Author, Genre, Target Audience, Language, Material Type, Publication Date). All patron preference entries are used when the system constructs the search. If the record includes 50 or more preference entries, the selection list fails and a server error results. Enter fewer patron preferences to prevent the problem.</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>To specify a subject that the patron prefers, click <img alt="PrefPlus.gif" style="width: 25;height: 18;" id="image6" src="PrefPlus_25x18.gif" class="imginline" /> above the Subjects to Include list. An edit box appears in the list. Type the subject in the edit box. A broad subject will retrieve more results; a more exact subject will retrieve fewer, more exact results. Multiple-word subjects are treated as explicitly truncated phrase searches (similar to the Find Tool). If you specify multiple subjects, the system searches for them with the equivalent of the search command <b>or</b>.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>To remove a subject from the list, select the subject and click<b><img alt="PrefMinus.gif" style="margin-bottom: -6.000pt;width: 22;height: 20;" id="image8" src="PrefMinus_22x20.gif" /></b> above the Subjects to Include list. To move a subject higher or lower to indicate the patron’s preferences, select the subject and click the arrow buttons. The order in the list does not affect the search results, but may help you indicate which subjects the patron more strongly prefers.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>To specify a subject to exclude from selection for the patron, click <img alt="PrefPlus00078.gif" style="width: 25;height: 18;" id="image9" src="PrefPlus00078_25x18.gif" class="imginline" /> above the Subjects to Exclude list. An edit box appears in the list. Type the subject in the edit box. (This is equivalent to the search command <b>and not</b>.)</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To remove a subject from the list, select the subject and click <img alt="PrefMinus00079.gif" style="margin-bottom: -6.000pt;width: 22;height: 20;" id="image10" src="PrefMinus00079_22x20.gif" /> above the Subjects to Exclude list.</p>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click the <b>Author</b> and <b>Genre</b> tabs to set author and genre preferences. The selection process is the same as specifying subjects (see step 4). Multiple-word authors are treated as explicitly truncated phrase searches (similar to the Find Tool). Genre is a keyword search.</li>
|
||||
<li value="6">Click the <b>Other</b> tab, and set any target audience, language, material type, and date preferences.<ul type="disc"><li>To specify preferred options, select the items in each list. You can select multiple items.</li><li>To exclude options from selection, select the appropriate items in a list and select <b>Exclude</b> beneath the list.</li></ul></li>
|
||||
<li value="7">Click <b>OK</b> to save the settings and close the dialog box.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+103
@@ -0,0 +1,103 @@
|
||||
<!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="Patron Services |Outreach Services Processing|Creating Outreach Patron Profiles" 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" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPoutreach.fm" /><title>Set up outreach services for a patron</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</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/Patron_Services/PPoutreach/Set_up_outreach_services_for_a_patron.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><a name="XREF_34527_Set_up_outreach"></a>Set up Outreach Services for a Patron</h1>
|
||||
<p>To set up and start outreach services for a patron:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Since title selections for an outreach services patron can depend on what the patron has checked out in the past, reading histories are automatically activated for outreach services patrons even if your branch does not normally keep patron reading histories. See <a href="../PPregstr/Working_with_Reading_Histories.htm#XREF_40803_Working_with">Working with Reading Histories</a>.</p>
|
||||
<ol>
|
||||
<li value="1"><a name="kanchor1753"></a><a name="IX_setting_up_patron_record"></a>Display the patron’s record in the Patron Status workform, using one of these methods:<ul type="disc"><li>From the Patron Registration workform, press <b>F9</b>.</li><li>From the Polaris Shortcut Bar, select <b>Circulation</b> > <b>Patron Status</b> (or press <b>F6</b>). Use the Find Tool to find and open the patron’s status record. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">The Patron Status workform opens to the Items Out view.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2"><a name="kanchor1754"></a><a name="IX_outreach_services_2"></a>Select <b>View </b>><b> Reader Services</b> or click <img alt="ReaderServBtn.gif" style="width: 29;height: 18;" id="image0" src="ReaderServBtn_29x18.gif" class="imginline" /> to display the Reader Services view.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the Circulation permission <b>Patron status: Modify reader services </b>to do the next steps in this procedure.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>Outreach Services</b> to designate this patron as a participant.</li>
