Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_58099_Receipts_Sounds"></a>Circulation Workstations: Receipts, Sounds, Smart Cards</h1>
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<p>To get ready for circulation, set each circulation workstation for receipt printing, audio alerts, and 3M™ smart card use if appropriate. Typically, you will need to do these procedures only once for each workstation.</p>
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<p>See also:</p>
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<ul>
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<li><a href="Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>
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</li>
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<li><a href="Setting_Circulation_Audio_Signals.htm#XREF_44073_Setting_Audio">Setting Circulation Audio Signals</a>
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</li>
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<li><a href="Setting_the_Workstation_for_Smart_Card_Use.htm#XREF_93898_Setting_the">Setting the Workstation for Smart Card Use</a>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
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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_38696_Correct_an_auto"></a>Correct an Auto-Cut Problem for Hold Pickup Slips</h1>
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<p>To correct an issue with hold pick-up slips on certain EPSON® and other line printers, where the paper is not cut properly at the end of the slip:</p>
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<ol>
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<li value="1">Open your EPSON Printer Preferences - Document Settings, and set Paper Source to <span class="FM_Emphasis">no</span> automatic feed and <span class="FM_Emphasis">no</span> automatic cut.</li>
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<li value="2">Select <b>Circulation, Options</b> from the Polaris shortcut bar, or click <img alt="pbutCircOpt00021.gif" style="width: 33;height: 18;" id="image3" src="pbutCircOpt00021_33x18.gif" class="imginline" />. The Circulation Options dialog box appears.</li>
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<li value="3">Select the <b>Receipt Printer Options</b> tab. The Receipt Printer Options tabbed page appears.</li>
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<li value="4">Select <b>Auto-cut at the end</b>.</li>
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</ol>
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<p class="NoteShade"><b>Important:</b>
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<br /> For line printers such as the Star® TSP series that cut the paper correctly, leave the <b>Auto-cut at the end</b> option unchecked.</p>
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<p class="NoteShade"><b>Note:</b>
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<br />This setting is also available in Polaris Administration (Patron Services parameters - <b>Hold slip pickup options</b>). <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm#XREF_89438_Set_up_hold_pickup">Set up hold pickup slips</a>.</MadCap:conditionalText></p>
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<ol data-mc-continue="true">
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<li value="5">Click <b>OK</b> on the dialog box.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
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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_17920_Set_receipt"></a>Set Receipt Printer Message Text</h1>
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||||
<p><a name="kanchor4062"></a><a name="IX_setting_message_text"></a>This procedure only needs to be done once unless you want to change your settings. </p>
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||||
<p class="NoteShade"><b>Note:</b>
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||||
<br /> To customize message text, you must have the Circulation permission <b>Modify receipt message text: Allow</b>. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPstart/Setting_Circulation_Permissions.htm#XREF_33495_Setting">Setting Circulation Permissions</a>.</MadCap:conditionalText></p>
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||||
<p>To set a standard message that appears on check-out and fine receipts generated from the Polaris staff client and check-out receipts from Polaris ExpressCheck:</p>
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||||
<ol>
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||||
<li value="1">Select <b>Circulation, Options</b> from the Polaris Shortcut Bar, or click <img alt="pbutCircOpt.gif" style="width: 20;height: 18;" id="image1" src="pbutCircOpt_20x18.gif" class="imginline" />. The Circulation Options dialog box appears.</li>
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<li value="2">Select the <b>Receipt Printer Options</b> tab. The Receipt Printer Options tabbed page appears.</li>
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</ol>
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<ol data-mc-continue="true">
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<li value="3">Type your custom message in the <b>Message text</b> area. The custom message will be used by all workstations registered to your current log-on branch in Polaris Administration.</li>
