Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_60305_Find_a_record_in"></a>Find Patron and Related Records</h1>
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<p><a name="kanchor3714"></a><a name="IX_searching"></a>To find a record using the Polaris Find Tool:</p>
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<ol>
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<li value="1">Open the Find Tool from the Polaris Shortcut Bar using one of the following methods:<ul type="disc"><li>To search for patron records to be displayed in the Patron Registration workform, select <b>Patron Services, Patron Records</b>, press <b>F7</b><span style="font-size: 9.0pt;"></span>or click <img alt="PatronIcon00012.gif" style="width: 25;height: 18;" id="image14" src="PatronIcon00012_25x18.gif" class="imginline" />.</li><li>To search for patron records to be displayed in the Patron Status workform, select <b>Circulation, Patron Status</b>, press <b>F6</b>, or click <img alt="PatStatButton.gif" style="width: 26;height: 18;" id="image15" src="PatStatButton_26x18.gif" class="imginline" />.</li><li>To search for bibliographic records or item records, select <b>Cataloging, Bibliographic Records, Cataloging</b>, <b>Item Records,</b> or <b>Cataloging</b>, <b>Reserve Item Records</b>.</li><li>To search for course reserve records, select <b>Patron Services</b>, <b>Course Reserve Records</b>, or click <img alt="CourseResIcon.gif" style="width: 27;height: 18;" id="image16" src="CourseResIcon_27x18.gif" class="imginline" />.</li></ul></li>
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</ol>
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<p class="indent2">The General tabbed page of the Find Tool appears.</p>
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<p class="NoteShade"><b>Tip:<br /></b>For fast navigation, press the <b>TAB</b> key to move among the <b>Object</b>, <b>Search</b> <b>by</b>, <b>Type</b>, <b>Sort by</b>, <b>For, Limit by</b>, and <b>Values</b> boxes. Type the first letter of the search option in the <b>Object</b>, <b>Search by</b>, <b>Type, </b>and <b>Limit by </b>boxes.</p>
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<ol start="2">
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<li value="2">Select the record type to search for in the <b>Object</b> box.</li>
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<li value="3">Select what to search by in the <b>Search</b> <b>by</b> box.</li>
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</ol>
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<p class="NoteShade"><b>Note:<br /></b>If you often search by the same criteria but they are not the default settings, you can save your own settings by selecting <b>Options, Save as User Default</b> from the Find Tool menu bar. </p>
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<ol data-mc-continue="true">
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<li value="4">Select the type of search in the <b>Type</b> box.</li>
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<li value="5">Select a sort order in the <b>Sort by</b> box and select a value.</li>
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<li value="6">Type a search string in the <b>For</b> box.</li>
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<li value="7">If you want to focus the search, select a limiter in the <b>Limit by</b> box, and set a value for the limiter in the <b>Value</b> box.</li>
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</ol>
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<p class="indent2">If you type text in the <b>Value</b> box, you must type the exact text or use a wildcard character.</p>
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<p class="NoteShade"><b>Examples:<br /></b>To limit a patron record search by the free-text block <b>check phone</b>, you can type <b>check*</b> or <b>check phone</b> in the <b>Value</b> box, but not <b>check</b>.<br />If you are searching for item records by title, and you limit by current borrower, type the patron’s name in the <b>Value</b> box in one of these formats: <b>last name*</b> or <b>last name, first name*</b> or <b>last name, first name middle name</b>. You must include the comma and the wildcard character as shown. The last name alone will not work in the <b>Value</b> box.<br /><br /></p>
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<ol data-mc-continue="true">
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<li value="8">Click <b>Search</b> to begin the search, or press <b>ENTER</b>.</li>
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</ol>
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<p class="indent2">Your results appear in the results list at the bottom of the Find Tool window. To list all the results in a large results set, press <b>CTRL+SHIFT+A</b>.</p>
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<ol data-mc-continue="true">
