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<h1><a name="XREF_80275_Checking_In_Quick"></a>Checking In Quick-Circ Items</h1>
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<p><a name="kanchor4447"></a><a name="IX_check_in_overview"></a>It is not necessary to check in quick-circ items. However, if you want to track quick-circ item check-ins for reporting purposes, you can check them in through normal and bulk check-in, just like conventional items. When a quick-circ item is checked in, the Comments column on the Normal or Bulk Check In workform notes that the item is a quick-circ item. For more information about check-in procedures, see <a href="../PPckin/Doing_Normal_Item_Check-Ins.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Doing Normal Item Check-Ins</span></a> or <a href="../PPckin/Doing_Bulk_Item_Check-Ins.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Doing Bulk Item Check-Ins</span></a>.</p>
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<p class="NoteShade"><b>Note:<br /></b>The status of quick-circ items belonging to other branches does not change to In-Transit at check-in.</p>
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<p><a name="kanchor4448"></a><a name="IX_offline_check_in"></a>Quick-circ items can also be checked in offline. They are logged in the normal offline check-in process. The transaction is recognized as a single quick-circ item check-in during the offline file upload, and the offline upload report records the transaction. </p>
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<p>Quick-circ items are not recognized during in-house or inventory check-in. If a quick-circ item barcode is scanned during these operations, the system displays a message that the item record cannot be found.</p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.4</span></div>
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<h1><a name="XREF_18009_Checking_Out_Quick"></a>Checking Out Quick-Circ Items</h1>
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<p><a name="kanchor4665"></a><a name="IX_check_out_overview"></a>When a quick-circ item barcode is scanned during normal check-out, offline check-out, or check-out from Polaris ExpressCheck, the transaction is recorded as a quick-circ transaction. The system does not check the patron total item limit or item limit by material type, and the patron record is not updated in any way to reflect the transaction. The items do not display in the patron’s Items Out list on the Patron Status workform, in the patron’s account as viewed in PAC, or in the patron’s reading history. However, if the quick-circ items are the <span class="FM_Emphasis">only</span> items scanned for check-out, the patron’s <b>Last activity date</b> is updated to the date of the transaction.</p>
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<p>Quick-circ items cannot be checked out from an Outreach Services pick list. Also, quick-circ items cannot be <span class="FM_Emphasis">renewed</span> from the staff client, PAC, Polaris ExpressCheck, or by telephone, because they are not displayed or recorded on the patron’s Items Out view.</p>
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<p><a name="kanchor4666"></a><a name="IX_checking_out"></a>To check out quick-circ items during normal check-out:</p>
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<p class="NoteShade"><b>Note:<br></br></b>You can create quick-circ items directly from the Check Out workform. See <a href="Creating_Quick-Circ_Items.htm#XREF_83589_Creating_Quick">Creating Quick-Circ Items</a>.</p>
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<p class="FM_Step">Select <b>Circulation, Check Out</b> from the Polaris Shortcut Bar to display the Check Out workform.</p>
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<p class="indent2">The Check Out workform is displayed.</p>
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<p class="FM_Step">Enter patron information using one of the following methods:</p>
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<ul type="disc">
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<li>
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<p class="FM_Bullet">Scan the patron barcode in the <b>Patron barcode</b> box, or type the barcode and press <b>ENTER</b>.</p>
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</li>
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<li>
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<p class="FM_Bullet">Click the <b>Find</b> button next to the <b>Patron name</b> box to display the Polaris Find Tool and search for the patron’s record.</p>
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</li>
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</ul>
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<p class="indent2">The <b>Patron barcode</b>, <b>Patron name</b>, and other patron information are filled in.</p>
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<p class="FM_Step">Scan a quick-circ item barcode in<span style="font-size: 12.0pt;"> </span>the<span style="font-size: 12.0pt;"> </span><b>Item barcode</b><span style="font-size: 12.0pt;"> </span>box, or type the barcode and press <b>ENTER</b>.</p>
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<p class="indent2">The Quick-Circ Item Checkout dialog box appears.</p>
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<p class="indent2">
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<img alt="QuickCircCOdx.gif" style="margin-bottom: 0.000pt;width: 192;height: 93;" id="image5" src="QuickCircCOdx_192x93.gif">
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</img> </p>
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<p class="FM_Step">Type or select the number of quick-circ items to check out.</p>
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<p class="indent2">The default value is <b>1</b>. You can scan each quick-circ barcode individually, or type a greater number to allow one barcode to represent multiple items for statistical purposes.</p>