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<li value="4">Click <b>OK</b> in the dialog box.</li>
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</ol>
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||||
<p class="NoteShade"><b>Important:</b>
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||||
<br />You may need to reboot ExpressCheck workstations to see your changes.</p>
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<h1><a name="XREF_47783_Set_Polaris_to"></a>Set the Workstation to Print Receipts and Slips</h1>
|
||||
<p><a name="kanchor329"></a><a name="IX_receipts_1"></a><a name="kanchor330"></a><a name="IX_setting_Polaris_to_print"></a>This procedure needs to be done only once <span class="FM_Emphasis">for each workform</span> from which you want to print, unless you want to change your settings. Follow these steps on each workstation to set Polaris to print receipts and slips from one or more workforms:</p>
|
||||
<ol>
|
||||
<li value="1">Open the appropriate workform from the Polaris Shortcut Bar:<ul><li>Check Out workform - Select <b>Circulation, Check Out</b>.</li><li>Check In workform - Select <b>Circulation, Check In</b>.</li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> Check-in receipts that list the items checked in for a patron or group of patrons do not print automatically, but are available for manual printing from the workform. See <a href="../PPckin/Do_a_normal_check-in_from_the_Check_In_workform.htm#XREF_61518_Do_a_basic_check">Do a normal check-in from the Check In workform</a>.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ul>
|
||||
<li>Request Manager workform - Select <b>Circulation, Request Manager</b>.</li>
|
||||
<li>Hold Request workform - Select <b>Circulation, Hold Requests</b>. Find and open the hold request (see <a href="../PPholds/Find_hold_requests.htm#XREF_53005_Find_hold_requests">Find hold requests</a>).</li>
|
||||
<li>Patron Status workform - Select <b>Circulation, Patron Status</b>. Find and open any patron 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>
|
||||
<li>Item Record workform - Select <b>Cataloging, Item Records</b>. Find and open any item record ( <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Cataloging/PKstart/Find_cataloging_records_in_library_database.htm#XREF_47247_List_catalog">Find cataloging records in your library’s database</a></MadCap:conditionalText>).</li>
|
||||
<li>Outreach Services Manager workform - Select <b>Patron Services, Outreach Services</b>.</li>
|
||||
<li>Receive Shipment workform - Select <b>Acquisitions, Receive Shipment</b>.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol start="2">
|
||||
<li value="2">On the workform, select <b>Tools, Options...</b> to display the Tools Options dialog box. The Receipt/Slip tabbed page appears.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:</b>
|
||||
<br /> Complete the Tools Options dialog box from each workform where you want to print receipts or slips. For example, if you want to print fine receipts when you are checking in items and when you are renewing items at the Patron Status workform - Items Out view, do this step for both the Check In workform and the Patron Status workform.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select one or more of the following receipt/slip checkboxes:<ul><li>Check out receipt</li><li><a name="kanchor331"></a><a name="IX_print_only_if_no_eReceipt"></a>Fine receipt - Select <b>Fine receipt</b> to print fine receipts from this workform. If you check <b>only if no eReceipt</b>, fine receipts are printed only when the patron does not receive eReceipts. If <b>only if no eReceipt</b> is not checked, printed receipts are produced in addition to eReceipts for patrons who receive eReceipts. For more information about setting up eReceipts in Polaris Administration, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm#XREF_80825_Setting_Up">Setting Up eReceipts</a>.</MadCap:conditionalText></li><li>In-transit slip</li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor332"></a><a name="IX_printing_for_Transferred"></a><b>Note:</b>
|
||||
<br />Select <b>In-transit slip</b> if you want to print the slip when an item’s status changes to Transferred (because it will fill a hold and needs to be sent to the pick-up library) or In Transit (because it belongs to another library). If you want to print the slip only when an item’s status changes to Transferred, select <b>Holds only</b>. If your library has enabled the combined In-transit and pickup slip, if the item is going in transit to fill a hold, the combined slip, which includes the holds pickup slip, prints at this point and the pickup slip will not print when the item is received at the destination branch.</p>
|
||||
<blockquote>
|
||||
<ul>
|
||||
<li>Hold slip</li>
|
||||
<li>Hold call slip (available if this option is enabled for your library)</li>
|
||||
<li>Hold pickup slip (available if this option is enabled for your library)</li>
|
||||
<li>Print ILL slip (Request Manager workform - ILL view only)</li>
|
||||
<li>Print ILL pickup slip (Request Manager workform - ILL view only; available if the hold pickup slip is enabled for your library)</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol start="4">
|
||||