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<li value="9">Do one of the following actions to work with a record in the results list:<ul type="disc"><li>Double-click a line item to open the record.</li><li>Right-click a line item in the results list to work with the record without opening it. The context menu displays the options available for the record.</li></ul></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>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<h1><a name="XREF_83131_Finding_Records_in"></a>Finding Patron Records</h1>
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<p><a name="kanchor4143"></a><a name="IX_in_Patron_Services"></a><a name="kanchor4144"></a><a name="IX_finding_records"></a>You begin many patron services tasks by finding existing patron records and record sets with the Polaris Find Tool. From the results list in the Find Tool, you can open a record, or you can right-click a line item and use the context menu to work with the record without opening it.</p>
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<p class="NoteShade"><b>Example:<br /></b>From a patron record line item in the results list, you can choose to check out an item or place a hold request for the patron, among other options.</p>
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<p>You can also use the Find Tool to locate bibliographic and item records when you are doing tasks such as creating hold requests. </p>
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<p>See also:</p>
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<ul>
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<li><a href="#TOC_Patron_Record_Searching" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Record Searching - Tips</span></a>
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</li>
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<li><a href="#TOC_Automatic_Search_Term" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Automatic Search Term Suggestions</span></a>
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</li>
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<li><a href="#TOC_More_Precise_Searches" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">More Precise Searches</span></a>
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</li>
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<li><a href="#TOC_Faster_Searches" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Faster Searches</span></a>
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</li>
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<li><a href="#TOC_Count_Only_Searches" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Count-Only Searches</span></a>
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</li>
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<li><a href="#TOC_Sending_Search_Results" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Sending Search Results to a Record Set</span></a>
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</li>
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<li><a href="Find_patron_services_and_related_records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Find Patron and Related Records</span></a>
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</li>
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</ul>
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<h2><a name="TOC_Patron_Record_Searching"></a><a name="XREF_86913_Patron_Record"></a>Patron Record Searching - Tips</h2>
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<p><a name="kanchor4145"></a><a name="IX_criteria_for_searching"></a>You can search for patron records using any of the access points listed in the <b>Search</b> <b>by</b> box on the Find Tool. The following searching tips are arranged by search access points.</p>
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<h3 style="font-size: 12pt;"><a name="XREF_70803_Searching_by"></a>Searching by Patron Name</h3>
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<ul type="disc">
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<li><a name="kanchor4146"></a><a name="IX_patron_name_searches"></a>Searches are not case-sensitive. You can type names in uppercase, lowercase, or both.</li>
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<li>When doing a search by <b>Name (Last, First Middle)</b>, you must place a space between the comma and the first name.</li>
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<li>When typing a compound last name, do <span class="FM_Emphasis">not</span> use any spaces. For example, type <b>MacDonald</b> (instead of <b>Mac Donald</b>).</li>
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</ul>
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<p>The table lists some common ways to search by patron name.</p>
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<p class="FM_TableAnchor" />
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<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;width: 362.00pt;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" class="TableStyle-BlueHeader" cellspacing="1">