|
||||
<li value="4">Type or select the number of items the patron should receive in the <b>Number of Items to Send</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">This setting is for information only and does not affect any automatic processing.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To indicate that the patron should review the list of items before delivery, select <b>Patron Selections Only</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">For more information about this workflow, see <a href="Process_items_for_an_individual_patron.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Process items for an individual patron </span></a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Indicate whether items already in the patron’s reading history can be sent again:<ul type="disc"><li>To allow the same items to be re-sent to the patron, select <b>Allow previous items to be re-sent</b>, and specify the number of months that must elapse before an item is eligible to be re-sent. You can enter up to 120 months. Checking this option may be useful if the “patron” is an institution. You may want items to be re-sent so that more people at the institution can use them.</li><li>When this option is unchecked (cleared), items appearing in the patron’s reading history will not be included in the patron’s selection list.</li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If an item or bibliographic record is deleted, the entry remains in the reading history. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">(Optional) Type a note regarding this patron’s services in the <b>Note</b> box. You can enter a maximum of 255 characters.</li>
|
||||
<li value="8">Select <b>File </b>><b> Save</b> to save the settings, and continue with the set-up. </li>
|
||||
</ol>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_the_outreach_patrons_prefs.htm#XREF_81301_Set_the_outreach">Set the outreach patron’s preferences</a>
|
||||
</li>
|
||||
<li><a href="Set_the_outreach_patrons_del_options.htm#XREF_52148_Set_the_outreach">Set the outreach patron’s delivery options</a>
|
||||
</li>
|
||||
<li><a href="Suspend_and_reactivate_outreach_services_for_a_patron.htm#XREF_21305_Suspend_and">Suspend and reactivate outreach services for a patron</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+82
@@ -0,0 +1,82 @@
|
||||
<!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="Patron Services |Outreach Services Processing|Creating Outreach Patron Profiles" 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" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPoutreach.fm" /><title>Suspend and reactivate outreach services for a patron</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</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/Patron_Services/PPoutreach/Suspend_and_reactivate_outreach_services_for_a_patron.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><a name="XREF_21305_Suspend_and"></a>Suspend and Reactivate Outreach Services for a Patron</h1>
|
||||
<p><a name="kanchor2730"></a><a name="IX_suspending_and"></a>When you suspend outreach services for a patron, the patron is not included in automatic selection list processing. </p>
|
||||
<p>To temporarily suspend outreach services for a patron:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Reader Services view of the patron’s Patron Status workform, if it is not already open. See <a href="Set_up_outreach_services_for_a_patron.htm#XREF_34527_Set_up_outreach">Set up outreach services for a patron</a>.</li>
|
||||
<li value="2">Select <b>Inactive</b> in the Outreach Services <b>Status</b> box.</li>
|
||||
<li value="3">Specify the date to reactivate outreach services in the <b>Reactivate</b> box. You can type a date in the format <b>mm/dd/year</b>, or click <img alt="DownArrow00080.gif" style="margin-bottom: -4.000pt;width: 18;height: 17;" id="image17" src="DownArrow00080_18x17.gif" /> and select a date from the calendar.</li>
|
||||
</ol>
|
||||
<p class="indent2">When the date is reached, the patron’s outreach service is automatically reactivated. The status is <b>Active</b>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To reactivate a patron’s outreach service manually, select <b>Active</b> in the <b>Status</b> box and specify today’s date.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>File </b>><b> Save</b> to save the settings.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><a name="kanchor2731"></a><a name="IX_removing_a_patron_from"></a><span class="FM_BulletHead">To permanently remove a patron from outreach services, </span>clear the <b>Outreach Services</b> checkbox on the Reader Services view of the patron’s Patron Status workform.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your branch uses Outreach Services but has not enabled reading histories for non-outreach services patrons, when you remove a patron from Outreach Services by clearing the <b>Outreach Services</b> checkbox, the patron’s reading history will not be cleared. The history remains unless items are manually removed. See <a href="../PPregstr/Remove_items_from_patrons_reading_history.htm#XREF_72447_Remove_items_from">Remove items from a patron’s reading history</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+99