<li value="4">Select one of the following printer <b>Style</b> options:<ul><li>To use a receipt printer, click <b>Receipt</b>.</li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If you are using a receipt printer, you may be able to set automatic cutting and printing options. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPreceipts/Set_receipt_printer_control_codes.htm">Set receipt printer control codes</a>. </MadCap:conditionalText>You can also customize the message text that appears on all receipts. See <a href="Set_receipt_printer_message_text.htm#XREF_17920_Set_receipt">Set receipt printer message text</a>. If you have experienced a problem with hold pickup slips, where the paper is not cut properly, see <a href="Correct_an_auto-cut_problem_for_hold_pickup_slips.htm#XREF_38696_Correct_an_auto">Correct an auto-cut problem for hold pickup slips</a>.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ul>
|
||||
<li>To use a page printer, click <b>Page</b>.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol start="5">
|
||||
<li value="5">Select the appropriate network printer in the <b>Printer</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> If you are working offline in a terminal server environment, you may need to set up receipt printing again if you switch terminal servers. Check the printer setting to be sure the appropriate printer is selected.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">If you use a receipt printer, select the appropriate printer driver in the <b>Drivers</b> box. These options are set in Polaris Administration. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPreceipts/Set_receipt_printer_control_codes.htm">Set receipt printer control codes</a>.</MadCap:conditionalText></li>
|
||||
<li value="7">Click <b>OK</b> in the dialog box.</li>
|
||||
<li value="8">Repeat this procedure for each workform from which you want to print receipts or slips.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul>
|
||||
<li><a name="kanchor333"></a><a name="IX_optional_check_out"></a><span class="FM_BulletHead">Optional check-out receipts</span> - To conserve resources, your library may opt to print a check-out receipt only when the patron requests one. If the library has set this option in Polaris Administration and you have set check-out receipt printing for the workform, instead of automatically printing a receipt at the end of the check out or renewal process, a prompt to print the receipt is displayed and you can ask the patron if he wants a printed receipt. For information about setting this option in Polaris Administration, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm#XREF_37650_Set_patron_record">Set check-out receipt options</a>.</MadCap:conditionalText></li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> The receipt prompt is not displayed for renewals from the Patron Status workform - Items Out view. You can optionally print a “receipt” from this view by suppressing check-out receipt printing from the workform <b>Tools</b> options, and then printing receipts on demand. To print receipts on demand, print the Items Out list by selecting the printer icon on the listview or pressing <b>CTRL+ALT+P</b>. The library can specify the information included in the printed version of the Items Out list. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm#XREF_46221_Set_Items_Out">Set Items Out receipt options</a>.</MadCap:conditionalText></p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">eReceipts</span> - Your library may enable eReceipts (email and/or text message receipts) for patrons who prefer these instead of printed receipts. Enabling eReceipts for a patron does not automatically disable printed receipts, as the patron may want both on some occasions. The prompt for a check-out receipt, if enabled, will still appear for patrons who have opted for eReceipts. For information about enabling eReceipts in Polaris Administration, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm#XREF_80825_Setting_Up">Setting Up eReceipts</a>. </MadCap:conditionalText>For information about eReceipt settings in the patron record, see <a href="../PPregstr/Add_notification_data_to_a_patron_record.htm#XREF_98965_Add_notification">Add notification data to a patron record</a>.</li>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
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<h1><a name="XREF_44073_Setting_Audio"></a>Setting Circulation Audio Signals</h1>
|
||||
<p><a name="kanchor1613"></a><a name="IX_audio_circulation_alerts"></a><a name="kanchor1614"></a><a name="IX_overview_26"></a>Audio signals at circulation alert you to processing events, messages, blocks, and other conditions. They are available during check-in and check-out transactions, and whenever circulation blocks appear. If your computer has a sound card and external speakers, you can specify different sounds to distinguish among the various circulation events. If you do not want to specify different sounds for audio alerts, each alert has the same low “beep” sound.</p>
|
||||
<p><a name="kanchor1615"></a><a name="IX_setting"></a>To set sounds for the various audio alerts at circulation:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Options</b> from the Polaris Shortcut Bar, or click <img alt="pbutCircOpt00022.gif" style="width: 28;height: 18;" id="image5" src="pbutCircOpt00022_28x18.gif" class="imginline" />. The Circulation: Options dialog box appears.</li>
|
||||
<li value="2">Choose one of the following options:<ul type="disc"><li>If you want to specify sound types other than the default low beep, click <b>Use Windows Sounds</b>. Your computer must have a sound card and external speakers for this option.</li><li>If you do not want to specify sound types, click <b>Use Default Beep</b>.</li></ul></li>