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||||
<col class="TableStyle-BlueHeader-Column-Column1" />
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<col class="TableStyle-BlueHeader-Column-Column1" />
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<col class="TableStyle-BlueHeader-Column-Column1" />
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<col class="TableStyle-BlueHeader-Column-Column1" />
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<thead>
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<tr class="TableStyle-BlueHeader-Head-Header1">
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<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
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<p class="FM_TableHeading">Search by</p>
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<p class="FM_TableHeading">(Search Access Point)</p>
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</th>
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<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
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<p class="FM_TableHeading">Type</p>
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<p class="FM_TableHeading">(Type of Truncation)</p>
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</th>
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<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
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<p class="FM_TableHeading">For</p>
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<p class="FM_TableHeading">(Text to Search for)</p>
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</th>
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<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Results</th>
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</tr>
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</thead>
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<tbody>
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<tr style="height: 39.00pt;" class="TableStyle-BlueHeader-Body-Body1">
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<td style="width: 72.862pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="FM_TableBody">Last, First Middle</p>
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</td>
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<td style="width: 62.362pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="FM_TableBody">Implicit</p>
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</td>
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<td style="width: 85.039pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="FM_TableBody"><b>Barry<br /></b>(without a comma)</p>
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</td>
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<td style="width: 141.732pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
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<p class="FM_TableBody">All <span class="FM_Emphasis">Barry</span> surnames and variations beginning with <span class="FM_Emphasis">Barry</span>, such as <span class="FM_Emphasis">Barryman</span> </p>
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</td>
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</tr>
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<tr style="height: 41.00pt;" class="TableStyle-BlueHeader-Body-Body1">
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<td style="width: 72.862pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="FM_TableBody">Last, First Middle</p>
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<p class="FM_TableBody"> </p>
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</td>
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<td style="width: 62.362pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="FM_TableBody">Implicit</p>
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</td>
|
||||
<td style="width: 85.039pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody"><b>Barry,<br /></b>(with a comma)</p>
|
||||
</td>
|
||||
<td style="width: 141.732pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">All <span class="FM_Emphasis">Barry</span> and no variations</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 86.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 72.862pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Last, First Middle</p>
|
||||
<p class="FM_TableBody"> </p>
|
||||
</td>
|
||||
<td style="width: 62.362pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Implicit</p>
|
||||
</td>
|
||||
<td style="width: 85.039pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Barry, John</b>
|
||||
</p>
|
||||
</td>
|
||||
<td style="width: 141.732pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">The extreme right term (John) is truncated. Results could include:</p>
|
||||
<p class="FM_TableBullet" style="font-style: italic;font-size: 11.0pt;">•<span class="FM_Emphasis" style="font-style: italic;font-size: 11.0pt;">Barry, John</span></p>