@@ -0,0 +1,99 @@
|
||||
<!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="Patron Services |Outreach Services Processing" 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" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPoutreach.fm" /><title>Working with Reader Ratings</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</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/Patron_Services/PPoutreach/Working_with_Reader_Ratings.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><a name="XREF_96700_Working_with"></a>Working with Reader Ratings</h1>
|
||||
<p><a name="kanchor182"></a><a name="IX_adding_for_a_patron"></a><a name="kanchor183"></a><a name="IX_reader_ratings"></a>If your library collects reader ratings from outreach services patrons, a packing list with a rating line for each item is delivered to the patron with the checked-out items. (See <a href="Check_out_items_from_the_pick_list.htm#XREF_15217_Check_out_items">Check out items from the pick list</a> and <a href="Process_items_for_multiple_patrons.htm#XREF_77811_Create_pick_lists">Process items for multiple patrons</a>.) The ratings are returned with the items, and you enter the ratings and notes, if necessary, in the reading history for the patron account. Several ratings reports are available from the Polaris Shortcut Bar. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Polaris_Basics/PIreports/Outreach_Reports.htm#Outreach">Outreach Services Reports</a>.</MadCap:conditionalText></p>
|
||||
<p><a name="kanchor184"></a><a name="IX_adding_for_a_patron_1"></a>To add or modify reader ratings in the patron account:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You must have the Circulation permission <b>Modify ORS patron ratings: Allow</b> for the patron’s registered branch to do this procedure.</p>
|
||||
<p class="FM_Step">Display the patron’s record in the Patron Status workform, using one of these methods:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">From the Patron Registration workform, press <b>F9</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">From the Polaris Shortcut Bar, select <b>Circulation</b> > <b>Patron Status</b> (or press <b>F6</b>). Use the Find Tool to find and open the patron’s status record. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="indent2">The Patron Status workform opens to the Items Out view.</p>
|
||||
<p class="FM_Step">Select <b>View, Reader Services</b> or click <img alt="ReaderServBtn00100.gif" style="width: 29;height: 18;" id="image68" src="ReaderServBtn00100_29x18.gif" class="imginline" /> to display the Reader Services view.</p>
|
||||
<p class="indent2">The items that the patron has checked out appear in the Reading History list. The list is loaded in groups of 100 items as you scroll through it. To load the entire list at once, press <b>CTRL+ALT+A</b>.</p>
|
||||
<p class="indent2">The reading history may include duplicate titles if the patron has checked out the title multiple times. If the patron has rated the same title differently on different occasions, you can add the different ratings to the appropriate instances of the title.</p>
|
||||
<p class="FM_Step"><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>In the Reading History list, right-click the title to be rated and select <b>Add/modify rating</b> from the context menu.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ORSAddRating.gif" style="margin-bottom: 0.000pt;width: 415;height: 335;" id="image69" src="ORSAddRating_415x335.gif" /> </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Bibliographic records with the status of Provisional, Final, or Deleted can be rated. When bibliographic records are purged, any ratings associated with them are lost.</p>
|
||||
<p class="indent2">The Title Rating dialog box opens.</p>
|
||||
<p class="indent2">
|
||||
<img alt="TitleRatingDx.gif" style="margin-bottom: 0.000pt;width: 213;height: 128;" id="image70" src="TitleRatingDx_213x128.gif" /> </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you just want to enter the number, type the number and press <b>ENTER</b>. The rating is saved and the dialog box closes.</p>
|
||||
<p class="FM_Step">Select a rating number from the list, and add a note if desired.</p>
|
||||
<p class="indent2">The value <b>Not rated</b> (0) indicates that the list was returned but the title was not rated.</p>
|
||||
<p class="FM_Step">Click <b>Save</b>.</p>
|
||||
<p class="indent2">The Reading History list displays the rating number and the associated note, if any.</p>
|
||||
<p class="indent2">
|
||||
<img alt="RatingNote.gif" style="margin-bottom: 0.000pt;width: 430;height: 186;" id="image71" src="RatingNote_430x186.gif" /> </p>
|
||||
<p class="FM_Step">To modify an existing rating, right-click the title with the rating and repeat steps 4-5.</p>
|
||||
<p class="FM_Step">Select <b>File </b>><b> Save</b>.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user