|
||||
</ol>
|
||||
<ol start="3">
|
||||
<li value="3">Click <b>OK</b> on the dialog box.</li>
|
||||
<li value="4"><a name="kanchor1616"></a><a name="IX_changing_Windows_sounds"></a><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>If you clicked <b>Use Windows Sounds</b> in step 2, set up the sound for each message type:<ol style="list-style-type: lower-alpha;"><li value="1">Select <b>Sound</b> from the Windows Control Panel. The Sound dialog box appears.</li><li value="2">Click the <b>Sounds</b> tab. The Sounds tabbed page appears.</li></ol></li>
|
||||
</ol>
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||||
<p class="indent3">
|
||||
<img src="../../../Resources/Images/WindowsSounds.png" alt="" />
|
||||
</p>
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||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="3">
|
||||
<li value="3">In the <b>Program Events</b>list, under <b>Windows</b>, select the event type to which you want to assign a sound. Polaris uses the following sound events (their Polaris message icons are in parentheses):</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Asterisk (i)</span> - Polaris informational messages that do not require action, such as “Item was created on the fly”</li>
|
||||
<li><span class="FM_BulletHead">Critical Stop (X)</span> - Polaris program errors, such as incorrect barcode or illegal operation</li>
|
||||
<li><span class="FM_BulletHead">Default beep (no associated icon)</span> - The Special Loan dialog box, calendar controls, and scanning barcodes </li>
|
||||
<li><span class="FM_BulletHead">Exclamation (!)</span> - Dialog boxes that are similar to errors or warnings, such as blocks and fines</li>
|
||||
<li><span class="FM_BulletHead">Question (?)</span> - Error messages that present the user with options, such as renewal limits or holds</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="4">
|
||||
<li value="4">In the <b>Sounds</b> list, choose a sound for the selected event.</li>
|
||||
<li value="5">Repeat to assign a sound to each of the five Polaris event types.</li>
|
||||
<li value="6">Click <b>OK</b> on the dialog box.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<ol start="5">
|
||||
<li value="5">Exit from the staff client and log back in to see the effects of your changes.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><a name="kanchor1617"></a><a name="IX_barcode_scanning"></a><span class="FM_BulletHead">Barcode scan signals</span> - A Polaris Administration setting controls an audio alert for correctly reading patron and item barcode labels at check-in and check-out. The default setting is <span class="FM_Emphasis">off</span> because most barcode readers are programmed to beep for correct scans. To change the setting in Polaris if your scanner is not programmed for sound<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"> see <a href="../../Patron_Services_Admin/PDPProfRef/Patron_Services_Profiles_Reference.htm">Audio feedback for barcode scan in Patron Services Profiles Reference</a>.</MadCap:conditionalText></p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_66208_Setting_Print"></a>Setting Up Receipt Printing from Workforms</h1>
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<p><a name="kanchor5818"></a><a name="IX_overview_18"></a>For each circulation workstation, you specify which receipts and slips should print from specific workforms, whether to use a page or receipt printer, and which printer should be used.</p>
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<p>See also:</p>
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<li><a href="circ_receipts.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Circulation Receipts and Slips</span></a>
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<li><a href="Set_the_workstation_to_print_receipts_and_slips.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set the Workstation to Print Receipts and Slips</span></a>
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<li><a href="Correct_an_auto-cut_problem_for_hold_pickup_slips.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Correct an Auto-Cut Problem for Hold Pickup Slips</span></a>
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<h1><a name="XREF_93898_Setting_the"></a>Setting the Workstation for Smart Card Use</h1>
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<p><a name="kanchor5480"></a><a name="IX_See_smart_cards"></a><a name="kanchor5481"></a><a name="IX_setting_the_staff"></a>If your workstation uses a 3M™ smart card reader to read patron smart cards, you need to set the workstation to use the reader. This procedure needs to be done only once. To set the workstation for smart card use:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Options</b> from the Polaris Shortcut Bar. The Circulation Options dialog box appears.</li>
|
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<li value="2">Select the <b>Smart Card Readers</b> tab. The Smart Card Reader tabbed page appears.</li>
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<li value="3">Select <b>Smart card reader installed</b>.</li>
|
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<li value="4">Click <b>OK</b> on the dialog box.</li>
|
||||
<li value="5">Exit from the staff client and log back in to see the effects of your changes.</li>
|
||||
</ol>
|