|
||||
<p class="FM_TableBullet" style="font-style: italic;font-size: 11.0pt;">•<span class="FM_Emphasis" style="font-style: italic;font-size: 11.0pt;">Barry, John Adam</span></p>
|
||||
<p class="FM_TableBullet" style="font-style: italic;font-size: 11.0pt;">•<span class="FM_Emphasis" style="font-style: italic;font-size: 11.0pt;">Barry, Johnnathan</span></p>
|
||||
<p class="FM_TableBody">But not <span class="FM_Emphasis">Barryman, John</span></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 72.862pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Last, First Middle</p>
|
||||
</td>
|
||||
<td style="width: 62.362pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Explicit</p>
|
||||
</td>
|
||||
<td style="width: 85.039pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Barry, John*</b>
|
||||
</p>
|
||||
</td>
|
||||
<td style="width: 141.732pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Same results as implicit for <b>Barry, John</b></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 62.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 72.862pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">First Middle Last</p>
|
||||
</td>
|
||||
<td style="width: 62.362pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Explicit</p>
|
||||
</td>
|
||||
<td style="width: 85.039pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">John* Barry</b>
|
||||
</p>
|
||||
</td>
|
||||
<td style="width: 141.732pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="FM_TableBody">Results could include:</p>
|
||||
<p class="FM_TableBullet" style="font-style: italic;font-size: 11.0pt;">•<span class="FM_Emphasis" style="font-style: italic;font-size: 11.0pt;">Barry, John</span></p>
|
||||
<p class="FM_TableBullet" style="font-style: italic;font-size: 11.0pt;">•<span class="FM_Emphasis" style="font-style: italic;font-size: 11.0pt;">Barry, John Adam</span></p>
|
||||
<p class="FM_TableBullet" style="font-style: italic;font-size: 11.0pt;">•<span class="FM_Emphasis" style="font-style: italic;font-size: 11.0pt;">Barry, Johnnathan</span></p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<p class="FM_TableAnchor" />
|
||||
<p>You can use <b>Limit by</b> options to focus your search. See <a href="#XREF_50672_More_Precise">More Precise Searches</a>.</p>
|
||||
<h3 style="font-size: 12pt;">Searching by Barcode</h3>
|
||||
<p><a name="kanchor4147"></a><a name="IX_searching_by_barcode"></a>When you search by barcode, you can scan or type the barcode in the <b>For</b> box.</p>
|
||||
<p>If your library system allows you to enter just the significant digits (the last unique portion) of a patron barcode, select <b>Barcode</b> in the <b>Search by</b> box and <b>Significant Digits</b> in the <b>Type</b> box. When you select this search type, you can enter just the significant digits. Leading zeroes are added as necessary, and the complete barcode appears in the <b>For</b> field. (If you select <b>Significant Digits</b> as the search type but enter more than the default number of digits, the search is not likely to yield any results.) If your library system does not use significant digits, the option is not available in the <b>Type</b> box. </p>
|
||||
<h3 style="font-size: 12pt;">Searching by Date</h3>
|
||||
<p><a name="kanchor4148"></a><a name="IX_searching_by_date"></a>When you search by date, such as an expiration date or registration date, the Find Tool displays <b>From</b> and <b>To</b> boxes. You specify a date range by typing in the date boxes, or you can click the down arrows by the date boxes and select the dates from calendars.</p>
|
||||
<h3 style="font-size: 12pt;"><a name="XREF_75073_Searching_by_Free"></a>Searching by Free-Text Access Points</h3>
|
||||
<p><a name="kanchor4149"></a><a name="IX_searching_free_text"></a>Some fields in a patron record, such as free text blocks and notes, are free-text fields. You can use the wild card asterisk <b>*</b> to search these fields effectively. For example, if you are searching for records with the free-text block <b>Check phone</b>, you can type these search terms:</p>
|
||||
<ul type="disc">
|
||||
<li><b>check phone</b> (case does not matter)</li>
|
||||
<li><b>check </b>(implicit truncation search type - same as <b>check*</b>)</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">*phone*</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p>However, if you enter <b>phone</b> (no asterisks), you find only text that <span class="FM_Emphasis">begins with</span> phone.</p>
|
||||
<h3 style="font-size: 12pt;">Searching by Phone Number</h3>
|
||||
<p><a name="kanchor4150"></a><a name="IX_searching_by_phone_number"></a>You can search by <b>Phone</b> or limit your search by this field. This is a free-text field (see <a href="#XREF_75073_Searching_by_Free">Searching by Free-Text Access Points</a>) that searches all three Phone fields in the patron record.</p>
|
||||
<h2><a name="TOC_Automatic_Search_Term"></a>Automatic Search Term Suggestions</h2>
|
||||