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<p class="FM_Step">Click <b>OK</b>, press <b>ALT+O</b>, or tab to the <b>OK</b> box and then press <b>ENTER</b>.</p>
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<p class="NoteShade"><b>Note:<br></br></b>To cancel, click <b>Cancel</b>, press <b>ALT+C</b>, or tab to the <b>Cancel</b> box and then press <b>ENTER</b>.</p>
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<p class="indent2">The status bar indicates that the check-out was successful. The quick-circ item information appears in the list of items checked out. Each quick-circ item barcode is a separate line item. For each quick-circ line item, the Action column displays the number of items you specified to associate with the quick-circ item barcode.</p>
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<p class="FM_Step">Repeat the previous steps until you have checked out all the patron’s items.</p>
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<p class="indent2">The total number of items checked out appears in the status bar at the bottom of the workform.</p>
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<p class="FM_Step"><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>If you want to print a check-out receipt, follow these steps:</p>
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<p class="FM_SubStep"><span class="FM_StepNumber">a)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>Verify that the <b>Item barcode</b> box is blank.</p>
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<p class="FM_SubStep"><span class="FM_StepNumber">b)<span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span></span>Do one of the following actions:</p>
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<ul type="disc">
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<li>
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<p class="FM_Bullet">To print a receipt for <span class="FM_Emphasis">all</span> the items the patron has checked out in this session, press <b>ENTER</b>.</p>
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</li>
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<li>
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<p class="FM_Bullet">To print a receipt for <span class="FM_Emphasis">selected</span> items, select the item or items in the list of items checked out and select <b>File > Print Receipt > Print Selection</b>.</p>
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</li>
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</ul>
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<p class="indent2">For quick-circ items, one line is printed for each quick-circ barcode scanned. The line text is <b>X uncataloged items</b>, where <b>X</b> is the number of items you specified to associate with the quick-circ item barcode.</p>
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<p class="FM_Heading4n">Related Information</p>
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<ul type="disc">
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<li>
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<p class="FM_Task"><a name="kanchor4667"></a><a name="IX_offline_check_out"></a><span class="FM_BulletHead">Offline check-out</span> - During offline check-out, a barcode must be scanned for each physical quick-circ item. Quick-circ items are logged in the normal offline check-out process. When the offline file is uploaded, each transaction is entered as a quick-circ item check-out, and the offline upload report records the transaction. </p>
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</li>
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<li>
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<p class="FM_Task"><a name="kanchor4668"></a><a name="IX_Polaris_ExpressCheck"></a><span class="FM_BulletHead">Polaris ExpressCheck check-out</span> - When a patron checks out a quick-circ item, the screen displays the item material type and <b>Uncataloged material</b> in the line item display, with no due date or additional information. The receipt prints one line for each quick-circ item barcode scanned. The library can edit the display text <b>Uncataloged material</b>. For more information about customizing Polaris ExpressCheck, see the Polaris ExpressCheck Administration Guide.</p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.4</span></div>
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</p>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_68346_Unit_Title_heading"></a>Circulating Ephemeral Items</h1>
|
||||
<p><a name="kanchor1143"></a><a name="IX_See_quick_circ_items"></a><a name="kanchor1144"></a><a name="IX_overview_32"></a>Using Polaris Quick-Circ, you can circulate items that are not intended for full cataloging and generate circulation statistics for these items. For example, items suitable for quick-circ circulation might include old mass-market paperbacks or pamphlets.</p>
|
||||
<p><a name="kanchor1145"></a><a name="IX_reports_7"></a>Quick-circ items differ from regular items in that they have no conventional Polaris item records. They circulate with no due dates, no fines, and no overdue processing. They cannot fill hold requests. They do not count against any patron borrowing limits, and they are not displayed in the patron’s items out list or in a patron’s reading history. A quick-circ item is identified only by a barcode, assigned branch and collection, and material type. The primary advantage of Polaris Quick-Circ is in tracking and reporting circulation of these kinds of items. Quick-circ item circulation is included in many Polaris circulation reports.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Creating_Quick-Circ_Items.htm#XREF_83589_Creating_Quick">Creating Quick-Circ Items</a>
|
||||
</li>
|
||||
<li><a href="Checking_Out_Quick-Circ_Items.htm#XREF_18009_Checking_Out_Quick">Checking Out Quick-Circ Items</a>
|
||||
</li>
|
||||
<li><a href="Checking_In_Quick-Circ_Items.htm#XREF_80275_Checking_In_Quick">Checking In Quick-Circ Items</a>
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<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>");