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<h4>Related Information</h4>
|
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<p><span class="FM_BulletHead">Using the smart card reader at check-out</span> - See <a href="../PPckout/Check_out_an_item.htm#XREF_97950_Check_out_items">Check out an item</a>.</p>
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<h1>Circulation Receipts and Slips</h1>
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<ul>
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<li><a name="kanchor3048"></a><a name="IX_renewal"></a><a name="kanchor3049"></a><a name="IX_check_out"></a><a name="kanchor3050"></a><a name="IX_overview_20"></a><a name="kanchor3051"></a><a name="IX_overview_19"></a><a name="kanchor3052"></a><a name="IX_printing_renewal_receipts"></a><a name="kanchor3053"></a><a name="IX_printing_check_out"></a><span class="FM_BulletHead">Check-out/renewal receipts</span> list the items checked out or renewed for a patron. Check-out receipts can be printed from the Check Out workform; renewal receipts can be printed from the Check Out workform and the Patron Status workform - Items Out view. You can print check-out receipts automatically or optionally (with a prompt for staff to print the receipt). Receipts for renewal will be printed automatically if enabled for the work form. If you want renewal receipts to be optional, disable the check-out receipt option for the workform and print the items out list if a receipt is desired. See <a href="../PPckout/Renew_items_from_the_Patron_Status_workform.htm">Renew items from the Patron Status workform</a>. For additional information on printing receipts from the Check Out workform, refer to <a href="../PPckout/Check_out_an_item.htm">Check out an item</a>. You can also set bulk check-out receipts to print from the Outreach Services Manager workform, if your library uses Polaris Outreach Services. Polaris Administration settings control the specific information that appears on the receipt, and your library may set an option to print a receipt only when the patron asks for one. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPreceipts/Set_check-out_receipt_options.htm">Set check-out receipt options</a>.</MadCap:conditionalText></li>
|
||||
<li><a name="kanchor3054"></a><a name="IX_check_in"></a><a name="kanchor3055"></a><a name="IX_overview_21"></a><a name="kanchor3056"></a><a name="IX_printing_check_in"></a><span class="FM_BulletHead">Check-in receipts</span> can be manually printed from the Check In workform, Normal and Bulk views. When a patron’s items have been checked in, you select one or more items in the list and select <b>File, Check in Receipt</b>. If items are selected from multiple patrons, the items are grouped by patrons, and three blank lines are added at the end of each group. If auto-cut receipt printing is enabled, the receipt is cut at the end of each patron’s group of items. (Items with no patron information, for example those that went from In to In at check in, are also grouped together and separated from patron items.) Polaris Administration settings control the specific information that appears on the receipt. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPreceipts/Set_check-in_receipt_options.htm">Set check-in receipt options</a>.</MadCap:conditionalText></li>
|
||||
</ul>
|
||||
<p>
|
||||
<ul>
|
||||
<li><a name="kanchor3057"></a><a name="IX_fine"></a><a name="kanchor3058"></a><a name="IX_receipts"></a><a name="kanchor3059"></a><a name="IX_printing_fine_receipts_3"></a><a name="kanchor3060"></a><a name="IX_printing_fine_receipts_2"></a><a name="kanchor3061"></a><a name="IX_printing_fine_receipts_1"></a><a name="kanchor3062"></a><a name="IX_printing_fine_receipts"></a><span class="FM_BulletHead">Fine receipts</span> list the fines paid or waived for overdue items, replacement items, and other fees for a patron. Fine receipts are printed automatically from the following locations:<ul><li>Check In workform - Normal view (Check In - Fine dialog box)</li></ul><ul><li>Patron Status workform - Items Out view (Overdue Fine dialog box)</li><li>Patron Status workform - Account view (Pay and Waive dialog boxes)</li><li>Declare lost item dialog box</li></ul></li>
|
||||
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|
||||
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|
||||
<p class="indent2">Polaris Administration settings control the specific information that appears on the receipt, and whether the receipt is printed for waive transactions. Your library can also set Polaris to print duplicate fine receipts if accounting practices require them. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPreceipts/Set_fine_receipt_options.htm">Set fine receipt options</a>. </MadCap:conditionalText></p>
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|
||||
<li><a name="kanchor3063"></a><a name="IX_hold_slips"></a><a name="kanchor3064"></a><a name="IX_overview_22"></a><a name="kanchor3065"></a><a name="IX_printing_hold_slips_2"></a><a name="kanchor3066"></a><a name="IX_printing_hold_slips_1"></a><a name="kanchor3067"></a><a name="IX_printing_hold_slips"></a><span class="FM_BulletHead">Hold slips/hold call slips</span> are printed automatically when an item’s status becomes Held at the Check In workform, Check Out workform, Item Record workform, Patron Status workform - Items Out view, Hold Request workform, or Receive Shipment workform. Polaris Administration settings control the specific information that appears on the hold slip, and which hold slips are available. Polaris provides four types of hold slips:</li>