<p><a name="kanchor4151"></a><a name="IX_searching_with_automatic"></a>When you select <b>Keyword search</b> or <b>Phrase search</b> in the <b>Type</b> box and search for patron records by any of the following access points, search term suggestions may be displayed as you type your search term in the Find Tool <b>For</b> box .</p>
|
||||
<ul type="disc">
|
||||
<li><b>Name</b> <b>(First Middle Last)</b></li>
|
||||
<li><b>Name</b> <b>(Last, First Middle)</b></li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Address</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Email address</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p>You can click a suggestion to launch the search for the suggested term, or ignore the suggestions and continue to type your term. Click <b>Hide Suggestions</b> if you do not want to see suggestions during your search session.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The search suggestions feature is controlled by the system-level Polaris Administration Cataloging parameter <b>Auto-suggest feature enabled</b>.<MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> See <a href="../../Cataloging_Admin/PDKcatalog/Managing_Auto-Search_Suggestions.htm"> Managing Auto-Search Suggestions</a>.</MadCap:conditionalText></p>
|
||||
<h2><a name="TOC_More_Precise_Searches"></a><a name="XREF_50672_More_Precise"></a>More Precise Searches</h2>
|
||||
<p><a name="kanchor4152"></a><a name="IX_focusing_searches"></a>You can focus your searches to find what you need more easily:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Limit the search</span> - Select a search access point in the <b>Search</b> <b>by</b> box, select a limiter in the <b>Limit by</b> box, and select or type a value in the <b>Value</b> box. The values depend on the selected limiter.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>To find the records of patrons whose registrations expire within a certain date range and who also have library-assigned blocks, set <b>Search by</b> to <b>Expiration date</b> and set the date range. Then select <b>Library-assigned block</b> in the <b>Limit by </b>list, and select <b>All</b> or a specific block in the <b>Values</b> list. (Library-assigned blocks are branch-specific, and the available choices depend on the settings for your logged-in branch.) Then click <b>Search</b>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead"><span class="FM_BulletHead">Do a power search</span> - </span>You conduct complex, precise searches by writing Common Command Language (CCL) queries.<MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> See <a href="../../Polaris_Basics/PIfindrec/Doing_Power_Searches.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Doing Power Searches</span></a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Do an SQL search</span> - If you have the appropriate permissions, you can search by typing an SQL query, and save the search. These searches produce convenient, quick reports. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../../Polaris_Basics/PIfindrec/Setting_Up_SQL_Searches.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up SQL Searches</span></a>.</MadCap:conditionalText></li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Faster_Searches"></a>Faster Searches</h2>
|
||||
<p><a name="kanchor4153"></a><a name="IX_setting_a_record_limit"></a>You can set a limit on the number of records that can be returned in a single search. Specify the maximum number of records in the <b>Retrieval Limit</b> box on the Find Tool’s Settings tabbed page.</p>
|
||||
<h2><a name="TOC_Count_Only_Searches"></a>Count-Only Searches</h2>
|
||||
<p><a name="kanchor4154"></a><a name="IX_count_only_searches"></a>If you just need a quick count of the number of patron records with certain characteristics, select your search criteria and select <b>Count only</b>. </p>
|
||||
<h2><a name="TOC_Sending_Search_Results"></a>Sending Search Results to a Record Set</h2>
|
||||
<p><a name="kanchor4155"></a><a name="IX_record_sets_from_search"></a>If you want to add specific patron records to a record set, select them in the results list, right-click the selected records, and select <b>Add to Record Set </b>from the context menu. For more information about working with patron record sets, see <a href="../PPpatrecbulk/Bulk-Changing_Patron_Records.htm#XREF_83470_Registering_Patrons">Bulk-Changing Patron Records</a>.</p>
|
||||
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|
||||
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|
||||
<div id="footer">
|
||||
<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">8.0</span></div>
|
||||
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|
||||
<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>");
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|
||||
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|
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|
||||
+75
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|