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<h1><a name="XREF_41879_State_the_results"></a>Create a Quick-Circ item</h1>
|
||||
<p><a name="kanchor4708"></a><a name="IX_creating_4"></a>To create a quick-circ item for circulation:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Quick Circ Item workform using one of the following methods:<ul type="disc"><li>From the Polaris Shortcut Bar, select <b>File </b>><b> New</b>, and select <b>Quick-circ Item Record</b> from the list of objects.</li></ul><ul type="disc"><li>From the Polaris Shortcut Bar, select <b>Utilities</b>, <b>Quick-circ Item Records</b>, and select <b>File </b>><b> New</b> from the Quick-circ Item Record List.</li></ul><ul type="disc"><li>From the Check Out workform, select <b>Tools </b>><b> Quick-circ Item Record</b> or press <b>CTRL+Q</b>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>From an existing Quick-circ Item workform, select<b><b style="font-weight: bold;">File </b>><b> New</b></b>. You can copy the existing record exactly, or open a new record with a blank barcode.</p>
|
||||
<p class="indent2">The Quick Circ Item workform opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Scan or type the barcode in the <b>Item barcode</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">For quick-circ items, the system does not check the item barcode format definitions set in Polaris Administration (<b>Profiles</b>, <b>Staff client</b>). However, you cannot use a barcode that is already assigned to another quick-circ item or to a conventional item. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the item’s assigned branch.</li>
|
||||
</ol>
|
||||
<p class="indent2">The default value is the workstation log-on branch. The available options are the same as those available in the conventional item record. They depend on your branch’s settings and your permissions.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">If your library uses collections, select a collection from the <b>Assigned collection</b> list.</li>
|
||||
</ol>
|
||||
<p class="indent2">Your library may use specific collections for quick-circ items. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select a material type.</li>
|
||||
</ol>
|
||||
<p class="indent2">The default value is set in Polaris Administration. Your policy may be to use any available and appropriate material type for quick-circ items, or you may use one material type for all quick-circ items. You can set up a material type specifically for this use. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><a href="Checking_Out_Quick-Circ_Items.htm#XREF_18009_Checking_Out_Quick">Checking Out Quick-Circ Items</a>
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<h1><a name="XREF_83589_Creating_Quick"></a>Creating Quick-Circ Items</h1>
|
||||
<p><a name="kanchor441"></a><a name="IX_workflow"></a>You can create quick-circ item records from several locations, including the Polaris Shortcut Bar (<b>File </b>><b> New</b> or <b>Utilities </b>><b> Quick-circ Item Records</b>), the Check Out workform, or an existing quick-circ item record, depending on your workflow. Although quick-circ item records use several of the same data fields as conventional Polaris item records, there are important differences. If a quick-circ item barcode is scanned or entered into the item Find Tool, the search produces no results. The system responds as it does when no matching barcode is found. You cannot bulk-change quick-circ item records, although you can modify individual records.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If a quick-circ item barcode is scanned into the barcode field of a conventional item record, the system displays a message that the barcode is assigned to quick-circ items and cannot be used.</p>
|
||||
<p>A convenient workflow is to reserve a sheet of barcodes or several barcode labels and create quick-circ item records for the barcodes in advance. Then you can apply the barcodes as needed at check-out. Each physical item needs a unique barcode. However, during staff check-out, you need to scan only one of the barcodes, and specify how many quick circ items are being checked out. (If your patrons use Polaris ExpressCheck, each item needs to be scanned at the Polaris ExpressCheck station.) See: <a href="Checking_Out_Quick-Circ_Items.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Checking Out Quick-Circ Items</span></a>.</p>
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|
||||
<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>View, Modify, or Delete Quick-Circ Items</h1>
|
||||
<p><a name="kanchor1450"></a><a name="IX_deleting_5"></a><a name="kanchor1451"></a><a name="IX_modifying"></a><a name="kanchor1452"></a><a name="IX_viewing_1"></a>You cannot search for quick-circ item records with the Polaris Find Tool. However, you can view a list of all the existing quick-circ items and select them from the list to modify or delete them. </p>
|
||||
<p>To work with the list of quick-circ items:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Utilities </b>><b> Quick-circ Item Records</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can sort the list by branch. Click the <b>Branch</b> column head.</p>
|
||||
<p class="indent2">The Quick-circ Item Records List opens. The list displays all the quick-circ items in the system.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">To print the list of items, click the Printer button on the workform toolbar.</li>
|
||||
<li value="3">To modify an item, double-click the item in the list.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Quick-circ Item Record workform opens. You can edit the barcode, assigned branch, assigned collection, and material type of the item. Select <b>File </b>><b> Save</b> when you have made the changes.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To delete an item, right-click the item in the list, and select <b>Delete</b> from the context menu.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.4</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