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||||
<li><span class="FM_BulletHead">Default hold slip</span> - Prints automatically when an item’s status becomes <b>Held</b> at a circulation transaction. Libraries typically place the hold slip with the held material for identification purposes. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPreceipts/Set_hold_slip_options.htm">Set hold slip options</a>. </MadCap:conditionalText></li>
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||||
<li><span class="FM_BulletHead">Hold call slip - </span>For libraries that call their patrons for held items. It includes extended information and is laid out so that the title information is exposed when placed in a book. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"> See <a href="../../Patron_Services_Admin/PDPreceipts/Enable_hold_call_slips.htm">Enable hold call slips</a>.</MadCap:conditionalText></li>
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||||
<li><span class="FM_BulletHead">Hold/ILL pick-up slip</span> - For libraries where patrons can pick up their own held items. The hold pick-up slip is inserted in the book so that the patron’s name, partial name, and/or barcode and the pick-up date are visible on the shelf. This slip is printed horizontally or vertically on the receipt paper, and requires a line mode receipt printer such as a Star<span class="FM_SuperScript">®</span> TSP600, Star TSP700, or Dell™ T200. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPreceipts/Set_up_hold_pickup_slips.htm">Set up hold pickup slips</a>.</MadCap:conditionalText></li>
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||||
<li><span class="FM_BulletHead">Combined in-transit/hold slip</span> - If configured in Polaris Administration, a combined in-transit/hold slip will print when the item is sent in-transit. Then, instead of the pickup library printing a hold slip when the item arrives, the same slip can be used as a wrapper for the held item. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPreceipts/Set_in-transit_slip_options.htm">Set in-transit slip options</a>.</MadCap:conditionalText></li>
|
||||
<li><a name="kanchor3068"></a><a name="IX_in_transit_slips"></a><a name="kanchor3069"></a><a name="IX_overview_23"></a><span class="FM_BulletHead">In-transit slips</span> are printed automatically when an item’s status changes to Transferred (because the item will fill a hold and needs to be sent to the pick-up library) or In Transit (because the item belongs to another branch), and when you transfer an item for a hold from the Hold Request workform. You can place the in-transit slip with the item to be sent to the other branch. You can also choose to print an in-transit slip <span class="FM_Emphasis">only</span> when the item status changes to Transferred because it will fill a hold. Polaris Administration settings control the information included on the slip. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPreceipts/Set_in-transit_slip_options.htm">Set in-transit slip options</a>.</MadCap:conditionalText></li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br>
|
||||
</br> When an item’s status changes to Transferred to fill a request, the in-transit slip includes the text <b>FOR HOLD</b>. The text does not appear on in-transit slips printed when an item is checked in and just needs to be shipped back to its assigned branch.</p>
|
||||
<ul>
|
||||
<li><a name="kanchor3070"></a><a name="IX_ILL_slips"></a><a name="kanchor3071"></a><a name="IX_overview_24"></a><span class="FM_BulletHead">ILL slips</span> are printed automatically when an interlibrary loan item is received on the Request Manager workform - ILL Requests view. Libraries typically place the ILL slip with the material for identification purposes. The information that appears on the ILL slip is controlled by the same Polaris Administration settings that control hold slips. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services_Admin/PDPreceipts/Set_hold_slip_options.htm">Set hold slip options</a>.</MadCap:conditionalText></li>
|
||||
<li><a name="kanchor3072"></a><a name="IX_offline_circulation"></a><a name="kanchor3073"></a><a name="IX_overview_25"></a><span class="FM_BulletHead">Offline receipts</span> record the items checked out or renewed for a patron offline. The offline Check In workform list view can also be printed on a receipt or page printer. </li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> Polaris supports hold pickup and in-transit slip printing on Epson<span class="FM_SuperScript">®</span> ReStick™ printers. For information about enabling this feature, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services_Admin/PDPreceipts/Epson_ReStick_Printers_Hold_In-Transit_Slips.htm">Epson<span class="FM_SuperScript">®</span> ReStick<span class="FM_SuperScript">™</span> Printers - Hold and In-Transit Slips</a>.</MadCap:conditionalText></p>
|
||||
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|
||||
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|
||||
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||||
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||||
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|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
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Reference in New Issue
Block a user