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<!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">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Getting Started in Patron Services</title>
|
||||
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPstart/Getting_Started_in_Patron_Services.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_18475_Getting_Started_in"></a>Getting Started in Patron Services</h1>
|
||||
<p><a name="kanchor3097"></a><a name="IX_overview_5"></a>At the circulation desk, you use Polaris Patron Services to do activities such as registering patrons and updating patron records, checking in and checking out materials, placing requests, and processing patron fines and fees.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Patron_Services_Records.htm#XREF_12735_Accessing_Patron">Patron Services Records</a>
|
||||
</li>
|
||||
<li><a href="Patron_Services_on_the_Shortcut_Bar.htm#XREF_22344_Patron_Services_on">Patron Services on the Shortcut Bar</a>
|
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<li><a href="Finding_Patron_Records.htm#XREF_83131_Finding_Records_in">Finding Patron Records</a>
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<h1><a name="XREF_12735_Accessing_Patron"></a>Patron Services Records</h1>
|
||||
<p><a name="kanchor1936"></a><a name="IX_overview_6"></a>Patron records contain information about the patron and the patron’s library activities. Information about circulation and request transactions is stored in patron records, as well as in the bibliographic and item records for the material. Patron information is displayed in two workforms:</p>
|
||||
<ul>
|
||||
<li>The Patron Registration workform displays patron registration data, including general, address, and notification information. If your system includes patron photo identification, the Patron Registration workform also includes a photo view.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="patronregwkfm_600x419.gif" style="width: 600;height: 419;" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b><b>Tip:<br /></b></b>Press F9 to switch between the Patron Registration and Patron Status workforms for a patron record.</p>
|
||||
<ul>
|
||||
<li><a name="kanchor1937"></a><a name="IX_overview_7"></a>The Patron Status workform displays data that changes, either manually or automatically, as the patron uses library services. It includes information about blocks, notices, checked-out items, monetary transactions, claims, requests, reading history, outreach services profiles, associations, notes, and patron messages.</li>
|
||||
</ul>
|
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<p class="indent2">
|
||||
<img src="patstatwkfm_600x465.gif" style="width: 600;height: 465;" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Your Polaris administrator can set a preferred opening view for the Patron Status workform. </p>
|
||||
<p><a name="kanchor1938"></a><a name="IX_patron_record"></a><a name="kanchor1939"></a><a name="IX_properties"></a>You can see a summary of useful information about the patron record in the patron properties sheet. Click <img alt="PropertiesIcon.gif" style="width: 17.320pt;height: 15.080pt;margin-bottom: -6.000pt;" id="image2" src="PropertiesIcon.gif" /> or press <b>F8</b> in the Patron Registration or Patron Status workform to open the properties sheet. (You can also view a patron’s property sheet directly from a Find Tool results list, without opening the record. See <a href="Finding_Patron_Records.htm#XREF_83131_Finding_Records_in">Finding Patron Records</a>.)</p>
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<h1><a name="XREF_22344_Patron_Services_on"></a>Patron Services on the Shortcut Bar</h1>
|
||||
<p><a name="kanchor4061"></a><a name="IX_starting_tasks"></a>To get started in patron services, log on to Polaris. After you log on, the Polaris Shortcut Bar menu options are available.</p>
|
||||
<p>To create a new patron record, select <b>File </b>><b> New</b>. See <a href="../PPregstr/Creating_and_Editing_Patron_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Creating and Editing Patron Records</span></a>.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Click <img alt="RedOrb.gif" style="margin-bottom: -6.000pt;width: 26;height: 26;" id="image4" src="RedOrb_26x26.gif" /> to expand the Patron Services toolbar. You can click the icons to open the Find Tool and search for existing patron records, record sets, and other records. For example, click <img alt="PatronIcon.gif" style="width: 15.931pt;height: 17.348pt;margin-bottom: -6.000pt;" id="image5" src="PatronIcon.gif" /> to search for an existing patron record.</p>
|
||||
<p><a name="kanchor4062"></a><a name="IX_Patron_Services"></a><a name="kanchor4063"></a><a name="IX_menu_options"></a>To start a patron services task, select <b>Patron Services</b>. The Patron Services menu offers the following options:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Patron Records</b> - Opens the Polaris Find Tool to search for a patron record and display it in the Patron Registration workform. See <a href="Finding_Patron_Records.htm#XREF_83131_Finding_Records_in">Finding Patron Records</a>.</li>
|
||||
<li><b>Record Sets</b> - Opens the Polaris Find Tool to search for a patron record set and display it in the Record Set workform. Record sets are a convenient way to manage multiple patron records. See <a href="../PPpatrecbulk/Bulk-Changing_Patron_Records.htm#XREF_83470_Registering_Patrons">Bulk-Changing Patron Records</a>.</li>
|
||||
<li><b>Course Reserve Records</b> - Opens the Polaris Find Tool to search for a course reserve record and display it in the Course Reserve workform. See <a href="../PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>.</li>
|
||||
<li><b>Templates</b> - Opens a submenu with the option <b>Course Reserve</b>. Select this option to open the Polaris Find Tool and search for a course reserve record template. See <a href="../PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>.</li>
|
||||
<li><b>Outreach Services</b> - Opens the Outreach Services Manager, where you can process multiple patrons who are due for outreach service deliveries. See <a href="../PPoutreach/Outreach_Services_Processing.htm#XREF_58531_Outreach_Services">Outreach Services Processing</a>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Click <img alt="BrownOrb.gif" style="width: 18.312pt;height: 18.312pt;margin-bottom: -6.000pt;" id="image7" src="BrownOrb.gif" /> to expand the Circulation toolbar. You can click the icons to do circulation tasks. For example, click <img alt="but_chko.gif" style="width: 18.794pt;height: 18.794pt;margin-bottom: -6.000pt;" id="image8" src="but_chko.gif" /> to open the Check Out workform.</p>
|
||||
<p><a name="kanchor4064"></a><a name="IX_Circulation_1"></a><a name="kanchor4065"></a><a name="IX_options_1"></a>To start a circulation task, select <b>Circulation</b>. The following options appear on the Circulation menu:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Check Out</b> - Opens the Check Out workform to check out items. See <a href="../PPckout/Check-Out_and_Renewal.htm#XREF_63116_Checking_Out">Check-Out and Renewal</a>.</li>
|
||||
<li><b>Check In</b> - Opens the Check In workform to check in items. See <a href="../PPinventory/Taking_an_Item_Inventory.htm#XREF_57442_Checking_In">Taking an Item Inventory</a>.</li>
|
||||
<li><b>Patron Status</b> - Opens the Polaris Find Tool to search for a patron record and display it in the Patron Status workform. See <a href="Finding_Patron_Records.htm#XREF_83131_Finding_Records_in">Finding Patron Records</a>.</li>
|
||||
<li><b>Bookmobile</b> - Opens the Bookmobile workform to upload offline transaction files for online processing. You can also view a report that contains errors, warnings, and the number of offline transactions for each uploaded file.</li>
|
||||
<li><b>Request Manager</b> - Displays the Request Manager workform for working with all hold requests and interlibrary loan requests. See <a href="../PPill/Working_with_Interlibrary_Loans.htm#XREF_12272_Working_with"><a href="../PPholds/Working_with_Hold_Requests.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Working with Hold Requests</span></a> </a>and<a href="../PPill/Working_with_Interlibrary_Loans.htm#XREF_12272_Working_with"> Working with Interlibrary Loans</a>.</li>
|
||||
<li><b>Holds Queue</b> - Opens the Polaris Find Tool to search for a bibliographic or item record and display the hold queue for the title or item in the Holds Queue workform. See <a href="../PPholds/Working_with_Hold_Requests.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Working with Hold Requests</span></a>.</li>
|
||||
<li><b>Hold Requests</b> - Opens the Polaris Find Tool to search for a hold request. See <a href="../PPholds/Working_with_Hold_Requests.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Working with Hold Requests</span></a>.</li>
|
||||
<li><b>ILL Requests</b> - Opens the Polaris Find Tool to search for an interlibrary loan request. See <a href="../PPill/Working_with_Interlibrary_Loans.htm#XREF_12272_Working_with">Working with Interlibrary Loans</a>.</li>
|
||||
<li><b>Options</b> - Opens the Circulation: Options dialog box. Use this dialog box to set receipt printer options, alert sounds, and smart card reader options. See<a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print"> Setting Up Receipt Printing from Workforms</a>, <a href="../PPworkstn/Setting_Circulation_Audio_Signals.htm#XREF_44073_Setting_Audio">Setting Circulation Audio Signals</a>, and <a href="../PPworkstn/Setting_the_Workstation_for_Smart_Card_Use.htm#XREF_93898_Setting_the">Setting the Workstation for Smart Card Use</a>.</li>
|
||||
</ul>
|
||||
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|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
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<div>
|
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<p align="center">
|
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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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Reference in New Issue
Block a user